My work for a publicly-traded company for the past twenty years has allowed me direct experience with stock options, restricted stock units, performance shares, deferred compensation plans, and a variety of employee benefit programs that follow that kind of employment. My finances mirror those of many mid-life families eyeing retirement: a half-dozen investment and retirement accounts, college savings accounts, a home, etc. I began my career in public accounting, and while I no longer provide accounting or auditing services to clients, I’ve held a CPA license here in the state of Washington for over thirty years. If you’re a Quicken Windows version thinking about switching over to the Mac, this review should be useful.
Unlike other written reviews of Quicken software, my recent experience is exclusive to the Mac platform, though I will make feature comparisons to the Windows version. In this post, I’ll share an update on how it’s gone using the latest version, Quicken 2020 for Mac. I wrote about the process of switching from Windows to Mac here.Īs I wrote then, I had very high expectations for the Mac version under new leadership, independent of Intuit, and the financial benefit of a new subscription-based business model.
I have been using Quicken to manage my finances since 1989: first on the Mac, then a long stint on the Windows version, before switching back to the new-and-improved Mac version four years ago. Welcome to my third annual review of the personal finance software, Quicken for Mac.
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