Quicken makes managing your To create a new report in the Subscription Release of Quicken for Mac: Click the Reports tab and select Create New Report. Rated 2 out of 5 by Mike from Its Been Interesting Ive used Quicken 2013 for 5 years and when my laptop died, I decided to upgrade to Quicken 2018 (Starter) when I bought a new computer. Quicken® Starter 2018, 2-Year Subscription, For PC/Mac, Traditional Disc is rated 4.2 out of 5 by 22.But Quicken 2007 was showing its age. Why? Basically because it worked (most of the time), and I didn't like any of the alternatives, which I would occasionally test. To print the report to disk as a text file, select one of the options in the Export To drop-down list.Yes, I was using an eleven-year-old app to track our family's spending and investments. Then again, if youre the sort of person who likes to fool around with this kind of stuff, carry on with the rest of these steps. I've been using Quicken in some form since 1994, but stopped with Quicken 2007—I found the newer versions worse than Quicken 2007, so I never upgraded.If you check the Print Split Transactions box, Quicken prints the details of split transaction data. Name the report, then select options for the Row, Column, and Time Interval.The coming of " not without compromise" 32bit app usage in the fall 2018 macOS release finally forced my hand: I was going to have to update my single longest-used app, Quicken 2007.
Sort Report Column Quicken Upgrade To QuickenThat is, the report is too wide for the page. It was finally time to find its replacement.I can't get my quicken 2011 home & Business to print reports within an 8.5 x 11 portrait orientation. Worst of all, it would crash on occasion, necessitating rebuilding all my data files. Included online account access I want to update our bank, credit card, and investment accounts from the source, instead of having to manually enter transactions.Things I don't really care about are bill pay (I use our bank), reports, budgets, and charts and graphs for anything outside the investments section of the app. Offered accurate investment tracking Our investments are in a few accounts, and I like to monitor them all in one spot. Felt like a Mac app I wasn't interested in something that felt like a port from Windows, or lacked the specific "Macness" one gets in an app written for the Mac.M Imported our historical Quicken data I didn't want to lose 24+ years of our financial data. (I hate subscription software in general, but as it turns out, this one isn't really a subscription.)Read on for brief overviews of each of these three apps (with more detail on Quicken) and my rationale for deciding on Quicken. Going in, I was dead set against it, mainly due to its annual subscription structure. Still, these are relatively minor issues compared to successfully importing nearly 25 years worth of Quicken data.Now, here's a brief overview of each of the three apps… 3 - MoneydanceThis was the first app I looked at, and I pretty quickly ruled it out. Banktivity won't import reconciliations, so none of my accounts were reconciled. Moneydance ignored the "hidden" status of accounts, so a lot of old, closed accounts showed up. Its account list view is also laden with icons—folder icons, new activity count badges, and status badges. 2 - BanktivityBanktivity was a strong contender it was neck and neck with Quicken until I got more into the transition and looked closely at all of our accounts. This is true even if it's an account I just opened and then closed.Due to these issues, I quickly decided that Moneydance was not for me. Performance-wise, the app feels a bit slow it takes a couple of seconds to open an account in a new window after double-clicking its entry in the account list. And while that doesn't inherently make it bad, Java's generic "write once for many platforms" code shows itself in a few places: The Preferences window doesn't look anything like a native Mac app window, and the buttons in the app are definitely not macOS-style buttons. (It's easy to tell them apart in this four-line partial register, but in the full register with comments on the second line for many entries, everything blends together.)Moneydance is a Java app. Pulse vpn client for macOutside of that, Direct Access is a $45 per year subscription.Banktivity doesn't have any of the "non-native" issues I found in Moneydance the app looks and feels like a traditional Mac app, and opening an account window from the account list is speedy. While many of our accounts offered free OFX support, there were a number that only worked with Direct Access, which is free during the generous 30 day trial period. In the register view, each entry is two rows, but the alternating background is also two rows, making it easy to see each transaction at a glance.Banktivity has two methods of data download: OFX (free) and Direct Access (subscription required). ![]() It's also speedy, opening new account windows promptly when double-clicked.I like the minimalist one-line register views—they're clean and easy to read:(If you need to see the details, you can double-click to see an expanded view.)You can choose one of four levels of line spacing for the register—they include Comfortable, Cozy (pictured), Compact, and Tiny. As I hoped, Quicken handled the import of my old data perfectly, bringing across the reconciliations and handling investments properly. That allayed my fears of needing to subscribe forever, just so I wouldn't lose access to my financial data.Unfortunately, there's no free trial of Quicken, but they do offer a 30-day money back guarantee, so I paid and started testing.What I found is an app that, for the most part, takes everything I liked about Quicken 2007 and modernizes it. (Oddly, that one account did work with Banktivity.) Why I chose QuickenCertainly there's some value to continuing with the app I had been using: The import went perfectly, and I felt immediately comfortable in the app. Both are included in your annual subscription cost, and between the two, I was able to get all but one of my accounts working for online access. Once you've added and removed columns to your liking, you can drag the remaining visible columns into any order you wish.Quicken includes two methods of online access: Direct Connect and Quicken Connect. I like that it's just as easy to hide columns you don't want to see. (I wish the font size were changeable, but it's not.)Unique to Quicken among these three apps is the ability to change the visible columns, as well as the column order, on a per-register basis.As seen at right, there are a large number of columns you can choose to view—24 in total. ![]() By comparison, the first two years of Banktivity would cost us $155, or $77.50 per year. For us, as we need to track loans and investments but don't need bill pay, Deluxe was the obvious choice.Right now—and probably for quite a while, I'd imagine—a two-year Deluxe subscription is $69.98, bringing the cost per year to $34.99, which is a bargain. The comparison page lays out all the differences. Quicken for Mac comes in three versions: Starter ($35/year), Deluxe ($50/year), and Premier ($75/year).
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