Does not need the Internet to importQuicken If youve been keeping track of your personal finances in Quicken on your PC, youll feel right at home when you move to the Mac. Works even if your Quicken version for Windows is older than three years. You have to follow specific instructions to import a QIF file. Supports categories and tags. Quicken for Mac 2007 imports QIF files fine. Quicken for Mac 2015-2021 does not import QIF files.Need Quicken 2007 for Mac. Lions drop of PowerPC code support means Quicken 2007 users will not be able to upgrade, but new developments suggest this may be changing. Rather than an update to Quicken 2007 itself, and costs 15 for a download or a shipped. Here is what I need:Quicken 2007 and Lion will play nice for 15. So, I have been trying out replacements before I upgrade.I download transactions electronically from a number of financial institutions. If you’re using Quicken 2006, or 2007 on a Mac, and you really want to run Lion, spend the money and get a copy of Essentials and see how you like it BEFORE installing Lion. A replacement needs to be able to import it all, the more intact the better.Intuit will sell you a copy of Quicken Essentials, which WILL run on Lion, for 24.99 (half-off) if you use this link.
Obviously, it needs to be Lion combatible I also need the ability to manage investments of instruments that are not traded on exchanges (so, for example, don’t have official symbols or price feeds and so on). Though I no longer invest in stocks, I have in the past, and want those trades preserved. I need fairly advanced investment management. You won’t be able to launch Quicken once you upgrade. PreparationIf you are planning on doing a similar migration, make sure you export your Quicken data before you upgrade to Lion. I do not care about syncing to mobile devices or the like.One warning: the reviews below will be a bit stream-of-consciousness, as I write down observations as they occur to me. I want a decent, Mac-like user experience. Again, at least as good as Quicken is needed (though that is not saying much). Most I am rejecting because they seem small time, unsupported, weakly-ported and/or missing features. Non-contendersThere turn out to be a surprisingly large number of financial apps that run on the Mac, but I will only be testing some of them. Qif file, so export on using File→Export→To QIF….And, of course, back up everything, yadda, yadda, yadda. Some suggest just running Quicken for Windows under an emulator, such as Parallels. If it would do the job, I would have converted to it months ago. Quicken Essentials for Mac ($50) is the most recent version of Quicken for Mac however, it is ridiculously underpowered compared to its predecessor, Quicken 2007. MoneyWell ($50) is an interesting application that I actually own (part of one bundle or another). (Note: this also why I’m not including screen shots of my testing in this post.) A number of online options, such as mint.com, are available however, I have no interest in uploading my financial life into the cloud, encrypted or otherwise. (BTW, if you are a Parallels user, you need version 6 to run under Lion.) I’m not really interested in starting. While I do own a version of Parallels, I pretty much never run it. The grouping worked fine, but the UI only allows you to select (and, therefore, move) one account at a time, so making the groups was tedious, though only necessary once. Account groups are allowed, which I really needed as I’ve collected a lot of accounts over the years (probably 100+). Changing loan accounts from “Liability” to “Loan”).All accounts are listed in panel on the side. I had to change a few account categories in a dialog provided for the purpose (e.g. If you don’t care about that, it may work for you.This brings us to the serious contenders, in the order I happened to investigate them… iBankThe import process was fairly painless and seemed to work well. That is an annoying omission, so much so that I wonder if I’m just missing some mechanism to display it.Loan information was not transferred over, so I had to set that up by hand. Armed with a price, the balance became correct.One drawback I notice is that investment accounts don’t seem to have a column containing a running total of shares, just value. After some tinkering, I found it is possible to manually enter a price for these instruments, which is about as much as I can expect. Importing these transactions is actually a bit smoother than in Quicken.As mentioned, some of my investments don’t have official price feeds, so the balance in those accounts initially showed up as zero. I’m used to this, so don’t consider it a deal breaker (though direct download would be nice). User error may also play a part, as it looks like some sites require you to change settings on the destination web site (and, in some cases, pay a fee) to support direct connection.So, I fell back to what I had to do with Quicken: login to the sites manually and download my transactions. Qif file took over three hours to complete (contrasted to less than a minute from all the other apps). Liquid LedgerThe import of my 3MB. I could easily see myself using it, and it will be the one to beat. I needed to make some of these transactions show up in the past, which took a couple of tries to get right, but nothing too severe.No import is perfect, but it did seem that any non-ideal situation I ran into was easily corrected, usually by the action I naturally tried first, which is a good UI in action.Conclusion: As the first of these applications I tried, iBank set a pretty high bar. Setting this up is straightforward and provides a good “pending transaction” ability to see when payments are due. Offline blackjack game download for macNo way to hide inactive accounts, either.I generally hate toolbars in any application, but this one is particularly bad. You can still can only select one account at a time, though (this is particularly irritating here, because if you select a folder, it displays the combined transactions from all accounts in the folder, so you know the UI has the ability to display multiple accounts at once, but just doesn’t for no reason). Also, it automatically groups accounts into folders in its sidebar, very similarly to the way I had to do it manually in the others. Quicken 2007 Lion Not Matching Categories Software Recommended ThatNot only faster saving, but a much smaller file (~6MB vs. It does include an option to hide it, which I used almost immediately.The Income & Expenses section is quite nice, sort of like smart folders showing transactions based on what Quicken calls Categories, rather than Accounts.The software recommended that I save a SQL version of my data, as it would better handle my large number of transactions. Really? The only thing remotely useful is the search field, but fortunately, it isn’t useful enough to force me to keep the toolbar visible. Interest each time.Investment features exist, but seem fairly sparse. That’s a big problem for me, as I don’t want to calculate principal vs. I also don’t see any features for calculating/scheduling loan payments. It is easy to re-import transactions, duplicating them, but not so easy to undo the duplication.After a few minutes of looking, I don’t see any way to update security prices. Unlike Quicken and iBank, there is no interface for matching what is being imported with the existing ledger. Apparently, I don’t work that way anymore.Conclusion: If this were the only choice, it would be tolerable, but some of the others are more feature-rich. That’s sort of old-school Mac, from the dumb one-button mouse days. Modal dialogs are generally bad these days.Pretty much nothing in the application is right-clickable, in spite of a number of menus being sensitive to what is selected. That is really bad.Performance was really, really bad. Looks to me like the import might have put the wrong column in the Category field.A bigger problem is that some of my investment account transactions are missing share quantities.
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