Intuit to “Fix” Quicken Essentials for the Mac and Offer a Rebate


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In my inbox this morning is a letter from Intuit listing out the changes they are making to Quicken Essentials for the Mac in the near future and offering a $20 refund for those who originally purchased the product. This is good news that this wasn’t a totally fire and forget product. If you’ve been to my Quicken Essentials for Mac 2010 Review many customers have shared their displeasure with the first version. There is hope for you yet Mac Users but the question is are these changes enough? It certainly doesn’t put it in competition with Quicken 2010 for the PC.

Here’s the complete text of the email:

We’re making it even better with a series of updates and a $20 refund!

Dear Valued Quicken Customer,

We are committed to making the best personal finance tool possible for our Mac users. Building this most recent release from the ground up has made it more intuitive and allowed us to improve core features—making managing your finances easy, so you can spend less and save more.

Thanks to the direct feedback we have received from customers like you, we are making changes to Quicken Essentials for Mac. Here is what we have planned for the next couple of months:

Price reduction and $20 refund—we are dropping the price from $69.99 to $49.99 and you can receive a $20 refund! If you purchased from a retail store, visit and follow the instructions on how to request your refund. Please note, you will be required to register your Quicken product and provide proof of purchase. All requests must be submitted by 5/31/2010. If you purchased Quicken Essentials for Mac from Intuit, your credit card will be credited automatically in 4-6 weeks; you don’t have to do anything.

A series of updates—over the next few months, your product will be automatically updated with new features when you connect to the Internet. The first update is expected to take place by the end of April and will allow you to password-protect your data file and export transaction data to spreadsheets.
Additional updates are scheduled through August, giving you the ability to:

  • Get a complete picture of your current net worth by entering investment holdings from brokerages that do not connect to Quicken
  • Better understand your spending by comparing between different time periods
  • Export tax-deductible expenses to tax filing programs like TurboTax(R)
  • Make it easier to see how you are tracking against your budget across several months

Thank you for being a valued customer. We appreciate you choosing Quicken and are confident you will be pleased with the upgrades we are making to your product. If you have any questions about the refund, please visit us at

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