Go Back   MacRumors Forums > Apple Applications > Mac Applications and Mac App Store

Reply
 
Thread Tools Search this Thread Display Modes
Old Dec 6, 2012, 07:08 AM   #1
bsharrah
macrumors member
 
Join Date: Nov 2012
Need help finding Quicken equivalent for my needs

I understand this question comes up time and time again, and I have read through the older threads but am not sure they answer my question.

I an converting from a pc and I have been using Quicken Home and Business. I need a program that will allow me to do what I was doing with Quicken.

What I need:
1. Ability to track multiple checking and savings accounts. Basically, just a computer based checkbook register that allows me to transfer funds between account registers (I will actually transfer funds through my bank's site - this is just for tracking purposes).
2. Ability to enter and track all monthly bills and deposits, reminding me about upcoming bills and deposits.

What I do not need:
1. I do not need to track investments, stocks, 401k's.
2. I do not need the software to pay my bills. I will do this myself through the billing companies respective website or I will be writing checks.
3. I do not need to print checks.
4. I do not need to generate reports or keep track of tax information.

I am throwing all this out here because I have been reading the reviews for products like Quicken Essentials and iBank and the majority of the negative feedback seems to be focused on things I would never use either for (investments, printing checks, and paying bills through the program).

Thanks for any advice you can provide.

Last edited by bsharrah; Dec 10, 2012 at 05:30 PM.
bsharrah is offline   0 Reply With Quote
Old Dec 6, 2012, 07:09 AM   #2
maflynn
Moderator
 
maflynn's Avatar
 
Join Date: May 2009
Location: Boston
I like iBank as its the most feature rich product out there and they have an iOS counterpart app to integrate with the desktop app. I'm not sure about the negative feedback but it works well

We have a long thread here, please review this: http://forums.macrumors.com/showthread.php?t=1170830

And this thread http://forums.macrumors.com/showthre...light=moneywiz
maflynn is offline   0 Reply With Quote
Old Dec 6, 2012, 07:10 AM   #3
MacDawg
macrumors P6
 
MacDawg's Avatar
 
Join Date: Mar 2004
Location: "Between the Hedges"
I use iBank as well and have been happy with it
MacDawg is offline   0 Reply With Quote
Old Dec 6, 2012, 08:16 AM   #4
wickedpapercut
macrumors member
 
Join Date: Jul 2005
I still miss the ease-of-use of Quicken on the PC but couldn't continue to justify the overhead of running Windows on my Mac just for Quicken. I switched to iBank about six months ago and have gotten accustomed to it's interface. It does everything that I need it to do, which sounds very similar to your list of requirements.

Just a note - I tried importing all of my data from Quicken when I first started using iBank. It worked but was messy and would have taken a long time to get all of the accounts straight, partly due to some less-than-great choices I made in Quicken. So, I opted to take an export of Quicken to keep as an archive if I ever needed it and started over with all new accounts in iBank. After getting all of the balances straight over the first month or two, everything has been smooth sailing since.
__________________
---
wickedpapercut is offline   0 Reply With Quote
Old Dec 6, 2012, 12:00 PM   #5
FoxFifth
macrumors 6502
 
Join Date: Oct 2012
I also like iBank. I converted my data from Quicken with no issues. The first couple of months were a bit painful but now I seem to have adapted.
FoxFifth is offline   0 Reply With Quote
Old Dec 6, 2012, 01:10 PM   #6
Sital
macrumors 65816
 
Sital's Avatar
 
Join Date: May 2012
Location: New England
I use Moneydance. I picked Moneydance over iBank (and others) because the import from Quicken was the most problem-free. I think most programs like these would do what you need, so go with the one that imports your data the best.
__________________
"I'd rather good people trust me than bad people fear me."
Sital is offline   0 Reply With Quote
Old Dec 6, 2012, 01:17 PM   #7
Weaselboy
macrumors P6
 
Weaselboy's Avatar
 
Join Date: Jan 2005
Quote:
Originally Posted by FoxFifth View Post
I also like iBank. I converted my data from Quicken with no issues. The first couple of months were a bit painful but now I seem to have adapted.
Another vote for iBank. I noticed this morning in a iBank blog post they have some nice updates coming.
Weaselboy is offline   0 Reply With Quote
Old Dec 7, 2012, 05:05 AM   #8
bsharrah
Thread Starter
macrumors member
 
Join Date: Nov 2012
Thanks everyone. Going to download the free trial for iBank this weekend and see how it goes. Based on their website and the comments here it might be just what I need. Does anyone use the iPhone app, and if so, how well does it sync with your mac? That is a cool feature that could come in handy if it works as described.
bsharrah is offline   1 Reply With Quote
Old Dec 7, 2012, 10:20 PM   #9
Nam Pla
macrumors member
 
Join Date: Jun 2009
Location: Thailand
My needs for finance software is very much like the OP's. Basic banking stuff, no need for tracking investments, etc.

I too was a long time Quicken user on the PC. When I switched to Mac I naturally bought Quicken for Mac. What a disappointment that was! I hated it and waited and waited hoping to find something better.

When I recently purchased a new Macbook, I decided to give up on Quicken for Mac. I also went with iBank, and I was disappointed mostly in that it was just not as intuitive to use as Quicken (for PC anyway) was. iBank seems at times unnecessarily tedious to do what used to be simple things to do with Quicken.

But I eventually got used to it and it fits my bill for the most part. And the initial change-over importing of my Quicken files (many years worth) went smoothly. (Whew!)
Nam Pla is offline   0 Reply With Quote
Old Dec 8, 2012, 10:51 AM   #10
bsharrah
Thread Starter
macrumors member
 
Join Date: Nov 2012
Ok, so I downloaded the trial version of iBank 4 and exported my data from Quicken. Problem I have at this moment is my checking account information transferred perfectly but it does not appear that any other accounts transferred.

Also, what I really liked about quicken was the ability to have bill reminders. None of these transferred over and I am not seeing where in iBank I can set these up manually. Wondering if the bill reminders would transfer over to quicken essentials for Mac. I really don't want to set all of these up again, even if I knew how.
bsharrah is offline   0 Reply With Quote
Old Dec 8, 2012, 12:29 PM   #11
Weaselboy
macrumors P6
 
Weaselboy's Avatar
 
Join Date: Jan 2005
Quote:
Originally Posted by bsharrah View Post
Ok, so I downloaded the trial version of iBank 4 and exported my data from Quicken. Problem I have at this moment is my checking account information transferred perfectly but it does not appear that any other accounts transferred.

Also, what I really liked about quicken was the ability to have bill reminders. None of these transferred over and I am not seeing where in iBank I can set these up manually. Wondering if the bill reminders would transfer over to quicken essentials for Mac. I really don't want to set all of these up again, even if I knew how.
I think what you are after is under scheduled transactions in iBank. Once in that section just click the plus at the bottom left and a window with several scheduling options comes up.

Thumb resize.
Weaselboy is offline   0 Reply With Quote
Old Dec 8, 2012, 05:15 PM   #12
bsharrah
Thread Starter
macrumors member
 
Join Date: Nov 2012
Thanks. This is going to take some getting use to.
bsharrah is offline   1 Reply With Quote
Old Dec 8, 2012, 09:03 PM   #13
Nam Pla
macrumors member
 
Join Date: Jun 2009
Location: Thailand
Quote:
Originally Posted by bsharrah View Post
Thanks. This is going to take some getting use to.
There is a definite "take some getting use to" factor with iBank. Quicken for Windows it ain't, but thankfully it's better than Quicken for Mac. (Not saying much I know.)

I had a really hard time with the reconcile part of iBank at first. Seemed really tedious compared to Quicken. Now that I'm used to it it's okay. iBank isn't great IMO but not so bad. You really need to read the manual and understand the differences. Trying to do things in iBank like you were used to doing them with Q will frustrate you.

Good luck...
Nam Pla is offline   1 Reply With Quote
Old Dec 9, 2012, 07:23 PM   #14
bsharrah
Thread Starter
macrumors member
 
Join Date: Nov 2012
I have read most of the threads about Quicken Essentials and although I see it is not very popular, most of the complaints are over the lack of capabilities I would not use anyway (investments, reports, importing data from their banks).

For just a basic checkbook registry and bill reminder, can anyone tell me how QE functions? I am considering at least trying it before I pay full price for iBank. Quicken has been really good about issuing refunds if you do not like the product.
bsharrah is offline   1 Reply With Quote
Old Dec 10, 2012, 09:47 AM   #15
mic j
macrumors 68020
 
Join Date: Mar 2012
Quote:
Originally Posted by bsharrah View Post
I have read most of the threads about Quicken Essentials and although I see it is not very popular, most of the complaints are over the lack of capabilities I would not use anyway (investments, reports, importing data from their banks).

For just a basic checkbook registry and bill reminder, can anyone tell me how QE functions? I am considering at least trying it before I pay full price for iBank. Quicken has been really good about issuing refunds if you do not like the product.
I am a basic Quicken user. Don't need anything fancy like investment tracking. I tried QE and if I remember correctly, you cannot set up loans in it. That was the killer for me. Quicken did give me a refund though.
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; iPhone 5s; AE; AppleTV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Dec 10, 2012, 05:30 PM   #16
bsharrah
Thread Starter
macrumors member
 
Join Date: Nov 2012
I notice QE was 49.99 in the App Store and the same price when I looked at the Intuit site on my desktop, but for whatever reason, when I viewed Intuit's site on my iPad, the price was marked 15.00 off, stating limited time only. I have no idea how the same site can be different on the two devices but it was, and at 34.95, I figured I would try QE.

Downloaded it this morning and importing all my data was very easy. Seems to be working well for my needs so I will be uninstalling iBank. I guess I am a basic basic user because I only have a checking account and savings account. My loans are entered as bills so I don't need to set up loan accounts, though looking at the Intuit site suggests I could.

I will agree that anyone who used Quicken for anything other than an electronic check register and bill reminder, would be highly disappointed with QE, but it works for me.

I appreciate everyone's input.
bsharrah is offline   1 Reply With Quote
Old Dec 24, 2012, 08:02 AM   #17
genedelisa
macrumors newbie
 
Join Date: Dec 2012
Location: Haddonfield
Mint

I'm also disappointed in QE. I've been using Mint. You cannot transfer funds from Mint, but you can see all of your transactions. It does bank accounts, things like Fidelity and Vanguard, and credit card accounts.

They have iPhone and iPad apps.

I hate that you cannot delete some stock categories e.g. student loan.

FWIW I've used Quackbooks on a PC since 1998. I hate it. Counterintuitive doesn't even begin to describe it.
genedelisa is offline   0 Reply With Quote
Old Dec 24, 2012, 08:21 AM   #18
bogatyr
macrumors 65816
 
Join Date: Mar 2012
Quote:
Originally Posted by genedelisa View Post
I'm also disappointed in QE. I've been using Mint. You cannot transfer funds from Mint, but you can see all of your transactions. It does bank accounts, things like Fidelity and Vanguard, and credit card accounts.

They have iPhone and iPad apps.

I hate that you cannot delete some stock categories e.g. student loan.

FWIW I've used Quackbooks on a PC since 1998. I hate it. Counterintuitive doesn't even begin to describe it.
I also use mint. If you transfer the funds on the bank site as the op is, you don't need to in mint anyways. Mint updates from your bank and other account sites so it will show the transfer automatically as soon as it shows up on the bank site.

Mint does everything the OP is looking for at no cost.
bogatyr is offline   0 Reply With Quote
Old Dec 24, 2012, 09:49 PM   #19
Nam Pla
macrumors member
 
Join Date: Jun 2009
Location: Thailand
Quote:
Originally Posted by genedelisa View Post
I'm also disappointed in QE. I've been using Mint. You cannot transfer funds from Mint, but you can see all of your transactions. It does bank accounts, things like Fidelity and Vanguard, and credit card accounts.

They have iPhone and iPad apps.

I hate that you cannot delete some stock categories e.g. student loan.

FWIW I've used Quackbooks on a PC since 1998. I hate it. Counterintuitive doesn't even begin to describe it.
I may be mistaken, but isn't Mint put out by the people that make Quicken?

Ironic innit...
Nam Pla is offline   1 Reply With Quote
Old Dec 24, 2012, 11:41 PM   #20
wrosie
macrumors member
 
Join Date: Mar 2012
Location: California
I, too, use Quicken Home & Business. When I get my new Imac 27" (which I expect will work beautifully despite all the doom and gloom in other threads), I'm going to use iBank. It's the only thing I could find that does what I need without confusing me beyond belief. I'm also going to use iBiz since I'm an independent contractor and need to generate invoices and keep track of income.
wrosie is offline   0 Reply With Quote

Reply
MacRumors Forums > Apple Applications > Mac Applications and Mac App Store

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Similar Threads
thread Thread Starter Forum Replies Last Post
Quicken Alternative - Again DunellenGuy Mac Applications and Mac App Store 19 Apr 19, 2014 10:11 PM
Quicken Deluxe in a VM saz25 Windows, Linux & Others on the Mac 1 Jan 11, 2014 01:25 PM
New Quicken for Mac oldhifi Mac Applications and Mac App Store 2 Jan 20, 2013 08:16 AM
Suggestions for a Quicken replacement?? class77 Mac Applications and Mac App Store 22 Nov 2, 2012 02:23 PM
Closest Quicken equivalent? wehungthedj iPad Apps 0 Aug 7, 2012 09:38 AM

Forum Jump

All times are GMT -5. The time now is 04:12 AM.

Mac Rumors | Mac | iPhone | iPhone Game Reviews | iPhone Apps

Mobile Version | Fixed | Fluid | Fluid HD
Copyright 2002-2013, MacRumors.com, LLC