Print Investment Report From Quicken For Mac

May 10, 2018 - Quicken's investment performance reports and graphs can help you evaluate your investment portfolio and the price histories of your securities. Feb 14, 2019 - People know about Quicken's software problems. If you're looking for an alternative or replacement for Quicken, we look at 11 great options.

Quicken makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken's new and improved features will help you save time and get better control of your money. Features. Pay your bills from right within Quicken:. See and track them all in one place so that you never miss a bill. See what bills have been paid, are coming up, or past due.

Easily pay your bills on time from right within Quicken. Single-click upgrade from Quicken Windows to Quicken Mac: What's New in Quicken 2019. Quicken makes managing your money easier than ever. Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken's new and improved features will help you save time and get better control of your money. Version 5.10.1: New Features:. 5.10 has a powerful new report capability where you can now create a crosstab or matrix report.

Use New Report to create a Summary Report. Now in addition to Time you can choose Tags, Payees or Accounts for the columns. This report can be used, for example, for tracking expenses at multiple properties or across different accounts and can also be printed and exported. Added a new thin sidebar that will give you more space to work with. Drag and shrink the width of the sidebar or click on the arrow at the top to display the thin sidebar.

Click on the dollar sign to switch to different accounts. Drag the sidebar bar wider or click on the arrow again to expand to the original width. Added support for Canadian pre-printed cheques. Quicken now supports the Canadian cheque layout in the print check dialog Quality Improvements:. Added back the Export to Quicken Mac Transfer File (QMTF) format. Fixed an issue where loan payments were off by 1 cent.

Also fixed an issue in the What if calculator if there was extra principal applied. Fixed an issue with matching downloaded transactions where a warning message would incorrectly appear regarding different values even when the values were the same.

Changed the way the transaction matching warning works. Previously you could hide it. Now it will always appear. Continued improving Single Mutual Fund account and transaction quality. Fixed an issue when trying to undo a match Fixed:.

A crash that affected a handful of customers who had a missing account name. If you see an account named 'Unnamed Account', please give it a name by going to Account Settings. An issue where adding a new account didn't update the thin sidebar account list.

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. While last year's version was a big improvement, it still wasn't there for everyone. After using Quicken for Mac 2019 for several weeks, we're happy to see that Quicken has continued the improvements over prior years. It's not as robust as we'd like to see yet, but it's definitely been moving in the right direction. So, how did Quicken for Mac 2019 do? Honestly, it's an incremental improvement over 2018.

But we like the direction it's going, and if you can get a great deal on pricing (which you typically can on or when they have a sale), it could be worth it. Key Features Of Quicken For Mac 2019 Quicken For Mac continues to build on the many traditional features that Quicken users expect. As always, it comes with great spending tracking (compared to other online options like and ), it has investment tracking, and budgeting. For 2019, they have improved the usability of the platform, but the navigation is still a little challenging. Even after using Quicken for about a week, I still find it hard to get to different reports.

It's not intuitive. They also improved the web interface for Quicken.

If you don't want to use the desktop software, and prefer a web version (like what you get with Mint), you can have that now. But I prefer the app over the web version. Here's what the home screen looks like. The pricing for Quicken For Mac 2019 continues to be a focus point for most users. Quicken changed their pricing model last year to a subscription-based model, instead of a one-time fee. I see this as both good and bad.

It's bad, because many Quicken users kept their software for years, and never upgraded. For users, this was fine - because you could avoid bad rollouts like Quicken for Mac 2017. However, to continue to receive updates and banking information, you had to update every few years anyway or Quicken would cut you off. It's good, because my hope is with more recurring revenue, Quicken can continue to improve their software and ensure banking connectivity. Quicken For Mac 2019 has three price points this year.

I think 90% of users would benefit simply using the Deluxe version, which is $49.99/yr at full price. Here's what the pricing looks like. It's hard to say if Premier is worth the huge additional price. I think Deluxe is the best value, for the added features of investment and loan tracking. But I've never used BillPay, and I highly recommend that most people don't use a service like BillPay because not only does Quicken charge more, but many banks charge for the service as well. Note: For Windows, there is also a Home and Business version. However, we think most consumers with a small business would benefit more from using a tool like, versus using Quicken Home and Business.

Special Promotional Pricing As you probably already know, Quicken is notorious for running promotional pricing all the time. Recently, they were offering 40% off their prices - which I think is a fair price for the product. I would have a hard time paying $49.99 per year for Deluxe, but paying $29.99 per year makes much more sense - especially considering that I would typically upgrade every 2-3 years, this aligns much better with the pricing I'd expect. However, in our search for deals, we found that Amazon.com is offering a 14-month subscription of the Deluxe version for $38.49 (which is 30% off full price). Given the $49.99 price is $4.17 per month, Amazon's deal is $2.75 per month. Still not as good as Quicken's own sale, but the second best deal we've found.

Quicken World Mastercard Another interesting product/feature that Quicken launched this year is the Quicken World Mastercard. The Quicken credit card provides real-time transaction notifications in the Quicken mobile app, and offers integration with Quicken for Mac desktop. This card also gives you a free year of Quicken Deluxe when you spend at least $500 in the first 90 days. If you already have a subscription, you'll get a 1 year extension.

The card offers 2x rewards points on all your qualified spending, and has no annual fees. Given that this card is really about integration with Quicken, we're surprised that you don't get Quicken free every year as long as you spend at least $500 per year. Otherwise, all the rewards are on par or below the other. Filed Under: Tagged With: Editorial Disclaimer: Opinions expressed here are author’s alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities. Comment Policy: We invite readers to respond with questions or comments.

Comments may be held for moderation and are subject to approval. Comments are solely the opinions of their authors'. The responses in the comments below are not provided or commissioned by any advertiser. Responses have not been reviewed, approved or otherwise endorsed by any company.

It is not anyone's responsibility to ensure all posts and/or questions are answered. About Robert . Robert Farrington is America's Millennial Money Expert, and the founder of, a personal finance site dedicated to helping millennials escape student loan debt to start investing and building wealth for the future.

You can learn more about him One of his favorite tools is, which enables him to manage his finances in just 15-minutes each month. Best of all - it's free! He is also diversifying his investment portfolio by adding a little bit of real estate.

But not rental homes, because he doesn't want a second job, it's diversified small investments in a mix of properties through. Worth a look if you're looking for a low dollar way to invest in real estate. You’re totally right on that long term value – that’s why I’m not sure at full price. However, at $29.99, now we’re talking $300 over 10 years – which is on par with what Quicken users have been paying for the last 10-15 years anyway with required upgrades. You have to remember, Quicken pays to have access to that bank connectivity. I’ve heard it costs about $1 per account per year for a service like Quicken.

When you think that the average user probably has 5-10 accounts linked, their ongoing data expense alone is $5-10 per each user. It makes sense that on that cost alone they can’t offer bank connectivity forever at a single one time fee. I’m concerned about the inability to track “Transfers” to loan accounts in the Budgeting function. Our family was setting up a budget that involved 13 loans including 11 student loans that have to be paid for out of our checking accounts every month. This is a substantial portion of our family budget, yet cannot be tracked with the latest version of the Quicken Deluxe for the Mac platform.

Many other users in the Users Forum complain about this and Quicken promises that they are aware of it and plan to make changes. Is this a fatal flaw for families that need to budget loan payments, or are you aware of a workaround that will address this problem. So I’m confused. Is it because when you setup the loan, it only counts the interest as the expense and not the full amount (since part of it was a transfer)? What I’ve found to work is renaming the split (I had to do this in prior versions of Quicken as well, and early versions with Credit Card Payments even) – “Student Loan Payment”.

You could even get specific by loan type. It looks like this: Then, when you go into your spending and budgeting, you can see it here – just look at the line for both Student Loan Payment and Loans (which is interest and I could also rename). I have been using Quicken Mac 2007 for all this time because my stock data has multiple lots with different purchase dates. I bought the 2018 edition because they claimed it will handle multiple lots — and it does, though the import had a few glitches which I was able to work around. But I’m sorry I spent the time doing that, as the 2018 version is severely crippled. It won’t even let you print or export a simple “portfolio value report”: about the most basic function I can imagine; all you can do is look at it onscreen. Custom reports are all about transactions, not current holdings and values.

It claims to generate exportable files for transfer to Q Mac 2007 and for Q Windows, but neither of them worked. So your data goes in, but you can’t get it out, which doesn’t satisfy their “data guarantee.” I discovered this a few days after the 30-day money back period, but was able (after hours unsuccessfully trying to reach a chat agent, and half an hour of phone hold) to get them to refund my purchase price, but I’ll never get back the time I spent fixing the data importing or trying to make it do what it ought to do. I would advise everyone to avoid this product. Quicken Mac 2018 is a glorious flaming waste of time if you want a semblance of tracking investments. I have been using Quicken Mac since 2004.

I have diligently been forced into upgrading purely because mac has improved with time and no longer can run older versions of Quicken. I am now on the 3rd round of customer service calls. (I installed Mac 2018 this morning.) I am an expert Quicken user and know my way around my mac.

Importing my data file was a breeze. Thanks for that. My issue – when I sell shares of a security, it doesn’t update in the portfolio or cash. Three rounds of customer service and I am now asked to enter a transaction to sell shares. And a transaction to remove shares.

And a transaction to add a ghost “placeholder.” And if its a full moon maybe your shares will actually appear correctly. The other option is to go into your account and delete every possible transaction relating to the security you just sold.

Compliance and data integrity nightmare. The graphics are fun and pretty just don’t actually use the data generated.

Back to the drawing board quicken. $50 annual fee? Thats laughable! I have been using Quicken 2007 for 11 years.

I pay my bills with Quicken, and reconcile my checkbook by downloading bank transactions with Quicken. I believe that at one time, I paid my bank a monthly fee for this privilege, but as far as I can tell, I pay nothing now. How is Quicken 2018 different in this regard? Once upon a time, I reconciled my credit cards by downloading transactions from my credit card companies.

I stopped doing that some time ago, but should I wish to start up again, does Quicken 2018 support that, and is there a charge for that? I would just continue to use Quicken 2007, but I am concerned about the upcoming abandonment of 32 bit applications by Apple. Quicken 2019 has a dreadful user interface. GONE is the ability to run simple reports for this year, last year, date-to-date, etc. With any ease, if at all. GONE is the simple accounts window that you are used to.

GONE is the empty register line at the bottom of your account window waiting for you to fill in the newest transaction (you have to use a “+” “New Transaction” clumsy interface now). I could go on. The people who revamped this app appear to have done ZERO research with real world users. The investment firm who bought Quicken?

They’re doing nothing good here. I am one of thousands or millions stuck in Quicken 2007 and LIKE the interfaces in that version. Why can’t Quicken LISTEN to all the people screaming how unhappy they are with this product? I could care less about the online features. It’s just not there yet and I would never use it anyway. I have my stuff in the cloud, it’s fine. I use Quicken on a desktop or laptop so the phone app is of no use for me.

It’s fine to build that in for those who like it. But you have to perfect, as best as you can, the actual application first and foremost. Quicken has become bloated and unintuitive over the last few versions.

They’ve lost sight of the original idea and purpose. This is simple bookkeeping. And simpler, is BETTER, when it comes to accounting software. Graphs, charts, and icons are fine, but can we please have the ability to turn them off.

I don’t want to look at all the clutter constantly. Give me an accounts window (without the unnecessary folders for cash, cc, investments), individual account windows when I open them, keep the legacy register format that has been used for many decades (it just plain works and makes sense, newest on the bottom, empty one at bottom ready to be filled in), a way to run reports the way it’s done in 2007 (again, simple, makes sense, easy to get what you want out of it). STOP the incessant altering and revamping. It does not work as well for the end users.

Capital, sell this software to someone who gets it and will rework with some thoughtful acumen and intelligence. Forget the subscription plan too.

It’s insulting. People upgrade as needed every couple years or so without be forced into it. Subscription methods set a bad tone between the company and it’s users. Allow users the respect to upgrade when they choose rather than strong-arming them into it from the get go. I’ve been a Quicken for Mac user since, ahem, 1990, and some of my Q2007 files reach back that far.

Hands down, the Quicken made for primitive Macs back then was much more powerful than Q2017. My main gripe is that I am in a business where I have to be able to create income reports based on memos, dates, etc., which was easy to do with the 3.5″ diskette version of Quicken in, say, 1994. This cannot be done in Q 2017. The last version that allowed this feature was Q2007, and it was very unstable in the last year or two, so I updated to the 2017. From what I am hearing, the later versions are even worse than 2017.

I also have Quickbooks online, but it doesn’t work for what I need either. Maybe the new owners of Quicken are trying to kill the brand.