I would be careful with Quicken Essentials. I believe I read that it was not good at exporting the files in a format that is easily importable into another finance program. So you may find you are locked into Quicken going forward. I used to teach seminars on using Quicken, so believe me, I was a big supporter for years. I spent most of last weekend trying all the solutions out there. Here is what I found:
There are several low cost options, but very limited in functionality. I can't remember all the names... The ones that do stand out are: Moneywell- neat idea but not very good on investment tracking Money 4 -- very nice interface, but lacking basic functions like hiding accounts. Several of my banks would not download. Entering transactions is not as easy as quicken as they are entered on a separate area on the right. Customer support questions were only answered by one guy, and hit or miss (v4 was just released so maybe they were overwhelmed, and he did say other features like acct hiding were on the way). If several of these items were fixed/working, this would be a strong contender.. it's only about $20 for limited time SeeFinance - Importing went very well, download of banking info went well... the interface is just not that polished, and entering transactions is not intuitive. This would still be my runner-up choice.. it's $29 iBank - I tried this one first, and moved on as I didn't like some of the graphics and didn't realize you could group like accounts. After trying all the others, I came back to it and spent more time. I found that it imported all of my Quicken 2007 accounts (probably 3 dozen if you include my closed zero balance accounts that still have data I want tracked). Banking downloads are smooth. Some interface tweaks in prefs hid the ugly bank icons I didn't like. Reporting is decent. I have not tried the budgeting feature (but didn't use that in Quicken either so I can't compare). At $39 it's more, but I'm sticking with this one for now On Jul 6, 2011, at 9:31 PM, [email protected] wrote: > Send MacGroup mailing list submissions to > [email protected] > > To subscribe or unsubscribe via the World Wide Web, visit > http://www.math.louisville.edu/mailman/listinfo/macgroup > or, via email, send a message with subject or body 'help' to > [email protected] > > You can reach the person managing the list at > [email protected] > > When replying, please edit your Subject line so it is more specific > than "Re: Contents of MacGroup digest..." > Today's Topics: > > 1. Re: MacGroup Digest, Vol 27, Issue 7 (Rick Burnett) > 2. Re: MacGroup Digest, Vol 27, Issue 7 (John Robinson) > > From: Rick Burnett <[email protected]> > Date: July 6, 2011 9:26:26 PM EDT > To: Topics related to Apple and Macintosh computers > <[email protected]> > Subject: Re: [MacGroup] MacGroup Digest, Vol 27, Issue 7 > Reply-To: Topics related to Apple and Macintosh computers > <[email protected]> > > > I've been using iBank for a few years now and I prefer it to the other > solutions that I've tried. > the iPhone app is nice to have (especially with over the air syncing) and an > iPad app is on the way. > It really has helped us get control of our finances. Now I can track where > our money was spent down to the penny. > > Rick > > On Wed, Jul 6, 2011 at 9:24 PM, John Robinson <[email protected]> wrote: > Andy, > > By the way, please let us know how you like iBank. I had never heard of it > before your email so if you take the plunge could you update us on your likes > and dislikes? > > Many thanks. > > John > > > On Jul 6, 2011, at 9:01 PM, Andy Arnold wrote: > >> Here was my response to Intuit after receiving their email today: >> >> I've used Quicken for Mac since 1996. I'm letting you know how disappointed >> I am that I am switching to iBank. You have consistently failed to deliver a >> quality product for at least 4 years (really you should have had feature >> parity with Quicken for Windows years before). Not having a timely solution >> for Lion is the final straw. There are now plenty of feature-rich >> alternatives. Switching was painful, I really didn't want to do it, but felt >> like I had no worthy option from Intuit. Mint.com with no transaction >> history? Are you kidding? Switch to Quicken for Windows? I'd rather use >> paper and pencil. Quicken Essentials? Do you even read your own press >> coverage? I was a Quicken Inner Circle participant, so am very, very >> disappointed... >> >> >> >> >> On Jul 6, 2011, at 7:47 PM, [email protected] wrote: >> >>> Send MacGroup mailing list submissions to >>> [email protected] >>> >>> To subscribe or unsubscribe via the World Wide Web, visit >>> http://www.math.louisville.edu/mailman/listinfo/macgroup >>> or, via email, send a message with subject or body 'help' to >>> [email protected] >>> >>> You can reach the person managing the list at >>> [email protected] >>> >>> When replying, please edit your Subject line so it is more specific >>> than "Re: Contents of MacGroup digest..." >>> Today's Topics: >>> >>> 1. Quicken (John Robinson) >>> >>> From: John Robinson <[email protected]> >>> Date: July 6, 2011 7:47:05 PM EDT >>> To: Topics Macintosh computers related to Apple and >>> <[email protected]> >>> Subject: [MacGroup] Quicken >>> Reply-To: Topics related to Apple and Macintosh computers >>> <[email protected]> >>> >>> >>> Well, did any of you receive the email I did today from Intuit? Seems they >>> are "evaluating support for the Mac". >>> >>> Hope this screenshot doesn't make the email too large >>> >>> >>> <PastedGraphic-1.png> >>> >>> And of you plan to go to Lion and don't upgrade to their cannibalized >>> program for the Mac you can always.... >>> >>> >>> <PastedGraphic-2.png> >>> Any other options out there besides Quicken that work well on the Mac and >>> will be allowed by most banks? >>> >>> >>> John >>> >>> _______________________________________________ >>> MacGroup mailing list >>> [email protected] >>> http://www.math.louisville.edu/mailman/listinfo/macgroup >> >> >> _______________________________________________ >> MacGroup mailing list >> [email protected] >> http://www.math.louisville.edu/mailman/listinfo/macgroup > > > > _______________________________________________ > MacGroup mailing list > [email protected] > http://www.math.louisville.edu/mailman/listinfo/macgroup > > > > > > From: John Robinson <[email protected]> > Date: July 6, 2011 9:31:09 PM EDT > To: Topics related to Apple and Macintosh computers > <[email protected]> > Subject: Re: [MacGroup] MacGroup Digest, Vol 27, Issue 7 > Reply-To: Topics related to Apple and Macintosh computers > <[email protected]> > > > Rick, > > Thanks, glad to hear. If others have used iBanking let us know for soon we > will have to be making a decision on Quicken. I suppose iBanking is Lion > ready? > > I also use a payroll program for the office and it integrates with Quicken by > exporting a .qif file to then be imported to Quicken. Does anyone know if > iBanking will import .gif files or is that a Quicken format that is handled > by the payroll software and is specific to Quicken? > > John > > > > > On Jul 6, 2011, at 9:26 PM, Rick Burnett wrote: > >> I've been using iBank for a few years now and I prefer it to the other >> solutions that I've tried. >> the iPhone app is nice to have (especially with over the air syncing) and an >> iPad app is on the way. >> It really has helped us get control of our finances. Now I can track where >> our money was spent down to the penny. >> >> Rick >> >> On Wed, Jul 6, 2011 at 9:24 PM, John Robinson <[email protected]> wrote: >> Andy, >> >> By the way, please let us know how you like iBank. I had never heard of it >> before your email so if you take the plunge could you update us on your >> likes and dislikes? >> >> Many thanks. >> >> John >> >> >> On Jul 6, 2011, at 9:01 PM, Andy Arnold wrote: >> >>> Here was my response to Intuit after receiving their email today: >>> >>> I've used Quicken for Mac since 1996. I'm letting you know how disappointed >>> I am that I am switching to iBank. You have consistently failed to deliver >>> a quality product for at least 4 years (really you should have had feature >>> parity with Quicken for Windows years before). Not having a timely solution >>> for Lion is the final straw. There are now plenty of feature-rich >>> alternatives. Switching was painful, I really didn't want to do it, but >>> felt like I had no worthy option from Intuit. Mint.com with no transaction >>> history? Are you kidding? Switch to Quicken for Windows? I'd rather use >>> paper and pencil. Quicken Essentials? Do you even read your own press >>> coverage? I was a Quicken Inner Circle participant, so am very, very >>> disappointed... >>> >>> >>> >>> >>> On Jul 6, 2011, at 7:47 PM, [email protected] >>> wrote: >>> >>>> Send MacGroup mailing list submissions to >>>> [email protected] >>>> >>>> To subscribe or unsubscribe via the World Wide Web, visit >>>> http://www.math.louisville.edu/mailman/listinfo/macgroup >>>> or, via email, send a message with subject or body 'help' to >>>> [email protected] >>>> >>>> You can reach the person managing the list at >>>> [email protected] >>>> >>>> When replying, please edit your Subject line so it is more specific >>>> than "Re: Contents of MacGroup digest..." >>>> Today's Topics: >>>> >>>> 1. Quicken (John Robinson) >>>> >>>> From: John Robinson <[email protected]> >>>> Date: July 6, 2011 7:47:05 PM EDT >>>> To: Topics Macintosh computers related to Apple and >>>> <[email protected]> >>>> Subject: [MacGroup] Quicken >>>> Reply-To: Topics related to Apple and Macintosh computers >>>> <[email protected]> >>>> >>>> >>>> Well, did any of you receive the email I did today from Intuit? Seems >>>> they are "evaluating support for the Mac". >>>> >>>> Hope this screenshot doesn't make the email too large >>>> >>>> >>>> <PastedGraphic-1.png> >>>> >>>> And of you plan to go to Lion and don't upgrade to their cannibalized >>>> program for the Mac you can always.... >>>> >>>> >>>> <PastedGraphic-2.png> >>>> Any other options out there besides Quicken that work well on the Mac and >>>> will be allowed by most banks? >>>> >>>> >>>> John >>>> >>>> _______________________________________________ >>>> MacGroup mailing list >>>> [email protected] >>>> http://www.math.louisville.edu/mailman/listinfo/macgroup >>> >>> >>> _______________________________________________ >>> MacGroup mailing list >>> [email protected] >>> http://www.math.louisville.edu/mailman/listinfo/macgroup >> >> >> >> _______________________________________________ >> MacGroup mailing list >> [email protected] >> http://www.math.louisville.edu/mailman/listinfo/macgroup >> >> >> >> _______________________________________________ >> MacGroup mailing list >> [email protected] >> http://www.math.louisville.edu/mailman/listinfo/macgroup > > > > _______________________________________________ > MacGroup mailing list > [email protected] > http://www.math.louisville.edu/mailman/listinfo/macgroup
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