- #Quicken 2007 setting up sub categories for mac for mac#
- #Quicken 2007 setting up sub categories for mac upgrade#
- #Quicken 2007 setting up sub categories for mac software#
- #Quicken 2007 setting up sub categories for mac code#
#Quicken 2007 setting up sub categories for mac code#
extra “site image” pages, sites that send a confirmation code as a text page that you have to enter, even cryptographic keyfobs). Some of this, I suspect, is because most of my accounts use more than just username/password for security (e.g.
#Quicken 2007 setting up sub categories for mac software#
The forum for the software showed many with the same errors, but no solution that worked for me.
While direct connection to financial institutions is supported, it failed with odd errors for many of my accounts. It doesn’t seem to have a concept of “inactive” accounts either, so I had to build an “Inactive” account group and throw them all in there. 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”).Īll 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. The import process was fairly painless and seemed to work well. This brings us to the serious contenders, in the order I happened to investigate them… iBank If you don’t care about that, it may work for you. It is a great (and great looking) little money management application, and does support electronic downloads, but doesn’t have investment features. 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, 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.) While I do own a version of Parallels, I pretty much never run it. Since financial applications are not particularly CPU intensive, this should work fine. 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 2007 setting up sub categories for mac for mac#
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.There are, however, some popular, realistic choices that I am passing on: Most I am rejecting because they seem small time, unsupported, weakly-ported and/or missing features. There 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….Īnd, of course, back up everything, yadda, yadda, yadda. You won’t be able to launch Quicken once you upgrade.
#Quicken 2007 setting up sub categories for mac upgrade#
If you are planning on doing a similar migration, make sure you export your Quicken data before you upgrade to Lion. One warning: the reviews below will be a bit stream-of-consciousness, as I write down observations as they occur to me. I do not care about syncing to mobile devices or the like.I want a decent, Mac-like user experience.Again, at least as good as Quicken is needed (though that is not saying much). Good-looking reporting is useful, but not required.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.I need to be able to continue doing this at least as well as Quicken does it. I download transactions electronically from a number of financial institutions.A replacement needs to be able to import it all, the more intact the better. I have Quicken data going back to 1993.So, I have been trying out replacements before I upgrade. Since OS X Lion does not include the old Rosetta technology, it will not run Quicken 2007.
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