Mac users don’t compromise. You chose your computer because it works the way you think, with design that respects your intelligence and software that feels native to the platform you love. When it comes to managing your finances, you expect the same thoughtful approach.

Over the past year, Quicken Classic for Mac has evolved with that same philosophy—powerful features delivered with Mac-native elegance. We’ve listened to what matters most to our Mac community and responded with updates that make your financial management more insightful, more efficient, and more distinctly Mac.

Here’s how your financial command center has grown stronger this year.

Investment tools that help you make smarter moves

Whether you’re building retirement wealth or managing a diverse portfolio, three major investment features have transformed how you track, analyze, and optimize your holdings.

Your personal investment Watchlist

The new Watchlist feature (available in Premier and Business & Personal) lets you monitor securities you’re interested in without cluttering your actual portfolio. Thinking about buying more Apple stock? Curious about that biotech startup your colleague mentioned? Add them to your Watchlist and track their performance alongside your real investments.

It’s like having a fantasy finance league where you can test your instincts before committing real money. The Watchlist lives right in your investment workspace, making it easy to move securities from “watching” to “owning” when the time is right.

Deep dive into any security

Click any security—in your portfolio or Watchlist—and the new Security Detail view reveals everything you need to know. Price history charts show trends at a glance. Your purchase history reminds you when and why you bought in. Current metrics help you decide whether to buy more, hold, or sell.

It’s the difference between knowing you own something and understanding how it fits into your financial strategy. Every security tells a story, and now you can read the whole narrative in one place.

Plan your sales with the Capital Gain Estimator

Selling investments isn’t just about market timing—it’s about tax consequences. The new Capital Gain Estimator (Deluxe and above) lets you model different selling scenarios before you pull the trigger.

Want to raise $10,000 for a home renovation? The estimator shows you which shares to sell for the smallest tax hit. Need to offset gains with losses? See exactly which combination works best. It even estimates your net proceeds after taxes, so there are no surprises come April.

Think of it as a “what if” machine for your portfolio—test different scenarios until you find the one that makes both financial and tax sense.

Reports that work the way your brain works

Custom reports are powerful, but power without organization leads to chaos. Now you can create custom folders to organize your reports however makes sense to you.

Maybe you have a “Tax Prep” folder with all your year-end reports. An “Investment Analysis” folder for portfolio deep dives. A “Monthly Review” folder for your regular financial check-ins. Your reports, your organization system, your way.

It’s a small feature that solves a big problem: finding that one specific report you created six months ago when you really need it.

Lending money? Track it like any other investment

Here’s something unique: the new Loan to Others feature (Premier and Business & Personal) recognizes that sometimes you’re the bank. Whether you’ve helped a family member with a down payment or provided startup capital to a friend’s business, that money deserves the same careful tracking as any other asset.

Set up the loan terms, and Quicken tracks payments received, interest earned, and remaining balance. It even handles the tax implications of interest income. When lending to family or friends makes relationships complicated enough, at least the financial tracking stays simple.

Plus, you can now export any loan’s complete payment schedule to CSV. Perfect for sharing with borrowers (so they know what they owe when) or for your own planning purposes.

Your accounts, with more flexibility and context

Two seemingly small updates have made account management significantly better. First, you can now add attachments directly to accounts, not just transactions. Insurance documents for your home equity line of credit? Property deed for your mortgage account? Attach them right where they belong.

Second, the Separate Accounts section in the sidebar is now resizable. If you’re someone who organizes accounts into careful hierarchies, you can expand this section to see your full organizational structure. Prefer a minimal view? Shrink it down. Your sidebar adapts to your workflow, not the other way around.

Automatic backups for ultimate peace of mind

Online Backup, available as an add-on subscription, automatically protects your financial data in case disaster strikes. Hardware failures, theft, natural disasters—none of them can touch your backed-up data.

It works silently in the background, updating your secure cloud backup as you work. If you ever need it, restoration is just as simple. For data as important as your complete financial picture, automatic off-site backup isn’t paranoid—it’s prudent.

Your home values, always current

For many of us, our home is our largest asset. The new Zillow integration (Premier and Business & Personal) keeps your property values current automatically. No more manual updates or guessing about equity.

Watch your net worth adjust as the real estate market moves. See how your mortgage paydown combines with appreciation to build wealth. It’s especially valuable if you own multiple properties—Zillow tracks them all, updating values regularly so your net worth calculations stay accurate.

Small touches that make daily use better

Color Tags have graduated from early access to full availability. Tag transactions with visual cues that make sense to you—maybe red for tax-deductible expenses, green for reimbursable items, blue for vacation spending. Your system, your colors, instantly visible as you scan your registers.

The Q menu now includes quick access to Quicken LifeHub information, keeping important resources just a click away. It’s the kind of thoughtful navigation improvement that respects your time and reduces hunting for information.

The foundation: Quality you can count on

Beyond these visible features, we’ve addressed dozens of bug fixes and improvements requested by Mac users. 

This isn’t the glamorous work, but it’s the essential work. When you trust software with your financial life, stability matters as much as features. Every fix makes Quicken Classic for Mac more worthy of that trust.

Quicken Classic Business & Personal for Mac

While we’ve been enhancing features across all tiers, we also introduced something big for the self-employed professionals and small business owners in our Mac community: Quicken Classic Business & Personal for Mac.

This tier includes everything from Premier, then adds the business tools that help you keep your professional and personal finances organized, all in one place. Track multiple businesses. Generate Schedule C, E, and F tax reports. Create and send invoices. Store receipts right with your business transactions. Even track mileage for those tax deductions that add up faster than you think.

Your business finances stay distinct from your personal ones, but you can view them together when you need the complete picture. Running a rental property? Freelancing on the side? Managing multiple income streams? Your financial software should make that complexity manageable, not overwhelming.

If you’re already using Quicken for business tracking, the upgrade includes a category migration tool to ensure your existing business income and expenses transition smoothly into the new business dashboard and reports. It’s the foundation for accurate business tracking going forward.

This is just the beginning—our Mac development team is actively expanding business features based on what our self-employed users tell us they need most. 

Explore Quicken Classic Business & Personal for Mac.
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Built for Mac users, by Mac users

Every update reflects the Mac philosophy: powerful capability presented with thoughtful design. We haven’t ported features from other platforms and called it a day. These are Mac-native implementations that feel right at home on your system.

Your Quicken Classic for Mac subscription supports this ongoing refinement. Not just maintenance—active development based on what our Mac community tells us matters most. From investment analysis to loan tracking, from automatic backups to property values, each feature fills a real need identified by real users.

As we look forward, that Mac-first philosophy continues. Quicken Classic for Mac will keep evolving with the platform, with our users, and with the changing financial landscape. Always powerful. Always Mac-native. Always respecting your choice to manage your finances on the platform you prefer.

Thank you for another year of trusting us with your financial life. Here’s to making smart money moves on the best computing platform—with software designed to match.