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Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

Personal financial management is important to me. I’ve always tried to be disciplined when it comes to money, and as a CPA and business planner as my chosen vocation, managing my own money comes pretty naturally.

Applying finance strategies I’ve used in managing businesses to my personal finances has paid dividends. Like an accounting system at the office, a well-managed home needs its own financial record keeping. In my case, that system has been the venerable software tool Quicken. What follows is a history of how I’ve used Quicken and reactions to the most recent version of Quicken 2018 for Mac. Background I’ve been a user of Quicken personal finance software since 1989.

Back then I used a Mac SE, painstakingly capturing every transaction with the proper income or spending category on a nine-inch black and white screen. The discipline of tracking my expenses and using a budget helped me control my spending and keep my focus on long-term financial goals.

I’m not exaggerating when I say that I would not be in the financial position I am today without the discipline this software cultivates. In the 1990s as Microsoft Windows took hold and the days of the Mac waned, I switched over to the PC version of Quicken. My data file had grown so large it no longer fit on a 3 1/2″ floppy drive. I couldn’t find an easy way to transfer the data file.

Quicken offered a “feature” back then to archive (i.e. Erase) your financial history, so in a keystroke, I lost all that meticulous bookkeeping of the previous decade. I’m sad about that now as I would have liked to revisit the financial transactions supporting both by frugality and spending extravagance of my twenties.

And remind myself of how little I had back then. I switched back to a Mac at home in 2003. It was fun to return to Apple with a beautiful new iMac at home while I used a Dell laptop for work. Quicken wasn’t available on the Mac at that time, so I kept my financial records on the Dell. This was OK because I had compartmentalized the Mac and PC this way: the Mac was for creative work: movies and photos, writing, games, family time.

The PC was all business. Fast forward another ten years. By 2013 everyone in my family was using a Mac, plus iPhones and iPads. I turned in my work laptop in favor of a MacBook Pro, using a virtual PC software program called Parallels to get access to the short list of PC software titles I still needed: an arcane business intelligence tool for work and Quicken. A Mac version of Quicken was available, but it lacked many of the features that the PC version, like investment tracking and budgets.

New Mac versions of Quicken would come out every year and I would read reviews by unhappy customers lamenting the awfulness of the software. Buggy, lacked many important features, basically a shell of the PC version. And so I kept using Quicken for Windows along with updates to the VM software and waited. By last summer, the only PC software I still needed to run on a virtual machine was Quicken.

Is apple mail better than gmail for mac. Everything else was native Mac. Last fall Quicken 2017 for Mac was released. And guess what? The early reviews were positive for a change. I spent about an hour reading up on the new software and decided to try it. I might waste $75, but if there’s a chance it can work for me, I would be able to leave the PC software world for good.