Lion OS X 10.7 and Quicken 2007

If so what are some solutions other than not upgrading the O.S?

iBank.

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.

Allan

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.

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.

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.

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?

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.

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?

Yes, my bank does online bill pay through their website once you login to check the account.

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.

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.

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.

Justan Oldfart wrote:

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.

I don't want to hijack the thread but I want to thank Justan as this actually is the first Mac software that seems promising to replace MS Money (which is a discontinued product) and the only reason I run a Windows virtual machine.

It all depends on your needs: I don't need automatic downloads, payment requests or tax forms, but advanced options to manage stock options. And yes, I evaluated, and often bought almost all of the personal finance software available for Mac OS X.

I have given up on Quicken years ago, but I can understand that there is a large user base, especially in the US. As for Quicken and Lion for those who have faith in Intuit:

http://www.macrumors.com/2011/06/16/quicken-2007-may-run-on-os-x-lion-even-with- rosetta-dead/

Eric

P.S. And I suggest everyone reads the post above mine of a brody, except the first sentence to which I disagree. He makes a very, very essential point here.