#Quicken essentials for mac import csv install#
#Quicken essentials for mac import csv upgrade#
#Quicken essentials for mac import csv software#
#Quicken essentials for mac import csv trial#

One oddity: With the same old Quicken data imported into both Quicken Essentials and iBank, the two applications show different totals вЂ“ a difference of about $20. ThereвЂ™s even an iBank Mobile iOS app ($5) that syncs with the Mac version over WiFi.

#Quicken essentials for mac import csv install#

IBank imports Quicken export files and runs in Lion, but be sure to export before you install Lion. I was able to import the same data file that IвЂ™d previously used with Quicken Essentials. And,unlike Quicken Essentials, it can do so while running on Lion. While I donвЂ™t need most of those features, it also allows report creation вЂ“ from simple reports (like I need) on up.ДЄnd it imports Quicken QIF exported data files.

#Quicken essentials for mac import csv trial#

This $60 program (also available through the Mac App Store, free trial version available from company website) is far more capable than Quicken Essentials like older versions of Quicken (and current Windows Quicken versions), it does far more than I need, promising the ability to manage a variety of account types, track loan interest and payment schedules, manage multiple accounts, download transactions directly from many financial institutions, track investments, and much, much more. Luckily, Quicken Essentials 2010 ($50) is not the only option for Lion users.

#Quicken essentials for mac import csv software#

Prior to using Quicken 2005, I was a running the 3.0 version of Microsoft Money, a piece of Windows software so old that it shipped on a single floppy diskette.) (ItвЂ™s not like this is a particularly advanced requirement. In Excel, I could sort the data by category, then manually total up each category, and eventually end up with something approximating the reports that I could quickly create in the earlier version. I could, I discovered, display just the current yearвЂ™s transactions, then export to CSV (Comma Separated Values) format, a standard text file format that can be imported into a spreadsheet like Microsoft Excel. It has a menu item labeled Export Tax Report вЂ“ but that creates a report that can be used only by IntuitвЂ™s companion TurboTax software, and only in the US. This is helpful when filing my income tax return.ДЄnd unlike the 2005 version of Quicken I was previously using, Quicken Essentials 2010 doesnвЂ™t let me do that.

Quicken Essential does this fine.Д«ut I also need to be able to create a report for each year, showing my expenses and income by category, and totaling each category. I need something that lets me enter expenses and income, keeping a balance, and assigning each item into a category. My needs in financial software are fairly basic. Disenchanted with Quicken EssentialsДЄlthough I was able to successfully import my financial data into Quicken Essentials, I quickly became disenchanted with the program. In the July article, I walked users through the process I went through of exporting and importing my Quicken data вЂ“ something that I did prior to upgrading to Lion. Intuit does have a Mac product, Quicken Essentials 2010, which will run under Lion вЂ“ and which will import Quicken 2007 exported data, as long as the data is imported into Quicken Essentials prior to installing Lion (since, as I mentioned above, the Quicken File Exchange utility requires Rosetta, and hence wonвЂ™t run under Lion). Otherwise, Intuit suggests users install Windows on their Mac (perhaps using one of several virtualization programs) and run the Windows version of Quicken.

The problem: It doesnвЂ™t import existing financial data. Intuit has not been especially helpful to its Mac user base the companyвЂ™s advice to users with this problem is to open an account with IntuitвЂ™s online financial service. As a result, Quicken 2005 (which I was running), Quicken 2007, and the Quicken File Exchange utility wonвЂ™t run on a Mac running Lion. Moreover, the Quicken File Exchange utility included with the current version of Quicken вЂ“ used to import data from earlier versions or Windows versions вЂ“ is also compiled for PowerPC Macs. Although all Macs have used Intel CPUs since 2006, Intuit coded all Mac versions of Quicken prior to the current Quicken Essentials 2010 for PowerPC. Migrating to Quicken EssentialsД«riefly, Lion no longer includes Rosetta, AppleвЂ™s software that, in previous versions of OSВ X, allowed Intel Macs to run software created for earlier PowerPC Macs.

#Quicken essentials for mac import csv upgrade#

In July, I wrote in Using Quicken for Mac? Read This Before You Upgrade to Lion about issues that I вЂ“ along with any Mac user running an older copy of IntuitвЂ™s Quicken personal finance software вЂ“ would be having when upgrading to OS X 10.7 Lion.