Best "Banking" app on OS X?

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

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 😉

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 🙂

https://discussions.apple.com/docs/DOC-2951

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

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

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!

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

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.

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.

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

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.

.