There’s also a lack of automated features compared to the Windows version such as automatic reconciliation, automatic backups and automatic linking of online bills so that you can easily see the due date and amount due in Quicken. There’s still no QuickMath, basic profit and loss or balance sheet reports available and investment reports, IRR, ROI and investment allocation views are all missing. The most notable missing features include debt reduction and savings plans, portfolio analysis, investment tax analysis, loan amortization schedules, forecasting, lot management, multi-currency support and some budgeting features. There are several financial features still missing compared to the Windows version too, most of which we highlighted earlier when looking at problems importing Quicken for Windows files into Quicken 2017 for Mac. There’s no doubt that Quicken 2017 for Mac is a step forward but frustratingly, it still lacks behind the Windows version in terms of features. Quicken 2017 also now allows you to export category and tax summary reports to CSV. It’s also now possible to use tags and categories to filter spending reports and see sub-totals for those tags and categories which hasn’t been a feature of Quicken for Mac since Quicken 2007 for Mac. These appear at the top of your Dashboard and can also be sent to you via email. You can also setup Spending Alerts which are triggered when a large purchase or certain balance has been reached to make you more aware of spending in real time. Useful if you just want to see what’s costing you the most without needing to see the amounts or dates of transactions. One other neat addition to Quicken for Mac is the Spending Cloud which shows via words where the majority of you’re money is going – the bigger the word appears in the Spending Cloud, the more money you are spending on it. Quicken also tries to help soften the blow of bills via Bill Reminders which show you the impact of of forthcoming bills before you get them to help you make sure you’ve got enough funds to cover them or avoid late fees or overdraft costs.

Spending year-on-year comparison reports were one of the most requested features in Quicken for Mac and they’ve now finally been added in Quicken 2017.

You can choose to view spending by category or over time to help you keep tabs on where your cash is being spent. Quicken 2017 categorizes transactions and makes it easier to see where your money is going.

Quicken for mac 2017 upgrade