Quicken Veersion Update On How

Ive read reports that others are still having difficulty with accurate investment return results, but in my case, its working flawlessly.

Though I started on a Mac, and use a Mac today, the vast majority of my use has been on Windows.

A little over two years ago, I switched to the Mac version of Quicken which I wrote about here.

Quicken Veersion Update On How

In this post, Ill share an update on how its gone using the latest version of Quicken, Quicken 2019 for Mac.

My finances mirror those of many mid-life families: a half-dozen investment and retirement accounts, college savings accounts, a home, etc., though working for a publicly-traded company these past twenty years has also allowed me direct experience with stock options, restricted stock units, and a variety of employee benefit programs that follow that kind of employment.

Ive always tried to be disciplined when it comes to money, a natural-born planner, and Im comfortable managing my own finances.

With this background and financial situation, I have had many opportunities to evaluate and tug on the boundaries of Quicken as a personal finance program, particularly on this evolving Mac version of the software.

I switched over to Mac for most things about 15 years ago, except for Quicken which initially wasnt available at all, and early versions were either too basic or too buggy.

I had to run Windows virtually inside a Mac which was a hassle, so I was eager to move to the native version of Quicken.

Each year I would await the latest incarnation for the Mac, only to be disappointed by the one-star feedback of early adopters on the Mac App Store.

I finally took the leap in 2016 after Quicken 2017 for the Mac was released, and initial feedback was mildly positive for the first time.

I planned to run parallel systems between Mac and Windows, but that became too much effort, so in January 2017, I switched entirely to Quicken Premiere for the Mac.

While I take issue with how slowly the Mac version has developed, particularly in light of the abilities of its Windows counterpart, Quicken is still superior to any other personal finance program on the Mac if you need robust investment tracking.

There may be better cash flow and budgeting software (Banktivity and YNAB, for example), but these apps fall short, in my view, of keeping tabs on the intricate accounting treatment for the variety of obscure transactions that flow from owning stocks, mutual funds, stock options, and employer-granted restricted stock.

For this type of financial management, Quicken is still the only personal finance software game in town.

Since I purchased a 20-month subscription to Quicken Premiere last year during an Amazon.com Black Friday sale, updates like the 2019 edition have been provided at no additional charge.

I didnt even notice the name had changed since it came through as a regular software update.

Quicken claims that portions of the program are four times faster in 2019.

Opening and closing the program is much quicker, and, while I still see the occasional beachball icon when viewing investments, the overall program seems faster and more responsive.

Im using a newer iMac to run Quicken, so your mileage may vary, but my experience has been positive.

Long a sore spot on the Mac, investment tracking and analysis continued to see updates in 2018.

Its been a while now since Ive used the Windows version of Quicken, but I no longer feel like I lack analysis features for my investments.

I can view investment returns by class of investment (stocks, bonds, cash, other), security, holding period, etc., and drill into lots of purchases for my original cost basis, current gain or loss, and most recent market changes.

Quicken Veersion For Mac