Alternatives to Quicken Essentials?

Discussion in 'Mac Apps and Mac App Store' started by jaybar, Jan 22, 2015.

  1. jaybar, Jan 22, 2015
    Last edited: Jan 22, 2015

    jaybar macrumors 6502a

    jaybar

    Joined:
    Dec 11, 2008
    #1
    Hi

    I have had it with Intuit and their poor Mac support.

    I Tried Quicken 2015. A disaster. Buggy Reports. Inaccurate Data Conversion. Poor Company Support.

    I am looking for a company that offers good support, fixes bugs promptly and offered some type of direct connect to my bank (Chase), where I don't have to manually export and import files, daily.

    I am not interested in a steep learning curve, or products that don't seamlessly convert. I have 15 years worth of data, so I do not want to do a lot of editing. Must handle split transactions. Must have Reports that summarize transactions by category for date ranges.

    Monthly reconciliation must be easy. Automatic reconciliation preferred, but not essential I have never used budgeting, but might like to, if it is easy. I don't track investments, and will have only checking and savings accounts. I am looking for a responsive company, geared to Mac users, that addresses bugs promptly. A direct connection with Chase is a must. I don't want to have to export and import files every day. I don't run windows.

    Synching between iMac and iPad Air2, via iCloud, would be nice, but not essential.

    Any ideas?

    TIA
     
  2. MichaelLAX macrumors 6502a

    Joined:
    Oct 31, 2011
    #2
    Here is the benefit of my experience with a product that does the following:

    Not buggy; operates with stability and consistent ease daily.

    Direct connect (in my case to American Express and Citicards, so I assume it will support Chase)

    No steep learning curve

    Will probably import many years of your old data without editing. I have been using their product since the 1990s.

    Handles split transactions.

    Reports that summarize transactions by category for date ranges.

    Monthly reconciliation is easy.

    Handles budgeting and investment transactions.

    NOT BUGGY. Updated consistently since its release in February 2012 and will operate in Snow Leopard, Lion, Mt. Lion, Mavericks and Yosemite.

    ONLY costs $15

    Only one problem for you: It is Quicken 2007 for Mac!

    Go to this page, and use the Chat Feature to order it: Quicken for Mac: Quicken 2007 for Lion: Shopping and Buying: Buying Quicken

    Why not try it and see how you like it for ONLY $15!

    Data from Quicken 2004 and earlier will need more instruction on how to convert and use its data in Quicken 2007; let me know if you need these instructions.

    NOTE: Quicken 2015 is an update of Quicken Essentials and most forum users who have tried it have reported that they generally loathe Quicken Essentials in preference to Quicken 2007 for Mac!
     
  3. Fishrrman macrumors G4

    Fishrrman

    Joined:
    Feb 20, 2009
    #3
    I have no experience with it personally, but a friend moved from Quicken to iBank and seems to like it.

    My "financial needs" aren't that heavy. Years ago, to keep track of checking and savings accounts I created my own spreadsheets using a spreadsheet application on the Mac.

    I even went so far as to create tax forms, etc., "from scratch".
    I still use them...
     
  4. Weaselboy Moderator

    Weaselboy

    Staff Member

    Joined:
    Jan 23, 2005
    Location:
    California
    #4
    http://www.iggsoftware.com/ibank/

    I use iBank and have been happy with it. It can do direct DL with my Chase account. They have a free 30 day trial so you can try it out and see if it meets your needs.
     
  5. BlackMax macrumors 6502a

    BlackMax

    Joined:
    Jan 14, 2007
    Location:
    North Carolina
    #5
    I've been using iBank for about three years now. It is not perfect, but in my opinion it is better than the last few versions of Quicken for Mac.
     
  6. JuryDuty macrumors 6502

    JuryDuty

    Joined:
    Sep 22, 2014
    Location:
    Texas
    #6
    I came from Quicken and started using Mint.com. It works on all platforms, updates with just about every bank and has worked flawlessly for me on my Mac, iPad, iPhone, etc. Check it out.
     

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