Zachy B.

Q: Best "Banking" app on OS X?

I've been using Quicken for Windows for quite a while and to transfer over to the Mac version is absolutely horrid! I was wondering if there was another program/app that can compare to Quicken? Primarily automatic transaction updates or a few click updates for my transactions. I noticed that iBank is a popular alternative, but I just wanted opinions before I go out and spend money on something that I'm not looking for. Thanks!

MacBook Pro (15-inch Mid 2012), OS X Mavericks (10.9.2), 2.3 GHz i7 | 4GB RAM | Windows 8.1

Posted on Mar 17, 2014 5:18 PM

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Q: Best "Banking" app on OS X?

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  • by Seattle Mike,Helpful

    Seattle Mike Seattle Mike Mar 17, 2014 5:24 PM in response to Zachy B.
    Level 1 (40 points)
    Mar 17, 2014 5:24 PM in response to Zachy B.

    Zachy B

    I tried iBank, and it does a good job, but if you have any kind of an investment portfolio, it does not

    do the job that quicken does.  I gave up on iBank and went back to Quicken 2007 that you can get

    from Intuit for about $15.00.  Its not perfect but its better than any alternative I tried.  Intuit is also

    supose to be working on a complet rewrite of Quicken for the Mac according to the forums, but

    who know when it will arrive. 

     

    Mike

  • by William Lloyd,Helpful

    William Lloyd William Lloyd Mar 17, 2014 5:35 PM in response to Zachy B.
    Level 7 (21,141 points)
    Mar 17, 2014 5:35 PM in response to Zachy B.

    It really depends on what functionality you're looking for. iBank probably has the most extensive feature set.

     

    I personally am using Quicken Essentials. It imported my QFW stuff fine, and it does a good job with bank and credit card registers. The main limitation it has is investements - It will show you the value of your investments. What it will NOT show you is changes over time. It's just the value of your investments, so you get no register. It pulls down the data from online and shows you what you have.

     

    Oh, and it has no ability to write or print checks, which some people apparently still want. They must all be over 70

  • by Zachy B.,

    Zachy B. Zachy B. Mar 17, 2014 5:39 PM in response to Seattle Mike
    Level 1 (2 points)
    Mar 17, 2014 5:39 PM in response to Seattle Mike

    I just did some research on the new quicken for mac and there is a beta for that right now. I applied, but who knows if I'll be able to try it out. It's supposed to be relased between Q1-Q2 of 2014 and that seems pretty soon. So I might just wait out! If it turns out to be a dud, I'll most likely go with iBank. Thanks for your help!

  • by William Lloyd,

    William Lloyd William Lloyd Mar 17, 2014 5:45 PM in response to Zachy B.
    Level 7 (21,141 points)
    Mar 17, 2014 5:45 PM in response to Zachy B.

    Well I'll be. You inspired me to poke around and I see they will be doing betas on a Quicken Mac 2015 version starting soon.

     

    Given I've been using Essentials for like 5 years and it has barely changed and it's been OK, I think I'll just sit tight and wait for the release version, rather than beta testing financial software

  • by a brody,

    a brody a brody Mar 17, 2014 5:46 PM in response to Zachy B.
    Level 9 (66,781 points)
    Classic Mac OS
    Mar 17, 2014 5:46 PM in response to Zachy B.
  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Mar 25, 2014 12:45 AM in response to Zachy B.
    Level 4 (2,256 points)
    Mar 25, 2014 12:45 AM in response to Zachy B.

    Zachy B. wrote:

     

    I've been using Quicken for Windows for quite a while and to transfer over to the Mac version is absolutely horrid!

    Which version of Quicken for Mac are you using: Quicken 2007 or Quicken Essentials?

     

    Quicken Essentials is generally loathed by most members of this forum.

     

    If you are using Quicken 2007 for Mac ($15 download from Intuit),

     

    http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp

     

    what about the transfer over to the Mac version is absolutely horrid?

     

    https://quicken.intuit.com/support/help/how-do-i-convert-quicken-for-windows-fil es-to-quicken-for-mac-/GEN82890.html

  • by a brody,

    a brody a brody Mar 25, 2014 3:42 AM in response to MlchaelLAX
    Level 9 (66,781 points)
    Classic Mac OS
    Mar 25, 2014 3:42 AM in response to MlchaelLAX

    I for one got so tired with Intuit, I went to using a spreadsheet.  LibreOffice and Zoho Docs both offer excellent options.

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Mar 26, 2014 11:41 AM in response to a brody
    Level 4 (2,256 points)
    Mar 26, 2014 11:41 AM in response to a brody

    Could you explain in more detail this statement in your user tip:

     

     

    Intuit has verified at least for some users only their $400 Quicken 2012 is fully compatible with Mountain Lion.

     

    Quicken 2012?  Mac?  $400?

     

    Thanks!

  • by a brody,

    a brody a brody Mar 26, 2014 12:31 PM in response to MlchaelLAX
    Level 9 (66,781 points)
    Classic Mac OS
    Mar 26, 2014 12:31 PM in response to MlchaelLAX

    Ok, $240.  $90 for Windows 7, $150 for Quicken Deluxe, and free Virtualbox, since no one considers Essentials comparable.

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Mar 26, 2014 12:53 PM in response to a brody
    Level 4 (2,256 points)
    Mar 26, 2014 12:53 PM in response to a brody

    Guess now I am more confused:  There is no cost for Windows, and only $15 for Quicken for "Mountain Lion" users as your User Tip suggests...

     

     

    Quicken for Lion and Mountain Lion

     

     

    Intuit has Quicken Essentials for Lion which is also somewhat compatible with Mountain Lion.  Intuit has verified at least for some users only their $240 Quicken Deluxe (including $90 for Windows 7, free Virtulbox9 (sic),  $150 for Quicken Deluxe 2012) is fully compatible with Mountain Lion. 

     

     

    How does any cost of Windows or Quicken Deluxe (PC?) and free Virtualbox involve Mountain Lion?

     

    Perhaps you are addressing Quicken PC users but the title of your User Tip and the introduction do not make this clear.

     

    At the end of the day, since you state you have had no personal experience with Quicken since its '98 version, you should become aware that Quicken 2007 for Intel (Snow Leopard, Lion, Mountain Lion and Mavericks) at $15 is a heck of a bargain and relatively little is missing from the PC version that is ultimately safe and usable.

  • by a brody,

    a brody a brody Mar 26, 2014 1:09 PM in response to MlchaelLAX
    Level 9 (66,781 points)
    Classic Mac OS
    Mar 26, 2014 1:09 PM in response to MlchaelLAX

    A Lion/Mountain Lion/Mavericks user with a machine too new to run Snow Leopard client natively has three Intuit choices:

     

    $80 Parallels, $50 Mac OS X 10.6 Server and some outdated version of Quicken for Mac not able to read banking updates made in the last 7 years.

     

    $90 Windows 7, $150 Quicken 2012 Deluxe for Windows, and Virtualbox and get a more current product able to do what the old product can and more, and have free updates from Microsoft until 2020.  XP expires April 8 with its free patches, and has $200 or more a year plan to keep secuity patches.

     

    $50 Quicken Essentials for Mac, whose feature set isn't anywhere near either of the former two.

     

    OR some non Intuit solution.  If you know a cheaper more current solution for a full Deluxe version of Quicken for the Mac, please let me know, and I will update it.

  • by a brody,

    a brody a brody Mar 26, 2014 1:11 PM in response to MlchaelLAX
    Level 9 (66,781 points)
    Classic Mac OS
    Mar 26, 2014 1:11 PM in response to MlchaelLAX

    Where or where is the said $15 update?  I see no link for it.

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Mar 26, 2014 1:26 PM in response to a brody
    Level 4 (2,256 points)
    Mar 26, 2014 1:26 PM in response to a brody

    a brody wrote:

     

    ...and some outdated version of Quicken for Mac not able to read banking updates made in the last 7 years.

    If you are referring to Quicken 2007 for Mac-Intel or even its PPC predecessor, what "banking updates made in the last 7 years" are you referring to?

     

     

    a brody wrote:

     

    Where or where is the said $15 update?  I see no link for it.

     

    http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp

     

    Your supposition ("A Lion/Mountain Lion/Mavericks user with a machine too new to run Snow Leopard client natively has three Intuit choices:") is out of date since Intuit's February 2012 release of Quicken 2007 for Intel.

     

    PS: Snow Leopard Server is $19.95 from Apple by telephone order only.

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Apr 17, 2014 1:39 PM in response to a brody
    Level 4 (2,256 points)
    Apr 17, 2014 1:39 PM in response to a brody

    .