Alternatives to Quicken 2016?
Alternatives to Quicken 2016?
So I forgot that my Quicken version is 2013 - when I went to update it today, it errored out because my three year period of online updating for transactions has expired. I was surprised that Quicken Premier 2016 was $100. Have never paid even close to that much. Far worse, however, were the user reviews - virtually everyone is experiencing massive problems, including corrupted data, corrupted passwords, etc. I have used Quicken for 10 years and am dependent on it to track all my investments and spending. I also understand Quicken has been sold to another company, but I can't wait another year for them to put out another version (if ever).
I immediately thought of the many Bogleheads who must be in the same boat. What are you guys doing? Are there reliable alternatives that we can expect to be around for a while? Are you forging on with Q16 in spite of the bugs? Really appreciate any advice anyone has.
Edit: in case relevant, I use Quicken to track a budget, track and categorize all spending, track all investments including internal rate of return, basis for cap gains and losses, etc.
Edit 2: I can't imagine using any program that won't download all my info from Quicken (if that is even possible...)
I immediately thought of the many Bogleheads who must be in the same boat. What are you guys doing? Are there reliable alternatives that we can expect to be around for a while? Are you forging on with Q16 in spite of the bugs? Really appreciate any advice anyone has.
Edit: in case relevant, I use Quicken to track a budget, track and categorize all spending, track all investments including internal rate of return, basis for cap gains and losses, etc.
Edit 2: I can't imagine using any program that won't download all my info from Quicken (if that is even possible...)
Last edited by Scorpion on Sun May 08, 2016 11:24 am, edited 2 times in total.
Re: Alternatives to Quicken 2016?
I buy a year-old version on ebay. Install, let Quicken update and you have all the patches for that version. Downside is you only have 2 years of downloading eligibility left, but the savings makes up for it.
Re: Alternatives to Quicken 2016?
I am using Quicken Deluxe 2016 without any issues. I got it with Turbo Tax Deluxe in a bundle for $50 for both; Quicken Deluxe 2016 is $30 on Amazon at the moment.
Do you really need or use the features of Premiere?
Do you really need or use the features of Premiere?
Re: Alternatives to Quicken 2016?
Quicken 2016 Deluxe here.
Downloaded from Amazon.
29.99 In January.
No problems.
Downloaded from Amazon.
29.99 In January.
No problems.
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
Re: Alternatives to Quicken 2016?
It appears to be $50 for Quicken Deluxe on Amazon right now. Even Home and Business, which is $94 now, regularly drops below $56 according to CamelCAmelCamel. The reviews for Quicken are always bad. It is complex, buggy software. It always has been.
As far as alternatives, there really isn't anything directly competitive. There are sites like Mint for keeping track of bank accounts. There are sites and apps for tracking investments. I don't know of another application that does it all.
FWIW, Intuit recently spun off Quicken. Time will tell whether it gets better or worse.
As far as alternatives, there really isn't anything directly competitive. There are sites like Mint for keeping track of bank accounts. There are sites and apps for tracking investments. I don't know of another application that does it all.
FWIW, Intuit recently spun off Quicken. Time will tell whether it gets better or worse.
- bertilak
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Re: Alternatives to Quicken 2016?
Quicken 2016 Premier here.
Overall I am satisfied.
There have ALWAYS been bugs, but so far no bug has ever compromised my data. When I have had problems Quicken tech support has always been good. Real English spoken. Technically capable of solving the problems with higher-level support always at hand. It would be better if there were no bugs but what is there is manageable.
Here is my last bog: Changed password for Quicken Bill Payment. I decided to use a better password so included mixed case and a special character. Worked just fine when done online. The Quicken program failed on the next download. AHA! I forgot to change the password within Quicken! Oddly, Quicken would NOT let me change the bill pay password. Quicken support immediately asked me if my password had any special characters. I said yes and was told the Quicken does not like special characters in the password! Seemed bogus since I had already successfully changed OTHER passwords and Quicken accepted the special characters. Turns out Quicken ONLY cares about this for bill pay, even though the web page is happy with them. This is a typical kind of problem I have with Quicken: some apparently arbitrary quirk. Annoying but not fatal.
I do keep daily backups (7 deep) because the data is so important to me, not just for record keeping but for running/automating all my cash flow. It would be a big hassle to try to keep up with all the bills and various auto-pays by hand. Some auto pays are pushed from Quicken and some are pulled by the biller. Some irregular bills (lawn guy, doctor visits, etc.) I need to initiate manually (in Quicken).
Overall I am satisfied.
There have ALWAYS been bugs, but so far no bug has ever compromised my data. When I have had problems Quicken tech support has always been good. Real English spoken. Technically capable of solving the problems with higher-level support always at hand. It would be better if there were no bugs but what is there is manageable.
Here is my last bog: Changed password for Quicken Bill Payment. I decided to use a better password so included mixed case and a special character. Worked just fine when done online. The Quicken program failed on the next download. AHA! I forgot to change the password within Quicken! Oddly, Quicken would NOT let me change the bill pay password. Quicken support immediately asked me if my password had any special characters. I said yes and was told the Quicken does not like special characters in the password! Seemed bogus since I had already successfully changed OTHER passwords and Quicken accepted the special characters. Turns out Quicken ONLY cares about this for bill pay, even though the web page is happy with them. This is a typical kind of problem I have with Quicken: some apparently arbitrary quirk. Annoying but not fatal.
I do keep daily backups (7 deep) because the data is so important to me, not just for record keeping but for running/automating all my cash flow. It would be a big hassle to try to keep up with all the bills and various auto-pays by hand. Some auto pays are pushed from Quicken and some are pulled by the biller. Some irregular bills (lawn guy, doctor visits, etc.) I need to initiate manually (in Quicken).
May neither drought nor rain nor blizzard disturb the joy juice in your gizzard. -- Squire Omar Barker (aka S.O.B.), the Cowboy Poet
- tuningfork
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Re: Alternatives to Quicken 2016?
MoneyDance does pretty much everything Quicken does: bank accounts, credit card accounts, investment tracking, reminders, budgeting, reports, bill pay, runs on Windows, Mac and Linux. Downloads never expire although they may not support direct downloading from as many banks as Quicken does. They have a free trial so you can see if it's for you.MarkBarb wrote:As far as alternatives, there really isn't anything directly competitive. There are sites like Mint for keeping track of bank accounts. There are sites and apps for tracking investments. I don't know of another application that does it all.
Re: Alternatives to Quicken 2016?
thanks for all the responses. Based on them, I decided to take a chance and just bought premier 2016 on ebay for $49. I'll make sure to backup my files thoroughly first! I have upgraded in the past by simply installing the new version and not uninstalling the old first. If anyone has any tips on doing anything different, please let me know. thanks again.
Re: Alternatives to Quicken 2016?
Quicken kind of sucks, but it is better than any alternatives I know about.
Upgraded from 2013 to 2016 this weekend, did software download/upgraded from Amazon. Couldn't get into Quicken, as it errored out with my Intuit ID/password. My id/password could log me in on the web though, so it was good. Sigh. Played around and googled, and after some unhappiness found my answer was a need to manually update to the latest 2016 deluxe version (release 2 was downloaded, latest is release 6). After that, could get past the Intuit id, and things mostly worked. It stopped pulling data for two of my credit cards (both Chase), and I needed to check a box to make it stop asking my Intuit password in addition to my vault one, but it all seems to work now far as I can tell.
Mind you, I got no new features I cared about as all, just had to pay. I'd personally rather pay a $20/year fee and not be forced to "upgrade" (the forced upgrade is basically a $20/year fee anyway for Deluxe).
3 years from now I hope there is an alternative I find acceptable...
Upgraded from 2013 to 2016 this weekend, did software download/upgraded from Amazon. Couldn't get into Quicken, as it errored out with my Intuit ID/password. My id/password could log me in on the web though, so it was good. Sigh. Played around and googled, and after some unhappiness found my answer was a need to manually update to the latest 2016 deluxe version (release 2 was downloaded, latest is release 6). After that, could get past the Intuit id, and things mostly worked. It stopped pulling data for two of my credit cards (both Chase), and I needed to check a box to make it stop asking my Intuit password in addition to my vault one, but it all seems to work now far as I can tell.
Mind you, I got no new features I cared about as all, just had to pay. I'd personally rather pay a $20/year fee and not be forced to "upgrade" (the forced upgrade is basically a $20/year fee anyway for Deluxe).
3 years from now I hope there is an alternative I find acceptable...
- bertilak
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Re: Alternatives to Quicken 2016?
I believe installing a new version will uninstall the old version. Don't know if there is an option to prevent that. I think the new just installs right over the top of the old.Scorpion wrote:thanks for all the responses. Based on them, I decided to take a chance and just bought premier 2016 on ebay for $49. I'll make sure to backup my files thoroughly first! I have upgraded in the past by simply installing the new version and not uninstalling the old first. If anyone has any tips on doing anything different, please let me know. thanks again.
To be safe, be sure you have installation media for the old version or install the new on a second machine to test it out. I have installed on a second machine (my wife's) not to check out the new version before going "live" with it but to work with the current version while my laptop was out for repairs. There were no "Gotchas."
EDIT: When I installed via download from Amazon, Intuit had no record of my purchase so product updates didn't work -- my copy was not authorized for the update. I called Intuit and they fixed it. (I had to email them the Amazon invoice.) No problems after that. Perhaps Amazon didn't have things set up right or there was some other glitch in the registration process. Whatever you get off of eBay will almost certainly need to be updated to the latest level so you might run into the same situation -- if not now, later.
May neither drought nor rain nor blizzard disturb the joy juice in your gizzard. -- Squire Omar Barker (aka S.O.B.), the Cowboy Poet
Re: Alternatives to Quicken 2016?
Loved MS Money
Hate Quicken
Don't feel I have a choice, however.
Hate Quicken
Don't feel I have a choice, however.
- abuss368
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Re: Alternatives to Quicken 2016?
We used Quicken for many years and back in 2008 or 2009 decided that it longer provided value to us. We were happy for the reduced complexity and the additional time to spend doing other things.
As such, our "alternative" is using a very small Excel spreadsheet for a Balance Sheet and small budget/analysis. The file does not include any cost basis or capital gains/(loss) information as Vanguard provides this information and we have never seen a mistake.
Best.
As such, our "alternative" is using a very small Excel spreadsheet for a Balance Sheet and small budget/analysis. The file does not include any cost basis or capital gains/(loss) information as Vanguard provides this information and we have never seen a mistake.
Best.
John C. Bogle: “Simplicity is the master key to financial success."
Re: Alternatives to Quicken 2016?
I'd be cautious trusting Vanguard on the cost basis. There have been a whole series of posts about errors in cost basis from Vanguard. I've seen it first hand -- Vanguard screwed up the basis of my son's UMTA when my wife passed away and I became custodian. It is still being fixed (they acknowledged fault and estimated 23 days).abuss368 wrote: As such, our "alternative" is using a very small Excel spreadsheet for a Balance Sheet and small budget/analysis. The file does not include any cost basis or capital gains/(loss) information as Vanguard provides this information and we have never seen a mistake.
Best.
Re: Alternatives to Quicken 2016?
Have been with Q for a very long while, no problems except the ones I introduce myself. I have the 2016 H&B version which by a programming error, was supposed to be $10 off, but it was $10 total. Check slickdeals.net for conformation. The error lasted over the weekend and then was shut down. I have tried Money, Mint, excel but revert back to Quicken. Quicken has just been sold, might be playing a different tune next year.
- oncorhynchus
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Re: Alternatives to Quicken 2016?
That was an error? Ha! I thought they were just trying to juice their sales numbers before control passed to the new company. I got in on that deal after hearing about it here, but I definitely wouldn't have picked up H&B 2016 for only $10 off. So far I've had no issues with 2016; only time will tell if the new owners are interested in improving the software.meebers wrote:Have been with Q for a very long while, no problems except the ones I introduce myself. I have the 2016 H&B version which by a programming error, was supposed to be $10 off, but it was $10 total. Check slickdeals.net for conformation. The error lasted over the weekend and then was shut down. I have tried Money, Mint, excel but revert back to Quicken. Quicken has just been sold, might be playing a different tune next year.
o
-- Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime. --
Re: Alternatives to Quicken 2016?
I'm still a Quicken user (Quicker 2014), and have net worth/investment/quicken data dating back to the beginning of my work career (1996), ... so ~ 18 years. I love plotting a net worth graph for 18 years and see all of my hard work.... I digress....
Personally, I've never found any other option that's as thorough as Quicken. I have religiously balanced/reconciled my main check book, which is where my money comes into and is distributed out of for most things. The investment IRR calculation is also incredibly powerful. I am blow away that it can calculate my actual investment return taking into account virtually everything.
The only thing I've tried recently that has moderately impressed me is Personal Capital. That's one neat online software program they have there. But it's still no Quicken substitute.
Personally, I've never found any other option that's as thorough as Quicken. I have religiously balanced/reconciled my main check book, which is where my money comes into and is distributed out of for most things. The investment IRR calculation is also incredibly powerful. I am blow away that it can calculate my actual investment return taking into account virtually everything.
The only thing I've tried recently that has moderately impressed me is Personal Capital. That's one neat online software program they have there. But it's still no Quicken substitute.
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Re: Alternatives to Quicken 2016?
Does MoneyDance import all the Quicken history? I need to give it a try and see if it works with my institutions. I have a serious love/hate relationship with Quicken. I've been using it since '98 and consider it invaluable but holy hell are they a PITA.tuningfork wrote:MoneyDance does pretty much everything Quicken does: bank accounts, credit card accounts, investment tracking, reminders, budgeting, reports, bill pay, runs on Windows, Mac and Linux. Downloads never expire although they may not support direct downloading from as many banks as Quicken does. They have a free trial so you can see if it's for you.MarkBarb wrote:As far as alternatives, there really isn't anything directly competitive. There are sites like Mint for keeping track of bank accounts. There are sites and apps for tracking investments. I don't know of another application that does it all.
I got in on the 2016 upgrade for $10 so I have a few years before I need to make any decisions. My main institute is a local credit union so I suspect MD may not work but I ought get the trial and see.
Re: Alternatives to Quicken 2016?
I've kept the MS Money sunset version. It is far more intuitive and gives me much better results than Quicken did. I switched to Quicken twice after MS Money died and ultimately got disgusted and went back to MS Money.Bacchus01 wrote:Loved MS Money
Hate Quicken
Don't feel I have a choice, however.
I find that I spend 3-4 minutes a week manually updating my equities (I've set them up in Moningstar in alphabetical order only showing price) - so it's a breeze. As for bank accounts - other than my two checking accounts, I manually update quarterly (takes about 15 minutes) and review my checking account 5-10 minutes a week.
It's worth the hassle not to deal with Quicken (which I thought was the worst). If this ever fails, I will go to Mint or use other business software I have to track this.
Re: Alternatives to Quicken 2016?
azanon wrote:I'm still a Quicken user (Quicker 2014), and have net worth/investment/quicken data dating back to the beginning of my work career (1996), ... so ~ 18 years. I love plotting a net worth graph for 18 years and see all of my hard work.... I digress....
Personally, I've never found any other option that's as thorough as Quicken. I have religiously balanced/reconciled my main check book, which is where my money comes into and is distributed out of for most things. The investment IRR calculation is also incredibly powerful. I am blow away that it can calculate my actual investment return taking into account virtually everything.
The only thing I've tried recently that has moderately impressed me is Personal Capital. That's one neat online software program they have there. But it's still no Quicken substitute.
+1
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
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Re: Alternatives to Quicken 2016?
I've used Quicken for 20+ years and have been disappointed with the quality/pace of the upgrades for several years. That being said, I haven't found a better alternative that does everything I need it to do.
I purchased 2016 a month or two ago for $10 for Home & Business. Intuit sent an email with a promotion. It was download only (no media or anything).
I purchased 2016 a month or two ago for $10 for Home & Business. Intuit sent an email with a promotion. It was download only (no media or anything).
- tuningfork
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Re: Alternatives to Quicken 2016?
Yes it does, but it's not necessarily easy. When I did it many years ago I had about 20 or 30 accounts. I had to import each account one at a time, and then correct any transactions that were imported incorrectly. As I recall, most accounts imported fine but some accounts imported the starting balance incorrectly so I just had to update the first transaction. I think some of my investment accounts may have mis-imported some relatively rare transactions like stock splits or spinoffs that had to be corrected, which can be time consuming to find. I spent much of a weekend doing the import of all the accounts. But once it was done Moneydance retained all my history (since about 1995).cricketlives wrote:Does MoneyDance import all the Quicken history? I need to give it a try and see if it works with my institutions. I have a serious love/hate relationship with Quicken. I've been using it since '98 and consider it invaluable but holy hell are they a PITA.
The MD support site has a knowledge base article detailing how to import from Quicken or Money. They may have made it easier since I did it. They may have fixed bugs in the import process since I did it. I don't know.
The MD free trial lets you do something like 100 transactions before you must buy the software. The import does not count against the 100 limit (unless you have to change some transactions to correct errors) so you can import as much as you want using the trial, then run it for a few days or weeks depending on how many daily transactions you do to see how it works with your financial institutions and decide if it will work for you.
(In actuality, I moved from Quicken to MS Money long long ago, then went from MS Money to Moneydance long ago. The import process from Quicken to Money was generally the same as Money to Moneydance with respect to having to fixing various errors during import. I suspect it's a problem with Quicken's file export format.)
Re: Alternatives to Quicken 2016?
Yeah, they should just allow yearly download subscriptions without updating the product (within reason), and actually improve the UI from year to year instead of just change it. They probably would have made more money in the end. As with their tax products, Intuit's marketing department is their biggest adversary. Maybe a new owner will figure that out. But they actually have a pretty good service for a few tens of dollars a year, and increasingly unique. Think about it-- it's not worth $10-20/year to daily download all your prices & transactions of all types? Really? Disclaimer-- I don't even use the downloads, do everything by hand, and buy a new one every 10+ years. 2015 wasn't a net improvement over 2004.
Re: Alternatives to Quicken 2016?
I transferred everything to Google sheets BUT I still use Quicken 2015. I am addicted to Quicken so I'll populate Google sheets and Quicken.
Stocks-80% || Bonds-20% || VTI/VXUS/AOR
Re: Alternatives to Quicken 2016?
One thing that you may need to watch for is the ability to import your data to a new version when waiting that long between updates.gd wrote:Yeah, they should just allow yearly download subscriptions without updating the product (within reason), and actually improve the UI from year to year instead of just change it. They probably would have made more money in the end. As with their tax products, Intuit's marketing department is their biggest adversary. Maybe a new owner will figure that out. But they actually have a pretty good service for a few tens of dollars a year, and increasingly unique. Think about it-- it's not worth $10-20/year to daily download all your prices & transactions of all types? Really? Disclaimer-- I don't even use the downloads, do everything by hand, and buy a new one every 10+ years. 2015 wasn't a net improvement over 2004.
Re: Alternatives to Quicken 2016?
Every time I've looked there's been no viable alternatives for me.
Picked up a copy of Quicken Premier 2016 on Amazon in March for $44.95. No issues here.
Picked up a copy of Quicken Premier 2016 on Amazon in March for $44.95. No issues here.
Financial tracking software
First time poster and happy to be amongst friends.
Apologies if this is an old question but looking for a replacement for Quicken. All I see is personal capital but am loathe to lose 10 years of transactions. Then again I feel like I am wasting my life cataloging every sigle transaction.
Any suggestions both practical and philosophical
Apologies if this is an old question but looking for a replacement for Quicken. All I see is personal capital but am loathe to lose 10 years of transactions. Then again I feel like I am wasting my life cataloging every sigle transaction.
Any suggestions both practical and philosophical
Re: Alternatives to Quicken 2016?
Welcome! I moved your post into here, which is the latest "Quicken replacement" discussion.
Re: Alternatives to Quicken 2016?
I have Quicken 2014. I downloaded the "Mondo" update last week because I could no longer download transactions from my checkling acount and credit cards.
Then, I opened Quicken, tried to link to my bank account to download transactions, was asked for a different type of password (Intuit?) which I don't have, then was asked to verify myself and click OK to have an email sent to the email address of record.
Just as I was about to click OK, my laptop shut down without warning (overheated or battery at 0%).
Now when I open Quicken, if I try to download account transactions (bank or credit card), Quicken closes out.
Any suggestions or do I just need to buy Quicken 2016?
Then, I opened Quicken, tried to link to my bank account to download transactions, was asked for a different type of password (Intuit?) which I don't have, then was asked to verify myself and click OK to have an email sent to the email address of record.
Just as I was about to click OK, my laptop shut down without warning (overheated or battery at 0%).
Now when I open Quicken, if I try to download account transactions (bank or credit card), Quicken closes out.
Any suggestions or do I just need to buy Quicken 2016?
- bertilak
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Re: Alternatives to Quicken 2016?
The first thing I would try is reinstalling the mondo patch.Flora wrote:I have Quicken 2014. I downloaded the "Mondo" update last week because I could no longer download transactions from my checkling acount and credit cards.
Then, I opened Quicken, tried to link to my bank account to download transactions, was asked for a different type of password (Intuit?) which I don't have, then was asked to verify myself and click OK to have an email sent to the email address of record.
Just as I was about to click OK, my laptop shut down without warning (overheated or battery at 0%).
Now when I open Quicken, if I try to download account transactions (bank or credit card), Quicken closes out.
Any suggestions or do I just need to buy Quicken 2016?
If that doesn't work, and if possible, uninstall and reinstall from original installation media followed by mondo patch.
If all that fails, spring for the 2016. You will need to upgrade eventually anyway if you want to continue downloading transactions.
May neither drought nor rain nor blizzard disturb the joy juice in your gizzard. -- Squire Omar Barker (aka S.O.B.), the Cowboy Poet
Re: Alternatives to Quicken 2016?
Thanks for the suggestions. I had already tried reinstalling the mondo patch. I'm not sure where my original Quicken 2014 CD is located.
- bertilak
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Re: Alternatives to Quicken 2016?
I think there are three kinds of passwords involved:Flora wrote:Thanks for the suggestions. I had already tried reinstalling the mondo patch. I'm not sure where my original Quicken 2014 CD is located.
- Individual passwords for each account you want do download from. These will be kept in your Quicken program's password vault.
- The password vault will have its own password, unrelated to all your account passwords.
- A Quicken.com online password. I THINK Quicken wants/needs this to register your program. Go to http://www.quicken.com and sign in. You may need to retrieve your existing account ID and password. You may even be able to download a whole new 2014 installation file.
May neither drought nor rain nor blizzard disturb the joy juice in your gizzard. -- Squire Omar Barker (aka S.O.B.), the Cowboy Poet
Re: Alternatives to Quicken 2016?
I will try that, thanks!
Re: Alternatives to Quicken 2016?
Sorry for resurrecting this, but since i was the original poster, I just wanted to post and let everyone know that Quicken 2016 has worked nearly flawlessly for me, despite a lot of the concerns I had seen online. I had to get online connectivity fixed on two or three of my accounts, but that wasn't a big deal. Thanks for all the replies!
Re: Alternatives to Quicken 2016?
Appreciate the feedback on the results.
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Re: Alternatives to Quicken 2016?
My name is Grasshopper and I am a Quicken user. I bought Q2016 this January knowing, but cautious about having to update from Windows 7 to 10. Well I I I finally updated to W10 and all is well, now if only I could run it on my ChromeBook.
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Re: Alternatives to Quicken 2016?
You will never tried to use Quicken 2016 (first the Starter and then the Deluxe) as much as I have tried over two days. Why? Because My Large Bank made changes at their new web site, and it appeared that it will no longer work on Microsoft Money to get data. And then Quicken tried to get check account data only to have Quicken be too obtuse (duplicate bank transaction details) for even me. Quicken has been acknowledging this huge problem.
But the bank support person sent me a message to tell me how to work on Money. It worked, and Quicken will be sending my purchase price back to me. Quicken knows what it has laid a huge egg. Ugh.
By the way, you can still get Microsoft Money for free, as you probably knew.
https://www.microsoft.com/en-us/downloa ... x?id=20738
But the bank support person sent me a message to tell me how to work on Money. It worked, and Quicken will be sending my purchase price back to me. Quicken knows what it has laid a huge egg. Ugh.
By the way, you can still get Microsoft Money for free, as you probably knew.
https://www.microsoft.com/en-us/downloa ... x?id=20738
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Re: Alternatives to Quicken 2016?
I think this is relate enough not to be hijacking the thread (but Mods please move if it's a problem): are there any Mac Quicken users out there? The reviews all make it sound like a "glorified check register", which is not something I need. I'm looking for a tool to track investments across various accounts, run reports and projections, etc. I'm having a bear of a time figuring out if Quicken for Mac can actually do this.
All my machines are Mac. I could but am not dying to get Crossover to run the (but would be interested in the experiences of any who have).
Edit: sorry, didn't make my ask clear:
(1) Can anyone speak to whether the Mac version can do what the pc version does in terms of investment tracking and analysis?
(2) Can anyone speak to running Quicken PC on a Mac using a software program like crossover or Parallels (I'm not interested in a full Bootcamp-style dual booting setup)?
Thanks!
All my machines are Mac. I could but am not dying to get Crossover to run the (but would be interested in the experiences of any who have).
Edit: sorry, didn't make my ask clear:
(1) Can anyone speak to whether the Mac version can do what the pc version does in terms of investment tracking and analysis?
(2) Can anyone speak to running Quicken PC on a Mac using a software program like crossover or Parallels (I'm not interested in a full Bootcamp-style dual booting setup)?
Thanks!
Pardon typos, I'm probably using my fat thumbs on a tiny phone.
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Re: Alternatives to Quicken 2016?
We got Mac Quicken last December at my insistence and moved from a previous Windows version. My DW who is an accountant and manages our day-to-day finances hated the Mac version. A recent update messed up previous reconciliations. She got mad and recently transferred everything to Quickbooks (which is a story in itself), which she regularly uses for work. She appears to be very happy with the move though she is still adjusting the accounts and the setup.
Obviously, a move to Quickbooks is not for everyone--you need someone well-versed in it to set it up and also you need access to Quickbooks. I am learning to enter transactions etc. leaving the reconciliations and more complex stuff to her.
To the previous poster with the macs, if you already have parallels, I suggest getting Quicken for Windows (I have not used this configuration of course, but it should work).
Obviously, a move to Quickbooks is not for everyone--you need someone well-versed in it to set it up and also you need access to Quickbooks. I am learning to enter transactions etc. leaving the reconciliations and more complex stuff to her.
To the previous poster with the macs, if you already have parallels, I suggest getting Quicken for Windows (I have not used this configuration of course, but it should work).
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Re: Alternatives to Quicken 2016?
Thanks for the feedback. I don't know where I stand in the spectrum of Bogleheads, but I'm primarily interested in using whatever software I have for analyzing my investments rather than tracking expenditures, reconciling cashflows, etc. That may or may not be relevant.Material Guy wrote:We got Mac Quicken last December at my insistence and moved from a previous Windows version.[....]
It definitely seems like it's worth getting access to the Windows version, though. I wonder why they never made it an online program ala Turbo Tax? Seems like that would avoid the entire problem. Oh well.
Pardon typos, I'm probably using my fat thumbs on a tiny phone.
- tuningfork
- Posts: 884
- Joined: Wed Oct 30, 2013 8:30 pm
Re: Alternatives to Quicken 2016?
There used to be a Quicken Online. Intuit created it to compete against Mint. I tried both Mint and Quicken Online for awhile before giving up on both of them. They were both pretty clunky and didn't do all the things the PC version did. Then Intuit bought Mint and got rid of Quicken Online. So Mint is your online version of Quicken.Nearly A Moose wrote:I wonder why they never made it an online program ala Turbo Tax? Seems like that would avoid the entire problem. Oh well.
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Re: Alternatives to Quicken 2016?
I am faced with the same thing (running Quicken on a Chromebook or Android tablet). After looking for viable alternative to Quicken for the features I use, I haven't found any.Grasshopper wrote:My name is Grasshopper and I am a Quicken user. I bought Q2016 this January knowing, but cautious about having to update from Windows 7 to 10. Well I I I finally updated to W10 and all is well, now if only I could run it on my ChromeBook.
Have you tried virtualization for Quicken? I was thinking of trying http://www.cameyo.com/. Basically, you install your software on their server. It runs on their server and you can access it from a web browser. Obviously, since you are dealing with financial data, you have to be confident in the security.
Another thing you can do (and I do use this) is if you have Quicken running on a PC somewhere (like at home), you can remote into that PC and use Quicken using one of the many available remote control software. I use UltraVnc, but there are many options. Microsoft has their own Android version of Remote Desktop to connect to a Windows machine and Chrome has an extension I believe for remoting in.
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Re: Alternatives to Quicken 2016?
Thanks, I have been using Chrome Remote Desktop, sharing my Windows 10 laptop, that sits in my office.michaeljc70 wrote:I am faced with the same thing (running Quicken on a Chromebook or Android tablet). After looking for viable alternative to Quicken for the features I use, I haven't found any.Grasshopper wrote:My name is Grasshopper and I am a Quicken user. I bought Q2016 this January knowing, but cautious about having to update from Windows 7 to 10. Well I I I finally updated to W10 and all is well, now if only I could run it on my ChromeBook.
Have you tried virtualization for Quicken? I was thinking of trying http://www.cameyo.com/. Basically, you install your software on their server. It runs on their server and you can access it from a web browser. Obviously, since you are dealing with financial data, you have to be confident in the security.
Another thing you can do (and I do use this) is if you have Quicken running on a PC somewhere (like at home), you can remote into that PC and use Quicken using one of the many available remote control software. I use UltraVnc, but there are many options. Microsoft has their own Android version of Remote Desktop to connect to a Windows machine and Chrome has an extension I believe for remoting in.
Re: Alternatives to Quicken 2016?
I continue to use MS Money, not for portfolio tracking, but for budget. It works fine with Windows 10. I also have problems as CC companies and others, including Vanguard brokerage upgrade. One of my CC companies no longer provides any download compatible to Money; I enter the several transactions there manually. The Vanguard brokerage upgrade has also complicated downloads. I've got so many years of information in Money I'm more likely to quit tracking my expenditures rather than start a new platform.tmccartney wrote:You will never tried to use Quicken 2016 (first the Starter and then the Deluxe) as much as I have tried over two days. Why? Because My Large Bank made changes at their new web site, and it appeared that it will no longer work on Microsoft Money to get data. And then Quicken tried to get check account data only to have Quicken be too obtuse (duplicate bank transaction details) for even me. Quicken has been acknowledging this huge problem.
But the bank support person sent me a message to tell me how to work on Money. It worked, and Quicken will be sending my purchase price back to me. Quicken knows what it has laid a huge egg. Ugh.
By the way, you can still get Microsoft Money for free, as you probably knew.
https://www.microsoft.com/en-us/downloa ... x?id=20738
Re: Alternatives to Quicken 2016?
I did something remotely (no pun intended) related to this. I have a 22-year love-hate relationship with Quicken that ended badly. One day, it just stopped updating my accounts (Vanguard, credit cards, etc). This was just one more issue that I've had over the years.michaeljc70 wrote:I am faced with the same thing (running Quicken on a Chromebook or Android tablet). After looking for viable alternative to Quicken for the features I use, I haven't found any.Grasshopper wrote:My name is Grasshopper and I am a Quicken user. I bought Q2016 this January knowing, but cautious about having to update from Windows 7 to 10. Well I I I finally updated to W10 and all is well, now if only I could run it on my ChromeBook.
Have you tried virtualization for Quicken? I was thinking of trying http://www.cameyo.com/. Basically, you install your software on their server. It runs on their server and you can access it from a web browser. Obviously, since you are dealing with financial data, you have to be confident in the security.
Another thing you can do (and I do use this) is if you have Quicken running on a PC somewhere (like at home), you can remote into that PC and use Quicken using one of the many available remote control software. I use UltraVnc, but there are many options. Microsoft has their own Android version of Remote Desktop to connect to a Windows machine and Chrome has an extension I believe for remoting in.
So I installed Mac OS X as a VM on my Windows machine using these instructions. VMWare's VMWare Player is free for non-commerical use.
https://techsviewer.com/how-to-install- ... are-on-pc/
I then installed Banktivity on the Mac, and converted my Quicken data over. It took some tweaking. I gave it a month running parallel, and have now decomissioned Quicken. I wrote a Mac shell script to take a snapshot of Banktivity, triggered by a cron @reboot. Then, the folder containing the snapshots is automatically backed up using Mozy, which is free for up to 2 GB. So I have daily snapshots of Banktivity for 90 days.
I was so pleased with how it all works that I backed up the Mac VM, and dumped Windows entirely. I now run Ubuntu linux as a host, and the Mac as a guest.
No more Windows and no more Quicken.
I have a fairly high end PC, so it doesn't make sense to switch to a Mac now, but when this 4 year-old PC does die, I will easily do so. I am retired IT, so this undertaking was not too difficult.
Re: Alternatives to Quicken 2016?
2 oct 2016
Thanks all for the alternatives to Quicken.
While thrashing around for an alternative to Windows 10 (as I see others are having to do...), I found Moneydance. For me, it's worth starting fresh : my Quicken file is too large and unwieldy to import. I'm bring over basis info, etc. for calculations, but it's the brokers tax report that establishes the tax basis regardless of what I have recorded.
This Moneydance program is quite similar in appearance and operation, as other have pointed out, but they've neglected noting the 90-day trial period. Nice customer service rep's tip: just start again for another 90 days. Certainly not suggesting trickery here, but I was afraid 90 days just wouldn't let me really test out the program with dollar and euro accounts.
BTW it runs on Windows and my new "real" linux computer (Mint Mate ... so far so good).
BTW in the course of this search, I found that the Quicken file format is legally protected and costs the banks to use! That explains the extra cost for using Quicken downloads at some banks, apparently.
Thanks all for the alternatives to Quicken.
While thrashing around for an alternative to Windows 10 (as I see others are having to do...), I found Moneydance. For me, it's worth starting fresh : my Quicken file is too large and unwieldy to import. I'm bring over basis info, etc. for calculations, but it's the brokers tax report that establishes the tax basis regardless of what I have recorded.
This Moneydance program is quite similar in appearance and operation, as other have pointed out, but they've neglected noting the 90-day trial period. Nice customer service rep's tip: just start again for another 90 days. Certainly not suggesting trickery here, but I was afraid 90 days just wouldn't let me really test out the program with dollar and euro accounts.
BTW it runs on Windows and my new "real" linux computer (Mint Mate ... so far so good).
BTW in the course of this search, I found that the Quicken file format is legally protected and costs the banks to use! That explains the extra cost for using Quicken downloads at some banks, apparently.
- Uncle Pennybags
- Posts: 1835
- Joined: Tue Oct 28, 2014 2:05 am
Re: Alternatives to Quicken 2016?
I'm totally disgusted with Quicken, it has jumped the shark. It is now only good for balancing a check book as it can't handle anything more complicated without massive errors. I'm may have to learn Excel.
Re: Alternatives to Quicken 2016?
Uncle Pennybags wrote:I'm totally disgusted with Quicken, it has jumped the shark. It is now only good for balancing a check book as it can't handle anything more complicated without massive errors. I'm may have to learn Excel.
2017 Deluxe working fine here,
Tracking everything and I mean everything financially related.
Improved since Intuit sold the business.
"One does not accumulate but eliminate. It is not daily increase but daily decrease. The height of cultivation always runs to simplicity" –Bruce Lee
- Uncle Pennybags
- Posts: 1835
- Joined: Tue Oct 28, 2014 2:05 am
Re: Alternatives to Quicken 2016?
Good for you. I switched to a broker account at Vanguard and Quicken is now = totally unusable for the Vanguard account. You are lucky or only do check book balancing. Quicken is doomed.Toons wrote:Uncle Pennybags wrote:I'm totally disgusted with Quicken, it has jumped the shark. It is now only good for balancing a check book as it can't handle anything more complicated without massive errors. I'm may have to learn Excel.
2017 Deluxe working fine here,
Tracking everything and I mean everything financially related.
Improved since Intuit sold the business.
Re: Alternatives to Quicken 2016?
Works fine with my Vanguard brokerage account.Uncle Pennybags wrote:Good for you. I switched to a broker account at Vanguard and Quicken is now = totally unusable for the Vanguard account. You are lucky or only do check book balancing. Quicken is doomed.Toons wrote:Uncle Pennybags wrote:I'm totally disgusted with Quicken, it has jumped the shark. It is now only good for balancing a check book as it can't handle anything more complicated without massive errors. I'm may have to learn Excel.
2017 Deluxe working fine here,
Tracking everything and I mean everything financially related.
Improved since Intuit sold the business.
- Uncle Pennybags
- Posts: 1835
- Joined: Tue Oct 28, 2014 2:05 am
Re: Alternatives to Quicken 2016?
You didn't transfer from a regular Vanguard account did you? So yours working it totally irrelevant to Quicken's incompetent programing. It's hung up on the slush fund and won't even let me manually fix it. Turbo Tax flawlessly downloads and fills in tax forms from Vanguard. Quicken is now only good at hustling usurious loans form the great unwashed.sketchy9 wrote:Works fine with my Vanguard brokerage account.Uncle Pennybags wrote:Good for you. I switched to a broker account at Vanguard and Quicken is now = totally unusable for the Vanguard account. You are lucky or only do check book balancing. Quicken is doomed.Toons wrote:Uncle Pennybags wrote:I'm totally disgusted with Quicken, it has jumped the shark. It is now only good for balancing a check book as it can't handle anything more complicated without massive errors. I'm may have to learn Excel.
2017 Deluxe working fine here,
Tracking everything and I mean everything financially related.
Improved since Intuit sold the business.