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Frequently Asked Questions

Am I required to register my copy of Quicken 2015 for Mac?


Will all my information be converted from other Quicken products to Quicken 2015 for Mac?

All information from Quicken Essentials for Mac will convert to Quicken 2015 for Mac.

With Quicken 2007 and Quicken Windows, your data files will convert to Quicken 2015 for Mac with the exception of budgets and attachments. Certain features are not available in Quicken 2015 for Mac today, so those types of information will not get transferred from Quicken 2007 and Quicken Windows: loan amortization schedule, debt reduction plan, lifetime planner, savings goals, explicit lot assignments, security watch list, home inventory, and address book (Windows only). ESPP and Incentive Stock options will transfer over as a standard holding (without tax-related information such as strike price).

If you have Quicken Windows Home & Business, your account data is preserved, but you will not get rental property manager specific features such as tenant list and rent center data If you have Quicken Windows Rental Property Manager, your account data is preserved, but you will not get business- specific invoicing data.

Can I use Quicken 2015 for Mac on more than one computer?

You can install Quicken 2015 for Mac on up to three computers in the same household. You can’t run your data file on a network/cloud.

What are the system requirements for Quicken 2015 for Mac?

The system requirements are:

  • Computer: Intel Based Macintosh
  • Operating System:
  • Mac OS X 10.7.5 (Lion) or later
  • Memory: 256 MB or greater
  • Hard Disk Space: 100 MB
  • More memory and hard drive space may be required for large data files
  • Display: 1280x800, 1366x768 or greater
  • Internet Connection: Broadband

Is there a trial version of Quicken 2015 for Mac? I’d like to try it out.

There is no trial version of Quicken, but we do have a 60-day money-back guarantee.

Can Quicken 2015 for Mac automatically download from banks and brokerages?

Yes. Quicken 2015 supports automatic transaction download from over 14,500 financial institutions—more than any previous Mac version. Just click the update button to download everything, or selectively download one at a time - your choice.  Of course you can still manage any account, including investing accounts, manually if this is your preference.

What if I have a version of Quicken for Mac or Quicken Windows that is older than the dates above? Can I convert my data to Quicken 2015 for Mac?

Converting data from versions of Quicken Windows and Quicken Mac older than the versions listed in the question above is not supported.

Which devices are supported by Quicken 2015 for Mac mobile companion app?

It supports iPhone, iPad and Android devices (not Windows mobile devices).

What does the mobile companion app do?

The mobile companion app gives you anywhere, anytime access for iPhone, iPad, and Android devices and provides the following capabilities.

  • Syncs your desktop and mobile info across devices
  • Shows account balances and transactions
  • Automatically pulls in your Quicken desktop budget
  • Attach images of receipts to transactions
  • Easy-to-understand spending graphs (tablet only)
  • Manually add transactions
  • Split transactions
  • Alerts and notifications for account changes
  • Proven encryption technology and passcode protection
  • Ability to deactivate app from Quicken desktop software

The mobile companion app does not display investment, asset and loan accounts at this time.

Can I install Quicken 2015 for Mac on my tablet?

No—it is available only for full Mac OS (desktop and laptop computers). However, the free Quicken 2015 mobile companion app is available for iPad and Android tablets. The mobile companion app for iOS devices can be downloaded from the iTunes App Store. The mobile app for Android devices can be downloaded from Google Play.

What does “free features” mean?

Free features are new capabilities developed to improve the product. These free features are offered when and if available only with Quicken 2015 for Mac.

What new features and improvements have been added to Quicken 2015 for Mac?

In October, we released version 2.1 of Quicken 2015 for Mac, our first release with new features, not just bug fixes. We have continued to add enhancements. See below for a quick summary of the latest improvements. Click here for a complete list of the new improvements.

  • Cash Flow, Net Worth Over Time, and Payee reports - The top new feature that customers selected from our voting page was “Enhanced Reports (Cash Flow, Net Worth Over Time, Quick Reports, etc.)” Our first step to meet this key need was to add a new Cash Flow chart where you can get a convenient forecast of your projected balances to make better money decisions. Just click on “Bill Reminders” in the sidebar. See how your upcoming bills, income and future dated transactions affect your overall balance to help avoid overspending or late fees. Now we’ve also added Net Worth Over Time and Payee reports to help you manage your finances.
  • Calendar view of your transactions - Get a handy calendar view of your spending. See your transactions at a glance.  See when and where you spent your money
  • Security Price History Edit and CSV Import - The ability to edit the security price history list is the top requested Investment feature. This improvement is important for anyone who has mutual funds or securities that can't be downloaded from Quicken because they aren’t tracked by the quote services we use. Now you can manually create or edit your own price history. You can also easily import this information via a CSV file.
  • Customizable Register Rows - To make the Quicken 2015 for Mac interface cleaner and easier to use, we had increased the font size and spacing around the rows in the transaction list. While this made it easier for people to read small text, other users may prefer to see more transactions all at once. Now a new setting in the View Menu allows you to choose the height of the rows and get the layout that works best for your needs
  • Automatic Download Tool - Upgraders rejoice! Now after you upgrade from another version of Quicken, we immediately help you get reconnected for automatic download. See a list of all accounts that can be connected and just click to get set up.
  • Ability to Merge Securities - Now you can easily clean up duplicates in your security list. Merging securities will automatically update all existing transactions in your investing accounts with the correct, merged name, ticker, asset class and price history. This is also useful if a security you own has a symbol change. Just merge the new security and set the new ticker for all your existing transactions.

Does this mean that Quicken 2015 for Mac is a subscription service?

Quicken 2015 for Mac is a one-time payment product, not a subscription service. For future products, such as Quicken 2016 for Mac, it is completely optional whether you want to buy. There is no automatic renewal.

What is the difference between Quicken 2015 for Mac and other Quicken products?

See the comparison chart for details.

What kind of reports and charts are available with Quicken 2015 for Mac?

The reports available with Quicken 2015 for Mac include Account Summary, Spending By Category, Category Summary, Last Month, This Month, Net Income, Spending Cloud, Spending Over Time, Monthly Budget chart, Investment Performance report that shows your portfolio value, cost basis, realized and unrealized gains, and Tax Schedule reports (Schedule A, B, C, D). You can also add customized categories for other tax reports, such as Schedule E.

Some reports such as Cash Flow, Net Worth Over Time, are not available at this time.

See the comparison chart for details.

What can I do or not do with my investments using Quicken 2015 for Mac?

Quicken 2015 for Mac enables you to track your portfolio, manage investments and plan for taxes:

  • Shows you realized and unrealized gains
  • Continuously updates quotes to keep your portfolio value current
  • Tracks cost basis & creates Schedule D tax reports for capital gains
  • Makes tax time easier by tracking deductions & creating tax reports

At this time, Quicken 2015 for Mac does not do certain investment reports/views, such as Performance (IRR), Allocation by Investment.

See the comparison chart for details.

Can I manually enter cash or credit card transactions?

Yes you can manually enter transactions on your computer and your mobile device (iPhone, iPad, Android) if you download the free mobile companion app.

Can you help me track my bills?

Yes you can have scheduled bills and reminders so you don’t miss a payment.

Does Quicken 2015 for Mac have Bill Pay?

Not at this time.

Can I convert my current Quicken data file to Quicken 2015 for Mac?

Yes, if you have Quicken 2007, Quicken Essential for Mac, or Quicken Windows 2010 or newer version.

Can I still use a register to manage my account transactions?

Yes. The completely redesigned account register makes it easier than ever to manage your transactions—super fast search and filtering options, customizable columns and row height, and a great new look. Plus, all the features you expect from Quicken— categories, splits, tags, attachments, check printing and more.

Can I reconcile my accounts?

Yes. Quicken supports manual reconciliation so you can reconcile downloaded (or manually entered) transactions against your bank statement.

Does Quicken 2015 support Tags?

Yes. Quicken 2015 allows you to apply your own, custom tags to any transaction (including investing transactions). Note to Quicken 2007 customers: Tags work very much like “Classes” in 2007. You can apply both a category and a tag to a transaction. The classes you use in 2007 with be converted to Tags when you import your existing data file.

Does Quicken 2015 support scheduled transactions?

Yes. Quicken 2015 has Bill & Income Reminders, which is what older Quicken versions called scheduled transactions. You can schedule bills, income and transfers. You can see Reminders in the Bills View as part of the Cash Flow graph and even choose to display Reminders in your account register, so you can see at a glance how your upcoming reminders impact your account balance.

Still have other questions. Find your answer here.

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