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I regularly updated that “2015” app version and even bought some upgrades to see if Intuit had added what I needed.Īt various times from 2014 to the present, I also tried Banktivity, Mint, Moneydance, Xero, and others.

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Intuit’s attempts to reimplement the full capabilities of Quicken 2007 never quite hit the mark see “ Quicken 2015: Close, But Not Yet Acceptable” (2 October 2014). After years of excuses, the company released an entirely new app, Quicken Essentials, that was so stripped down as to be essentially… useless. Intuit never released a true Intel-compatible version of its flagship software but somehow pushed out a hacked-together version that sidestepped the need for Rosetta (see “ Intuit Releases Quicken Mac 2007 OS X Lion Compatible,” 8 March 2012).

Separating personal and business transactions by using categories to assign any transaction to any purposeīut Quicken 2007 was already behind the times in 2006! Apple had already begun its transition from PowerPC to Intel chips, and Quicken 2007 had only PowerPC code in it.

Highly customizable reporting to extract lists of transactions or summaries of income and expenses corresponding to city, state, and federal tax guidelines.

Financial institution transaction syncing and automatic (or at least heavily assisted) reconciliation.

Hierarchical categories (like “Business:Hardware:In-state” to mark purchases on which I paid sales tax, or “Income:Consulting:Conferences”).

Quicken 2007 included and improved on several bookkeeping needs I had and still have:

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When Intuit, Quicken’s original owner, released Quicken 2007 for what was then called Mac OS X, it was a major step forward for Mac users in synchronizing online accounts and producing financial reports. This is my journey, and if you’re still on Quicken 2007, it’s one you can take too. I waited so long, however, that I wasn’t forced to give up anything in the process.

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But after a recent long-delayed update to the current version, Quicken Deluxe, I can now pinpoint the time: mid-1998.Īfter 23 years of using older versions of Quicken, including Quicken 2007 since its paradoxical release in 2006, I’ve finally severed my cord to the past: to PowerPC and Intel processors, to outdated record formats, and to clunky manual entry of transactions.

I couldn’t remember when I first installed Quicken to manage my personal and small-business finances. How I Learned To Love Quicken Deluxe and Give Up on the Past

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