Intuit released Quicken 2015 for Mac, the first new version of the software in seven years. According to an article on AppleInsider.com, the new program is fairly similar to its previous version, though some features have been omitted. The article said, “Among those missing are they ability to create a 12-month budget, show loan amortization and pay bills directly within the application.” The software is also missing features that allow users to see a calendar view of bills and transactions or paycheck deduction tracking.

Quicken’s Windows version is much stronger in terms of functionality. Intuit is allowing customers to vote on which features will be added next, and the company will provide those updates for free. The new software comes with a free companion app for iOS so users can synchronize data between their computer, iPhone and iPad. The application allows users to take pictures of receipts to track purchases.

Quicken 2015 for Mac costs $74.99 and will go on sale at retail locations in October.

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Jaclyn McClellan

Jaclyn McClellan is an assistant financial analyst at AAII and is editor of Computerized Investing, the premiere publication covering the use of personal computers for financial planning, investment analysis and portfolio management. She contributes articles and reviews to Computerized Investing and writes for the AAII Journal. McClellan also serves on the Stock Superstars Report and Dividend Investing advisory committees. She is an honors graduate from DePaul University with a bachelor of science in business with a major in finance.

16 Comments on this article. Feel free to join this conversation.

  1. EDWARD EMORY September 20, 2014 at 10:42 am - Reply

    Oh thats brilliant! Let’s don’t try to upgrade to match the Windows version. Let’s make it even worse than the last version and charge $75 for it.

    • Wayne Thorp
      Wayne Thorp September 25, 2014 at 7:21 am - Reply

      This is what you will find as a Mac user looking for quality finance and investing software. Even with the increase in popularity over the last decade, Mac still only controls maybe 20% of the global PC market. So software makers are going to focus their resources on serving the bigger piece of the pie. Also, being able to run Windows on Intel-based Macs further diminishes the incentive to focus on Mac-only software.

      • EDWARD EMORY September 25, 2014 at 11:22 am - Reply

        Then don’t sell an Apple version at all, it you are just going to sell junk. It hurts your reputation.

  2. Wayne Thorp
    Wayne Thorp September 25, 2014 at 11:42 am - Reply

    It’s a Catch-22. If they drop Quicken for Mac altogether, they face the wrath of Mac users who will accuse Intuit of abandoning them.

    • EDWARD EMORY September 25, 2014 at 12:35 pm - Reply

      The Mac users all hate their product and, therefore, they have gained nothing with a shoddy product.

      • AAII September 27, 2014 at 10:11 am - Reply

        Well they must still be selling enough of the watered-down product to justify the cost of updating it.

  3. c layfield August 15, 2015 at 1:13 pm - Reply

    I couldn’t agree more with Mr. Emory. The consistent view of AAII is Apple’s don’t matter because they are less than 50%. Why don’t you try to break down the demographics according to age, income, the future. I had a PC investment shop and have converted all computers to Macs as there is flexibility there. Choices, MAC or PC. The Intel chipset provides that. Why would someone want to limit their flexibility. AAII is great but serving dinosaurs including myself. I would think AAII let alone Quicken would want to plan for the future. Intuit uses its customers for beta testers. I have used Quicken since Quicken for DOS and have found it to decline consistently. Unfortunately, there is NO choice other than this mediocre product.

    • Wayne Thorp
      Wayne Thorp August 15, 2015 at 1:44 pm - Reply

      Based on visitors to AAII’s website, less than 25% of AAII members use a Mac. AAII has a single software package–Stock Investor Pro–and it is Windows based, since we have to allocate our finite resources to serve the greatest number of members. That is the only service AAII offers that excludes Mac users.

      As far as coverage of Mac software, we can only cover what is out there. Most of what we find on the Mac side are basic personal financial managers such as Quicken. There are few, if any, screening tools or portfolio analysis platforms for the Mac. They are online and usually have limited functionality compared to Windows equivalents.

      • ED EMORY August 15, 2015 at 4:31 pm - Reply

        If AAII resources are limited, AAII should get up to date and go to a web based operating system instead of ignoring 25% of your users. I escaped from the crappy, bug ridden Windows system after using every version through XP and I will pass on buying AAII software rather than buying it to stick on a windows Mac. And I still use Quicken 2005 on my ancient XP instead of buying new versions. Windows works ok as a SINGLE program computer instead of mutitasking or going on the internet. Oh and ,before the hating starts, I was and am fully capable of fixing the problems. I would rather be making money or enjoying myself and I never got on the ego trip of being “the man” that everybody wants to fix their computer for them.

        • Wayne Thorp
          Wayne Thorp August 15, 2015 at 5:40 pm - Reply

          That’s exactly what we are doing.

          But, luckily, Windows 8.1 and 10 are the most secure, versatile and intuitive versions Microsoft has put out. Right at the time that Mac OS is coming under attack more and more from hackers and malware,

          • Ed EMORY August 16, 2015 at 9:32 am -

            I must point out to you that your consistent defense of Windows and sly digs at Apple, in your replies to every comment, belies your bias as one of the Apple hater crowd. I started out computers as an Apple II user, quickly switched to IBM upon the release of the original Windows program, and learned to work on the continuous malfunctions of all kinds. I am a power user, Investor in stocks options and owner of rental properties, who has multiple programs in use and multiple investing websites open ALL AT THE SAME TIME. While I could fix the WINDOWS frequent problems, my wife grew tired of my frequent outbursts of cursing, over disruption of productivity. I have no bias and just want to be able to be productive. At this time Apple performs that purpose well. As a software reviewer, your duty is to be neutral in your review of programs and not a defender of Windows.

          • Ed EMORY August 16, 2015 at 9:36 am -

            By the way, I eagerly look forward to the release of your web version. When do you expect it?

  4. c layfield August 15, 2015 at 1:15 pm - Reply

    Intuit launches Quicken for Mac 2015.


  5. Wayne Thorp
    Wayne Thorp August 17, 2015 at 5:27 am - Reply

    @ Mr. Emory,

    I am certainly not an “Apple hater.” I love my iPhone and iPad air and I have no problem with the Mac OS. However, my “defense” of Windows as a stable and secure operating system is based on many, many years of user experience. As a reviewer, it is my job to offer my opinions, based on my experiences. Furthermore, as someone who primarily reviews investment analysis and tracking software, I have to point out the OS that gives users the best selection of robust platforms. In this case, Windows is the clear-cut winner.

    As far as a Web-based version of Stock Investor goes, this is a massive undertaking. We are working on multiple phases of the project but a full-blown version with the functionality of the current desktop program is years away.

    • c. layfield August 17, 2015 at 11:39 am - Reply

      @Mr. Thorp. I respect your right to disagree but somehow it feels like stonewalling. Your defense seems to legitimize ignoring 25% of your members needs. The reviews of Quicken have been abominable. If you are going to plagiarize what is stated on the back of the Quicken packaging, admit you have no familiarity with the program. After 30 years the program gets progressively worse. I am glad to hear you are going web-based. TD Ameritrade has had much success with Think or Swim. If AAII wants to appeal to the younger folks, you must be flexible not rigid and defensive. Just admit you are wrong. Apple’s 25% should not be routinely ignored.

      • Wayne Thorp
        Wayne Thorp August 17, 2015 at 12:05 pm - Reply

        Unfortunately, we do not have the resources to develop separate Mac and Windows versions of the program. This is the same business decision Intuit and other software makers face. As we look to redesign and upgrade Stock Investor, one of my primary goals as program manager is to be as inclusive possible. That is why we are moving towards a cloud-based version of Stock Investor. I am very much looking forward to the finished product.

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