Quicken 2002 Deluxe (Mac)

Set up accounts with step-by-step ease. Quicken provides an assistant to guide you through a complete setup of your accounts. Enter your financial information in one sitting so you can put Quicken to work sooner. Download your account information, such as credit card, banking, or brokerage transactions, from more than 1,000 financial institutions. Pay bills, transfer money, and get stock and mutual fund quotes, all in one step. After you download and accept your online banking transactions, if your register balance matches your bank's online balance Quicken will automatically reconcile your account. Never miss a bill, as Quicken will proactively find past repeated bills you've entered and alert you when these bills, such as a monthly mortgage or credit card payment, are due. Simplify the process of finding a particular transaction with global find and replace options that search all Quicken accounts at one time.

Save time by downloading your brokerage transactions from the Web so your investment account data is more accurate and up to date. This option works with TD Waterhouse, Fidelity, and more. Quicken now helps you set up the correct tax categories to more accurately track your taxable items, making tax time easier. Compare the tax impact of selling different stocks and mutual funds before deciding which ones to sell. Optimize your capital gains and losses to help you keep more money. Get a more accurate picture of your net worth. Even if you don't know the original purchase prices, you can still start tracking the value of your stocks and mutual funds with just the balances from your latest statement.

On the postive side, there are some nice enhancements like the ability to sync your stocks to quicken.com. They've also got a PIN vault to store all your PINs, although I wish they'd used the Mac OS Keychain instead of inventing their own system.

Quicken 2002 is the best financial software for the Macintosh, but is far worse than what you can find on Windows. I wish there was some good competition in this market on the Mac.


Big disappointment in its Web integration   September 20, 2001
Chris Wong (Sammamish, WA)
17 out of 19 found this review helpful

I recently moved to Mac OS X from Windows 2000. This is one of my first Mac OS X application. First, it's a disappointment that this is not Cocoa-based. Instead its Carbon-based and hence, the dialog looks poor on Mac OS X especially when you view it at very high resolution screen. The fonts are just so tiny. And worse, there is no way you can change the font for the registry.

I use online banking a lot and its online banking is ok if you're connecting to Quicken server or if your bank has Quicken support. However, for those bank that use Web interface, the integration is terrible. You'd have to use your browser to download the QFX file manually and then import the transaction that way. It's more integrated in Windows.