In Q you schedule transactions and sets of transactions, but in MD you set up a 'Reminder' which was a confusing choice of name at first. 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.Quicken 2017, release notes, 10.10+) Subscribe today so you don’t miss any TidBITS articles Every week you’ll get tech tips, in-depth reviews, and insightful news analysis for discerning Apple users.Much more useful and effective than Qs memorized transactions. In short, iBank is a solid option, but it’s not right for me. QuickFill (memorized) transactions X Saved or memorized reports X More than 5 years of security price history X Tax status of investment accounts X Some types of investment transactions see 'Investment Data' above Some of the Online banking information will download once the account is enabled for online services in Quicken for Mac.On Monday I talked about my experiences moving from Quicken to iBank.
![]() It allows you to enter exact transaction amounts to avoid rounding errors (and the need to compensate with $0.01 commissions) in investment accounts It allows you to customize your investment types (beyond a default list of options) for tracking purposes But aside from this minor (very minor) complaint, Moneydance is a very impressive piece of software.In short, it shares none of the operational weaknesses that I identified in iBank: I’m not a programmer, so I won’t be doing any of this myself, but it’s nice to know that it’s a possibility, and that some other users have already written some handy extensions.Oh, and I almost forgot to mention… Moneydance is available for Mac, Windows, or Linux so you won’t be tied down to a single platform if you decide to use it for the long term. 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) The final analysisIn the final analysis, Moneydance looks like a winner. And yes, you can “unlike” the page later if you don’t want it cluttering up your account. In the left sidebar, you’ll see a link for a “ Discount Code.” Go ahead and click it – no code… But if you “Like” their page, a 20% discount code will appear, bringing the total price down to $40. First off, when entering transactions, it doesn’t offer a new blank line as Quicken did. 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. Number of shares is essential. That’s useless, since the value changes all the time. Secondly, investments show a cash balance rather than total number of shares. 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. R drive image software for macThis 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. Quicken 2017 Memorized Transactions How To Migrate YourData 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. So this should last me a few years until Quicken gets it’s at together for the Mac crowd. 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.
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