Considering a Mac, is Quicken 2015 Accessible?

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macOS and Mac Apps

I am in the process of evaluating moving to a Mac. I have been able to find the ansers to most of my questions on AppleVis. However, not relating to Quicken. Currently I'm using Quicken 2014 on a PC with Jaws. Want to know if anyone has had success with Quicken 2015 for the Mac using VO.

Obviously I can go the virtual machine route as I may do that for MS Office and Openbook.

Any help is greatly appreciated.

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Submitted by Larry Thacker Jr. on Saturday, March 19, 2016

I see no one answered you here, but if you have found out whether Quicken is accessible I too would like to know. I just got a Mac. I will probably have to set up windows on it but I would rather convert as much as possible.

Submitted by Peter Logan on Wednesday, March 23, 2016

In reply to by Larry Thacker Jr.

No, I haven't received anything relating to this.

At this point I have delayed my Mac purchase ... Going to wait until the next refresh. Hopefully Intuit is building accessibility into the newer versions ...

Submitted by Peter Logan on Thursday, April 28, 2016

In reply to by Peter Logan

I asked a question about Quicken 2015 a few months ago, and didn't get any answer. So, what are others using for personal finance software? Quicken 2016 has come out and it does have a 60 day money back deal, so I may get it to try. Thanks in advance.

Submitted by Larry Thacker Jr. on Thursday, April 28, 2016

I also decided to go ahead and try it. I won't say it's impossible, but it's a lot of trouble. It's mostly usable with VO, but there are a couple of areas where it really matters where it doesn't work well. One thing to keep in mind as well is the download process is not as clean. There appears to be no way to automatically download when you Open Quicken, but maybe it will surprise me on my next open. So far I've only had the first session. Entering and reconciling transactions is problematic because VO doesn't read inside of the edit fields. Also, unlike the Windows version, your downloaded transactions don't appear in a separate window at the bottom like they did in Windows. The register is in reverse order and the new transactions are placed directly at the top. Each one has an icon at the left that reads as Button. I have some vision so I used Zoom to get a look at these and try to label them, but the labels were not read consistently, even giving a label that was assigned to one icon to one that looked totally different. This is a problem because these icons and the color of the entry are the only way to tell what is reconciled and what is new. Scheduled transactions are shown right in the mix, though you can limit how far they will project. Again color and icon is what distinguishes them from actual transactions that came in. Matching seems to be automatic, with an option available to unlatch if it makes a mistake.

The conversion from 2016 for Windows did not go very smoothly either. The instructions are insufficient and possibly incorrect if you are converting between 2016 on both machines. They tell you to download a conversion utility from quicken.com to your Windows computer. In my case, the conversion utility did not work. It would present the open dialog over and over again and never actually process the file. What I discovered was that you probably don't need the conversion utility at all. Just use export to qxf from Quicken itself. I would try this before downloading the utility, especially since shortly after installing it my Windows 10 machine developed a serious problem. I cannot use the start menu and none of the easy fixes I found online have worked. I am seriously wondering if my 26 years of Quicken loyalty are about to come to an end. I've read some good things about Checkbook Pro. It might be worth a try.

So in summary it depends how determined you are to get away from Windows or to stick with Quicken. Since I have it I'll probably try to use it for now, but I might not recommend it.. Even if everything worked, it would still be an inferior product to the Windows version.

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