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That's a loaded question!sjaffe said:1. How does the latest version of Quicken for Mac compare with Quicken 2007? And which version of the current Quicken choices (starter, Deluxe, etc.) most closely matches Quicken 2007?
Generally, yes, Quicken Mac will do a good job importing Quicken 2007 data. You should be aware that there are some things which do not carry over, such as saved reports and budgets. But all your transactions should get imported.sjaffe said:2. Will I be able to import all my data from Quicken 2007? The last time I tried doing that with a new version of Quicken, it read about half of the information correctly and the rest incorrectly. It would have taken me weeks to correct it all. That's one of the reasons why I was still running Q2007.
Yes, Quicken Mac runs under Mojave. It's what I currently use on both my Macs. (I'm still holding onto old 32-bit applications like Microsoft Office and Adobe Creative Suite from before they went to annual subscriptions; I'll have to move on at some point, but for now Mojave meets my needs.)sjaffe said:3. Will the current version of Quicken run under Mojave (MacOS 10.14.6)? I need to update Quicken before I update the OS so that I still have access to all the old data via Quicken 2007 if I have to fix data after importing. If the current version of Quicken will not run under Mojave, does anyone know where I can get a copy that does and will also run on the new OS?
Importing your data is very straightforward. After doing the reindexing I mentioned in Quicken 2007, quit Quicken 2007. Launch Quicken Mac, log in with your Quicken ID, and you'll land on a "Let's Get Started" page. (Or get there by doing File > New.) Select your Quicken 2007 data file -- make sure if you have more than one Quicken 2007 data file on your Mac that you know which one you're currently using -- and Quicken will do the conversion. (Behind the scenes, it makes a copy of your Quicken 2007 data file, so it can't damage it in any way, it uploads the file temporarily to a server which runs a process to extract your Quicken 2007 data to an intermediate format, downloads that data to your Mac, and imports it into Quicken Mac.)sjaffe said:5. How do I import my data from the old version to the new version of Quicken? IIRC, Quicken uses a proprietary format for its database and also, IIRC there are multiple ways of dumping the data that preserve different aspects of the data. That is to say, some dumps contain only the registers, other dumps contain all accounts and registers and budgets, etc. What are the options and how do I transfer all my data to the new version?
No, there is not such thing as a "stand-alone" or non-subscription version of Quicken Mac. You can only buy a subscription, typically for one year. After the one year, you can allow your subscription to lapse and you can continue using Quicken with the following limitations: (a) no transaction downloads, uploads or connected services function, (b) you won't get any more software updates with new features and bug fixes, (c) you lose access to Quicken Support, and (d) the program will appropriate the right side of your Quicken window -- about 20% of with width -- for a persistent message about renewing your subscription. If you're okay working with those limitations, you can us Quicken until something in an Apple update causes something to break. Otherwise, you'll need to accept paying a modest annual fee for ongoing use of the software.sjaffe said:
6. I notice that Quicken is now subscriber software. Does anyone know if I can buy it as a stand-alone? How?
Yes, there is. I was comparing what exists in Quicken 2007 and what exists in Quicken Mac. I do find it much easier to scan the single line register, and find the smooth continual scrolling much easier to use than the registers in Quicken 2007. I expressed it as my opinion, and stated not that everyone shares the same opinion. That's fairly speaks to the question being asked about comparing the two programs as they exist.smayer97 said:There is no relationship between 2-line vs single line registers and searchability.
Register data is displayed in a single line instead of two. But… that single line is very flexible. You control which columns are visible, what order they're in and how wide they are. So I can eliminate fields I don't use, and tailor the registers to how I work. It's one of the reasons I prefer the current Quicken Mac's registers to the ones in Quicken 2007, after I adjusted to them.sjaffe said:- When you say that the new Quicken has a single line register, do you mean that it only displays a single line, or that all of the information that used to be in the second line is gone.
Yes they exist. Mostly the same as Quicken 2007. Yes, the contents of split lines are searched when you Search.sjaffe said:- Split transactions are pretty much essential to me! Do they exist in current Quicken? Are they searchable?
I typically enter my transactions manually. I've found that online downloads can be helpful, but I still spend a lot of time doing "clean up" work -- creating splits, entering memos about what I've bought, etc. I understand why most people want to download their transactions, and the more transactions you have, the greater the benefit. For me, manual entry works as well or better -- and I'm not inconvenienced by periodic outages with online connectivity to a financial institution. Most of my bills are paid online; the very few actual checks I write, I write by hand and enter in Quicken; it's not even worth me buying printable check stock.sjaffe said:- I don't do budgets any more - I find they're a waste of time for me. And I don't do downloads of data from banks or investment companies or anything else. I find that the data is never in the format that I want them, or have all the information I want so it's easier to enter things by hand. It doesn't take me much time. So, I don't need any of that. I balance my accounts once a month and it takes me about an hour to enter all the data, write my monthly checks, and balance the books.
I basically just use Quicken to keep track of all my information (like warranty info) and banking info and to keep my checkbook balanced. I used to use Quicken to write and print my checks but I don't even do that any more - I use my bank's online bill pay to write checks. I think it's been years since I wrote a check or printed a check.
I only explored alternatives briefly a decade ago when it seems Quicken Mac was dead. Once Intuit announced Quicken 2007 for macOS Lion, I happily carried on with Quicken. As for alternatives, the Quicken moderators do not allow this site to be used to discuss competing products; they'll remove any such discussion.sjaffe said:- Have any of you used or tried any of the Quicken alternatives like MoneyDance or Banktivity or any of the others? What brought you back, or kept you using Quicken instead of the alternatives? What is it that keeps you using Quicken?
I miss QuickMath; I lobby for it in every survey Quicken conducts, and I have some hope that it will appear some day.sjaffe said:- Is there anything about Quicken 2007 that is not in the newer versions that you miss? I'm not speaking about display issues here but rather functionality.
the database is rock-solid stable! I lost some data once in Quicken 2007, in recent years it would crash with corruption and needing the rebuild its indexes more and more often, and all my data no longer fit in one file. None of those are issues in modern Quicken Mac. I like the Search feature in modern Quicken Mac; it's far better than Find in Quicken 2007. I like being able to close/hid account, but still Search within them when I'm looking for an old transaction. I like being able to view registers of account groups (e.g. all investment account, all retirement accounts, all credit card accounts). Again, there's more…sjaffe said:- Is there anything in the newer version that you're glad exists that didn't exist in Q2007? Again, I'm not speaking about display issues here but rather functionality.