I couldn’t find an easy way to transfer the data file. My data file had grown so large it no longer fit on a 3 1/2″ floppy drive. In the 1990s as Microsoft Windows took hold and the days of the Mac waned, I switched over to the PC version of Quicken. I’m not exaggerating when I say that I would not be in the financial position I am today without the discipline this software cultivates. The discipline of tracking my expenses and using a budget helped me control my spending and keep my focus on long-term financial goals. Back then I used a Mac SE, painstakingly capturing every transaction with the proper income or spending category on a nine-inch black and white screen. I’ve been a user of Quicken personal finance software since 1989. What follows is a history of how I’ve used Quicken and reactions to the most recent version of Quicken 2018 for Mac. In my case, that system has been the venerable software tool Quicken. Like an accounting system at the office, a well-managed home needs its own financial record keeping. Applying finance strategies I’ve used in managing businesses to my personal finances has paid dividends. I’ve always tried to be disciplined when it comes to money, and as a CPA and business planner as my chosen vocation, managing my own money comes pretty naturally. Personal financial management is important to me. An update to this review for Quicken 2019 for Mac is available here.
