Quicken for Mac 2010 Update for August 2009
Wow. Since we made the announcement that we’ll release the new Quicken for Mac in February 2010, we’ve received a lot of great feedback and great conversations with all of you on the Quicken Blog. Thank you for letting us know how you feel and a special shout out to those posting commentators that appreciate our willingness to talk to you as much as we can.
As a member of the team building this new product, we’ve been working with a limited number of beta testers to hone in on getting even more feedback as we move toward product launch. In our next update, we’ll have testers working on a revised category/tag structure for transactions and reconcile. Shortly after that, we’ll have beta testers using one of our most requested features: seamlessly converting your data from Quicken Windows. See a work-in-progress below (Note: This is not the final product. You’ll have to wait till February 2010 to see what it looks like in final form):
We promised you more ways to interact with us last month. We’ve seen most of you doing a couple of things in comments: engaging with each other, asking lots of good questions, and giving us suggestions. We know you’re all passionate about the product and how it will work.
With that said, we wanted to give you a dedicated area to talk about the upcoming Mac release. We also want to make more of our team available to you when possible. Here’s some of the ways you can continue to interact with the Mac team:
To participate in ongoing conversations and Q&A, visit Live Community (navigate to Quicken for Mac (all versions) -> Discuss Quicken for Mac 2010). Since it’s easier to have this discussion in a forum, we’ve added this thread in the Quicken Live Community so you can have conversations back and forth and talk to the product team. My team is hard at work building the product we’re all waiting for, but we’re going to stop by once per week to try to answer the most commonly asked questions.
To make product suggestions, participate in surveys and betas and more, visit the Quicken Inner Circle. As I mentioned before, we’re in the process of beta testing the new Quicken for Mac with a small group of customers. Please join our Inner Circle if you have comments and suggestions on how we can improve Quicken products. We will be reviewing these ideas and suggestions to find ways to improve the product.
Later this month, we share even more about Quicken Windows conversion and I’ll walk you through the process in a short video. Stay tuned, and thanks so much for your patience.
Adriel, Quicken for Mac Product Manager
Tags: Quicken for Mac, Quicken Mac beta | Categories: Announcement, Product Update |
I watched the video on how Quicken for Mac was going to track investments. A lot was said about tracking values but nothing was said about tracking cost and basis. Is Quicken for Mac going to produce Schedule D?
Will the new version of Quicken import from Microsoft Money 2002? I have been looking for an excuse to switch b/c it will work on Mac, but I didn’t like the older Quicken. If I can import my years worth of files from Microsoft Money, I will likely switch. Also, how can I get in on the beta testing? Thanks a lot.
I just spent the weekend getting set up on mint because Quicken for mac is a mess. I loved Quicken Windows several yrs ago, but the mac version doesn’t compare. How will Mint and the new to-be-released WHEN Quicken Mac compare? I’m confused about what will be on my hard disk (like Quicken) versus out there in the “cloud” like my mint data? Need total ability to customize categories and establish “rules” for payor to fit in that category always. Need budgeting parameters like Mint’s. Need tax tags like Quickens – as a category not a tag. Exciting news, but what can I be doing now to be ready? If I do everything in mint will it transfer over or should I do everything in Mac Quicken and my data will transfer better from there? I currently do not use Quicken online – only desktop, got very frustrated with online stmt downloads, did manual entry. Mint’s is MUCH easier and more accurate. Pls advise my best strategy of what to input where in anticipation for a seamless move onto the newly merged Quicken / Mint system. Thanks – this will truly do wonders for my family (and marriage, and financial health)! Also Id say much of your marketing is too young – in my circle of friends we all use Quicken or Mint and we are 37-40 yrs old, upper middle class I’d say, 3 kids, lots of investments and real estate to track, college funds and retirement to worry about. Don’t always gear your ads to 20 yr olds looking to pay off a high rate card and get an apartment. Us oldies are out here too! Thanks again, dk
All I want to know, is Quicken for the Mac going to look and act like Quicken for Windows? If it isn’t, you’re wasting your time. I won’t buy it.
Will the new quicken for mac feature budgeting features that will allow me to see my various budgets and if I’m meeting them on a monthly basis? Will you guys make an iphone app that integrates with it? Are there any thoughts to provide some video tutorials for those of us who are new to this?
Sole,
Our drug isn’t a heartbreaker…We’re bringing the whole field without character limits.
http://www.youtube.com/watch?v=YU7LZts87Zg
Can you at least let us know how Quicken Mac 2010 is going to handle the conversion of the CATEGORY field when going from Windows to Mac. Its my understanding that Q Mac 07 requires category names be changed to 15 characters or less. Please, please, please, say this isn’t still so!!!
Any information updates coming? The promised videos?
We’re creeping up on a month to go before the pre-orders start and all we have is a screen shot showing the words, “Import Succeeded.”
We’ve been here before…..
I’m not pressing for an early release of the product, because you’ve been clear about saying that it come in Feb 2010. What concerns me is your expectation that pre-orders will start next month and we still don’t even had a feature set yet.
I’m actually not a big fan of product pre-announcements. I think Apple does it right by staying mum and never missing a shipping date for a product they never announce, but this is a self-inflicted wound on Intuit’s part. After missing two previously-announced shipping dates, you launched a PR campaign, promising to share information, screen shots and video of the developing product. In addition to meeting your commitment to deliver in Feb 2010, you also have a [self-imposed] commitment to deliver on the information you promised. The, “thanks for your continued patience; we’re hard at work and will have something to share with you soon” line is wearing a little thin.
Pete
Okay I have been waiting for the MAC version of Quicken for too long I am a proud quicken user since 1990 and I am feeling a little forgotten since I switch to MAC OS 4 years ago and the online version leaves a lot out could use a complete interface not just a overview of accounts but it will have to do unless I can be included on the beta testing of the new makeover version for MAC could offer some great feedback. Could someone please inform me on hw to make this happen?
I have the latest Quicken Financial Life beta … will I be able to transfer my data from this to the new 2010 Quicken For Mac? If not, can I please get in on the beta? I’m tired of maintaining QFL and Quicken 2007 in tandem, especially since upgrading to Snow Leopard (which requires you to install a separate program to run “old” software like Q2007).
Thanks in advance.
I too would like to get in on the beta testing. I have been using the Mac product for years and am anxious to try and provide feedback on the upcoming version. I had submitted my info some time ago with regards to the beta, but did not hear anything back. Thanks!
Hi,
How can I get in on the Quicken for Mac Beta, and it will it make it allow for qdf import (not QIF) from the Windows version?
Thanks!
It may have been mentioned before, but I would so love to be able to represent different currencies in Quicken for the Mac. Even if online banking won’t be enabled for non-US accounts, I’d still like to be able to label a foreign bank account as such, and to manually enter exchange rates (if I have to) to get an accurate overall balance. Please?
I’ve been using Quicken since sometime around 1992, so I’ve got investment info for at least 17 years. Having the historical information at hand is one of the reasons I took a look at Quicken Online and then completely dropped it. I don’t want to know my bank account balance in real time, I want to track data over a long period of time and then analyze it and have it help me budget and do my taxes. I’ve been running boot camp windows on my Macs for the last few years and have upgraded to Quicken 2008 on the windows side but am eagerly awaiting this product. It’s a royal pain to reboot over to windows a couple times a week to update the finances when I used to be able to do it in 5 minutes a day.
Here’s what I’m hoping for in the core features:
1. Seamlessly import my Quicken data from Quicken 2008/2009 including all old investment information without having to change any account names, transactions, etc.
2. Online downloads and connection with banks, credit cards, brokerages etc just like Quicken 2008 does now.
3. An Iphone app that synchs with Quicken for Windows to enter transactions while on travel. I’m one of those people who actually track my cash transactions and loved the Quicken Palm app that existed many years ago.
I would be interested in helping with the Beta if you still need more.
Ken
I have the same problem as Salvatore I cant get past the ‘641 items remaining to be installed’
I would be grateful of any help.
I would like to participate in the beta as well. I’m on a macbook pro now using Quicken in a VM running Vista.
Is there any opportunity to still sign up for the beta test? I’m registered with your beta program and your inner circle. I’m a Java developer, i work mainly with web development, but I also assist with development and testing for our CRM that the company I contract with uses. I would love the opportunity to try out Quicken for Mac beta and give you feedback and do some testing. Currently I am using Quicken for home and business on windows xp in a virtual machine with vmware. I would much rather use one for the mac, but 2007 didn’t offer the features I was looking for.
Would like in on the beta as I’m now running Snow Leopard. Where can I find information on this?
I would love to be considered for the Quicken for Mac beta. I have a 2007 MacBook Pro with OS X 10.6 (Snow Leopard). The Quicken 2007 installer runs fine in SL, but does not get past the ‘641 items remaining to be installed’…the beta would be quite nice.
Any way I can get in on the Beta test? I converted my entire enterprise to Mac 3 years ago, but have had to maintain a crotchety old PC to run Quicken for my small business.
Boberino,
Quicken Online doesn’t currently support uploading from Quicken for Mac.
If you’re interested, I can include you in the Beta of Quicken for Mac. It imports your data from Quicken 2004 and also runs side by side with your existing Quicken so you can try it out with no risk.
We’d also love to get your feedback on what you like and what could be improved.
I just bought a macbook pro and want to use quicken online until quicken 2010 for mac comes out. I am currently using quicken for mac 2004 on an emac.
Will quicken online upload my files from quicken 2004 and can I download them in 2010 when the new software comes out?
Hey Pete…we’re plugging away here at Quicken. We’ll have some info soon. Thanks for your continued patience.
Scott
This blog seems to have really slowed down. The live community has some recent comments, but not really any new information.
Any updates? Are any videos coming?
Pete
I haven’t seen any information on upgrades. Will there be some consideration for people who buy 2007 now, or will they be expected to shell out full price in 6 months for the new version?
I’m a longtime user of Quicken for Windows (currently QFW 2007, waiting for QFM 2010) and would like to see the following functionality in future versions of Quicken for both Mac & Windows:
-ability to read qdf files seamlessly across platforms
-ability to enter ‘foreign transactions’ (so that currency & exchange rate are captured for later comparison in statements)
-option to accept Unicode Text (UTF-8, at least in the notes field) so information regarding ‘foreign transactions’ can be captured in the applicable native language (example: after a visit to Japan I can note the name of a business in Japanese so I can return there, or refer someone to the establishment more easily via a web tool like Google Maps)
Thanks for considering my suggestions
Hi,
I have bank accounts, credit cards, and investment accounts in both Canada and the USA. Please please please let me add accounts in both countries to my ONE Quicken data file.
Please remove the restriction on adding both Canadian and US accounts. If a user wishes to do so, then let them. If the Web Connect file is good,
then what’s the problem? What’s the big deal, just lift the restriction if required and allow for “basic functionality” if necessary when accounts from a Canadian financial institution is added to the US version of Quicken, or vice versa. Basic accounting and stock lookups are the same in both countries.
I will volunteer for the Beta for Quicken 2010 for Mac if needed. Could someone please email me to discuss this?
Many many thanks,
Martin
I’ve been looking forward to an intel native Quicken. Since Snow Leopard will drop support for the PowerPC family of processors, I have read that Rosetta will be an optional install. Rosetta is necessary for running Quicken 2007 and the only software that is using Rosetta on my computer. I don’t want to install and use Rosetta just for one application. I am wondering if all new Mac computers by default will not have Rosetta installed and therefore require a person to first install Rosetta before being able to use Quicken 2007. I am not going to use Quicken online. That means I will have to install Rosetta when I upgrade to Snow Leopard if I want to continue using Quicken 2007.
Dirk,
No, there will not be a German version. Thanks for asking though.
Chelsea, Quicken
Hi Chris,
Thanks for your observation. We’ve definitely heard that data conversion is a top priority for our customers. It’s a top priority for us too.
Chelsea, Quicken
will there be a German version to use with German banks?
I’m curious about something: If your most requested product feature is “seamlessly converting your data from Quicken Windows” then what does that tell you?
I would think it tells you that your users are switching from PC to Macs.
So why has there not been a product update since 2007 for Macs, but PC’s are all up-to-date and current?
Seems backwards to me.
I just bought my first Mac and bought Quicken for Mac 2007. I was advised files from Quicken for Windows can be be converted. Well I suppose they can be converted but the process is daunting. For example, before conversion, each account name and category name must be changed to a name of fewer than 15 letters. All security symbols must be in all CAPS. The list goes on…
I’ve been using Quicken since the early ’90s and this conversion is not feasible nor is starting over entering years worth of data.
My solution is to use parallels/Windows XP/Quicken 2009 for Windows and give up the ghost on the Mac
even though I bought the software already.
Beware if you think windows Quicken files to the Mac is reasonable. Maybe 2010 will be better.
Manny and Maria:
Thanks for your posts.
With the new product coming out in February, it’s hard to say on the wait. I don’t know what sort of promotions or pricing we will have this early out, nor can I comment on them.
If you have the current version, it should work fine for you. If not, you could always use the free Quicken Online until February. Might not be right for you but worth a shot if you want to wait for Quicken for Mac 2010.
Thanks,
Scott
I have just purchased my first MAC and the only program that I need from my windows platform is Quicken – I have data going back over 15 years.
Do you recommend that I wait for the new Quicken for MAC or in the interim should I go to the current Quicken for MAC – will there be a discount latter for upgrading to the newer version? Will my files convert to the current version and the new version from my windows quicken?
Do I receive a discount for being a current quicken user?
Thank you.
I am thinking about buying Quicken and I don’t mind waiting for the new version, but, will it also allow to manage small business finances or just personal?
The major question that keeps the whole discussion in limbo, at least for me, is this:
Will the new Quicken for Mac, whatever it’s called, have ONLINE BILL PAY like its Windows cousin does?
That is THE killer feature.
To Robert Etzioni: For what it’s worth, I’ve been using QM 2007 on my MacBook Pro running OS X 10.5.8. It runs just fine. Of course I don’t know whether it will run under the forthcoming OS X 10.6: Snow Leopard.
How long will @007 for Mac be supported…i.e., be able to download transactions? And will the 2010 version be able to run on OS10? My daughter is using 2007 now on her Mac, and frankly, I think she should wait a couple of months after 2010 comes out to upgrade, to make sure it’s working satisfactorily.
Make it easy for people to transfer over from Windows Home and Business to Quicken for Mac – because right now I am having to use another computer to do my finances…
I am wanting an iphone app to enter transactions on the go that can then be uploaded to Quicken on my Mac. Will this be available with the new 2010 version?
If not, to use the current Quicken iphone app and Quicken Online, can you convert data from Quicken for Mac 2004 to the online version? The online version appears to not have all of the features of the Mac version. Please advise and thanks!
I have been waiting to upgrade Quicken 2004 for mac because I am running OS X.39. I dare not load X.5 because I am told I won;t be able to access quicken at all. If I purchase the old quicken 2007 for mac, will there be a discount off the price of the 2010? There is a sense of urgency because I am locked out of most programs due to the older operating system.
Yes…please tell me an iPhone app will accompany the program. Also, I hope the reconcile features have not changed.
I have been looking forward to you release scheduled this year but I was surprised when it was rescheduled to be release in 2010. I held off as long as I can and now I need the software for my MAC. My question is if I purchase Quicken 2007 now will you offer a free upgrade to Quicken 2010?
How about bribing us not to buy a competitors software with a free copy of (the now ancient) Quicken 2007 for Mac? After all, we can only wait so long without giving up and moving to something else. If you gave everyone a free copy of the old software (that became inactive when the new version comes out in spring of 2053) we would all be primed and ready for the new version. To put it another way… Only someone that had no idea a new version was on the way would actually pay $40+ dollars for a 2007 version. Quicken/Intuit wouldn’t want to take advantage of that fact and exploit it’s loyal customers by trying to sell outdated software would it? Bottom line, I’m getting married in less than a month and can’t wait to buy SOME KIND of financial software… but I’m not someone that is going to pay for outdated software.
I hope that you are working on an iPhone app that will work with Quicken for Mac. Please tell me you are!? It should have the capability to enter transactions fast on the iPhone app, then automatically uplaod them to your PC version. I’ve been waiting patiently for your new Mac version, I hope its worth the wait!
John Q:
Thanks for your post.
No, it was not our expectation that customers would “pre-order” the new product based on one screen shot. We’re sharing information with you as we can. As we have said numerous times here on the blog, we will be giving you an inside look (videos, screen shots, etc.) as time goes on.
Yes, this was a simple and straight-forward screen shot. That’s not the totality of things we’re going to share so thanks for your patience.
Best,
Scott
Seriously, is this screenshot is supposed to be reassuring?
You would recommend that we pre-order based on this screenshot?
After everything that has happened over the past 2 years for this product, this is the best preview that can be shown at this time? A single screen capture?
To clarify the capabilities of this product I hope when it is available there will be a clear comparison chart between Quicken For Windows, Mac Quicken 2007 and Mac Quicken 2010.
Anything about MS Money file conversion? I’ll ask this in the forum.
Quote from QuickenAdriel: “It the new product] is going to be much better for the core personal finance jobs than any previous version of Quicken on the Mac.”
Does that mean that it will have at least the functions that (for example) Quicken 2005 had?
Yes or no, please.
Finally!! quicken needs to get it’s act together I was at the mac world and nobody in the booth could answer any questions about financial life. Nothing updated since 2007? That’s quite a lag time between software not to mention the iphone version doesn’t sync together with desktop version.
Jeff:
Thanks for your comment.
Yes, cover flow is still part of the product. But, if you don’t prefer to use it, it’s easily turned off
Thanks,
Scott
The screen shot suggests you’re keeping cover flow. The consensus on that, with which I agreed, seemed to be that it was useless eye candy and you’d be better off focusing efforts elsewhere. Cover flow makes sense when you want to flip through CD covers in iTunes or look at pictures in iPhoto but it makes no sense to me in a personal finance app.
Hey Alex,
Let me clarify what Chelsea has stated. The new Quicken for Mac 2010 will be a new makeover compared to Quicken for Mac 2007.
The new product will be built on the platform you saw in the QFLM Beta but will have a much more robust feature set. It’s going to be much better for the core personal finance jobs than any previous version of Quicken on the Mac.
That’s right Alex, we’re re-building Quicken for Mac from the ground up – that is, rebuilding from Quicken 2007 to Quicken for Mac (coming February 2010) but didn’t scrap progress made in the Quicken Financial Life for Mac beta. Quicken Financial Life for Mac was a step in the product cycle but the progress made there hasn’t been discarded. We’ve just sharpened our focus based on what customers were telling us.
Betas are not final products, this is still a work in progress. Thanks so much for stopping by again.
Chelsea, Quicken
Okay – now I’m totally confused. The “new” Quicken for Mac” is supposed to be a completely new makeover for the Mac, but the picture shown on your blog page is a screen shot from QFLM, which has been scrapped (as a beta tester of the latter, I should know). What gives? And you wonder why people are confused!