#Quicken essentials for mac os x lion how to
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I am just now studying the comments to Glenn’s excellent post about upgrading Quicken (which I have not yet attempted). Nadja: “Does anyone have any experience updating quicken 2004 or 2005 ?” Others have no obvious relation to the store why is buying from an internet hat shop a “business expense”. One is “shopping” for Target, which does make a certain sense, but would make more sense to me if it gave the store name. However, I get some rather odd defaults for some credit card purchases. Fortunately, when I change the category, Quicken Deluxe gives me the option to make my new one a default. Quicken Deluxe no longer uses the same categories as Quicken 2007, so it breaks most categories I have established, which I have to correct. That’s also my Complaint #1, but I find it far more frustrating.

#Quicken essentials for mac os x lion download

I’d like this to become non-modal and to have the option to set up a sync schedule: I don’t need to download PayPal every day, so it would be nice to either force it on demand or have it only download every seventh day. While Quicken handles this generally well, it turns into a sort of modal situation once the token prompt appears, so you can’t work in the app, which you can otherwise when it’s downloading other accounts that don’t require additional authentication. Since I try to look over accounts anyway when I do that, it’s not a horrific additional burden.Ĭomplaint #2: Some sites require a second-factor authentication token every time you connect to download transactions.

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I haven’t yet figured out how to disable this-it’s unclear that you can? It means I have to do a little review before doing quarterly and annual taxes. Because these guesses are pretty good, I often don’t notice they were made. I spend about 80% less time managing finances, can pull reports much more easily, and I almost look forward to launching the app.Ĭomplaint #1: Quicken tries to make best guesses as to the category to assign downloaded transactions if there’s isn’t a matching rule set up. I’m months into my switch and I have only about two complaints. I also use the QuickReport… feature quite a bit, too. I saw some concerns about Reports and yes, I do use Quicken 2007’s canned “Business Reports” for their Income Statement each year to give to my accountant. I solved that problem with MoneyThumb’s CSV2QIF converter: all these websites allow for CSV download and their converter is an easy “one more step” from downloading to importing into Quicken 2007.

#Quicken essentials for mac os x lion upgrade

I have stopped upgrading Mac OS X with High Sierra, but I am considering a new M1 Mac mini when the next upgrade becomes available.Ī big problem was back about 6 years ago with my financial institutions and credit cards (Citibank and AmExp) stopped allowing QIF downloads from their websites (I have never used QFX). I realized that Quicken Essentials was a stripped down version, so I kept with Quicken 2007.įirst I because a semi-expert at Rosetta, then Snow Leopard (still using my Mac mini 2011 that has a Snow Leopard partition), then Snow Leopard in Parallels and finally the updated (for Lion and thereafter) Quicken for Mac 2007. Longtime Quicken for Mac user, since the 1990s when I moved from Mac Money. I am going to post my experience here first and then go back and study the original topic and its comments: At least I’m getting some benefit from the subscription fee

#Quicken essentials for mac os x lion update

No explanation yet, no new update from Quicken, and no request for me to change something, so there may have been some aberration in the interaction between the bank and Quicken. I tested Quicken every day or two, and this morning it finally was able to download from my local bank. All told it took 2.5 hours and then silence for a week.

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After over an hour of Chat he said he wanted to talk with me directly on the phone, and we worked through a series of tests, and I sent him files of the results. Last Wednesday I tried again, got a better chat person and gave them a more detailed account of my problem and the past failure. My first attempt to get help from Quicken Chat was over an hour wasted trying and retrying things that did not work. (Other accounts worked.) It took me a while to discover the problem, and checking with the bank pointed to Quicken, which had issued an update near the end of October. Introducing CheckBook 2, the powerfully simple personal finance manager.After more than a year of successfully downloading checking, credit card, and financial transactions, Quicken Deluxe stopped downloading checking transactions in early November from the small local bank I deal with. With CheckBook, easily and simply manage your personal checking accounts.Ī paper check register can't categorize your transactions or report cash flow over time, and it'll never balance itself.