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About Quicken Quicken is an on-premise personal finance management tool that allows users to manage their financial accounts and investments in one place. The platform is available only for Windows and Mac users. The Portfolio X-Ray feature provides in-depth analysis of users' portfolios with respect to sector diversity, geographic distribution and financial instruments. It also calculates credit scores and provides alerts to secure against identity theft. Account balances and household budget can be tracked anywhere by synchronizing data from computer to phones or tablets. Users can also store pictures of their receipts in the system.
Quicken's investment tool allows users to look up security symbols within the system and enables the automatic download of option prices and history. Quicken also has a built-in social security income optimizer feature and a dashboard that helps track spending patterns. Lack of availability for Mac I cannot say more than I already have. I’ve had to save information on my Mac and then pick it up on my PC just to send an invoice. This is inconvenient. It takes time that could be better off spend doing other things. Please, Quicken, bring Home and Business to Mac.
Also, allow the ability to edit previous entries. I’ve noticed issues in the past that could have been easily fixed with an edit button, but you cannot. This should be fixed. As the leader in accounting software, it should have more features available than it does.
Pros Quicken seems to be the go-to accounting software in the industry, so naturally we went with it. We were very happy with Quicken, as it is easy to teach to our new employees.
I also really like the seamlessness of the program between a Mac and a PC. My laptop is a Mac while my home computer is a PC, and I find that the program itself is very similar on both platforms, and thus very easy to use. However, we initially intended to purchase Quicken for Home and Business, but it is not available for Mac, so we had to take a step back and purchase Quicken Premier. This was more than slightly annoying, but we managed to make it work. Cons The lack of availability of Home and Business for Mac is a big con for me. The Home and Business program allows for custom invoices, which would look really good for our small business. We also wanted the ability to track our profit and loss, so we purchased it for my home computer.
We can still send out the custom invoices on our PCs, but it would be a lot easier if it were available for Mac. Hopefully, there will be an option to purchase Home and Business in the future for Mac. USe it daily and have since the early 1990,s Pros Puts all your finances in one place, updates all accounts with minimal keystrokes rather than having to go to each website yourself (Saving lots of time) works like an on-screen checkbook. See your net worth accounts and liabilities in one place. Navigation is easy as a click of the mouse.