Bond Maturity Report with Mac

mwada

A few years ago I used the trial version of Quicken with a Mac computer. I found out that there was no Bond Maturity Report. I was using Quicken 2016 for Windows and there was a Bond Maturity Report. Is the Bond Maturity Report available now for a Mac?

Another question, will the 2016 version of Quicken no longer work? It seems like I can no longer log in to my account. A box comes up where I have to enter my ID and password but the box is blank. Yes, closing this box twice will get me going but this blank box keeps surfacing when you want to enter a new security purchase.

Boatnmaniac

I can't speak to the Mac question. Hopefully someone else will reply to that.

Regarding QWin 2016: The odds are really against you being able to get the software to work, again. In 2016 Intuit spun off the Quicken software to Quicken Inc. Included in that spinoff was an version update that changed the online Quicken account management from Intuit to Quicken Inc.. Those who did not update their installation and online account to Quicken Inc. lost the ability to use the software because the Intuit server hosting the account ID no longer exists. And since that Intuit server no longer exists and since support for QWin 2016 ended in 2019 there is no way to complete that conversion now.

There is a slight chance that you might be able to get your QWin 2016 to work but you must have previously updated your ID from the Intuit server to the Quicken Inc. server and your QWin 2016 installation must meet some very specific requirements that most users cannot meet. You can read up some on this in the following thread. This thread also identifies what your options are if you cannot get your QWin 2016 to work.:

https://community.quicken.com/discussion/7954636/quicken-2017-on-my-new-computer

mwada

Thank you for the response. I am familiar with your explanation. I to have tried to install Quicken on another computer and experienced the blank ID box. What I am referring to is the original installation back in 2016 when everything was working fine (no blank ID box) until recently. I am seriously considering buying the Mac subscription version providing the Bond Maturing Report is available. I rarely use the working Quicken Windows computer except for Quicken. Now, with the blank ID box there is no reason to. Most, if not all my computer use is with a Mac running Parallels for Microsoft Office Professional.

CaliQkn

@mwada there currently is not a Bond Maturity Report for Quicken Mac, but the a product idea has been submitted and is currently accepting votes.

Bond Report (Maturity or list) using Quicken for Mac — Quicken

jacobs

@mwada I'm sorry to report that there has been no additional report added to Quicken Mac for bond maturity yet. I see you posted about this back in 2022 and said you had just then purchased Quicken Mac, so perhaps you abandoned it at that time?

There is still the same Idea thread (feature request), which has not garnered additional votes to be forwarded to the developers for consideration:

https://community.quicken.com/discussion/7864351/quicken-mac-produce-a-report-on-cd-maturity-dates

That Idea topic has still received only 20 votes, and it needs to reach 30 votes to be forwarded to the developers for consideration. (If you haven't yet voted for this feature, click the "View Post" link, go to the top, and in the yellow box near the top, and if the arrow is black, click it to increase the vote counter; if the arrow is light gray, it means you already voted for it.) I see that it was at 20 votes when I posted to you about this three years ago, so this Idea thread is apparently just not generating interest from fellow Quicken Mac users.

While I certainly understand that a bond maturity report would be desirable, I didn't understand when you posted about it before why a bond maturity report was a make-or-break issue for you (since you said you had a spreadsheet for that purpose). In any case, nothing in Quicken Mac has changed in this regard over the past three years. Sorry.

Most, if not all my computer use is with a Mac running Parallels for Microsoft Office Professional.

I don't know what features of Microsoft Office you utilize, but I'll just mention that for the past few years, I have been using LibreOffice instead of continuing to pay for Microsoft Office, and I've been very happy with it. LibreOffice is free, compatible with Office documents, and felt very familiar for me (coming from Office for Mac after many years). There are some differences, and it may not have all the features of MS Office (including Outlook), but for a basic word processing, spreadsheet and presentation suite, I found LibreOffice a much easier transition from Office than learning the significantly different free Apple apps.

Boatnmaniac

There are many Mac users who use Parallels to successfully run QWin Subscription. In fact, many Mac users prefer QWin over QMac. You could try doing that as a bridge until QMac provides the Maturing Bonds report.

Quicken Classic Subscription does not have a trial version but they will provide a full, no questions asked refund within 30 days if you find that Subscription does not meet your needs.

Also, if you subscribe to Quicken Classic you can start with installing QWin and then switch to QMac at any time without needing to order another subscription for that.

Whichever path you decide to take, make sure you keep a backup QWin 2016 data file beforehand.

mwada

Wow! Quicken sure has a strong/knowledgeable following. This alone, makes someone want the product.

To Jacobs, I remember you. You gave a great presentation at that time. The Bond Report wasn't the primary deciding factor. It was paying for the Quicken subscription. Yes, I am cheap. I just added my vote for the Bond Maturing Report. About Microsoft Office, as it turns out, I need Access to use my Bond database. Here is a small sample where I hope Quicken would expand the Bond reporting. I can see if you have 10 or less bonds/CDs bond reporting may not be necessary but if you have more, it can be hard to keep track of. The bond database is not only knowing when the bonds are maturing but it is to make informed decisions on how much and how far out you may want to invest. Yes, no one knows where interest rates will be in the future, the reason for a bond database, to make informed decisions with data.

To Boatnmaniac, that is good reasoning. I wasn't sure if Quicken could have been used with either and/or both platforms.

jacobs

@mwada Yes, I see with the number of bonds you hold why you need a way to keep track of them. Hopefully, Quicken Mac will some day provide that for you! 😀

If Access use for your bond database is a key need you have with MS Office, you might still look at LibreOffice, because it has a database component, Base, designed to provide functionality comparable to Access. I know LibreOffice Base will import an Access database, but I haven't worked with it much, and I had never used Access (I was a big time FileMaker Pro database user), so I can't tell you if the functionality, including charting, is on a par with Access.

I'm not out to hawk LibreOffice! I just found it a welcome product when I retired and no longer had access to some of the software I used for work. I didn't really want to pay for Office for the limited things I needed, but I found trying to use the Apple Numbers, Pages, and Keynote apps required a lot of re-learning things I was used to doing in Office for decades. LibreOffice provided a nearly seamless substitute for the various Office apps, and it's free and regularly updated.

mwada

https://community.quicken.com/discussion/comment/20487131#Comment_20487131

Thanks for the information on LibreOffice. I installed it on my old iMac to see how it would import my Access Bond database. It will only import the base table. Everything else will not import over. The hardest part with Access was to build the forms and reports so not much help with the importing to see how LibreOffice works. I will try and use it more when time permits.

I deleted the images for my bond database and will repost them with numbers that are not blurred out. I thought it wouldn't take much to just enter fictitious numbers but it was more work than I thought. Do you think someone from Quicken will see it here so that they can be persuaded to come up with better bond reporting? I don't like the attention so I don't want to put it up as a new thread or in the Product Ideas forum.

jacobs

@mwada No, the developers don't read most of the posts on this forum. The one place to try to influence what features they work on is in the Product Ideas section.

You may already know all this, but I'll just include a brief explanation… Each "Idea" (request for new feature or enhancement) allows users to vote, and when a topic hits a certain threshold, it is forwarded to the development team for consideration. They then evaluate if they think it's a desirable feature, and if so, what amount of work it would entail to design and program it. So it's a slow process from suggesting a feature to it actually appearing in the program, mostly because the developers have a huge stack of features which users have requested over the years, and the small Mac development team can only address them a little at a time.

In this case, there is an existing Idea topic for a maturity report, which I linked above but will include again here:

https://community.quicken.com/discussion/7864351/quicken-mac-produce-a-report-on-cd-maturity-dates

Click on View Post to go to that thread. At the top of the page you land on, look for the yellow box under the top post; this is where you vote for an Idea. Click the black arrow under the vote counter to add your vote. (If the arrow is light gray, it signifies that you have already voted for the Idea, and clicking it again would remove your vote.) Also then feel free to add a post to the thread about why you find this an important/needed feature, and anything about what you would expect it to do or look like. Assuming the topic gets up to 30 votes (it's at 21 currently), then the developers will read the thread as part of their evaluation.

In any case, never post screenshots of your financial data which reveal any personal details. After taking a screenshot, when you open it in Preview, you can black out or gray out anything sensitive and you can add arrows, boxes, or text annotations if you feel it would help a viewer understand that you are wanting to convey.

mwada

https://community.quicken.com/discussion/comment/20487865#Comment_20487865

Thanks. I posted it. I hope we can get 30 votes.