Quicken for Mac: New Features, Categories, Sub-Categories and Tags

Written by: Editorial Team

Published on: Sep 18, 2021

Associating categories with your financial transaction is the basic part of Quicken. Categorized transactions drive several essential features, like that Reports and Graphs, Tax Reporting, and Budgets



Quicken For Mac is the best option to manage your personal finance on Mac. When you do personal business, you will need a personal computer to conduct your business and manage your account. If you are getting creative, get a Mac.


Quicken for Mac is the gold standard for personal finance software. Quicken includes all those tools that you need to keep balancing your financial life.

What Are The Categories and Subcategories?


Categories and subcategories are used to analyze your bank account transactions in Quicken. This grouping is shown in reports and graphs that help you quickly analyze your transactions.


Quicken gives a comprehensive list of default categories. However, you are free to accommodate the category list to fit your specific needs.


You can attach new categories and subcategories, change the name existing categories, add similar categories and remove categories you don’t need.



Therefore, we advised the customers to start Quicken by using the default category list in. If you become more familiar with the capabilities of Quicken you can customize this list as.

Quicken for Mac provides many features like:

  • Have an expertise to organize bank account, transaction by credit card and, investment accounts etc.


  • Reports that present cash flows, spending and net worth, tax preparation tools.


  • Investment tools that review portfolios and see how your investments are performing.


  • Budgeting functions, inside of payment schedules as well as budget and goal tracking.


  • It tracks the performance of investments, cost basis realized and unrealized gains, and capital gains.


  • Quicken compares your income and spending with custom reports.


  • Improve mobile app (with more functionality).


  • An advanced user interface (enjoy a new look that’s easier to use and navigate).


Firstly, when Mac users who liked using Quicken, they needed to run VMware fusion and use the window version. And when the connate-owned Quicken was ignoring the platforms, there were many problems for Mac users who want to run Quicken.



After adding more functionalities in Quicken, peoples finally got rid of VMware Fusion version of Quicken for Windows, and they run Quicken natively in MacOS nowadays.

Quicken 2018 for Mac New Features:

The Quicken for Mac tool was created to run on the latest modern Macintosh computers. Quicken for Mac does not share any software code with Quicken for Mac 2007 or Quicken Windows operating system.


It determines that there is the big difference between the products. Please take a review of its new features. If you are updating from Quicken for Mac 2016 or switching from windows.



  • Loan What if Analysis
  • Bill Presentation: automatically link online bills to quicken to look the current due to date and due to current amount, and download pdf statement.
  • Customizable investment portfolio view with performance tracking.
  • Clear assignment.
  • Various currency conversion and transfers.

File Conversion:

If you are using Quicken for Windows via VMWare Fusion presently, it can possible to convert your setup to Quicken for Mac. One of the changes in Quicken 2017 was the conversion of multiple older versions of Quicken.


Especially, it gives the full support to change from Quicken for Windows or the 2007 version of Quicken for Mac.


After research, with over many accounts and over five years of transactions, I was able to turn from my Windows data file without any problem. I feel like that, Quicken tested this feature quite a bit. since most users of their service are already using Quicken in some form. Unfortunately, passwords are not transferred and you must re-enter them into Quicken for Mac.

Quicken for Mac vs. Quicken for Windows

Be careful before using Quicken 2018 for Mac. It does not work exactly the same as it is Windows counterpart. In this ways, this is perfect, because Quicken can take advantage of features that are always available on the MacOS operating system.


On the other way, Quicken for Mac works slightly different than the Windows counterpart. for someone who is very familiar with the Windows version, it was sometimes hard to find various features in Window Version.


The Window version is still Quicken’s first platform and takes all of the latest bells and tones. Quicken for Mac need to upgrade these features:


  • Debt Conversion Planner
  • Loan Amortization
  • Customizable Portfolio View
  • Investment Reports, IRR, ROI
  • Investment Allocation View
  • Balance Sheet Report
  • Automatically Link Online Bills to Present Due Date and Amount Due
  • Free Credit Report
  • Portfolio X-Ray
  • Multiple Currency Support
  • Automatic Backup
  • Automatic Agreement
  • No Paystub tracking


These missing features make Quicken for Mac a non-starter for some users


A major point is their investment reporting is no flexible as the Windows version. For someone who likes to track their investments in detail, this is a deal breaker, though it is much better than Banktivity investment section.


Quicken for Mac is the best investment monitoring tool currently available on the market for a Macintosh. Though I am not promoting Quicken for Mac tool. because I just prefer the online tool Personal Capital management for my investment portfolio.



Hope, the article will be useful to you. To talk with our U.S based Quicken customer support team, dial our toll-free number.

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