1. Quicken Premier 2018 For Mac
2. Quicken For Mac Ending Balance Wrong 2018 Honda
3. Quicken For Mac Ending Balance Wrong 2018 Tax
4. Quicken 2018 For Mac Review

Update: Quicken 2018 for Mac has now been released and Quicken 2016 is no longer available. Check out our review of Quicken 2018 for Mac for more.

Quicken 2018 for Mac is now available and the big news is that it has officially moved to a subscription only pricing plan. If this is the last straw for you, check out our look at some of the excellent Quicken alternatives for Mac that exist nowadays such as the impressive free version of Personal.

Quicken For Mac 2016 has been released today despite it taking 7 years for Intuit to release the last big update to Quicken last year. And this is probably the last ever version we’ll see from Intuit because In March 2016, the company announced that it has sold Quicken to private investment firm HIG Capital. The big question is, does this final throw of the dice by Intuit disappoint as much Quicken 2015 or has Intuit finally made peace with Mac users? We took a closer look and reviewed Quicken 2016 on Mac although the results were quite disappointing and we’re recommending switching to one of these alternatives to Quicken on Mac.

Quicken was traditionally known as one of the best personal finance software options for desktop users. However, the Mac version had traditionally lacked the features found in the PC version, and that was disappointing to many users. Quicken 2018 for Mac is now available and the big news is that it has officially moved to a subscription only pricing plan. If this is the last straw for you, check out our look at some of the excellent Quicken alternatives for Mac that exist nowadays such as the impressive free version of Personal. 2018/2019 Release of Quicken for Mac (Subscription Product) Release Notes. Product Version. Balance adjustments, and transfers. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. I've have automatic download of my bank's transaction for many years. Unfortunately, for unknown reasons, the online balance and the ending balance of the bank account in quicken don't match with. One of the biggest new features for 2018 is Quicken’s expanded Mac options. For the first time, Mac users can decide between different products based on what suits their needs.

You might have guessed it from the headline but the big addition to Quicken For Mac 2016 is finally – yes finally – Bill Pay online payments. 8 years after it first appeared in Quicken 2007 for Mac only for Intuit to bizarrely Kill Bill (Pay) in Quicken 2015 last year, Quicken 2016 now supports Direct Connect Bill Pay from over 450 banks and it also allows you to transfer funds between accounts at the same financial institution. Of course, this is still limited to banks that support Direct Connect Bill Pay and as many Quicken users will tell you on Mac, it doesn’t sometimes work as well as it should.

Intuit don’t seem to have provided any official list of banks that work with Direct Connect on Mac so you have to contact your bank in order to check whether it’s supported or not. Note that confusingly, Quicken 2016 for Mac does not support Quicken Bill Pay for direct bill payments from your account. Direct Connect Bill Pay is a completely different service to Quicken Bill Pay which only works in Quicken 2007 for Mac and the Windows version of Quicken. If you’re thinking that you’ll just buy Quicken 2007 instead then, you’re out of luck. Quicken 2007 for Mac does not officially support anything higher than OS X Lion and Intuit don’t even sell it anymore although you can buy it from resellers on Amazon still. Quite why Intuit decided to not include this essential feature in Quicken 2016 is a mystery but a good example of why Mac users are continually frustrated with the way Intuit does business on OS X. This is extremely confusing for customers and our advice is make sure that your bank supports Direct Connect Bill Pay before upgrading because Quicken Bill Pay simply won’t work with it. The reasons why Intuit still hasn’t produced a version of Quicken that’s on a par with the Windows version are long and winding but if you’re interested in the technical and financial rationale behind it, you can read more here.

If you’re one of the lucky ones and Direct Connect Bill Pay is supported by your bank, Quicken 2016 makes things a bit easier with a useful calendar for tracking and reviewing transactions by Bill Pay as well as scheduling future payments. The problem with Quicken 2016, as with Quicken 2015, is that Bill Pay and Direct Connect sometimes simply do not work giving you “temporary error” messages such as the one below.

It very much depends on what system your bank supports because Quicken uses three different ways to connect to your bank account – Quicken Connect, Direct Connect and Web Connect. We strongly recommend you verify which of these your bank supports but you can see on overview of the differences between the 3 different ways of connecting here. Direct Connect is the most important feature to check for because it offers the most complete service and is included in Quicken 2016 for Mac.

New Features

But are there really any new Quicken for Mac 2016 features other than Bill Pay? Well there are two but one of them isn’t actually “new” anymore:

• Free Phone Support: Free phone support is now available to Quicken 2016 for Mac customers between 5AM to 5PM PST. However, this has already been introduced in Quicken 2007 and 2015 since earlier this year. Whether this is any better than the painful Live Chat online support remains to be seen although early experiences from some users already are that it’s not much better.
• Transfer Money Between Accounts: You can now transfer money between bank accounts at the same bank that are connected to Quicken via Direct Connect.

So apart from Bill Pay, Quicken 2016 is a small upgrade from 2015. However, there have been some subtle changes to features and the interface compared to Quicken 2015 for Mac. For example, Scheduled Transactions has now changed name to Bill & Income Reminders and now allows you to have a better overview of the impact of upcoming paychecks and bills on your account balance to avoid overdrafts or slipping into the red. However, there’s no calendar view of these transactions so you can’t get an overview of what’s coming up over the year ahead which is a bit frustrating.

In addition, Quicken 2016 for Mac can automatically download transactions from more financial institutions – around 14,500 according to Intuit. Note that this can be extremely unreliable however. We experienced various duplicated transactions which are a nightmare to remove manually if you have years of accounts. We also found that Quicken For Mac doesn’t always categorize them correctly and you may find you have to spend a lot of time manually categorizing transactions yourself. Quicken 2016 for Mac at least supports manual bill reconciliation so you can reconcile transactions against your bank statements.

Investment Tracking has been slightly improved in Quicken For Mac 2016 showing you realized and unrealized gains, continuous updates, Schedule D tax reports for capital gains and tax deduction tracking for when you have to file taxes. However some investment reports and views are missing such as performance (IRR) and allocation by investment. Of course, Quicken can’t actually manage investments such as stocks and shares but there’s plenty of excellent stock trading software for Mac which we looked at in depth here. Investment tracking in Quicken for Mac in general is still behind Quicken for Windows as it provides far less detail on how investments are performing. You’ll also find that if you import investment data, you’ll end up having to manually correct quite a lot of it. You can also just add investment data manually too. In general, Quicken for Mac isn’t like Quicken For Business i.e. it’s not suitable for small business management but for that we’d recommend reading our article on The Best Accounting Software For Mac.

There’s a redesigned account register which makes it easier to manage transactions. This includes quicker searches, more filters and customizable columns and row heights. Things like categories, splits, tags, attachments, check printing remain the same. Rather bizarrely though, Quicken 2016 does not track paychecks – a feature that used to be available in Quicken 2007 but has disapeared down the Intuit memory hole.

The reporting interface has been streamlined slightly and allows more customization including a cash flow graph to show you income and outgoings, bill reminders and net worth over time to help plan your future. There’s also a few other useful reports in Quicken 2016 such as a category summary and tax schedule.

Quicken 2016 For Mac vs Other Versions Of Quicken

This is all very nice but the question for all those that shelled out for Quicken 2015 little more than a year ago is is it really worth upgrading to Quicken 2016 For Mac just for Bill Pay? As we’ve seen, Intuit are trying to tempt users with a few “extra” goodies and enhancements but the truth is Bill Pay remains the only compelling feature worth upgrading for. If you do rely on Bill Pay, upgrading is a no-brainer – it’s definitely worth upgrading for the convenience of it. However if you don’t need Bill Pay, there aren’t really many compelling reasons to upgrade from Quicken 2015. This comparison chart shows you at a glance what you’re missing out on (or not) including how Quicken 2015, Quicken 2007 for Mac and Quicken Premier on Windows compared to Quicken 2016 and as you can see, it’s hard to make an argument in favor of upgrading:

You can view the full Quicken 2016 for Mac comparison list here but the most important differences are at the top of the chart above i.e. Bill Pay, the ability to transfer money between accounts and free phone support. If you’re wondering what that little mysterious bonus “Free feature improvements until April 2019” box is all about, it’s basically an olive branch to Mac users. To its credit, Intuit has been allowing Mac users to provide feedback and also vote on features they want to see in new versions of Quicken since the release of Quicken 2015 and the idea is that until 2019, the most requested features will be added for free. It’s hard to discern whether this means whether Mac users will or won’t have to upgrade to another version of Quicken until 2019 but if it’s free updates for the next 4 years, then it’s definitely progress. Considering that Intuit are in the process of selling Quicken, it’s hard to see how they can commit the new owners to offering free updates to Mac users until 2019 so it remains to be seen.

Quicken For Mac vs Quicken For Windows

When it comes to Windows, whichever way you look at it, Quicken for Mac is still miles behind Quicken for Windows and if you need the Windows version, you’re better off installing Windows on your Mac than buying the Mac version. There are several important features missing from the Windows version which you can see in the comparison chart but one of the most critical for many people is the failure to support multiple foreign currencies. Quicken for Mac still cannot download currency exchange rates and you can’t transfer money between accounts in different currencies. Budgeting is also sorely lacking in Quicken for Mac compared to windows. The best you can get is a 3 month trend but trying to create a 12 month budget is simply not possible which seems like a major oversight in a personal accounting application (Update: Quicken has now updated Quicken 2016 for Mac to include 12 month budgeting). Other notable missing features in the Mac version are the Debt Reduction Planner, a Customizable Portfolio View and Portfolio X-Ray. The ability to automatically link online bills to Quicken to see the due date and amount due that has just been introduced into Quicken 2016 for Windows is also missing.

Migrating To Quicken 2016 From Another Version Of Quicken

If you’re moving from Quicken 2015 for Mac to Quicken 2016 then you should have no problems. If you’re a Windows user using Quicken 2010 and have switched to Mac, you can transfer all of your data to Quicken 2016 except budget and transaction attachments. Note that you must first install the conversion utility on your PC to convert into a file that Quicken for Mac can read. We found that there were several errors during this transfer but in general, migrating data from Quicken for Windows to Quicken for Mac worked relatively well.

Moving from Quicken 2007 For Mac or an earlier version of Quicken on Windows to Quicken 2016 For Mac is another story though. Accounts, Transactions, Categories, Tags (classes) and scheduled transactions and bill pay transactions should transfer successfully. However, budgets, transaction attachments and passwords will not transfer. In addition, loan amortization schedules, home inventory and emergency records data, explicit lot assignments and securities watch lists features that were in Quicken 2007 are not in Quicken 2016 For Mac – so be very careful about deciding to upgrade if you have a lot of data stored in them. Note as well that you’ll also have to go through and reestablish all of your online banking Bill Pay connections again by going to Accounts > Setup transaction download.

Las but not least, you’ll also need to be running OS X 10.10 Yosemite or OS X 10.11 El Capitan or higher to use Quicken 2016. Quicken 2015 worked on OS X 10.7+ but Quicken 2016 no longer supports anything earlier than Yosemite. Note that there’s no free trial of Quicken 2016 for Mac but you can get it for $49.99 from Amazon, from the Mac App Store for $74.99 or $74.99 directly from Intuit who also offer a 60 day money back guarantee. You can see Quicken for Mac 2016 in action here:

And if you’d like to hear why Intuit has decided to sell Quicken before you decide whether to buy Quicken 2016, here’s the full and rather emotional statement by Intuit CEO Brad Smith.

In March 2016, Intuit announced that it had found a buyer for Quicken, HIG Capital. The good news for Mac users is that the Head of Quicken Eric Dunn, claims that many of the complaints made by Mac users have been noted and that Intuit has brought in Marcus Aiu as the a new product manager for Quicken for Mac: Aiu previously worked as Senior Product Manager for Quicken before leaving the company but has now rejoined it to focus on improving the Mac product. Intuit has also pledged that the engineering team will be doubled with the aim of bringing the Mac version “closer to the feature set of Windows over the next Quarter and Years”. You can see Dunn talking about the takeover and plans for Quicken for Mac here:

Initial evidence is that Quicken is making good on its promise and is rapidly updating Quicken 2016 for Mac based on customer feedback. In May 2016 Quicken released a version 3.4 update for Quicken 2016 for Mac which finally included full 12 month budgeting. This includes a new Stacked view which stacks actual values above budgeted ones, a detailed pop-up on total values in the summary column and ability to export and copy budgets to Excel or Numbers.

• Bill Pay finally supported
• Migrating from older versions of Quicken improved
• Slightly improved interface and phone support

• Not much different from Quicken 2015
• Still many features missing from Windows version
• Does not support Quicken Bill Pay for direct debits

If you're looking to replace Quicken, you're in the right place.

For years, Quicken was the name in personal finance software.

But let's accept reality – Quicken breaks a lot. It doesn't sync your accounts randomly, you have password problems, screens that should appear are blank, and it's just not a great experience anymore. Sometimes it feels like they're just getting you to buy the newer version, right?

Quicken was once the most popular and powerful personal finance management software out there.

But Quicken isn't what it used to be. It's hard to innovate a platform built in 1983. Back then, cell phones were bricks (if you could afford one) and apps were what you ordered at a restaurant. Quicken has faced a lot of technical issues and its support is meh at best. (if you own Quicken for Mac, you know this headache first hand)

In 2010, Intuit acquired Mint for $170 million. In 2016, Intuit sold Quicken to private equity firm H.I.G. Capital. That tells you something.

Look:

If you're tired of Quicken, its support and sync issues, and want a suitable free alternative or replacement – we have some options.

Here are some of the best Quicken alternatives available:

Our Best Picks

15 Best Quicken Alternatives:

1. Personal Capital – free financial dashboard and wealth planner
2. Tiller – spreadsheet automation to bring it in house
3. You Need a Budget – best in class budgeting tool & mindset
4. CountAbout – can import data from Quicken
5. Pocketsmith – a budget planner and projector
6. Mint – ad-supported budgeting tool
7. Status Money – compare your situation with your peers
8. Banktivity – native Mac application
9. MoneyDance – not cloud-based
10. EveryDollar – follows Dave Ramsey's Baby Steps
11. GoodBudget – follows envelope budgeting method
12. GnuCash – open-source and free
13. DollarBird – date & calendar based budgeting
14. MoneyWiz – freemium app with cryptocurrency support
15. PocketGuard – freemium budgeting focused app
16. Wally – completely free budgeting app

1. Personal Capital

If you're a long time user of Quicken, you're beyond the “help me build my budget” phase.

If you're more interested how your investment account is performing and less interested in just knowing how much you're spending on groceries, Personal Capital is a great Quicken alternative (but it'll also pull your credit card transactions so you will know how much you spent on groceries if you want!).

Personal Capital is a full-featured, free, personal finance management tool that focuses on helping you with investing.

It has a powerful mobile app (also means it's a cloud-based service) that replicates the web experience. They're free because some users pay them for their wealth management services (optional). They are not stuffed with advertisements like some other free tools. You can read my full review of Personal Capital.

Why it is a good alternative to Quicken: It's better than Quicken because it's updated, has a rich set of tools for investment and retirement, and it has a budget and expense tracking component. It's a website and not a software application, there's no software to download and patch or update (ugh) – that's all done automatically.

I am a fan of their retirement planner, a tool that helps you project your future financial needs and whether you'll get there. It's worth checking out.

One other vote of confidence for this Quicken replacement is their CEO – Bill Harris. He was formerly the CEO of Intuit and PayPal. You know he has the leadership skills to dominate in this space and the ability to lead teams to build financial systems that are top notch (the rest of the leadership team is very impressive in their own right!).

What could be better? The budget and expense tracking are good but it's not as old as Quicken, so it's not as developed as Quicken. I don't find it to be a negative because it works for me, but people with really complicated budgets may find it limiting.

(since you access it with a browser, it is compatible with Mac OS!)

2. Tiller

One of the most popular personal finance tools out there is a little software application known as Microsoft Excel.

People love spreadsheets.

You can customize it, tweak it, and get it tailored to exactly what you need. The only downside to spreadsheets is how you need to pull the data yourself… and who really wants to do that? Quicken was great back in the day when there weren't nearly as many sync issues because it pulled the data for you.

There's a solution:

Welcome Tiller – a $4.92 a month service (after a free 30 day trial) – that pulls your data for you and puts it into a Google Sheets or Microsoft Excel document.

You can start with one of their free templates or build your own, but after the initial work you'll have a fully automated spreadsheet tailored to what you need. You can use this to track your net worth, set a budget, or anything else you can imagine. (see our review of Tiller)

Why it is better than Quicken: Quicken is now cloud-based so if you want to avoid putting your data into the cloud, going with a spreadsheet is your best option. Tiller makes it possible for you to get automation AND keep your data locally.

3. You Need a Budget (YNAB)

You Need a Budget is one of the best budgeting software tools available.

Think of it like Mint with a personality and a philosophy.

YNAB's philosophy revolves around four rules:

1. Give Every Dollar a Job
2. Embrace Your True Expenses
3. Roll With The Punches
4. Age Your Money

Those four pillars form the foundation for a budgeting app that has helped many people transform their financial lives.

If you're looking to transition to a financial tool that will help you (as in help you make the change, not just record expenses), you should take a look at YNAB.

Why it is better than Quicken: Quicken only tracks your budget, YNAB does that AND helps you build a budget that meets the demands of your life and your savings needs. If you want to change the way you budget, while still tracking it, YNAB is your solution.

YNAB is not an entire personal finance management suite – it focuses on budgeting and only budgeting. You won't get investment tools, retirement planning, or wealth management. It's strictly about building, maintaining, and transitioning into the budget you want.

4. CountAbout

The founders built CountAbout to be a Quicken alternative. Founded in mid-2012, it is one of the only personal finance apps that will import data from Quicken (and Mint!). If you're looking to transition away from Quicken but worry about losing all your data, you can feed it your Quicken file and it'll populate itself. That'll make the transition far less painful!

Like Quicken, CountAbout isn't free but it costs $9.99 for the Basic subscription and $39.99 for Premium subscription. The Premium subscription includes automatic transaction download. A subscription model means you have complete data privacy and you won't get annoying ads like with Mint.

Why is it a good alternative to Quicken? CountAbout has a lot of similar features to Quicken’s: split transactions, recurring transactions, attachments, budgeting and more.

CountAbout is web-based, with multi-factor account security, so you don't have to download a program onto your computer, and there's no need to deal with unwieldy syncing issues – all you need is a web browser. And with CountAbout’s iOS and Android apps, your financial information is always at your fingertips.

Check out the key features (reminds me a lot of Quicken):

• Imports data from Quicken and Mint
• Thousands of financial institutions
• Multi-factor login protection
• Android and iOS apps
• Category customization (add, delete, rename)
• Tags (add, delete, rename)
• Reporting for Account balances
• Reporting for Category activity
• Reporting for Tag activity
• Report exporting
• Attachments

• Individual Account QIF importing
• Budgeting
• Running register balances
• Account reconciliation
• Graphs for Income & Spending
• Recurring transactions
• Investment balances by Institution
• Memorized transactions
• Split transactions
• Description renaming
• Invoicing

5. Pocketsmith
Pocketsmith is a freemium budgeting tool that uses calendars and the concept of “event-based budgeting.” Being calendar based means that rather than viewing your transactions as merely a long list of transactions, the calendar helps you understand when those transactions are happening and if they are doing so on a regular basis. This helps inform you about your spending and one of the more visual ways, when compared to others on this list.

It's freemium with the Basic option giving you 12 budgets, 2 accounts, and the ability to project 6 months into the future. If you upgrade to the Premium level, which is $9.95 per month or $7.50 when you pay annually, then you get automatic transaction importing (you can still do it manually if you wish) as well as categorization of spending. You also get unlimited accounts and projection out to ten years. The Super, which is $19.95 per month or $14.16 when paid annually, gives you unlimited accounts and 30 years projection.

We do have a promotion code for Pocketsmith, gives you 50% off the first two months of Premium – make sure to enter the code 50OFFPREMIUM-5G7T to get 50% off the first two months.

Learn more about Pocketsmith

6. Mint

You might have heard of these guys since they're now owned by the same company that once made Quicken.

Intuit acquired them in 2010 and that's the reason why they shuttered Quicken Online shortly thereafter.

Later, Intuit sold Quicken to H.I.G. Capital and that's when you knew the end was near!

Why it is a good alternative to Quicken: Mint is free and very powerful on the budgeting and expense tracking side. They do not have much to help you with investment and retirement savings, which I think you'll find is a huge limitation as you get older. The goal of Mint was always to be a budgeting app and with that in mind, they do a very good job.

If you are sick of Quicken and focus entirely on expense tracking, Mint is a good Quicken alternative. It, like Personal Capital, is cloud-based so there's no software to download, patch, or update. If you have investments and want to manage those, Mint will not be able to adequately fulfill your needs.

7. Status Money

Status Money is a free cloud-based budgeting tool that lets you compare your finances with people around the United States.

It offers all of the tracking functionality of these other tools, will always be free, but adds the comparison component so you can see how you are performing against your peers and against the National Average.

Your peer groups are set by your age range, income range, location (location type), credit score range, and housing status (own, rent). This ensures you are getting a true apples to apples comparison and you aren't compared with someone in another age group, different cost of living, or life phase.

You can also build custom groups too if you feel you're in a special situation not captured by basic demographic information.

8. Banktivity

Built specifically for MacOS, Banktivity is a personal finance money manager that will import data from Quicken so you don't lose anything in the transition process. It'll do everything you want in a personal finance app, including budgeting, track spending, schedule and pay bills, monitor your investments (including real estate), and pull data from financial institutions.

It also has some powerful reporting options that, if you're a report junkie, you will probably really enjoy building, tweaking, and rebuilding. All this is also possible across iOS devices too with seamless mobile synchronization.

It is not free, it costs a one-time fee of $69.99 but there is a 30-day trial (no credit card required).

9. MoneyDance

MoneyDance is not as well known as some of the other alternatives I've listed but I wanted to mention them because they're one of the few money apps that doesn't rely on the cloud. If you are concerned about your data being stored online, this solution is an alternative that keeps your data local to your computer.

You can still link your accounts online, so they pull your transactions in automatically, but they only store them on your computer. You can enter transactions manually if you didn't want to link your accounts.

MoneyDance looks and feels like a checkbook, with the check register for transactions, but has charts and tables for reporting. It does budgeting but can also track your investments as well, albeit not as feature rich as others.

MoneyDance is free to download and try but it costs $49.99. The free version has all the features as the paid version. The free version's limitation is that you can only enter 100 manual transactions.

10. EveryDollar

Have you heard of Dave Ramsey?

Many folks swear by his approach and EveryDollar is built with that in mind. His approach takes into account human psychology, rather than relying solely on math, and explains why it is so effective. It also explains why ideas like the debt snowball work so well, we need to work with our biases and tendences if we hope to succeed. EveryDollar is a budgeting tool affiliated with Dave Ramsey's group, the Lampo Group.

Much like YNAB, it's a budgeting tool that uses the principles of zero-based budgeting.

In zero-based budgeting, you assign every dollar to a category (or job, in YNAB parlance). It's a level of rigor that can be refreshing or restricting, depending on your personality. The app itself is beautiful, available on your smartphone, and there is both a free and paid version. The paid version costs $129 a year.

(paid version offers phone support and automated transaction importing… which is a big time saver; otherwise, you must manually enter the data)

11. GoodBudget

GoodBudget is a free budgeting app based on the envelope budgeting method. Envelope budgeting is when you set aside a prescribed amount for each category of spending, then spend it down each month.

It's one of the most popular money management techniques in personal finance. The envelope refers to the manual method of managing these types of budgets where you put the money into an envelope. When you run out of money, you either borrow cash from another envelope or you make do.

GoodBudget adds technology to the mix and will synch up bank accounts to help track your income and your spending. You set the amount for each category and then watch as your spending nears the limit each month. It's available for both iOS and Android phones.

12. GnuCash

GnuCash is a free open-source accounting software that, if you're willing to put into the work, can replicate a lot of the Quicken experience for those who are willing to scale the learning curve. It features double-entry accounting (every transaction must debit one account and credit another), which is effective but will require an adjustment if you're not used to it.

It offers a lot of the functionality of Quicken like splitting transactions, categorizing transactions, managing multiple accounts, schedule transactions, and reporting that includes all kinds of charts and reports (balance sheet, P&L, portfolio valuation, etc).

The big benefit is that it does budgeting as well as investments. It's not strictly a budgeting tool.

Lastly, it offers QIF importing, so you can import your Quicken files, plus OFX (Open Financial Exchange) protocol. So you can pull in your data if your bank offers you the ability to export transactions.

13. Dollarbird

Dollarbird is another personal finance app with an eye towards collaboration and a monthly calendar. You synchronize your accounts (banking, brokerage, and credit cards) with Dollarbird and they build a schedule of future income and expenditures to help with planning. Dollarbird also offers a 5-year financial plan that lets you establish longer-term financial goals and track your performance against them.

The innovation they bring to the table is the idea of calendar-based money management. You can collaborate with other people (partner, family, or a team) to manage a team budget, though the collaborative piece requires the Pro version ($39.99 / year).

14. MoneyWiz

Of all the alternatives on this list, I know the least about MoneyWiz despite them being around since 2010. They support practically every operating system you can imagine – everything from Windows to Android to iOS devices like the iPhone and iPad – and it'll synch them in real time.

It's a powerful budgeting tool that integrates with 16,000+ banks in 51+ countries – which includes cryptocurrencies if you're in that investment class. If importing from your financial institution concerns you, you can manually enter data as well and it works just as well. For budgeting, you can work with their categories (which are multi-level) or add your own (and subcategories). You can split transactions, bulk edit, tag, and create powerful reports. It won't pay your bills for you but does have notification features.

It's a freemium product with the free version that has all the functionality minus synching across multiple devices and automated transaction downloads. For that, you need to buy the Standard ($49.99) or Premium ($49.99/yr or $4.99/mo).

15. PocketGuard

PocketGuard is a fairly simple budgeting app that links your credit cards, checking and savings accounts, investments, and loans all in one place. It has a complete picture (or at least what you tell it) of your finances but its strengths is in the budgeting – how it updates and categorizes your spending as it happens and looks for opportunities to save. Using your spending, it also builds a personalized budget based on your data as well as the goals you set for yourself.

They have a free version and a Plus version. The free version has all that you need for tracking your expenses and keep an eye on them. Plus gives you the opportunity to add your own categories, track cash transactions like income and bills. Plus costs $3.99 per month or $34.99 per year.

16. Wally

Wally is the last app on the list because they only handle budgeting. Most people who start using Quicken often do so to help understand their own spending. It isn't until your savings start growing that the investment portion becomes a bigger and bigger piece of the financial picture.

If that describes you and budgeting is what you care the most about, Wally may be for you. It's a beautifully designed app that helps you track your spending and understand your budget. Users have reported a few hiccups with the interface but if you get over the learning curve, and are OK with not having automatic transaction downloads, it's worth a try.

It is free though, which is why they can't offer automatic transaction downloads. One could argue that manually entering them puts you closer in touch with your spending.

One of these will make a fine replacement for Quicken.

Common Questions about Quicken Alternatives

What happened to Quicken Online?

Intuit created Quicken Online to try to compete with Mint. Near the end of 2009, they gave up and acquired Mint.

Afterward, they opted to shut down Quicken Online and sold the entire Quicken unit to H.I.G. Capital in 2016. Quicken Online no longer exists.

Quicken does have an online experience, something they've only recently created, but it's not free and it's playing catch up.

What is the best non-cloud-based Quicken alternatives?

Some of the best tools out there are cloud-based. Personal Capital, Mint, and many on this list store your information online. If they are somehow compromised, they potentially could leak your data. They have a lot of security protocols in place to prevent this type of thing but nothing is 100% safe. The ones that do not store your data in the cloud are less powerful but … they don't store your data in the cloud.

Moneydance Personal Finance, which is included in the list above, is one alternative that is a local program and stores your data locally. It still has the functionality of pulling data from hundreds of financial institutions so it will still save you some time.

Tiller is a tool that integrates with a Google Sheet (which is cloud-based) and Microsoft Excel (which local). They do store some of your information since they have to get the credentials to pull your data but it's not like other services that contain the credentials and the data.

Quicken Premier 2018 For Mac

What is a good accounting software alternative to Quickbooks?

I haven't used Quickbooks and I'm not familiar with the world of accounting, but GnuCash is often cited as a powerful and free alternative to Quickbooks and Quicken.

Quicken For Mac Ending Balance Wrong 2018 Honda

It has a lot of features present in accounting software, like double-entry accounting and small business accounting, but many folks have success using it as a personal accounting software package. It's a software program you download and install locally, which means it's not cloud-based, and it's completely free.

Which of these Quicken alternatives work on Mac?

Any cloud-based alternative will work on the PC and a Mac. It's cloud-based so they work in your browser, which makes them operating system agnostic.

Quicken For Mac Ending Balance Wrong 2018 Tax

If you want a piece of software designed specifically to run on Macs, Banktivity is your best option. It's one of the few personal finance applications built specifically for the MacOS and it has the richest feature-set. Most importantly, especially if you use an iPhone or iPad, it seamlessly integrates among the three.

Quicken 2018 For Mac Review

Banktivity is your best option. It's one of the few personal finance applications built specifically for the MacOS and it has the richest feature-set. Most importantly, especially if you use an iPhone or iPad, it seamlessly integrates among the three.

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