Lion OS X 10.7 and Quicken 2007

I have been following this for some time. QE worked for me, but was not supported by Wells Fargo for direct connect. Tried iBank and while it has a learning curve, it was okay. Just discovered that WF does support QE now for direct connect. Will go to Lion, but also want to keep Q2007. I have one stupid questions. Do I install the Q2007 fix before Lion or after?

I am still running Snow Lepoard on my iMac, because I am waiting to upgrade one other essential application is use that has nothing to do with Quicken or finances.

I went ahead and downloaded the latest version of Quicken 2007 for Lion, and it opened my existing Quicken file and operated normally. I have not tried the bill pay feature yet, but am hoping that it will work as well. I'll report here if I have any problems.

I have come to the same conclusion as Frank O\'Neil.

After downloading the Lion version of Quicken and testing it out, I have determined that it works fine. It's not just a matter of being totally familiar and comfortable with Quicken after many years of use. It's also that the other apps I tried didn't have the functionality I wanted.

For example, iBank's reporting capabilities are truly meager with no capability to customize reports. Their handling of investment portfolios is so rudimentary as to be almost useless. Etc. Though I did find iBank's ability to download transactions from banks and brokerages better than Q's.

As much as I am frustrated with Intuit for leaving us with an aging application, I have not yet found an adequate alternative. If Intuit did write a REAL updated version of Quicken for the Mac, I would be willing to pay quite a bit for it.

As it is, I'm glad I created a partition on my hard drive to run Snow Leopard and that I ran iBank and Quicken in parallel for all these months. I just picked up with the original Quicken data file with the Lion version.

Rich

gkink26946 wrote:

I have been following this for some time. QE worked for me, but was not supported by Wells Fargo for direct connect. Tried iBank and while it has a learning curve, it was okay. Just discovered that WF does support QE now for direct connect. Will go to Lion, but also want to keep Q2007. I have one stupid questions. Do I install the Q2007 fix before Lion or after?

Doesn't matter, The Intel version of Quicken 2007 does not have an installer. You simply drag the application to your Applications folder and that's that.

I have been following this thread closely. I mirror the comments of a number of posters, while there are other solutions out there, none seem to offer everything that Quicken 2007 for Mac does. I'm holding off updating Quicken for the moment. I want to see how it seems to work for a number of different people before taking the plunge. Right now it seems to be a mixed bag.

Howard, the "new" version of Quicken does not appear to be an "update". It's simply the same Quicken we've been using but now operable on an Intel chip as required by the current Mac OS. Not much of a "plunge" really.

Well, improbably, the Quicken Bill Pay server must have indeed been down when I was trying to transmit yesterday, because today my bill payments went through in a flash. So I am happy to report that the Lion update of Quicken 2007 seems to be just as good (and just as bad) as the previous (Snow Leopard) version. Intuit didn't make any improvements, but that's fine with me - I was relatively satisfied with Quicken 2007 and am delighted to be able to run it natively under Lion.

tincha wrote:

I'm kindof upset they didn't send an email to registered users to let them know it was available.

They seem to have done that, but it apparently took them a while to work down that list. I just received my email last night.

shawnfromny wrote:

Correction - two finger swipe does work with the Accounts window and with specifica accounts, but not with the Repeating Transactions window.

That's no different from the pre-Lion version. Perhaps if they can resume maintenance on Quicken for Mac they'll fix it. (Yes, I'm an eternal optimist.)

Now they need to bring out a full featured new Quicken and a version for the ipad that's compatible with the Mac version.

The lack of an iOS replacement for Pocket Quicken on my Palm phone is pretty much the only thing keeping me from switching to an iPhone.

Since I posted my last message, I have successfully sent a bill payment via Wells Fargo, through Quicken 2007 for Intel, running under Snow Lepoard.

I also was able to download and "Record" transactions from my latest American Express Bill

One hickup... At the same time as I was downloading the Amex transactions and the "Download Transactions" window was open, I switched the account to my checking account and Recorded four trasactions that had been reported. They appeared in my checking account register, and I "accepted" them, emptying the list in the "Download Transactions" window for my checking account. I then quit Quicken and thought everything fine.

Then a few minutes later I opened Quicken 2007 for Intel again, Opened the "Download Transactions" window and noticed that the same four transactions were now present again, with an open orange circle to the right, indicating that they had not been recorded. I tried recording one again, and noticed that it created a duplicate in the checking account register window. Not good.

I deleted the four items, since they had already been recorded, and went over to the checking account register and deleted the duplicate entry.

Beware... the new version of Quicken 2007 for Intel is not running perfectly.

My crash on launch problem was caused by corruption in my Quotes data.

Here are the instructions they sent me which fixed it... I didn't see anything happen with Command-Shift-U, but I did redownload historical prices and all was well.

1. Hold down the Control key and single-click (or right-click) your data file

2. Select Show Package Contents from the pop-up menu

3. Double click the Contents folder

4. Control + click on Quotes, select Move to Trash

5. Start Quicken

6. Open Investing > Portfolio

7. Hold down the Command + Shift + U keys to rebuild the Quotes. NOTE: You may still need to download Historical prices for 5 years to get the complete data.

Like many others, I have been holding off on taking the Lion plunge from Snow Leopard, primarily because of lack of Quicken (i.e., Rosetta) compatibility. I have used quicken continuously since 1991, and didn't want to go through the nightmare of switching to another product or relinquishing features such as making payment from within the program. Depsite the many annoying idiosyncrasies and minor "bugs" with Quicken over the years, I have learned to accept them and have generally been happy with Quicken (although I would have liked to see updates beyond 2007).

Now that Intuit has produced a Lion-compatible version of Quicken 2007, I was hopeful that I would be able to migrate to Lion, once my initial testing of the product demonstrated adequate functioning. I created a copy of my data file using Save A Copy... (I first reindexed the file using Command-Option-B). I then installed the Q2007S under Snow Leopard without difficulty, and it opened my data file without any problem, with all registers having the correct balance. The one-step update window font was a little different, as if smoothing wasn't being applied, but this I'm sure is a minor issue. I did, however, experience a crash during my first One-Step Update (where several differerent accounts in several different institutions are checked, including Chase, Amex, Schwab, and Wells Fargo). I submitted the crash report to Intuit, but haven't received a response from them yet. I reopened the file and tried another One-Step Update, which worked flawlessly. I had a few duplicated transactions redownloaded from a few accounts, but I deleted these, and now everything is working as before. I have made several online payments (through Wels Fargo), and these are working without a hitch. I added some new payees, as well, and this works, too.

My next step will be to try things out under the Lion OS on another, less mission critical computer (Mac Mini), before updating the OS on my main computer (Mac Pro). Hopefully, this will finally allow us to move to iCloud, which my wife and I will need, since we currently depend on MobileMe and share each other's contacts and calendars.

I will post updates as I move through this process.

Similar to Stuart, Quicken was what kept me from Lion. When Quicken 2007 for Lion came out, I first installed it on both my (iMac) and my mother's computer (MacBook Air)... both already Snow Leopard (with Quicken 2005). When it appeared to work fine, I upgraded both to Lion.

A few days later, I did have a problem, but solved it. Printing checks ("Standard" 3-checks-per-page) crashed the app, repeatedly. The first clue was that when the print-check box came up, the graphics showing 1,2,or 3 check on the first page had two of the graphics missing, and you only could select the 3-left option. Proceeding from there caused Quicken to quit unexpectedly, leaving an unfinished print job in the laser printer queue.

Fearing the worst, I looked at the Print Checks setup under Quicken 2007 Preferences, and the correct check style ("Standard") was indeed selected, but I think a different font and size was chosen (not sure, but I selected one more to my liking) but more importantly, when I clicked the "Positioning" button, the values shown were nonsensical. I just clicked "Restore Defaults" and that set them to reasonable values.... which now work fine, and the checks print with no problem.

The same problem occurred on my mother's computer, with the same solution.