Quicken for Mac has long been a staple in financial planning. It strives to simplify personal finance and business finance with each new release. There are some great features and updates for 2024 and 2025, but as with all software, there are areas that need work. In this blog post we will provide an in-depth look at the features that stand out, the problems that users experience, and what needs to change to take Quicken for Mac to the next level.
Features of Quicken for Mac (2024 and 2025)
1. Tools for Managing a Business (2025)
- Professional invoicing: Users can now raise invoices with their own business logo and address.
- Client Management: Enhanced payment tracking, sales tax management, refunds, and credits handling.
2. Enhanced Investment Tools
- Capital Gains Estimator: Easily model hypothetical sale of shares and potential effects on capital gains taxes.
- Investment Watchlist (2024): Following Specific Securities to Better Plan and Monitor.
- Sorting transactions (2025): Sort by columns in transaction history, which will simplify data analysis.
3. Import/Export Improvements
- Loan Payment Schedule Export (2024): Export loan amortization schedules in .csv format for external analysis.
- Lending Loans Import/Export (2025): Seamless import/export of lending loan data between Quicken Mac and Windows.
4. System and Data Management
- Online Backup (2024): Automated data backup to safeguard against hardware failures or system crashes.
- macOS Compatibility (2025): The 2025 release supports macOS 12 and later, ensuring compatibility with modern systems.
Most Common Issues by Users
1. Compatibility Issues
- The release for 2025 does not have support for older versions of macOS, which means that users with outdated hardware can no longer upgrade without paying extra money.
2. Performance Concerns
- Challengers report slow performance on big datasets or syncing with financial institutions.
- The data export sometimes crashed, and, in some cases, generating a complex report led to a crash.
3. Lacking Features Compared to Quicken Windows
- The Mac version lacks more advanced features, such as rental property management, tax estimates, and custom reports.
4. Syncing Issues
- Businesses experience a delayed process, and updated transactions get received only once synced with banks.
- Investment data synchronization lag is a source of user frustration.
5. Pricing Complaints
- For some users, the subscription-based model just feels expensive, especially when the free or lower-cost alternatives exist.
What do you need Quicken for Mac to change?
1. Better Cross-Platform Parity
- Add more Quicken Windows features to Mac (advanced budgeting, rental property management, etc.).
2. Performance Optimization
- Enhancing the software’s performance for processing large datasets without the need for slowing down, crashing, or any such hindrances.
3. Enhanced Bank Syncing
- Enhance integrations with banks to make sure transactions are synced consistently and accurately.
4. Flexible Pricing Options
- Low price neatly wrapped in a new price tier or some such, or maybe a one-time purchase for the basic needs.
5. Extended Compatibility
- Quickly provide for slightly older macOS versions, because some people have legacy devices.
Why Quicken for Mac Still Stands Out
Despite its shortcomings, Quicken for Mac remains a popular choice for financial management due to
- User-Friendly Interface: A clean and intuitive design tailored for macOS users.
- Robust Features: Strong tools for tracking investments, managing budgets, and even running small businesses.
- Regular Updates: Continuous improvements based on user feedback.
Final Thoughts
Quicken for Mac continues to grow with its 2024 and 2025 updates, offering strong tools for managing finances and investments. While it needs better performance and feature parity with Windows, its clean interface and new business tools make it a reliable choice. If you’re looking for a macOS-friendly financial solution, Quicken for Mac is worth exploring.
Share your thoughts and experiences with Quicken below!