Converting From Ibank To Quicken For Mac

Update – 20120712: I was wrong, this is still a great article, but I gave up on Intuit and any and all of their Macintosh software, see my latest post. As I mentioned in my last article,, I’ve entered my last transaction into Quicken 2007 for Mac. I haven’t deleted it off of my system yet, but I will shortly. This is my review of Quicken Essentials for Mac ( QEM as as my fellow bloggers seem to have dubbed it, I don’t think that rolls of the tongue, so I’ll just use Quicken Essentials).

Quicken. The best way to avoid this problem is to export your iBank data to the OFX file format which can then be imported into most, if not all, versions of Quicken for Mac and Quicken for Windows.OFX provides an easier, faster, and more accurate download experience.iBank can download transactions from hundreds of banks that support the OFX protocol. Feb 25, 2010 - As I mentioned in my last article, iBank – Your Quicken Alternative, I've. I mean there is a Convert menu with a Quicken Mac File submenu,.

This article will be the culmination of my adventure into Macintosh personal finance software. I didn’t set out to be a spokesperson for the legacy Quicken for Mac users, but it seems to have worked out that way, at least a little, and I’m awed at the passion people have for this space and the wonderful comments everyone has left on my blog. When I setup this site, it was to home NAS device. I was upset, disgruntled, and needed an outlet. As soon as I published that article, I happened to get my Quicken Essentials pre-order email from Inuit. I immediately became livid at what I perceived to be a complete and total betrayal of the loyalty, patience, and trust I had provided to Intuit.

Not only was the new product missing key features, that were present in my 4 year-old version of Quicken, but there was no upgrade pricing, and only a moderate discount for pre-ordering ($10). How to install psx emulator on mac mac. That prompted me to write my second ever blog post, The rest was history and led me to talking with multiple people at Intuit, including, VP/GM of Personal Finance at Intuit, and having discussions with folks at IGG Software, the developers of iBank. I hope that after you’ve read this review, you can truly make an informed decision on your next Personal Finance software purchase for the Macintosh. It’s not an easy place to be right now if you rely on this type of software.

No matter what you choose, you’re going to be faced with data conversions, data irregularities, new interfaces, different problems from the ones you’ve already discovered work-arounds for, and learning curves. Hopefully I’ve helped you along that path. Installation Once you’ve acquired your Quicken Essentials disk image (or CD-ROM) and opened it, you’ll find three items of importance: Quicken Essentials, the Getting Started guide, and the Converting? If you are new to Personal Finance software you can just drag the Quicken Essentials program icon into the provided Applications folder link (hint, hint, iBank) and it will copy itself into the Applications folder on your hard drive. The Getting Started guide, a PDF, is well worth the time it takes to read through, it is very well written, thorough, and gives you a great starting point for Quicken Essentials.

I highly recommend both new and old Quicken users read it. Intel native! Boo, not 64-bit. I know, I’m never happy. Bye bye Rosetta. Initial Configuration The Demo Alas Intuit does not provide demos of its products. It would be great if existing Quicken for Mac users could pull this version down and try it out.

I know the Beta tests were, for the most part, open and lots of people got to use it, but this is the finished, polished, product. A timed demo or even transactional limit demo (like iBank) would probably waylay the concerns of many existing Quicken customers as they moved to this product. It would have also given folks a chance to test out the data conversion and see what, if any, issues they’d have when moving, before they purchased. Unfortunately, most “mainstream” software does not provide a demo period, so I’m not going to fault them for it. Quicken File Exchange Utility Yea, you actually have to do some work BEFORE you can import your data into Quicken Essentials. You’ll have to convert your existing data file into something more modern that Quicken Essentials can read.