At a glance

Download Quicken for Mac - Quicken makes managing your money easier than ever. Automatically download transactions from over 14,500 financial institutions. Easily see where you're. The Quicken sidebar. The sidebar is a single, always-accessible location that allows you to find all your accounts in Quicken. Using the sidebar, you ca n add accounts, update your transactions and balances, view individual accounts (click the account name) or view multiple accounts at once (click the headers: Cash & Credit, Investments, Assets. Windows Archive (Portable) version. Click on the to download the archive file. Select a folder to save the file and click 'Save'. Unzip archive to desired folder (the folder name 'Transactions' is preferred). Open created folder and make the right click on 'transactions.zip' and select the 'Send To' menu and then 'Desktop (create shortcut)'.

Our Verdict

If you’ve been a Quicken user for any length time you’re well aware that the look and feel of the app has gone through some considerable changes over the last several years. Not to mention a brief name change from Quicken to Quicken Essentials and back to Quicken again. Quicken 2016 for Mac, the application resulting from this mini-morphing over the years, is a solid tool for managing your personal finances that remains as easy to use as was its predecessors, but it’s no longer the only personal financial player in the game.

Quick on the setup

The setup of Quicken 2016 is a little uncomfortable from the jump, as it requires that you use a Quicken ID in order to set the app up. While I understand the purpose of using a Quicken ID—it’s used to sync Quicken data on your Mac with iOS devices—I don’t like that this is a requirement for using Quicken. Being able to save data in a local file seems, to me, to be something I should be able to do without linking to Intuit’s back-end, particularly if I have no plans to sync Quicken with any of my mobile devices. Also, once you log in you’re also required to complete a survey before you can begin using the app. Another unnecessary required step.

Once you complete those initial steps you’re off to the races. Quicken is designed to sync with your bank’s online banking services, but you do have the option of creating manual entry accounts if you want. I was easily able to create a link to accounts I had with two banks, but was unable to link to a credit union account because of the way that bank’s authorization system works. In short, that bank’s website requires that you enter answers to personal questions from a drop down menu. Quicken would only allow me to enter an answer by typing into into a field, which my banking site would not accept.

Once you log in to your banking site, Quicken lets you to select the accounts you want the app to automatically download transactions from. When selecting accounts to sync, you also have the option of customizing the names of those accounts. Quicken downloads transactions for the accounts you link—typically three months worth of data, depending on your bank—as soon as you add them.

Quicken ships with a pre-defined collection of categories and does a great job of linking imported transactions to existing categories, although you’ll likely want to double check to make sure everything matches up correctly the first few times you import transactions. I found that I needed to refine or edit categories to make them work for my specific needs.

The quick report

One of the benefits of automatically mapped categories is that you have instant access to a reasonably good set of reports. Quicken 2016 ships with nine reports, such as account and category summaries, net worth, and monthly spending, six of which can be customized and saved for later use. There’s also a Spending Cloud report, which is a vestige of Quicken Essentials and is more of a toy than a useful tool.

Oddly, there is no way to create a custom report using any of Quicken’s menus. Instead you have to open one of the pre-defined reports, such as the Category Summary, select the date range, accounts, categories, and tags you want to use in your report and then select the “Save as custom report” checkbox before you click the OK button to run the report. Once saved, you can run or customize the report by selecting it from Quicken 2016’s sidebar.

In addition to Quicken’s standard set of reports the app also provides a quick overview of your transactions, income, and assets, and lets you see whether or not you’re meeting the budgets you’ve created for yourself.

The quick track on investments and budgets

As mentioned in the previous paragraph, Quicken 2016 can track investment income and help you set budgets for every spending category. As with standard bank accounts, Quicken can link directly to and download transactions from you investment service if your investment service supports transaction downloads. Unfortunately, my investment account doesn’t offer direct downloads or offer the option to download transaction files. So for me it’s a manual only option for tracking my investment income.

Quicken 2016 can quickly pull a suggested budget from three months worth of existing transaction information. It uses your categories to create the budget and allows you to select which categories you want to have included in your budget. The app will create a budget amount based upon your average spending for a particular category, which you can then adjust to match what you want your budget to be. I was easily able to set up a budget within a matter of minutes.

Bottom line

Quicken 2016 is a good and definitely adequate tool for tracking your personal and small business finances, but it’s days of being a top tier personal financial app have long since passed. It is just one of many apps, some of which are far less expensive, that can connect to your bank, download transactions, and track your finances. While Quicken 2016 will serve you well, you’ll be better served looking at all your options before you put your money on Quicken’s bottom line.

• macOS
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  MacOS 10.13 - macOS Big Sur

If you are using Microsoft Edge or have SmartScreen feature activated, and receive a warning about 'unrecognized app', click 'More Info' and then 'Run anyway'.

If you are using Windows XP or do not have administrative rights on your computer, use the Archive (portable) version below.

Please read End User License Agreement before installing software. Use install and uninstall instructions.

Free Trial limitations

• Free trial converts up to 10 transactions per file.
• Confirm the parser works - all transactions are available for review inside the application
• Confirm the file is importable - create a fully functional file with up to 10 transactions per file and confirm your software imports it
• To convert right away without limitations, please purchase the license - you have the money back guarantee

IMPORTANT: You are downloading a fully functional software that is locked to convert limited number of transactions. You can unlock the software by purchasing the registration code and registering the software or activating with your existing active registration code. After the software is registered, it becomes fully unlocked. There is no need to re-download software if you already downloaded it (unless you want to download the latest version and install over the existing version on your computer or re-install the software).

Software requirements for Windows

Quicken Download Transactions Not Showing

• Microsoft Windows 10/8.1/8/7/2008/2003/Vista/2000/XP
• Works on Linux with Wine as well
• User the with administrator privileges (see archive version below to use without the administrator privileges)

Software Requirements for Mac

• Mac OS X 10.13 or later (macOS Big Sur is supported)
• Allow Applications from 'Mac App Store and identified developers' under System Preferences, Security and Privacy

Quicken For Mac Download Transactions

Download and Installation Instructions

Windows Installer (regular download)

• If not yet downloaded, click on the Windows Download button above.
• Click 'Save' in the File Download dialog box.
• Choose a folder on your computer where the file will be saved and click 'Save'.
• Wait for the file to download and then click 'Open' button or open the folder where the file was saved and double click on the file (transactions_setup.exe). If a 'Do you want to run this file?' message is displayed, check if the publisher ProperSoft INc (is digitally signed by ProperSoft Inc.) and then click 'Run'.
• Follow the Transactions installer instructions.
• Start from the shortcut on your desktop or the Start menu.
• If you have any questions regarding the installer, please use the support page to contact us.

Windows Archive (Portable) version

• Click on the to download the archive file.
• Select a folder to save the file and click 'Save'.
• Unzip archive to desired folder (the folder name 'Transactions' is preferred).
• Open created folder and make the right click on 'transactions.zip' and select the 'Send To' menu and then 'Desktop (create shortcut)'.
• Double click on 'transactions.exe' or on created desktop shortcut to start Transactions.
• If you have any questions regarding the Transactions archive, please use support page to contact us.

macOS version

• If not yet downloaded, click on the Mac Download button above.
• Double click downloaded Zip file in your Downloads folder
• Open Transactions-mac folder and drag Transactions icon to your Applications folder

Uninstall Instructions

Windows Installer version

Open Programs and Features under Control Panel under the Start Menu, locate Transactions, click it to select and click the Uninstall/Remove button. Follow the uninstaller instructions to complete uninstall.

Windows Archive (Portable) version

Using the file explorer, locate the folder where Transactions was unzipped, and delete the application.

macOS version

Locate Transactions under the Applications folder and click-drag it to the recycle bin icon on the dock.

End User License Agreement