Q: best financial software for mac

This is very helpful information, thank you.  Have you - or anyone else out there - considered or tried CrossOver? They do have a free trial, and they state on their website that Quicken 2013 runs fine. I've been procrastinating about downloading it, in case it's a complete waste of time, so am curious to know what others' experiences might be.

I've been watching this series of posts with great interest. Today I noticed something like 20,000 views? If nothing else, I hope this gets the attention of the software development community showing there's a  real market available out here.

iBank update: Adding to my earlier post, I have now reconciled accounts after importing QFX from 2010 forward (the last DB from Q07 I could salvage) and have even started sync between my iPod Touch and iMac running iBank. I'm using the iPod as an electronic check register (very basic use) and so far I've sync'd w/o issues. I have a dozen accounts with many transfers, split transactions, etc. and so far no corrupt data base (my worst repeating nightmare with Quicken). I was able to produce the detailed reports I needed for tax time. I downloaded a recent upgrade released for iBank without charge, and it was transparent with no glitches to data or function (another Q problem for me).

Is iBank perfect? Eye of the beholder.. but no, it isn't. There are duplicate entries when I import QFX files with transfers between accounts. One is for the real dollar amount, no issues. The other is for the same transfer but with a zero dollar amount. Doesn't affect balance but is something I need to manually clean up. (Admittedely, I haven't pursued this with iBank help yet). Given this issue compared to the major stuff I used to deal with using Q explained in one of my earlier posts, iBank is working well.

Am I still looking for the best financial software? Yes, I think there's more iBank or others can do but for the time being, I've settled into working with iBank and continue to test more of what it may offer. Next are automatic downloads...cross fingers.  Hope this helps.

I have switched back to iBank, too.  It has its limits, but doesn't quit on me all the time and misbehave the way Quicken 2007 does.  I find it interesting that so many people are having trouble with Quicken, and yet someone on this board keeps insisting that it is our computers, not Quicken, that is the problem.  Well, my computer works great with everything but this crappy 2007 version of Quicken. The Quicken folks even had to send me an earlier upgrade because they admitted that the .3 and .4 versions had problems for many people.

So I'm back to iBank, and lowering my expectations. And I too hope someone can develop something better.

Thanks for all the help and support from everyone.

What do you say we all pool our resources and develop the ultimate home finance management software for the Mac?  Between us, I bet we know quite a bit about the required functionality.  Who's in?  I'm sure I can find $100 or so in money that's been miscategorized in Quicken.  Hey, it's a start.

Shari:  can you please provide us with more details about Quicken 2007 for Lion and ur experiences with Intuit.

Shari:  why didn't the earlier version of Quicken for Lion (16.1.2?) work for you? I find it very stable and meets all of my needs.

I bought Quicken 2007 for lion in mid-January, after trying iBank for about a year and missing Quicken. Despite also  having set up a Mint account, I couldn't transfer my Mint data to Quicken, so I had to re-enter  most of a year's worth of transactions (the ones I couldn't download from my band).  Immediately, I had problems with Quicken quitting, but I wasn't losing information, so I kept using it anyway. Troubleshooting did not improve the situation. Then as I was starting to prepare my taxes, Quicken asked me to upgrade to 16.1.4. Given the problems I'd had before, I was hoping this version had fixed them.  The contrary was true.  After I installed 16.1.4, Quicken would not open. It kept "quitting unexpectedly" when I attempted to open it, and I couldn't get at my data.  I emailed and called Quicken, and they wouldn't help me, saying I had to upgrade to Quicken Essentials  or the PC version to get support, or to pay for support.  I have heard horrible things about Quicken Essentials and wasn't willing to do that.  I was really upset that they had sold me a product two months earlier that they wouldn't support for free.  I contacted a bunch of different people there, and got an email from "Tamara," with four links, some of which were dead and the others inapplicable.  Then I heard from George Chinn at Quicken, who was willing to help me, and sent me 16.1.2 to install again. Once I did that, I could access my files, but it kept quitting. We tried a few things that didn't work. He was actually very helpful, but we still couldn't solve the problem. He then sent me a link to send all of  my Quicken files from 1997 to present to an email address so that they could analyze them and figure out what the problem was.  This made me uncomfortable, and I decided to give iBank another try. Somehow, I'm not minding it quite as much this time!

It was my hope that 16.1.2 would solve your problems! It solved mine...

Thanks for the descriptions.

To mainely jazz - How about the hours we've spent trying to make our software work as it should? Even at minimum wage, we'd be collectively wealthy enough to do it.

You certainly could ask the manufacturers of the products about that, start with Intuit. Post back when you get their response.

Not only in this thread but if u look there are many other there are many other threads on this topic going way back before Intuit released this current fix for Quicken.

Let me put in my 2 cents.

LONG time user of windows and quicken;  latest is quicken 2013 delux.

I bought a MBP and tried Ibank and See ... both were crappy.

Installed VirtualBox on the MBP to run windows XP, then installed quicken and some other high priced software. 

Everything is rock solid.  Some  may laught of running windows xp on a mac but as far as I am concerned, it is just another app. No need to reboot, just switch desktops.

has someone tried Moneydance? everyone is stuck on Quicken, or Mint, ut it looks like Moneydance with their 2012 release has come a long way. Any early adopters here to give some feedback?

After wanting to jump off a cliff from using iBank this evening I've read through this thread and have to say running Microsoft Windows on a virtual machine on my MBP seems to be the best idea yet. 

The last straw for me with iBank was dealing with updating financial instution's passwords.  To update a financial instution's password within iBank requires going into each account held at that instiution and starting the entire "Set up online acount access" process from scratch.  Unbelievable.  I have 15 accounts at a single instution alone. This was the last straw that was tossed on the mountain of other issues already described by others in this thread.

So I've bought Windows 7, VMware Fusion and Quicken Deluxe 2013 and look forward to setting up Quicken on MSFT Windows for the first time in many years having moved off it last year when I went to a Mac.

What is frustrating in the Quicken on MSFT Windows world is lack of a good iOS app to synch with Quicken.  Why I can't leverage quicken on my iOS devices like I could on my Palm pilot is beyond me.  But at least I have a desktop application I can use the same way I did 15 years ago - get to my PC and hand enter transactions that can easiy be reconciled with online downloads - not to mention terrific scheuled transaction support.  I have no hope of the Quicken app for iOS to improve anytime soon given the barrage of unimpressed comments and 1 star ratings given the app on the iTunes App Store. (https://itunes.apple.com/us/app/quicken-money-management/id559831813?mt=8)

Lord have mercy on my soul. 

My new accountant uses Quickbooks on PC manually (enters transactions as she performs them, rather than using internet connections or downloading cvs files) - but I suppose if I were into that, I'd be the accountant. Ugh. She says her one other Mac client uses Quickbooks on Mac with no problem. Quickbooks is overkill for some of us, though. I do have Parallels, and use a state-proprietary web app with it for work, but the resolution never is quite right, and it looks worse than on a decent PC monitor. (Perhaps this bears looking at other threads..)