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• Quicken For Mac 2018 Reviews
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• Create Detail Report In Quicken For Mac 2018 Reviews
• Create Detail Report In Quicken For Mac 2018

If you’ve finally had it with the Mac version of Quicken, we’ve taken a closer look at the best Quicken alternatives for Mac of 2019.

Quicken for Mac has lagged behind the Windows version for years and even though Quicken 2019 was an improvement, the decision to make it subscription only was the final straw for many faithful users.

On Windows, and in the Quicken folder in your Documents folder on a Mac. Other Quicken Files. Quicken may store other files in the folder alongside your data, including files containing images and backup files associated with your data.

The good news is that nowadays there’s some great personal finance software for Mac that not only do a better job, they don’t require a monthly or annual subscription to use.

Some of the apps featured here are even FREE like the excellent Personal Capital which blows Quicken out of the water when it comes to investment tracking and requires no subscription or commitments.

Apart from price, other reasons the apps here are better than Quicken include:

• Bank Syncing: Quicken is notoriously bad at syncing with bank accounts. You’ll find the apps here that support connecting to financial institutions far more reliable.
• Mobile Support: Quicken’s mobile app is limited and nowhere near as useful as the desktop app. Most of the apps here have well designed iPad and iPhone apps which are clear and easy to use.
• Investment Tracking: The Mac version of Quicken has never been good at tracking investments. You’ll find software here that do a much better job of managing car loans, home loan amortization, stocks, retirement funds and more. For a more specific look at investment apps, check out our look at the best investment software for Mac.
• Less Paperwork: By centralizing all of your accounts and bill payments with some of the tools here, you should also find that they help you if you want to create a paperless office on your Mac.
• Better Tax Tracking: You’ll also find that many of the apps here do a better job of preparing your accounts when it comes to filing taxes on your Mac.

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With this in mind, here then is our list of the best alternatives to Quicken for Mac in order of ranking.

1. Personal Capital (Free)

Personal Capital is a superb tool to manage your finances and best of all, it’s actually free to use.

If you already use Intuit’s other budgeting tool Mint (see review later), you’ll really like Personal Capital because it’s got the same feel but with far more powerful investment management features.

Around 1.8 million people use Personal Capital and many of them have switched from Quicken, especially those with investments.

Here’s a summary of why Personal Capital is such a great replacement for Quicken.

• It’s free

Hard to believe for a personal finance software worth its salt but Personal Capital is 100% free to use for as long as you want with no limitations.

Personal Capital only charges you a small commission if you decide you want to maximize your investments via a personal consultation with one of its own Financial Advisors.

This is completely optional and not obligatory but is there if you want it.

• It syncs accounts seamlessly in one place

If you’re tired of constant syncing issues and problems with Quicken, Personal Capital is a breath of fresh air.

It syncs extremely well with all major financial institutions, aggregates your accounts and makes it easy to get an overview of your finances.

This includes checking, savings, 401k, mortgage and investment accounts.

That’s not to say that hiccups don’t happen as much depends on technical changes made by financial institutions but it’s so much more reliable than Quicken.

You can also download any transactions synced with Personal Capital in CSV format.

• It analyzes your investments to save you money

What makes Personal Capital different to many budgeting apps is that it also helps you save money on existing investments.

One of the ways it does this is via a fee analyzer and an investment analyzer.

For example, the retirement fee analyzer immediately identifies areas where you may be getting ripped-off or over charged with 401K admin or management fees.

The investment analyzer does the same for your investments to see where your existing investments and holdings can be diversified to improve your returns.

• It helps you plan for the future

By telling Personal Capital exactly how much income you expect to have in retirement, Personal Capital calculates exactly how on or off track you are.

It can also assess the impact on your 401k of major life events such as the birth of a child, illness, college fees etc. Or it can be used to assess how your immediate finances could be improved if you get a lump sum and eliminate expensive premiums by getting a free estimate on selling your life insurance policy.

There’s also a comprehensive cost of living retirement calculator which gives you useful insights into your average net worth by age.

In fact Personal Capital is easily the best retirement planning software for Mac available.

• It’s as secure as any bank out there

Like any major financial institution, Personal Capital is registered with the Securities and Exchange Commission (“SEC”) and has to adhere to the same security standards and procedures.

What’s reassuring about Personal Capital is that it doesn’t actually handle your log in details at all. It uses Yodlee which is a highly secure financial credentials management system used by major banks and investment institutions worldwide.

This is bank level, military grade security that’s about as secure as it gets nowadays.

Even if your account were somehow compromised, Personal Capital doesn’t actually allow transferring of funds via the interface so they cannot be touched anyway.

There are other measures that Personal Capital takes to encrypt and protect your data which you can read more about here.

• You can talk to a human if you want to

Sometimes an app just isn’t enough if you really want to grow your money.

Especially if you’re investing large sums, Personal Capital allows you to consult with a Personal Capital advisor who can make specific recommendations based on your personal situation and minimize tax liabilities.

You need a minimum of $100,000 to use this service and Personal Capital charges a commission for it but for serious investors, this is a unique bonus of the app.

Personal Capital obviously encourages you to use one its Financial Advisors but there’s no hard sell if you’re not interested.

• You can check your finances on the move

The Personal Capital iOS app is one of the best personal finance apps for iPad or iPhone we’ve tried, allowing you to manage and monitor your finances wherever you are.

It’s clear, easy to use and has lots of features compared to most mobile budgeting apps.

Quicken vs Personal Capital

So what are the drawbacks to all this? Well, like any finance tool for Mac Personal Capital is not perfect.

The biggest gripe we have with Personal Capital is that you can’t import Quicken QIF or QFX files. This is definitely disappointing if you have years of Quicken accounts although even apps that do import Quicken files don’t usually do it very well due to the complexities of the format.

However, this is less of an issue now anyway since Quicken 2019 has removed the option to export files in QIF format from the Mac version anyway (although the Windows version of Quicken still exports to QIF). Quicken for Mac now only exports in QXF which is a proprietary Quicken format that can’t be imported into any program. Therefore, there’s no way to import Quicken 2019 files into Personal Capital unfortunately.

Unfortunately as well, you can’t change transaction dates in Personal Capital. If you have a fixed payment (such as salary or pension) that posts on the 1st of every month and it falls on a weekend or holiday, the transaction will appear in Personal Capital as the last banking day before that. This means Personal Capital will show that you have a double payment in the same month which messes up your budget.

Finally, another slight drawback to Personal Capital is that it doesn’t help you much at tax time. Although there’s dedicated tax software for this, there seems little reason why Personal Capital can’t make things easier when it comes to declarations.

Overall though, Personal Capital not only helps you budget better but it manages your investments too and it’s so convenient to have that all in one app.

For more information, you can check out our full Personal Capital review.

You can also open a Personal Capital account for free to judge for yourself.

Pricing: Free

2. Moneyspire

If Cloud based apps are not your thing and you want a dedicated Mac desktop app, Moneyspire 2018 (formerly Fortora Fresh Finance) is an excellent no-nonsense personal budgeting software for both Mac and Windows.

Moneyspire doesn’t store your accounts in the Cloud, doesn’t require you to upgrade regularly or subscribe like Quicken and you can download it onto your Mac.

Even better, at the moment, Moneyspire is 40% off at just $29.99 compared to the normal price of $49.99 which is definitely a good deal for a desktop personal finance software for Mac on this level.

You can import QIF files from Quicken and likewise, export your accounts to QIF if you move back to Quicken at a later date.

If you’ve got a lot of accounts saved in Microsoft Money on Windows, Moneyspire can also import MS Money files.

Moneyspire supports online bill payments though via both Direct Connect and its own Moneyspire Connect service both of which are free to use.

Moneyspire Connect supports over 15000 financial institutions so it’s safe to say, your bank is probably supported if Direct Connect doesn’t work for any reason.

Like many personal finance app bank syncing services, Moneyspire Connect doesn’t always work perfectly but this is often due to security changes on the bank side.

Generally, you’ll probably find Direct Connect more reliable although that isn’t without its problems too.

Moneyspire is a very complete alternative to Quicken on Mac which tracks bank accounts, credit cards, loans, investments and more.

You can set bill reminders, budgets and generate detailed reports and charts to monitor your outgoings and if you run a small business, you can also create professional invoices and track payments.

It can even print checks which most finance apps no longer support anymore on Mac.One of the things we like most about Moneyspire is that it doesn’t over complicate things. It gives a very clear overview of everything from accounts and details of spending to bill reminders and budgets.

The Bill & Deposit Reminder provides a very clear overview of upcoming payments:

You can generate detailed reports and charts to see exactly where your money is going to make tax reporting less stressful and much easier.

Other useful features in Moneyspire include Balance Forecast, Reconcile Statements, Online Banking, Import & Export of Data and Cloud syncing.

Reconciling of accounts in particular is a very useful feature when it comes to budgeting and you can see how it works below.

For mobile users, there’s a free Moneyspire app for iPad and iPhone which allows you to check your account balance, edit transactions, see upcoming bills and keep an eye on how your budget is doing.

Moneyspire used to be available in different versions but has now simplified its pricing policy and there’s now just one version of Moneyspire for $29.99 which includes Direct Connect access.

Normally it retails for $49.99 so that’s 40% off.

The impressively reliable Moneyspire Connect service is even included in the price (which previously used to cost an extra $49.99 per year).

If you do decide to purchase it, you have a 60 day money back guarantee if you’re not happy with it.

Unlike with Quicken, updates to Moneyspire are free but major updates usually require an upgrade fee.

You can also try Moneyspire on Mac for free if you want to see what it’s like for yourself.

You can also check our full Moneyspire review for more.

Pricing:$29.99 (40% off – normally $49.99) – Free Trial

3. Banktivity

Banktivity (formerly iBank) is designed specifically for Mac and has long been one of the most popular desktop replacements for Quicken on Mac.

Long before Quicken for Mac, Banktivity supported things like online banking integration, bill pay, envelope and full year budgeting, loan amortization and multi-currency support.

Some of these things have now been introduced in the latest version of Quicken 2018 for Mac but Banktivity still remains an excellent personal finance app for macOS.

Here are some of the things we like the most about Banktivity:

• Account Importing

Banktivity will import your accounts from Quicken and other finance software.

Although it’s not perfect, the import tool does a pretty good job and saves valuable time manually entering old accounts. You can see how this works below.

• Bank Syncing

Banktivity will automatically connect to and download transactions from your bank or other financial institution in real time.

It offers various ways of doing this with the most reliable and widely supported being Direct Access.

Direct Access is Banktivity’s own syncing service and generally works very well although it costs an extra $44.99 on top of the cost of Banktivity. Other free ways of connecting are available though.

• Detailed & Customized Reports

The reports generated by Banktivity are very well-organized due to tags and categorization.

There are Quick Reports for instant overviews of the essentials and you can create highly customized reports for virtually any kind of spending.

• Budgeting

Banktivity supports traditional and envelope budgeting with useful setup wizards to get you going.

You can filter budgets by time frame to see exactly when you’ve gone under or over budget and set budgets for scheduled and unscheduled expenses.

• iPad, iPhone and iWatch Apps

Banktivity is designed exclusively for the Apple ecosystem with iOS apps to help you monitor and enter transactions on the move.

The apps sync with the desktop version of Banktivity and there’s even an iWatch app with spending alerts to help keep you on budget.

Investment management isn’t Banktivity’s strong point but there is a separate free Banktivity Investor app (formerly iBank Investor) which syncs investment data specifically.

So for example, you can see all of your holdings with the current gains or losses in real time with data pulled from Yahoo Finance.

Banktivity 6 costs $64.99 but you must pay an additional $44.99 per year for Direct Connect access.

You can also try a 30 day free trial.

For a more in-depth look, you can also read our full Banktivity review.

4. Moneydance

Moneydance has many satisfied customers that previously used Quicken and is an excellent desktop equivalent to Quicken on Mac.

Moneydance has all of the features of Quicken including online banking and bill payments, bill attachments and arguably has better investment tracking and budgeting tools than Quicken.

Moneydance is particularly good at handling investments and transactions in multiple currencies so is an excellent choice for those that hold investments or make purchases in currencies other than US dollars.

Moneydance provides a very clear overview of your finances. It gives you all the essentials such as account balances, upcoming and overdue transactions and exchange rate information.

The calendar overview is particularly useful for a quick oversight of upcoming credits and debits so you can manage your finances for that month more easily.

Moneydance can import Quicken files in QIF format although we noticed several duplicate transactions which had to be manually adjusted.

Moneydance can automatically download transactions and make bill payments online to hundreds of financial institutions. However, online banking is only available via Direct Connect and we found this can be tricky to setup in Moneydance.

Moneydance can sometimes be unreliable at retrieving bank data especially from credit card accounts and there’s no enhanced online bank connection service that you can pay extra like with Moneyspire and Banktivity.

Investment tracking is also easier to navigate and more powerful than Quicken, with support for stocks, bonds, CDs and mutual funds among others.

You can see the total value of your investments or the performance of individual stocks and mutual funds over time. Moneydance will also download stock prices automatically in real time.

Moneydance also has some powerful reporting tools that compare favorably with Quicken and it can generate reports for any of your accounts, savings or investments.

The Moneydance iPad and iPhone apps are both free so you can manage your budgeting on the move although it’s only really useful for manually inputting transactions.

Slightly concerning though is the fact that Moneydance only syncs the Mac and iOS app via Dropbox which doesn’t feel very secure compared to Banktivity’s encrypted Direct Access features.

You can also extend its functionality with add-ons and extensions for such things as a Balance Predictor, Debt Insights and a Find and Replace extension.

Overall Moneydance is a solid financial software for Mac to replace Quicken especially if you need reliable online banking integration.

Moneydance is $49.99 from the Mac App Store with a 90 day money back guarantee and there is also a free Moneydance demo for up to 100 transactions.

You can also check out our full Moneydance review.

Pricing: $49.99

5. Mint

Mint is owned by Intuit the makers of Quicken and is basically a free, lighter and less powerful version of Quicken.

The biggest difference between Mint and Quicken is there is no automatic online bill pay feature in Mint so if this is a deal breaker for you, move on.

Mint has improved a lot over the years and has faced less criticism than Quicken, partly because it doesn’t cost a cent to use.

In fact many people use Mint for day-to-day budgeting alongside Personal Capital to manage their finances.

Mint is all about getting your money in order and is based around three things:

• Budgeting: Mint will automatically suggest a budget for you based on your income and goals. You can factor in one off expenses and of course recurring monthly costs.

• Bill Tracking: All your bills are clearly labelled and managed in one place. You can see when bills need paying and set alerts to let you know before they’re overdue.

• Credit Score Analysis: Mint performs a free credit score analysis if you verify your identity. It also gives you recommendations on how you can improve it.

• Spending Summary: You get a weekly summary of where your money has gone. This is useful for seeing which areas you’re spending most in and is handy to compare month-by-month. Mint will also alert you to unusual or large transactions.

• Spending by Category: Mint can also categorize transactions to make it clearer where you spent your money. If you’ve ever looked through your bank statement and can’t understand the codes and jargon used for certain transactions, this is useful. It also separates ATM withdrawal amounts from ATM withdrawal fees so you can see just how much your spending in charges and other hidden fees.

• Investment Tracking: The investment tracking features in Mint are very basic and certainly nothing like the financial tools in Personal Capital but for 401(k) accounts, mutual funds and IRAs it gives a basic overview.

Mint also has one of the best mobile apps out there for budgeting. The Mint iPad and iPhone app looks good, gives a clear overview of your finances and is easy to navigate.

The biggest problem you”ll encounter with Mint is connecting to banks to update your accounts.

Like many personal finance apps, Mint can take time to update your balances and transactions and can be affected by changes made by your bank to the way third-party apps communicate with it.

Sometimes this means you have to delete an account in order to reconnect it and the problem with this is that you lose your account history in Mint.

It’s also important to note that although Mint and Quicken are both Intuit products, there is no integration between Quicken and Mint. They are completely separate products.

Overall however, as a more basic free alternative to Quicken, Mint is an excellent budgeting tool for Mac users.

Pricing: Free

6. SEE Finance 2

SEE Finance 2 is designed specifically for Mac and used to be the closest thing you could get to Quicken before Intuit finally released Quicken for Mac.

Despite the launch of Quicken, the makers have continued to develop SEE Finance into a very reliable, robust and feature packed personal budgeting app for Mac.

In fact the latest version of SEE Finance 2 has been built from the ground up and is a big improvement on SEE Finance 1 in terms of both looks, functionality and affordability.

We found that SEE Finance 2 is one of the best personal finance software for Mac when it comes to importing Quicken QIF data accurately.

Unlike apps such as Banktivity and Moneydance, there’s less chance of duplicated transactions when importing large QIF files into SEE Finance. You can import files in QIF, QMTF, CSV, QFX and OFX format.

Investment tracking is also very well done in SEE Finance 2 with a clear and varied overview of your investments with lots of different reports.

SEE Finance 2 is also very good at handling multiple currencies with over 150 different currencies supported.

You can connect to banking institutions via Direct Connect which will automatically download transactions and import data from others.

This is easy to setup and use in SEE Finance and pretty reliable at syncing and updating account. Note however that SEE Finance 2 does not support Bill Pay.

More recently there’s now an SEE Finance iOS app for iPhone and iPad that syncs with the Mac version via iCloud. It also works with OFX Direct Connection downloads if your bank supports it.

SEE Finance 2 is a massive improvement on the first version and remains a fast, reliable and slick app to manage your finances on Mac.

Note that SEE Finance 1 is still available in the Mac App Store but we strongly recommend using SEE Finance 2 instead as it’s far more modern, includes an iOS app and is more likely to be supported by the developer in the future.

You can also try a 30 day free trial of SEE Finance.

Pricing: $39.99 – Free Trial

7. YNAB

Although You Need a Budget (YNAB) can’t fully compare with Quicken, if it’s mainly budgeting you use Quicken for, it’s definitely a contender.

YNAB claims that new users save on average $200 in their first month and more than $3000 by month nine although this of course won’t be true for everyone.

Because of the way it approaches budgeting, YNAB has proved very effective at helping users to save money and get their finances in order which is made it very popular with Mac and PC users alike.

More recently, it’s now added online banking support via Direct Connect to conveniently sync and update all of your accounts and transactions in one place so you can keep tabs on your money better.

There is no support in YNAB for Bill Pay however.

The developers of YNAB strive to help you manage your money more efficiently by encouraging you to use a Four Basic Rule method which can genuinely help you save money or get out of debt.

The four golden rules are:

1. Give Every Dollar A Job: Every cent is accounted for
2. Embrace Your True Expenses: Break down large purchases into monthly payments
3. Roll With The Punches: Create an overflow for the unexpected
4. Age Your Money: Deal with bills as they happen

YNAB is structured around these four principles and helps you to structure your budget accordingly.

YNAB can import bank files and transaction ledgers and can retrieve your balances from over 12,000 banks.

Note that there’s no support for Direct Connect or Bill Pay though.

YNAB also does not support multiple currencies or investment tracking so it’s not really suitable for those who have a big investment portfolio.

It does however allow you to factor mortgages and simple investments into your overall budget and gives you a very clear overview of where your money is going.

YNAB is also one of the only personal finance apps that has an iWatch app but even more unusual, an Alexa app which can automatically check category balances or record new spending at your command.

Although YNAB can sync across all devices, note that it uses Dropbox for syncing and doesn’t offer its own Cloud syncing service or syncing via iCloud.

YNAB now costs $4.99 a month or $49.99 per year direct from the developer.

If you’re a US college student, YNAB is absolutely free.

You can also try a 34 day free trial of YNAB before deciding whether its for you or not.

If you’re struggling to make ends meet at the end of the month, YNAB is an excellent straightforward budgeting alternative to Quicken.

Pricing: $49.99/Year – Free Trial

8. CountAbout

CountAbout is a simple but effective budgeting app that can import Quicken QIF files and Mint files.

The Quicken import tool is one of the best we’ve tried and accounts are imported with very little need for manual adjustment.

CountAbout automatically downloads transactions from your bank including investment balances like 401k’s. There is no support for Bill Pay though.

CountAbout offers two subscription plans – one for $9.99 per year and a premium subscription for $39.99 per year.

The difference is that the Premium subscription includes Direct Connect which allows you to automatically download transactions from bank, credit card and investment institutions.

CountAbout is very good value for money and considerably cheaper than most personal finance software that supports Direct Connect.

You can see a quick overview of what CountAbout can do below.

Pricing: $9.99/year or $39.99/year with Direct Connect

9. MoneyWell

MoneyWell is a slick, simple but effective Quicken alternative designed specifically for Mac.

MoneyWell is unique in that it uses an envelope budgeting system to help you manage your finances better.

Rather than setting targets that you either hit or miss, envelope budgeting works on the basis that any money you save or overspend is constantly adjusted to show the effect on your incoming bills.

MoneyWell also supports Direct Connect so that you can automatically pay bills from your bank account.

MoneyWell is clearly well thought out with some really smart interactive reports. In fact the graphs and reports in MoneyWell are some of the best we’ve seen in any budgeting software at this price.

Unfortunately, there’s no longer a mobile app though. MoneyWell Express was the mobile version of MoneyWell but was discontinued in early 2018 due to syncing issues.

MoneyWell costs $72.60 but you can also try it for free.

Pricing: $72.60 – Free Trial

10. MoneyWorks

Finally, if you’re looking for something that can double as both a budgeting app and accounting software on your Mac, MoneyWorks might be for you.

MoneyWorks was one of the first ever finance apps for Mac and made its debut on OS X way back in 1992 – before Windows 95 was even invented.

If you’re a treasurer and use Quicken to keep track of your organization or company budget, MoneyWorks may be ideal for you as it’s designed for small businesses, organizations and accountants in mind.

MoneyWorks can import data from QuickBooks, MYOB, Xero and Greentree although it doesn’t support importing Quicken data.

MoneyWorks also doesn’t support Direct Connect or Bill Pay though so it’s not suitable for those that want to sync it with their bank.

MoneyWorks is however well-integrated with other business software on Mac including Daylite, FileMaker, Numbers and Microsoft Office.

If you need something that can manage payroll, CRM and POS systems on Mac, then MoneyWorks is a particularly good choice.

MoneyWorks is also generally very good at representing complex business data in graphs and produces custom reports via the MoneyWorks Gold report writer.

It’s also a good option for those that need to share their accounts with Windows-based accountants as it works on both Mac and PC.

MoneyWorks comes in 5 different versions aimed at differing sizes of business and all are available for standalone purchase or via subscription.

MoneyWorks Cashbook is completely free to use and is ideal for small organizations that need a simple financial management solution.

You can also try MoneyWorks free for 45 days.

If you’re looking for a Quicken alternative with a focus on accounting and cashflow, MoneyWorks is a powerful solution for Mac users

Pricing: Free/$18 per month+/$249+

Which Is The Best Quicken Alternative For Mac?

If you’re looking to maximize your investments as well as manage your budget, then Personal Capital is still the best of the lot.

The fact that you can use it completely for free is obviously a massive advantage compared to any other personal finance tool out there.

It also just makes budgeting and maximizing your assets so easy compared to Quicken and it also looks like something that’s made for Macs compared to Quicken which was originally made for Windows and later ported to Mac.

Considerations When Replacing Quicken

The best Quicken alternative for you really depends on your specific needs. Some people need things like Bill Pay and Online Banking while others are more focused on investments.

To help you in your decision though, here’s a checklist of features to bear in mind when deciding which Quicken replacement to choose.

You can see whether the application you’re interested in supports these features by checking the comparison table above.

• Online Banking Integration

This is essential for those that want their accounts to be regularly updated with real time bank transactions.

Direct Connect (known as QFX in Quicken products) is the standard method that most banks support although increasingly, users are finding it very unreliable.

Sometimes this is not an application’s fault and is due to changes made by banks on how third party software connects to them.

Some banks such as Citibank have even dropped support for Direct Connect in favor of their own proprietary system instead.

As a result, some applications such as Moneyspire, Banktivity and Moneydance have developed their own version of Direct Connect although this usually costs extra.

However, Moneyspire’s reliable Moneyspire Connect service is now included for free in the price of the product which makes it a very good deal indeed.

Note that some banks may levy a small charge for connecting your account to a third-party app via Direct Connect so it’s always wise to check with your financial institution first.

• Bill Pay

It’s important to be aware that just because an app supports online banking, doesn’t necessarily mean it supports Bill Pay.

Bill Pay enables an application to automatically pay your bills to help keep on top of them.

Of course, you can do this easily by setting up a Direct Debit with your bank for things such as utility bills but Bill Pay enables your finance app to track them more easily.

• Account Reconciliation

Not all personal finance apps allow you to reconcile accounts manually.

This is essential if you’re trying to manage a budget but get payments that fall on the first of the month but it happens to be a weekend or holiday.

In such cases, many apps will automatically enter the transaction on the last previous banking day and there’s no way to change this.

• Encrypted Connections

When it comes to security, remember that any connection made between finance apps and your bank are only as safe as the application accessing it.

Make sure that the application takes security seriously and uses encrypted connections to your bank to prevent unauthorized interceptions.

A few apps such as Personal Capital add an extra layer of protection by not actually storing your financial credentials but managing access via specialized encrypted service Yodlee.

This is also used by many financial institutions and adds an extra layer of protection to your data.

• Investment Tracking

This is essential to track loans, assets, stocks, shares and bonds etc.

One of the big gripes Mac users have with Quicken is that it doesn’t do a good job of tracking basic things like car loans or home loan amortization (although fixed interest rate tracking was introduced in Quicken 2017).

Alternatives such as Personal Capital, Banktivity and Moneydance all feature robust investment tracking as standard.

• Mobile Apps

If you like to manage your money or check accounts on the move, make sure the software you choose has a mobile app.

Most apps that have a mobile app sync accounts with your iPhone or iPad although many are limited in functionality and don’t allow you to make many transactions. Some user their own servers to sync while others offer syncing via iCloud.

If you like to take photos of receipts and invoices to sync with your Mac later, make sure this feature is supported.

• Quicken Import Support

Quicken For Mac 2018 Reviews

If you want to import your Quicken accounts into another application, you can easily do so by exporting them into QIF format.

Unfortunately, Quicken 2019 has removed the option to export files in QIF format. It now only exports in QXF which is a proprietary Quicken format that can’t be imported into any program.

Therefore, there’s no way to import Quicken 2019 files into any personal finance app anymore but earlier versions of Quicken can.

Note that not all personal finance software supports QIF importing so if this is important to you, make sure you can migrate from Quicken easily.

Note that no Mac personal finance app will import Quicken files 100% perfectly – there will always be some manual correction necessary.

• Multiple Currencies

For those that travel a lot or that deal with foreign transactions regularly. The Mac edition of Quicken is still lagging behind when it comes to multiple currency transaction support.

Those that imported foreign currency accounts into Quicken 2018 for example found that they were suddenly converted to dollars.

Make sure foreign currencies are supported if you do a lot of trade abroad to avoid some major headaches when importing data.

• User Profiles

If you share the software with a partner, other members of your family or colleagues, support for creating multiple profiles is very useful.

It allows you to track spending and create budgets for each individual member whilst also preserving the privacy of each user.

Some financial software only allows one user per license and some don’t support more than one profile so bear this in mind if you’re intending to use the program with other.

We hope this article has helped you be more informed when choosing a replacement for Quicken on your Mac.

This is by no means a definitive list of programs to replace Quicken with on your Mac. There are other options (examples include LiquidLedger and moneyGuru) but we haven’t included them as most are now very dated and can’t compare to the latest version of Quicken anymore.

If you have any other questions, experiences or suggestions regarding the software featured here, let us know in the comments below.

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Quicken has been the default personal finance manager of Mac users for years. But despite its ubiquity, I still run across many Quicken users who aren’t getting the most out of the program, because they don’t know some simple tricks that can make it easier to use. Here’s my top-ten list of tricks every Quicken user—from novices to experts—should know.

1. Customize the keyboard

If you don’t like Quicken’s default keyboard shortcuts, change them or add your own. Just hold down the 1 key and choose the item you want to customize from the menu bar. In the Edit Command Key dialog box, you can enter your preferred shortcut.

2. Don’t open Quicken

Need to quickly record an expense? Just tap the key you’ve configured to launch Dashboard, and then use the QuickEntry widget that was introduced with Quicken 2007. You can make entries in any of your Quicken accounts; those entries will be automatically imported into your account registers the next time you launch Quicken.

3. Unclutter your categories

Quicken’s categories are the key to tracking your spending. But even though some of Quicken’s default categories may not work for you, those categories will still appear every time you view the Categories & Transfers window or use the pop-up category list in the account registers. Get rid of categories you’ll never use by choosing Lists: Categories & Transfers: Remove Unused Categories.

4. Use classes

Quicken makes it easy to create categories for all your financial transactions—perhaps too easy. For example, let’s say you want to track individual medical expenses for you and your spouse. You could create two subcategories under the Medical category. But what about your kids? Do you really need a different Medical subcategory for each family member? If you do, and if you apply the same logic to your other expenses, you’ll soon have an unmanageable number of categories and subcategories.

The smarter thing to do is to create classes in Quicken. Classes are distinct from categories, so they can further define a transaction that has already been assigned to a category. For example, you might create a class for each of your family’s members. Just choose Lists: Classes, click on the New button in the Classes window, and add a new class name. Then, during data entry, you can assign a class to a transaction by appending a forward slash and a class name to the category name. For example, you’d enter Medical/Bob for one of Bob’s medical expenses.

Once you’ve set up these classes, you can easily generate a report for the entire family’s medical expenses (sorting by category), another for all your expenses (sorting by class), and a third for just your medical expenses (sorting by both class and category).

5. Calculate faster

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If you want to make a quick calculation while you’re entering data in the account register, you don’t have to reach for the calculator on your desk or in Dashboard. Instead, Quicken’s QuickMath feature gives you a simple “paper-tape” calculator (like an old adding machine) right in the account register. Here’s how to use it: While you’re in any field that you can enter an amount in, press an arithmetic-operator key (+, –, *, /, or =) to open the QuickMath paper tape. Enter the numbers you want to calculate, pressing an operator key between each number. When you’ve entered all your numbers, click on the Total but-ton at the bottom of the paper tape (or press enter). Quicken does the calculation and places the result into the field.

6. Don’t skip backups

Your Quicken data file is one of the most important files you have, and a good backup is a must. Quicken will back this file up automatically, but you can customize the backup location. A second hard drive is ideal. Choose Quicken: Preferences, and then go to the File Backup pane. Make sure that the Automatically Back Up The Data File To Disk option is selected; then click on Choose and navigate to a folder on your external hard drive. If you have a .Mac account, you can also automatically back up to your iDisk. Security is ensured because the backup file is compressed and encrypted with a password.

7. Set a schedule

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A good way to keep on top of your finances is to set aside the same time each week to do your bills. If you use online banking, you can increase efficiency by having Quicken download your statements and update your accounts each week before you begin. Choose Online: Scheduled Updates; then, in the resulting dialog box, set the day of the week and the time for the automatic update. At that time, Quicken will launch silently in the background, download your financial data, and quit. When you’re ready, you just open Quicken and work with your updated information.

8. Reconcile instantly

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Reconciling your accounts can be a pain, but if you use online banking, it can be almost painless. All you need to do is turn on automatic reconciliation. In Quicken’s preferences, open the Auto-Reconcile pane. Choose the account you want to automatically reconcile (it must be a checking, savings, or credit card account) from the pop-up menu; then select the Enable Auto-Reconcile option. I also suggest that you select the Auto-Reconcile Without Reminding Me option. That way, when your Quicken balances and your bank’s balances match, you won’t even see the Reconciliation dialog box.

9. Make online payees smarter

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When you download transactions, they often appear with somewhat inscrutable payee names. For example, when I buy groceries with my debit card, the charge shows up with this payee name: Safew0000000000CA 1724. Quicken’s Smart Payee feature can help. In the Download Transactions window, select the payee name and type over it with a new name (I chose Safeway ); you can also make changes in the Category and Memo fields. Then click on the Record button. Quicken saves the new Smart Payee name for the transaction, and replaces the old name with the new one in all that payee’s past transactions. In future downloads, the original payee name will be automatically changed to the Smart Payee name.

10. Track your inventory

Your money is important, but so is your stuff. Use the included Quicken Home Inventory program to list all of your possessions for insurance purposes. Integration with iPhoto allows you to keep photographic documentation of your valuables. Just as important in the event of a disaster is being able to access your important papers; the Emer-gency Records Organizer lets you enter data and print a report containing emergency contacts, financial and insurance information, vital documents such as birth certificates and your will, and more. You’ll find both of these programs in the Activities menu.

[ Tom Negrino is the author of a number of books on Quicken, as well as a coauthor of Dreamweaver CS3 Visual QuickStart Guide (Peachpit Press, 2007). ]