[ggcsquicksig] Re: Quicken Essentials for the Mac
- From: Marilyn Jacobs <jacobsmar@xxxxxxxxxxx>
- To: "ggcsquicksig@xxxxxxxxxxxxx" <ggcsquicksig@xxxxxxxxxxxxx>
- Date: Wed, 20 Feb 2013 19:59:49 -0800
I agree. And we cannot print a reconciliation. I was ready to buy a PC just for
Quicken. If a new program that will allow me to import credit card statements
comes out, ( Essentials does) I will gladly switch.
I can't figure why they would lessen rather than improve their program.
Sent from my iPad
On Feb 20, 2013, at 1:54 PM, bcbloch@xxxxxxxx wrote:
> I've read a lot of complaints about the "new" Quicken program for the
> Mac, called ESSENTIALS. A lot of former Quicken users are staying with
> their old Quicken 2007 for the Mac because it's a lot better.
>
> Yesterday I spend a couple of hours with a lady who converted from Q for
> Windows to Essentials when she switched to a Mac. She loves her Mac, but
> was going bonkers with Essentials. I found the "Quick Start Manual" for
> Essentials on the Quicken site (there are NO books for Essentials) and
> read through it before I went to her place in the City.
>
> Everything they say is true! Essentials does not memorize payees, so
> when she downloads transactions from her bank, she has to change some of
> the data every month. Apparently the only way you can work around this
> is to Schedule a transaction, and then it will go in with the desired
> information. This doesn't help with purchases with splits or one that
> happen occasionally but repeatedly, and can't be scheduled.
>
> In addition, they "Improved" things by having downloads automatically go
> into the register...no option to let it stay below the register line and
> be accepted one by one. Quick Start guide says if there are duplicates,
> you just "drag one over the other" to merge. Wonder which set of
> details, such as payee, amount, category, gets kept with the result of
> the drag.
>
> I also couldn't find any way to change the name of an account... she had
> misnamed a couple of accounts when she converted her Windows data.
>
> Reports are very limited, and I couldn't find any directions for changing
> the name of a report before you save it...you apparently have to do so
> after it's saved.
>
> I wish someone with a Mac would investigate iBank 4 and come show it to
> us. It looks very much like Quicken for Windows and will convert your
> data from any form of Quicken...reviews say the Tech Support is good,
> too.
>
> If there is enough interest, I guess we could download the free 30 day
> trial to the Mac in the classroom and take a look at it.
>
> Maybe Jim Oser would like to help us with this????
>
> Babette
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