Frequently Asked Questions

Quicken 2017 for Mac is asking me to install an update. Should I do this?

Yes. You should always download free product updates as they become available. If you purchase from the Mac App Store, we recommend turning on automatic updates. See this Apple support article for more information on updating your software.

Does Quicken 2017 for Mac have Bill Pay?

Yes. Quicken 2017 supports both Direct Connect Bill Pay (with over 450 banks) and Quicken Bill Pay, a paid service that supports paying anyone in the US without leaving Quicken. With these services, you can also transfer funds between accounts at the same bank.

In order to use Direct Connect Bill Pay in Quicken, your bank must support this service. Check your bank's website or call your bank to see if they support Direct Connect Bill Pay.

What are the new features and improvements in Quicken 2017 for Mac?

Quicken 2017 for Mac continues to add the top user-requested features. Here are the latest improvements:

  • Compare your income and spending year over year with custom reports
  • Customize your budgeting goals month-by-month (12-month budget)
  • Pay your bills in Quicken with Quicken Bill Pay (fees apply)
  • Get more power on-the-go with the improved mobile app
  • Enjoy a new look that’s easier to use and navigate

Do I need to register my copy of Quicken 2017 for Mac?

Yes. You’ll be guided to enter your Intuit ID and register Quicken during your first use.

If you don’t have an Intuit ID, you can create one when you start using Quicken, or you can use the same Intuit ID that you’re already using with other Intuit products, such as TurboTax, Mint.com, or QuickBooks.

Can I convert from other Quicken products to Quicken 2017 for Mac?

Quicken Essentials (Mac)

All accounts, transactions, categories, tags, budgets, and bill reminders from Quicken Essentials for Mac will convert to Quicken 2017 for Mac. Investing accounts will also convert. Since Quicken 2017 for Mac supports more detailed investment tracking (transactions and lots, rather than just holdings) many customers using connected accounts find that starting “from scratch” by re-adding investing accounts is sometimes easier than updating existing Quicken Essentials account data with missing information.

Quicken for Mac 2007

The majority of your account data from Quicken Mac 2007 will convert to Quicken 2017; all accounts, transactions, categories, tags (classes), scheduled transactions and bill pay transactions will convert. Budgets and transaction attachments will NOT transfer.

Some features from Quicken Mac 2007 are not currently available in Quicken 2017 for Mac, so information related to unsupported features will NOT transfer. This includes: loan amortization schedules, Home Inventory and emergency records data, explicit lot assignments, and securities watch list.

After converting to Quicken 2017 you will need to reestablish transaction downloads for your connected accounts (See “Accounts > Setup transaction download…” in Quicken for Mac 2017). You may also be able setup automatic download for additional accounts, since Quicken for Mac 2017 supports download from more banks than Quicken for Mac 2007.

Quicken for Mac 2015 & 2016

All Quicken for Mac 2015 & 2016 data will convert to Quicken for Mac 2017.
To learn how to convert data, please click here.

Quicken for Windows (2010 or newer)

Your account data from Quicken Windows (2010 or newer) will convert to Quicken 2017; account data, transactions, categories, tags, scheduled transactions and bill pay transactions will convert. Budgets and transaction attachments will NOT transfer.

Some features from Quicken Windows are not currently available in Quicken 2017 for Mac so information related to unsupported features will NOT transfer. This includes loan amortization schedules, Home Inventory and emergency records data, explicit lot assignments, securities watch list, address book, and lifetime planner. ESPP and Incentive Stock options will transfer as a standard holding (without tax-related information such as strike price).

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

After converting to Quicken 2017 you will need to reestablish transaction downloads for your connected accounts (See “Accounts > Setup transaction download…” in Quicken for Mac 2017).

Can I use Quicken 2017 for Mac on more than one computer?

Yes. You can install Quicken 2017 for Mac on up to three computers in the same household. We do not recommend sharing a data file on a network/cloud drive.

What are the system requirements for Quicken 2017 for Mac?

The system requirements are:

  • Mac OS X 10.10 (Yosemite) or newer
  • Broadband internet connection

Is there a trial version of Quicken 2017 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 2017 for Mac automatically download from banks and brokerages?

Yes. Quicken 2017 supports automatic transaction download from over 14,500 banks—more than any previous Mac version. Just click the update button to download transactions for all accounts, or selectively download one account at a time - your choice. Of course, you can still manage any account, including investing accounts, manually if you prefer.

What if I have a version of Quicken for Mac older than 2007 or a Quicken Windows version that that is older than 2010? Can I convert my data to Quicken 2017 for Mac?

No. Converting data from versions of Quicken Windows or Quicken Mac older than the versions reviewed above is not supported.

Which devices are supported by the Quicken mobile app?

The Quicken mobile app supports iOS 8.0 or higher (iPhone and iPad) and Android 3.0 or higher (phone and tablet) devices. Windows and Blackberry devices are not supported at this time.

Can I install Quicken 2017 for Mac on my tablet?

Quicken for Mac 2017 is for your Mac (10.10 Yosemite or later), so you can’t install the full version of Quicken 2017 for Mac on your mobile devices. However, the free Quicken companion mobile app is available for iPad and Android tablets. The mobile app is available for iOS devices from iTunes and for Android devices from Google Play or the Amazon App Store.

What does “free features” mean?

The Quicken team is committed to continuous improvement and providing free product feature enhancements and updates through September 2017. Free support and security updates will be provided through April 2020.

Is Quicken 2017 for Mac a subscription service?

Quicken 2017 for Mac is a one-time purchase product, not a subscription service. There is no automatic renewal.

What reports are available in Quicken 2017 for Mac?

The reports and graphs available with Quicken 2017 for Mac include:

  • Account Summary
  • Activity Last Month
  • Activity This Month
  • Calendar (with reminders, transactions, and balances)
  • Cash Flow/Projected Balanced Forecast Chart
  • Category Summary Report (Spending by category)
  • Tag Summary Report (Spending by tag)
  • Year over year category, payee and tag comparison reports
  • Net Income Graph
  • Net Worth Over Time report
  • Payee Report
  • Spending Cloud Report
  • Spending Over Time
  • Tax Schedule reports (Schedule A, B, C, D). You can also add customized categories for any other federal tax schedule, such as Schedule E.

Although not called reports, Quicken 2017 has views that display:

  • 1-Month Budget
  • 12-Month Budget
  • Investment Performance view (portfolio value, cost basis, realized and unrealized gains)

Many reports are filtered by account, category, payee, date and/or tag. You can save your customizations as customized reports.

What kind of investment tracking is available in Quicken 2017 for Mac?

Quicken 2017 for Mac enables you to track your portfolio, manage investments, and plan for taxes:

  • Shows you realized and unrealized gains
  • Continuously update quotes to keep your portfolio value current
  • Tracks cost basis and creates Schedule D tax reports for capital gains
  • Makes tax time easier by tracking deductions and creating tax reports
  • Track investment accounts using the Quicken mobile app

At this time, Quicken 2017 for Mac does not have certain investment reports/views, such as Performance (IRR), or Allocation by Investment.

See the comparison chart for details.

Does Quicken 2017 for Mac have a calendar?

Yes. A customizable calendar allows you to view past transactions, future Scheduled Transactions/Bill Reminders, future Bill Pay transactions, and past investing transactions. You can also see investment day change and a daily running balance.

Can I manually enter cash or credit card transactions?

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

Can I manually enter investing transactions?

Yes. You can manually enter over 20 types of investing actions:

  • Buy
  • Sell
  • Stock Dividend
  • Reinvest Dividend
  • Reinvest Interest
  • Reinvest Long-term Capital Gain
  • Reinvest Short-term Capital Gain
  • Income (Dividend)
  • Income (Interest)
  • Income (Long-term Capital Gain)
  • Income (Short-term Capital Gain)
  • Income (Miscellaneous)
  • Add Shares
  • Remove Shares
  • Buy Bonds
  • Sell Bonds
  • Margin Interest Expense
  • Miscellaneous Expense
  • Return of Capital
  • Stock Split
  • Short Sell
  • Buy to Cover
  • Cash (Payments & Deposits)

Can you help me track my bills?

Yes, you can have scheduled bills and reminders so you never miss a payment.

Can I convert my current Quicken data file to Quicken 2017 for Mac?

Yes, if you have Quicken Essentials, 2007, 2015, 2016 for Mac, or Quicken 2010 for Windows or newer versions.

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

Yes. Account registers make it easier than ever to manage your transactions, with super-fast search and filtering options, and customizable columns and row height. 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 online balance or bank statement.

Does Quicken 2017 for Mac support Tags?

Yes. Quicken 2017 allows you to apply your own custom tags to any transaction (including investing transactions). You can apply both a category and a tag to a transaction. (Note to Quicken 2007 customers: Tags work very much like “Classes” in 2007. The classes you use in 2007 are converted to Tags if you import your existing data file).

Does Quicken 2017 for Mac support scheduled transactions?

Yes. Quicken 2017 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. If you have any additional questions, you can find your answers here, or just contact Quicken support. Online live chat is available 24 hours/day, or you can call us at (650)250-1900 Mon – Fri 5am-5pm PST.

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