Quicken has been the default personal finance manager of Mac users for years. But despite its ubiquity, many Quicken users aren't getting the most out of the program, because they don't know some.
Quicken 2016 helps you manage all your personal finances in one place, so you can see where you’re spending and where you can save. Quicken automatically categorizes your financial transactions, helps you stay on top of bills and set goals so you can save more. You can even access your data on the go. Features: • View All Your Accounts in One Place – See all your bank, credit card, investment and retirement accounts in one place, so you know exactly where you stand. Quicken 2015 downloads your income and expenses from your accounts, so you don’t have to enter transactions manually and avoid the hassle of going to multiple websites.
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• See Exactly Where Your Money Is Going – Quicken 2015 automatically categorizes expenses like groceries, entertainment, and more, so you don’t have to edit them manually. You can easily see where you’re spending and where you can save. • Plan, and Stay on, a Budget – We make it easy to get on a budget you can live with. Quicken 2015 automatically sets up budget goals based on what you’ve spent in the past. You can customize your plan, and we’ll track your progress.
• Never Miss a Bill – Quicken 2015 automatically creates bill reminders for you based on your previous bills; you can customize or add reminders as needed. We’ll alert you when bills are coming up, so you can pay them on time and avoid late fees. • Make Smart Money Decisions on the Go – Check your account balances and budget on the go. Our free mobile app syncs data from your computer to your iPhone and iPad. Take pictures of receipts to track key purchases. • Manage Your Investments and Plan for Taxes – See how your investments are performing.
We’ll continuously update quotes to keep your portfolio value current. We make tax time easier by tracking cost basis estimating capital gains, and creating Schedule D tax reports. • Getting Started Is a Breeze – Step-by-step guidance helps you get up and running fast.
Just answer a few simple questions; we’ll show you how Quicken works, and what to do next. You’ll see your financial picture come quickly into focus. • Import Data From Previous Quicken Versions – Easily import data from Quicken Essentials, Quicken 2007, and Quicken Windows 2010 or newer versions.
Quicken 2015 for Mac supersedes Quicken 2007 and Quicken Essentials (previously, both apps were offered for sale next to each other). WHAT’S NEW Version 3.0.3: • Fixed an issue where sending an Direct Connect Bill Pay payment could show error “2005_Description” • Fixed an issue where opening a Quicken 2015 file in Quicken 2016 could show duplicate transactions in Direct Connect accounts that support Bill Pay. • Fixed an issue where using special characters in the name of an Direct Connect Bill Pay payee could show error 400. • Fixed an issue where switching a Wells Fargo account from Quicken Connect to Direct Connect could show error 409. • Fixed an issue where future-dated investment transactions were incorrectly affecting portfolio and market value calculations.
• Fixed an issue where the Net Worth Over Time and Spending Over Time reports sometimes didn’t show the final month if a custom date range was selected. • Fixed an issue where the footer of a printed report or register would be upside down when using OS X 10.11 (El Capitan). • Fixed an issue where new transactions downloaded in Quicken Connect accounts for an existing payee didn’t always use the category that had been used in the past for that payee. • Fixed an issue where MiscExpX transactions imported from a Quicken Windows file were always uncategorized. • Fixed an issue where accounts could sometimes be incorrectly renamed during mobile sync or when downloading a Quicken Connect account. • Added an “FI Id” register column that displays the FITID of a transaction for troubleshooting purposes. Choose the View > Columns () > FI Id menu item to make it visible.
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