After 7 years of Essentials for Mac, Intuit has finally released a major update for their Mac users – Welcome Quicken 2015 for Mac. But is this a welcomed upgrade or just too little, too late? Let’s take a look and see.
New features in Quicken 2015 for Mac
Just in time for OS X Yosemite, Quicken 2015 for Mac is completed redesigned. Not only is the interface built from the ground up, but you get a new app as well and some fancy new features to go along with it. Here are some of the key improvements in this release:
- New Mobile App – Now check all your balances, payments due, and track receipts (by snapping a photo) from your iPad, iPhone or Android device with the new Quicken App for Mac. The app automatically syncs your financial data between devices so no need to wait on imputing your financial data when you’re in front of the computer. It’s available for free at the iTunes Store.
- Export to TurboTax – If you use TurboTax to complete your personal tax returns, then you’ll like the new export feature. Quicken 2015 for Mac let’s you plan and manage your taxable investments. The software syncs to real-time stock quotes to keep your net worth up to date and tracks cost basis, realized/unrealized gains, and calculates any capital gains automatically for you.
- Global Account View – If you use mint.com, then you will know this feature pretty well. Quicken 2015 for Mac gives you a full 360 view of all your bank accounts, stock portfolios, retirements plans, savings accounts, retirement accounts, and credit card liabilities all in once place. Because it syncs automatically to over 14,500 financial institutions, you always know where you stand financially.
- Bills, bills, and bills – If you’re like me and somehow need to manage a paying a pile of bills every month, then you’ll find the bill reminders pretty helpful (especially on reoccurring payments like the cable or car payment bills). The software shows you the upcoming financial impact of those expenses and will help you avoid those pesky overdraft charges or bounced check fees.
- Expanded reporting capabilities – Quicken 2015 for Mac let’s you create an entire portfolio of custom reports. These include, account summaries, spending by category, net income, spending cloud, spending over a fixed amount of time, monthly budget charts, realized and unrealized gains reprots, and Tax Schedule reports (Schedule A, B, C, D).
And if your coming from Quicken Essentials for Mac, the older Quicken Mac 2007, or any Windows version of Quicken after 2010, then you’ll be able to automatically upload your existing data with just a few clicks.
Is there a free trial available?
No, Intuit does not offer free trials on any Quicken software, regardless if it’s for PC or Mac. However, in lieu of a free trial, all orders have an extended 60-day no-questions-asked return policy regardless of where you purchased the software from. The only requirement is that you made your purchase from Intuit directly or an authorized reseller (i.e. not from eBay). Here are more details on Quicken’s return policy and how to begin the refund process.
Quicken 2015 for Mac vs. Quicken Essentials for Mac.
We’ve put together a comparison for you to see the differences between the new Quicken 2015 for Mac and some of the other versions of Quicken, including the outgoing Essentials version that’s been around for the last 7 years as well as Quicken Premier 2014 for you folks running the PC version on your Mac using Parallels Desktop 10 for Mac or VMware Fusion 7.
The initial reviews are pouring in.
You may be saying to yourself, “these new features listed above all sound so wonderful”. Well, before you pull out your wallet, we recommend that you take a look at some of the reviews coming in. Our favorite place to find some unbiased feedback is at Amazon’s Quicken 2015 for Mac page (already 50+ reviews within the fist few days of the release). You’ll find that overall people are fairly happy with this release. Of course some people are reporting issues as well so be sure to see both sides of the spectrum. Just remember, if you decide to buy it then you are covered under Intuit’s 60-day money back guarantee so you will be able to return it for a full refund if you decide it’s not a worthy upgrade to the version that you’re currently using.
We recommend that if you do pick up Quicken 2015 for Mac that you keep an eye out for the updates (found in your settings) as Quicken is known for sending a few of these early on in each release cycle to fix/patch some of the most common issues.
What are your thoughts?
We want to know what you think – How do you like Quicken 2015 for Mac? Leave your thoughts in the comments below.