Currently Being ModeratedJun 19, 2011 2:13 PM (in response to growler62000)
I am using Quicken Essentials.
I know it was really raked over the coal by the majority of the reviewers but so far I have fond it to be quite good. Much more Mac like instead of the old Windows look and feel of Quicken 2007.
Currently Being ModeratedJun 19, 2011 2:57 PM (in response to Allan Eckert)
I am also trying Essentials but could not get the import to work so I am running 7 and Essentials side by side from a fresh start. So far ok but a lot of work. I'm not sure it's worth it. We'll see.
Currently Being ModeratedJun 19, 2011 4:13 PM (in response to growler62000)
Try See Finance first at http://scimonocesoftware.com/seefinance/. Just as good as iBank and maybe better. It has a very liberal trial and no restrictions other than a 5 second delay when started.
Currently Being ModeratedJun 19, 2011 11:01 PM (in response to Justan Oldfart)
I’ll look for a comparison of iBank & See Finance.
Re Quicken Essentials, I don’t know how this differs from the older Quicken for Mac. Latest version 2007. Regardless, I don’t trust them to continue updating it for Mac just as they abandoned Mac in 2008 they may do so again for QE in a few years.
Currently Being ModeratedJun 20, 2011 6:15 AM (in response to growler62000)
You can also run http://www.neooffice.org/
It is a great spreadsheet, and so is http://docs.google.com/
Both are freely available, and both are Universal. With a spreadsheet while the initial setup is a little more complicated, you have much more control over customizing it to meet your needs than any financial software. Initial conditions are easy to setup without creating dummy accounts that serve no other purpose than being a place holder. Spreadsheets were the first "killer" app in the 80s for businesses, and still work wonders.
Currently Being ModeratedJun 20, 2011 7:12 AM (in response to a brody)
If you're using Numbers, it comes with pre-built templates for a checking register, Savings calculator, net worth calc, etc. That helps solve most of the "initial setup."
One thing people have complained about is the lack of online bill-pay with Quicken Essentials. Doesn't your bank do that?
Currently Being ModeratedJun 20, 2011 7:47 AM (in response to Barney-15E)
I see the Template. Is there anything that explains a bit more about how to use it? For instance how to tie 2 accounts together? The problem with Numbers is that the Help menu is not real helpful.
Currently Being ModeratedJun 20, 2011 7:55 AM (in response to George Chapman)
I'd need more help on what you actually mean by "tie 2 accounts together."
What do you want tied together?
You right-click on the checking account sheet in the Sheets pane and select Duplicate. That will give you a duplicate checking account.
Now what? How do you envision them being tied together?
Currently Being ModeratedJun 20, 2011 9:00 AM (in response to growler62000)
I purchased QEM some time ago, but just set it up yesterday to replace Q 2007 when Lion comes on line. However, found out Wells Fargo does not support QEM and stopped permitting direct connect on May 31st. Contacted them this am and they stated QEM would be supported eventually, whatever that means. They did say I can use web connect until Direct connect is up and working. Not good, but what can you do.
Currently Being ModeratedJun 20, 2011 9:13 AM (in response to gkink26946)
Just don't upgrade to Lion, upgrade to Lion on its own partition, and leave Snow Leopard on another partition. No software as of yet that I know about requires Lion. If Wells Fargo doesn't support you when you do need to upgrade, drop Wells Fargo and go to a bank that doesn't have a platform limit. Wells Fargo seriously needs to read http://www.anybrowser.org/ regarding web accessibility. For 17 years, the web has had people who have tried as hard as possible to make the web completely agnostic as to what browser or platform anyone is using, and there are still companies that don't care, and only develop for specific platforms. In doing so they make your money less secure, because anything that is one platform only is easier to hack.
Currently Being ModeratedJun 20, 2011 9:49 AM (in response to Allan Eckert)
Quicken Essential does not support investment tracking. I have over 15 years of checkbook, stock/fund investments and Quicken 2007 tracks all my costs, gains, lots and exports that data to TurboTax at Tax time for my schedule D. Spreadsheet Solutions don't support bill pay as Quicken 2007 does. I simply enter the transaction into my quicken register, enter SEND instead of a check number and Quicken transmits the payment request to my bank. No double entry and no requirement to use my bank's web bill pay.
I can draw a net worth chart going back to the early 1990s because ALL my accounts and assets have been tracked since then in Quicken version up to 2007. Unfortunately, I'm held hostage by their database format. I don't know of any management tool that completely accepts a transfer of all my Quicken data.