Register FAQ / Rules Forum Spy Search Today's Posts Mark Forums Read
Go Back   MacRumors Forums > Apple Applications > Mac Applications and Mac App Store

Reply
 
Thread Tools Search this Thread Display Modes
Old Sep 28, 2013, 02:29 PM   #1
zipur
macrumors 6502
 
Join Date: Mar 2011
Location: The great state of Texas
Quicken Essentials for Mac; Anyone?

Has/Does anyone use this app, I would love to give it a run but the reviews don't look to promising. Is there a better option?
zipur is offline   0 Reply With Quote
Old Sep 28, 2013, 07:11 PM   #2
old-wiz
macrumors 604
 
Join Date: Mar 2008
Location: West Suburban Boston Ma
I use it, but only as a checkbook program. I had quicken 2007 (I think) and quicken essentials was the only upgrade that would work without rosetta and would read my old quicken data.

other people haven't been happy with essentials, but it's fine for me since my needs are pretty basic.

I don't connect to the net for downloading financial stuff to quicken.
old-wiz is offline   0 Reply With Quote
Old Sep 28, 2013, 10:28 PM   #3
Jimgpayne
macrumors newbie
 
Join Date: Feb 2012
Quicken is the only reason I run Parallels in my rMBP. Quicken Essentials is a joke; and in serious need of an upgrade.

I've never understood why they have left it so feature poor when compared to the windows versions. With their Quickbooks product line they are much more aligned.

Save your money. Don't buy Quicken Essentials.
Jimgpayne is offline   0 Reply With Quote
Old Sep 29, 2013, 09:56 PM   #4
zipur
Thread Starter
macrumors 6502
 
Join Date: Mar 2011
Location: The great state of Texas
Well enough said for me, I'm gonna follow the all the other post and just use men VMware for Quicket.

Thanks.
zipur is offline   0 Reply With Quote
Old Sep 30, 2013, 05:58 AM   #5
Pndrgnsvc
macrumors regular
 
Join Date: Jun 2008
Location: Georgetown, Texas
Quote:
Originally Posted by old-wiz View Post
I use it, but only as a checkbook program. I had quicken 2007 (I think) and quicken essentials was the only upgrade that would work without rosetta and would read my old quicken data.

other people haven't been happy with essentials, but it's fine for me since my needs are pretty basic.

I don't connect to the net for downloading financial stuff to quicken.
I know not about Essentials, but if you still have Quicken 2007, that has been updated to once again work without Rosetta. And it (still) works with 10.8.5.

Alas, if you removed Quicken from your computer, I don't know how to reinstall it. Perhaps someone at the Quicken forum knows.
__________________
27" i7 iMac (10.9.3), iPhone 5 (7.1.1)

Those who can make you believe absurdities can make you commit atrocities. ~Voltaire
Pndrgnsvc is offline   0 Reply With Quote
Old Oct 1, 2013, 08:34 AM   #6
ScottNWDW
macrumors 6502a
 
Join Date: Jul 2008
Location: Orlando, Florida
Send a message via MSN to ScottNWDW
Quicken Essentials works perfectly for my needs. I don't understand why people hate it. I have never had any problems tracking any of my accounts with it.

Savings, Checking, Cash, 401K etc, it's all there and works flawlessly.
__________________
Scott
iMac, MacBook Pro, iPhone 5, iPad Retina Mini WiFi+Cell, iPad 4 WiFi+Cell, iPod Classic, Apple TV
ScottNWDW is offline   0 Reply With Quote
Old Oct 1, 2013, 09:55 AM   #7
mic j
macrumors 68000
 
Join Date: Mar 2012
Quote:
Originally Posted by ScottNWDW View Post
Quicken Essentials works perfectly for my needs. I don't understand why people hate it. I have never had any problems tracking any of my accounts with it.

Savings, Checking, Cash, 401K etc, it's all there and works flawlessly.
Can it download credit card charges, do re-occurring bills (like a mortgage, car loan, etc), track principle/interest of loans?
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; AE; TV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Oct 1, 2013, 10:03 AM   #8
DFTU101
macrumors member
 
Join Date: May 2008
If you have ever used Quicken for PC or are currently using it, you'll find Quicken Essentials very limited in what it can do. If you're just looking (as stated above) for a checkbook program to keep track of accounts and are not using Quicken for PC, you'll probably find it adequate but I think the online program Mint gets better reviews than Quicken Essentials for Mac. I use Quicken PC via Parallels/VM Fusion to track and make stock purchases, download and pay bills, transfer funds between accounts. Essentials for Mac has very limited functions compared to the PC version. Many more banks support the PC version than the Mac version.
DFTU101 is offline   0 Reply With Quote
Old Oct 1, 2013, 10:47 AM   #9
mic j
macrumors 68000
 
Join Date: Mar 2012
Quote:
Originally Posted by DFTU101 View Post
If you have ever used Quicken for PC or are currently using it, you'll find Quicken Essentials very limited in what it can do. If you're just looking (as stated above) for a checkbook program to keep track of accounts and are not using Quicken for PC, you'll probably find it adequate but I think the online program Mint gets better reviews than Quicken Essentials for Mac. I use Quicken PC via Parallels/VM Fusion to track and make stock purchases, download and pay bills, transfer funds between accounts. Essentials for Mac has very limited functions compared to the PC version. Many more banks support the PC version than the Mac version.
I don't use it to do all of the things you mention (also running PC version) but I do want some basic functions (see my previous post). Will Essentials do those things? I am very leery of putting all of my account info online and where does my history go if they go out of business or decide to discontinue that product?

Right now, the only thing I use in Windows is Quicken and I would really like to move to another program because I don't want to pay for a new version of Parallels just to support Mavericks/Quicken. I will probably just use Bootcamp, but that is hardly convenient.
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; AE; TV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Oct 1, 2013, 11:25 AM   #10
FoxFifth
macrumors regular
 
Join Date: Oct 2012
I also didn't want to run Windows just for Quicken. I ended up buying iBank http://www.iggsoftware.com/ibank/ and am very happy with it. The only issue for me was that I found there is a bit of a learning curve -- more than I expected, but not horrible. It works very well and easily replaces every thing I used to do in Quicken on a PC but has enough of a different way of doing things that it took a while to get used to. They do have a 30 day free trial.
FoxFifth is offline   0 Reply With Quote
Old Oct 1, 2013, 11:25 AM   #11
unplugme71
macrumors 65816
 
Join Date: May 2011
I've been using iBank since v3 and have no complaints.

I'm hoping 5.0 adds a few more features (more customizing and smart reports), better searching, etc.

I'd like iBank to know if I enter a dollar amount for a specific purchase, how long will it take for me to repay the charge based on my previous years spending and income reporting -- or have better alerting features - like, hey, we noticed last year you spent $xxx on something - maybe you need to start saving for that purchase again (ie taxes, etc).
unplugme71 is offline   0 Reply With Quote
Old Oct 1, 2013, 11:32 AM   #12
mic j
macrumors 68000
 
Join Date: Mar 2012
Quote:
Originally Posted by FoxFifth View Post
I also didn't want to run Windows just for Quicken. I ended up buying iBank http://www.iggsoftware.com/ibank/ and am very happy with it. The only issue for me was that I found there is a bit of a learning curve -- more than I expected, but not horrible. It works very well and easily replaces every thing I used to do in Quicken on a PC but has enough of a different way of doing things that it took a while to get used to. They do have a 30 day free trial.
Thanks for the lead. I will give it a try but it is a tab pricey.
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; AE; TV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Oct 1, 2013, 11:38 AM   #13
FoxFifth
macrumors regular
 
Join Date: Oct 2012
It ended up being a cheaper alternative for me as I would have had to buy Windows for my Mac as well. Quicken Deluxe 2013 for Windows is $59.99 ($10 off Limited Time offer according to Intuit website today) so iBank seems comparable.
FoxFifth is offline   0 Reply With Quote
Old Oct 1, 2013, 11:59 AM   #14
mic j
macrumors 68000
 
Join Date: Mar 2012
Quote:
Originally Posted by FoxFifth View Post
It ended up being a cheaper alternative for me as I would have had to buy Windows for my Mac as well. Quicken Deluxe 2013 for Windows is $59.99 ($10 off Limited Time offer according to Intuit website today) so iBank seems comparable.
My situation is a bit different as I purchased Windows and Quicken a long time ago (and recently updated Quicken). So I would not incur another expense for a couple years (another Quicken update). However, I will have to spend something to update Parallels ($49) in order to run the new OSX. So I can justify some of the iBank expense by being able to avoid that upgrade. So that's a positive. I like that they have a 90-day trial. That should be long enough to put it through it's paces.
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; AE; TV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Oct 5, 2013, 03:33 PM   #15
mic j
macrumors 68000
 
Join Date: Mar 2012
Well, I tried iBank. After a few tries at getting my Quicken 2013 data in correctly (which really was pretty easy) it came pretty close to meeting by basic needs. The killer:

To download credit card transactions I had to use their browser to navigate to my CC site and manually download the transactions for the activity period I wanted (my nationally known CC company was not supported by iBank). All came in uncategorized (and I have a lot of them). Which means I have to manually categorize each CC transaction. Quicken has direct download with my CC company, transactions come in categorized and if I change the categorization, Quicken will learn and automatically add the correct categorization the next time transaction source appears.

Sorry iBank, you came very very close. I think if you had a relationship with my CC company I would have gone with you. If you are considering this app, you might want to go to their website and navigate to a list of direct download supported financial institutions and check out if your's is listed.

Also, I should mention the app did start using 100% of my CPU once while working on it. Had to go into Activity Monitor and shut down the process as Quit was not working. That was a little concerning.
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; AE; TV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Oct 5, 2013, 06:23 PM   #16
FoxFifth
macrumors regular
 
Join Date: Oct 2012
Here is a link (for others) to the financial institutions for which iBank supports direct download. iBank uses the OFX (Open Financial Exchange) format. http://www.iggsoftware.com/ibank/ofx_info.php

It doesn't categorize the initial download but does learn and categorize subsequent downloads.
FoxFifth is offline   0 Reply With Quote
Old Oct 5, 2013, 09:27 PM   #17
Old Muley
macrumors 6502a
 
Old Muley's Avatar
 
Join Date: Jan 2009
Location: Titletown USA
We were Quicken users for a long time, however our versions was too old to keep running when we switched to OSX.7 Lion. My wife is the CFO and really liked using Quicken, so we moved to Quicken Essentials after briefly considering our other options. The move was a bit of a pain, because although Quicken Essentials may run under Lion, the "Quicken File Exchange Utility" does not. This means if you want to update your old Quicken data, you still have to be running Leopard or Snow Leopard. I ended up having to pull out an external firewire drive and install Snow Leopard on it just to run this one application. It has functioned fine since then and through all the update to OSX.8.5.

It really is a shadow of what Quicken used to be, and what it is on the Windows side.
__________________
"Using the potty is an expectation for everyone." -Nurse Beining
www.musicboomerang.com
Old Muley is offline   0 Reply With Quote
Old Oct 6, 2013, 08:31 AM   #18
mic j
macrumors 68000
 
Join Date: Mar 2012
Quote:
Originally Posted by Old Muley View Post
We were Quicken users for a long time, however our versions was too old to keep running when we switched to OSX.7 Lion. My wife is the CFO and really liked using Quicken, so we moved to Quicken Essentials after briefly considering our other options. The move was a bit of a pain, because although Quicken Essentials may run under Lion, the "Quicken File Exchange Utility" does not. This means if you want to update your old Quicken data, you still have to be running Leopard or Snow Leopard. I ended up having to pull out an external firewire drive and install Snow Leopard on it just to run this one application. It has functioned fine since then and through all the update to OSX.8.5.

It really is a shadow of what Quicken used to be, and what it is on the Windows side.
Does it have the capability to directly download credit card transactions from the card issuer? Or do you have to navigate to a website and manually download?
__________________
17" MBP '09, 2.66 GHz, 8GB RAM; 13" MBP (Retina) '12, 2.5GHz, 8GB RAM; iPad 2, 32GB; AE; TV 3; AEBS w 1TB Seagate HDD; 65" Mits DLP, Sony STR-DB1070 AVR
mic j is offline   0 Reply With Quote
Old Oct 6, 2013, 09:18 AM   #19
TonyK
macrumors 6502
 
Join Date: May 2009
OP, have you looked at MoneyDance.

My needs do not require CC downloads but it is what I turned to in 2008 when I moved fully away from Windows and Quicken.
TonyK is offline   0 Reply With Quote
Old Oct 7, 2013, 08:24 AM   #20
Old Muley
macrumors 6502a
 
Old Muley's Avatar
 
Join Date: Jan 2009
Location: Titletown USA
Quote:
Originally Posted by mic j View Post
Does it have the capability to directly download credit card transactions from the card issuer? Or do you have to navigate to a website and manually download?
Honestly, I'm not 100% sure. I think you can, but it is not a feature we use.
__________________
"Using the potty is an expectation for everyone." -Nurse Beining
www.musicboomerang.com
Old Muley 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
New mac, essentials apps cesararjona Mac Applications and Mac App Store 6 Nov 8, 2013 07:33 PM
FYI on Mac version of Quicken kkirkland81 Mac Applications and Mac App Store 11 Apr 28, 2013 07:01 PM
New Quicken for Mac oldhifi Mac Applications and Mac App Store 2 Jan 20, 2013 07:16 AM
Essentials OSX versions Konde OS X 1 Oct 5, 2012 03:00 PM
Ebook: Mac OS X Support Essentials v10.4 Exam edward87 MacBook 1 May 31, 2012 05:46 AM

Forum Jump

All times are GMT -5. The time now is 08:26 PM.

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

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