A Financial Management App that works for the UK??

I've been running a MacBook Pro for some five years and have also used a Parallels partition to run some legacy Windows programs such as Quicken Deluxe 2000!


I am now determined to dump the Parallels partition and now need a money management app that runs under Yosemite and is suitable for a UK user - we cannot (easily) buy the US/Canada Quicken software anymore - so I need a package that will run UK£ and can handle multiple accounts but I do not need any stock market look up capability etc.


Yours hopefully,


george

MacBook Pro with Retina display, OS X Yosemite (10.10.2)

Posted on Mar 1, 2015 9:57 AM

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4 replies

Mar 2, 2015 5:29 PM in response to george_58

I ran Quicken Deluxe 2002 for years and now I use Quicken 2007 for Mac, since it is now compatible with Snow Leopard through Yosemite.


You can obtain it for $15 using the Intuit online chat function, and I assume they will sell and ship to the UK. Try it:


Use the chat feature for Quicken for Mac: Quicken 2007 for Lion: Shopping and Buying: Buying Quicken on this page:

https://quicken.custhelp.com/app/contact/plvl1/win

Since you are using Quicken Deluxe 2000 you first need to convert the data files while still running in Tiger/Leopard/Snow Leopard:


Download Quicken 2006 (PPC) from Intuit:


https://quicken.intuit.com/support/help/patching/quicken-2006-manual-updates--ma c-/GEN82200.html


Open your data file in Quicken 2006 (PPC) and it will automatically convert it to Quicken 2005/6/7 data file.


NOTE: I know this procedure worked for my Quicken Deluxe 2002 data files, I have not personally tried it on a Quicken Deluxe 2000 data file.

Mar 3, 2015 2:45 AM in response to george_58

Quicken for Mac at least in the US is able to download data from your bank, I believe Quicken for Windows can do this for some UK banks. Unfortunately despite the fact that for many years Bill Campbell Chairman of Intuit was also on the board of Apple the support for Macs by Intuit for Macs has been utterly appalling and totally non-existent for non US users.


It was getting to be so notorious that some people started calling for Bill Campbell to be removed from the board of Apple and he has since done the decent thing and stepped down from the Apple board.


Getting back to their software, if it had been designed properly then it would work like this -


  • Mac or Windows main application, with separate modules to talk to various banks
  • Modules would be the same for both Mac and Windows versions
  • Then the standard Mac 'main' application could talk to all the same banks as the Windows version without Intuit having to reinvent the wheel each time


Instead the bank modules are part of the main application meaning that they would have to write them all in to the Mac application, with the UK being a much small market than the US, Intuit have rightly considered this to be unjustifiable, so it only has built-in modules for US banks.


As I said all down to a stupid design.


So, the situation is.


  • There is no official UK Quick for Mac
  • The US one may or may not support the UK currency
  • The US one will definitely not support importing data direct from UK banks
  • It is my belief that regardless most UK banks are so stupid and old-fashioned from an IT point of view that they do not support producing QIF, QFX or OFX files let alone online access via Quicken


You might want to look at this one instead - https://itunes.apple.com/gb/app/ibank-5/id675813946?mt=12 or http://www.iggsoftware.com/ibank/

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A Financial Management App that works for the UK??

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