Showing posts with label quicken mac. Show all posts
Showing posts with label quicken mac. Show all posts

6/10/2012

Intuit Quicken Mac 2007 Review

Intuit Quicken Mac 2007
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After many years with Windows, I have purchased an iMac. I needed to migrate years of Quicken data from Windows, so I bought Quicken for the Mac. The software installed easily and I followed the directions for migrating the data. However, when I brought up the data on the Mac, it was hopelessly scrambled. History and balances were completely useless. Individual transactions -- even simple ones from the checking account -- were duplicated, triplicated, or worse. I reread the directions, tried a second time and got the same results. I called Quicken technical support and confirmed that I used the right procedures. Quicken admitted that this was a problem and that the only way to fix it was to go in and manually delete all the duplicated items. Looking at thousands of transactions and having no confidence that, after all that work, I would have usable data, I gave up, deleted the migrated file, uninstalled Quicken and sent it back for a refund (which I am still waiting for). I considered running Quicken for Windows to a certain date, then starting Quicken for Mac at that point as a blank slate, but then the data would be split between two locations and there would be no continuous history. So now I need to keep my old Windows PC going for the sole purpose of running Quicken forever (with occasional upgrades) and having reliable financial history. The only way out would be if a future version of Quicken for Mac was capable of seamlessly migrating data from Windows. In the meantime, the current version is absolutely worthless to me because of this migration issue.


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4/18/2012

Quicken 2002 Deluxe (Mac) Review

Quicken 2002 Deluxe (Mac)
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I'm using Quicken on OS 10.1, and it's clear that Intuit did the minimum required to get it working on OS X. There are lots of UI bugs, and it just generally looks bad. It's also missing lots of features from the Windows version.
On the postive side, there are some nice enhancements like the ability to sync your stocks to quicken.com. They've also got a PIN vault to store all your PINs, although I wish they'd used the Mac OS Keychain instead of inventing their own system.
Quicken 2002 is the best financial software for the Macintosh, but is far worse than what you can find on Windows. I wish there was some good competition in this market on the Mac.

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Quicken 2002 Deluxe saves you more time and steps by improving the features people use most. Now you can download your participating brokerage transactions from the Web so your investment account data is more accurate and current. Update all your online accounts in one step. Compare the tax impact of selling different stocks and mutual funds before you sell. Automatically reconcile your accounts when your online balances match your Quicken balances. And, most importantly, Quicken 2002 Deluxe is built for Mac OS X, so you can take advantage of Apple's latest operating system. It also works with Mac OS 9.0.4 or later.
Set up accounts with step-by-step ease. Quicken provides an assistant to guide you through a complete setup of your accounts. Enter your financial information in one sitting so you can put Quicken to work sooner. Download your account information, such as credit card, banking, or brokerage transactions, from more than 1,000 financial institutions. Pay bills, transfer money, and get stock and mutual fund quotes, all in one step. After you download and accept your online banking transactions, if your register balance matches your bank's online balance Quicken will automatically reconcile your account. Never miss a bill, as Quicken will proactively find past repeated bills you've entered and alert you when these bills, such as a monthly mortgage or credit card payment, are due. Simplify the process of finding a particular transaction with global find and replace options that search all Quicken accounts at one time.
Save time by downloading your brokerage transactions from the Web so your investment account data is more accurate and up to date. This option works with TD Waterhouse, Fidelity, and more. Quicken now helps you set up the correct tax categories to more accurately track your taxable items, making tax time easier. Compare the tax impact of selling different stocks and mutual funds before deciding which ones to sell. Optimize your capital gains and losses to help you keep more money. Get a more accurate picture of your net worth. Even if you don't know the original purchase prices, you can still start tracking the value of your stocks and mutual funds with just the balances from your latest statement.

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3/05/2012

Quicken 2003 for Mac Review

Quicken 2003 for Mac
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I'm a switcher, moving from PC to Mac. I love Mac OS X, it's what made me switch. I'm disappointed in Quicken 2003 for the Mac. There's no direct import of PC data, you have to export things as .QIF files following a strict recipe. When I did that, I got whopping big numbers in my portfolios. I never knew I was a billionaire. It turns out there's some glitch that can be found by graphing the value of a stock and finding where the price skyrockets, then entering a real price for that day. There is also no Quicken 2003 for the Mac support page at Intuit yet. Lastly, there's a problem with the date entry fields where you only can see the year/month but no date. I have not tracked that down yet. Call it beta software, switch with care. Maybe wait for the next version.

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Quicken 2003 for Mac makes it easier than ever to keep your records upto date. Schedule a date and time for Quicken to go online and download yourbank, credit card, or brokerage data for you. Track stock splits, mergers, andspinouts more easily. Plus, a redesigned, customizable toolbar with enhancedicons makes Quicken 2003 for Mac look and work better than ever.
Quicken's step-by-step setup assistants guide you through a complete setup ofyour accounts so you can put Quicken to work quickly and easily. Balance yourcheckbook or reconcile your bank statement in minutes. See where your money isgoing with reports and graphs about your spending, budget, and more. Writechecks, print checks, or send payments online. Download your banking data, paybills, and transfer funds with online banking. Track and analyze stocks andmutual funds, or see how your portfolio is performing at a glance. Downloadinvestment prices, or even your own transactions from participating brokerages,right into Quicken.
Quicken 2003 also offers tax tracking and planning tools designed to help youkeep more money and make tax time easier. Explore ways to minimize capitalgains. Use online tools to help find tax deductions you may have overlooked. Andtransfer your Quicken data into TurboTax software to speed tax preparation(TurboTax sold separately).

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11/17/2011

Modeless Liquid Ledger 2 Money Manager Software Review

Modeless Liquid Ledger 2 Money Manager Software
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Thankfully I downloaded a trial version of this application before ponying up the cash. The interface is challenging to say the least - certainly not a typical Mac-style. I gave it about an hour of trying to import data from Quicken and entering a few transactions before I dropped it into the Trash. I'm sure there are many features I didn't investigate, but considering how un-intuitive the interface was, there was no point in spending more time with this application.

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7/21/2011

Quicken Essentials for Mac Review

Quicken Essentials for Mac
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I bought this software Feb 18, almost as soon as it hit the stores. Believe me, it was the biggest disappointment ever. As a Quicken user of 12 years, this software is not recognizable. It's nothing but a budget tracker, with none of the advanced features of Quicken for Windows. Actually, this software is like Quicken for Windows, minus 90% of the functionality. Quicken Essentials is really just that, the bare bones basics. You cannot even set up your paycheck, cannot use online billpay, cannot use with TurboTax, and you cannot even download or manually enter individual stock transactions. And most shocking of all, you can't even back up your data!!!! Am I angry? You bet I am. Instead of Quicken Essentials, it should be called Quicken Kindergarten. The following is quoted directly from their setup guide. I wish they put this stuff on the box.
"As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been used to using in Quicken for Mac (or Quicken for Windows) that we didn't include in this version of Quicken Essentials.
Investments
Quicken Essentials lets you to track the overall value of your investment accounts and the value of specific holdings, but the software does not track individual buys and sells, nor will it provide some advanced investment performance reports.
Exporting to TurboTax
Quicken Essentials does not currently support the ability to export your data to TurboTax.
Direct bill pay
You can track your bills in Quicken Essentials, but the program doesn't have the direct bill pay capabilities that allow you to pay your bills directly from the program.
Other advanced features
Quicken Essentials does not include many of the advanced features in other versions of Quicken, including Business features, Rental Property, lifetime planner, cash flow forecast, spending plan, debt reduction plan, emergency tax records, tax planner, and home inventory manager."
If Quicken for Windows is worth a retail price of $60 to $70, then this new version of Quicken for the Mac is worth at most 5 bucks. Seriously, it does nothing more than downloads transactions and helps you track your spending or maintain a budget. I feel like a total fool for purchasing this product and will be returning it to Intuit. And to think I waited almost 3 years for this product. I was really expecting to be impressed. After Intuit's horrible experience with TurboTax last year, I really can't believe they have the temerity to unleash this worthless product on the market. I expect people at Intuit to get fired over this disaster, and deservedly so. This product looks like it was designed by an 8th grader in order to help a 3rd grader do his arithmetic. And did I mention the graphics? Oh, so elementary. That little pink pig next to my savings account makes me want to scream !!!!!!

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Quicken Essentials for Mac personal finance software makes understanding your money a snap. Our interface has been completely reimagined, resulting in an intuitive, elegant application designed by-and for-Mac users.
Quicken for Mac automatically categorizes your transactions to show you exactly what you've been spending money on.

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7/16/2011

Quicken Essentials for Mac Review

Quicken Essentials for Mac
Average Reviews:

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I've been using Quicken for at least 15 years. I use it in combination with a PDA that has an electronic checkbook program. When I purchased Quicken Essentials I discovered that Quicken no longer supports its own QIF data exchange format; it only supports QFX. Unfortunately, I can't find a single checkbook program for a PDA or smartphone (including iPhone and iPod Touch) that support QFX; they all support QIF. Quicken used to sell its own PocketPC version for PDAs, but they discontinued that too. So unless you intend to carry your laptop or desktop to the store with you, it's pretty useless to buy financial management software that can't exchange information.
In 2005 Apple introduced Intel-based Macs and a migration path. Intuit failed to keep step with the migration path by producing a universal binary version of Quicken for the Mac. In 2009, Apple introduced Snow Leopard, the first purely Intel Mac OS. So the clock has run out on previous, more capable versions of Quicken for Mac, and all that Intuit has to show for the last 5 years is Quicken Essentials. As Mac users move ahead with newer versions of Mac OS, Quicken is positioned to fade away with the past.
There is a very old rule in the information system business for keeping customers happy; with each new version, give your customer what they have today plus a little bit more. Intuit obviously hasn't learned that lesson, and they've just lost another customer.

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Quicken Essentials for Mac lets you view your accounts all in one place. It shows your current balance, including upcoming bills and paychecks, automatically categorizes transactions so you can see where your money's going, and helps you avoid those pesky late fees.

Personal finances made easy. Built Mac smart.
Improved--Redesigned with you in mind Quicken Essentials for Mac personal finance software makes understanding your money a snap. Our interface has been completely reimagined, resulting in an intuitive, elegant application designed by - and for - Mac users.
View a snapshot of your most important info Our easy to understand Overview gives you a snapshot of all money coming in and going out, including upcoming bills and paychecks. You can also customize budgets and goals for yourself, to help you save even more.
See all your accounts in one place View your entire financial picture in one place with Quicken Essentials for Mac. See exactly where you stand with all your accounts, such as your bank, credit cards, loans, and more!
See where your money's going Quicken Essentials for Mac automatically categorizes your transactions to show you exactly what you've been spending money on.
New--Avoid late fees and overdrafts Keep track of upcoming bills, paychecks, and your current balance so you can avoid those pesky late fees.
Transferring your data is easier than ever Quicken Essentials for Mac easily and seamlessly converts your data from all supported Quicken Mac and Windows versions - in three easy steps!
Improved--Connect to more banks than ever Quicken Essentials for Mac now downloads transactions from over 12,000 financial institutions, making it faster and easier than ever to see your whole financial picture.
100% Satisfaction Guarantee If you're not 100% satisfied, return Quicken Essentials for Mac personal finance software with your dated receipt within 60 days of purchase for a refund of the purchase price (Return shipping and handling charges not included).
Quicken data files that can be converted from Windows to Mac The following components of your Quicken for Windows data file can be converted to Quicken for Mac:
Account types that exist in both Quicken for Windows and Quicken for Mac.
Banking transactions.
Most investment transactions. For information, see Converting investment data.
Categories, classes, and securities contained within the exported transactions.

Using a Prior Version of Quicken Mac? We're very excited about the all-new Quicken Essentials for Mac. Not only does it solve the core Quicken jobs better, it also provides the ease of use and elegant user interface Mac customers have come to expect from their applications.
Quicken Mac 2007 and earlier users should note that this is a brand new product, so some of the features you've grown used to may not be included. Because we want to make sure we're providing you with the solution that best meets your needs, we've answered a few questions that can help you determine whether or not Quicken Essentials for Mac is right for you.
1. Can I track my investments? Yes, Quicken Essentials for Mac allows you to track the overall value of your investment accounts and the value of your specific holdings. It will not, however, track investment buys and sells, nor will it provide some advanced investment performance reports. If you need more more advanced investment features, try Quicken Mac 2007.
2. Can I export my data to TurboTax? Quicken Essentials for Mac does not support that capability. If you'd like that functionality, we recommend trying Quicken Mac 2007.
3. Can I pay my bills within Quicken? While you cannot pay bills within the product itself ("direct bill pay"), you can track your bills and make sure you have enough cash to pay them when they're due. A few alternatives available include using Quicken Mac 2007 or using the bill pay functionality on Quicken Bill Pay.
4. Can I transfer my data from an older version of Quicken Mac? Yes, you can transfer data from Quicken Mac 2005, 2006 and 2007.
5. Can I convert my Quicken Windows data to Quicken Essentials for Mac? Yes, it converts Quicken Windows 2007, 2008 and 2009 data.





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