To set up Quicken Mac for Mobile Sync: Open Quicken for Mac. You can alway turn on mobile syncing later, and deal with any issues with that at that. The goal here is to get your Quicken 2007 data imported successfully. When the setup asks if you want to use Quicken Mobile/Web, say NO. Click Sync Now to sync with the Mobile app. In Quicken 2017, start a new file (File > New) and select that you want to start from a Quicken 2007 file. In the Add Account Settings window, select the accounts that you want to view on your Mobile Companion app and click Done. And if you don’t like it, they do have a money back policy. Click the Mobile & Web tab and then click Get Started. My advice is if you haven’t looked at quicken in years, it may be worth revisiting. I do see that they seem to be actively soliciting ideas for new/improved features, and even grading themselves on what has been accomplished. It is not without compromises, but there is nothing that is a show stopper nor anything that causes me more than a few extra minutes per week. Currently, you can get a 20 off Quicken with the purchase of TurboTax on amazon. You can find the yearly subscription at a discount if you look for it. Now you subscribe and always have the latest version. I find it to be a more solid offering than either MoneyDance or the old Quicken. 2017 was the last year that you actually bought the software. In essence, MoneyDance had turned into everything I hated about Quicken.įor $35 (on Amazon) I thought I’d give Quicken a try again. For example, promising proper support for cash brokerage accounts in at least 3 different versions, but never delivering. And, of course, they stopped supporting those older versions that I needed.
#Quicken 2017 mobile app upgrade#
In some cases, the work arounds were not supported in later versions, so I could not upgrade. The mobile version of Quicken 2017, the firm added, is 'the biggest upgrade yet to Quickens mobile app' and provides a seamless experience across Windows and Mac devices. But through the years, I started to stack on work arounds on top of work arounds. I switched to MoneyDance and was relatively happy.
#Quicken 2017 mobile app software#
I too had dumped Quicken in 2011 because of the kludgy software and some basic download options that they could not support (like downloading two different accounts from the same institution).
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