On Monday I talked about my experiences moving from Quicken to iBank. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.Unlike iBank, which has a 30 day free trial, Moneydance has a free trial that is limited to 100 manually-entered transactions.Given that Moneydance costs $50 (though you can easily get a $10 discount more below) I wasn’t too crazy about this highly restrictive trial. Quicken for Mac imports data from Quicken for Windows 2010 or newer.So… I next turned my attention to Moneydance from The Infinite Kind and crossed my fingers that I wouldn’t need to go further down my list of Quicken alternatives. 1 hours ago Quicken.com Visit URL. Official Quicken Support Phone, Chat, Or Community. And send invoices for your small business, whether youre based in the US, Canada, the UK or beyond.Quicken Mac 2016 - 3.5.6 To update to the latest release of Quicken: Quicken for Windows and Quicken Canada Go to the FAQs below to download the latest Mondo patch update: Quicken Windows 2015 (US and Canada) Quicken Windows 2016 (US and Canada) Quicken for Mac Open Quicken and go to Quicken> Check for Updates (if you don't see a release. I’m a bit of a power user when it comes to tracking investments, and the reporting features (and lack of a true portfolio view) were deal killers for me.This Mac app was originally developed by Intuit.
Quicken 2012 Canada Full Refund OfGetting your data into MoneydanceThe next step is to install and launch Moneydance. If you need details on exporting to QIF, check out my previous post. In fact, I used the exact same QIF export file for Moneydance that I used for iBank. Thus, I took the plunge… Getting your data out of QuickenThe process here is identical to what I went through for iBank. However, I had read enough reviews that I was convinced that Moneydance was the next best option on my list. Double-checking the importThe most obvious problem was that certain types of split deposits got screwed up. Some of the balances were off by a bit, but it was close enough that I figured I could sort it out. I ended up with bizarre (and hugely negative) balance in our bank accounts, etc.I thus decided to start from scratch, but skip the “Import Account Info Only” step. The accounts got set up properly, but when I imported my transaction data, it was a mess. Once you’ve verified the accounts, uncheck that box and repeat the process to import your data.The trouble with this approach is that it didn’t work very well for me. Pc app emulator macYes, it took a couple of hours before I was completely up and running, but I was dealing with 14+ years of data.The only other glitches were that I wound up with an extra bank account called “Unknown: PAYEE” (I ended up deleting this with no problems) and one of our investment accounts, somehow got split into two identically named accounts. All in all, it was pretty straightforward. This not only fixed underages in our bank accounts, it also fixed the overages in our investment accounts. This latter bit – the transfer out – got included in the split deposit, but then got duplicated on its own.Once I figured this out, however, it was an easy thing to cruise through out accounts and delete the duplicates. ![]() Like iBank, Moneydance also has online support forums where you can mingle with other users as well as support staff – or just search for people who have asked similar questions in the past.Another very nice aspect of Moneydance is that it has a public API, which means that users can right custom extensions to add desired features and customizations. It also supports online billpay, though I haven’t messed with this as I use our bank’s billpay interfaceIn terms of user support, there aren’t any built-in help files, but there is a very detailed pdf manual. Investment returns are rounded to the nearest hundredth of a percent (as opposed to whole percents) It supports specific ID of shares for tracking tax lots It allows you to enter exact transaction amounts to avoid rounding errors (and the need to compensate with $0.01 commissions) in investment accounts ![]() You can, however, import an unlimited number of transactions, so you should be able to at least test out the import and mess around a little before making a final decision.After reading all the positive comments about MD, I bought it and was immediately unimpressed. I’m sure a few annoyances will crop up here or there, but I’m confident that I’ll be able to adjust and work around them – just like I did when I was first getting used to Quicken.Just be aware that the trial is (as I noted above) somewhat crippled, in that it can only handle 100 manually-entered transactions. If you have a lot of data, the post-import cleanup might be a bit tedious, but it shouldn’t take too long to straighten things out.So far, after a couple of days of use, I haven’t run into any show stoppers. ![]() Unfortunately, it would not import from Quicken 2004. There are other things that I didn’t like about MD, but they’re irrelevant, if I can’t track investments.I wound up buying the Lion compatible Quicken for Mac 2007. But I do need pertinent information and I need to be able to enter data without extra steps. I can wait until evening to check my financial situation on my desktop iMac. This version has the same features as Quicken Mac 2007, but has been modified to run on Apple’s Lion operating system. This sounds like they simply made it compatible with Mac Lion but no new features anyone going to try it? :I am pleased to announce a Mac OS X Lion compatible version of Quicken Mac 2007 is now available. I rarely do so anyway.It’s worth it for me to have simple, logical and complete information about my money than to have access from a variety of devices.Just got this from Quicken (I bought Quicken Essentials for Mac as I had bought a nice new Mac and was hoping it wouldn’t be so bad went back to my PC 2011 version after trying a few alternatives including MD, as I had a decent but old XP machine lying around this works for me). When I upgrade to Lion, I will just have to let go of the ability to search back transactions to 1995. I have hard copies of my investment information from the past, and will print out reports of certain types of expenses over the past years. Need more than a simple checkbook keeper as I like to see my investments (401K, Roth’s, etc.) and assets (like cars, house, etc.) as well as set reminders on upcoming bills, etc. I used Quicken for PC for about a year after many, many years on MS Money and it does what I want. So I basically put an old Win XP PC back in service (was a hardly used machine) with Quicken 2011 and will continue to use that until a more viable Quicken Mac arrives. Data conversion from Quicken Mac 2004 and prior is not supported.We are excited to be able to make this solution available to you, and appreciate your continued support of Quicken.General Manager, Intuit Personal Finance GroupDecided to leave another post update as a little over a month has gone by, gave up on Moneydance, SEE as well as Quicken Essentials was a bit of a joke if it didn’t sync you don’t get to add manually double entrees (due to importing Quicken files), etc. For details on how to migrate your Quicken Essentials for Mac data, please visit our FAQ page. For customers who have moved from any of these products to Quicken Essentials for Mac, but would prefer to use Quicken 2007 instead, limited data migration is supported.
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