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Quicken Personal Finances 2007 for Mac

Quicken Personal Finances 2007 for Mac
From: Intuit, Inc.

List Price: $69.95
Buy New: $33.99
You Save: $35.96 (51%)



New (34) Used (5) from $33.99

Rating: 2.0 out of 5 stars 122 reviews
Sales Rank: 59

Format: Cd-rom
Platform: Mac Os X
ESRB: Mature
Media: CD-ROM
Autographed: No
Memorabilia: No
Operating System: Mac OS X
Shipping Weight (lbs): 1
Dimensions (in): 7.6 x 5.3 x 1.4

MPN: 298337
Model: 298339
UPC: 028287013902
EAN: 0028287013902
ASIN: B000GI0HR2

Release Date: August 13, 2006
Availability: Usually ships in 1-2 business days

Features:
  • No rebate needed - not eligible for Intuit mail in rebates.
  • Schedule bills payments in iCal; never miss another bill due date again
  • Easily track and analyze the performance of your stocks, bonds, mutual funds, IRA's and 401(k)'s
  • Use iPhoto to create visual portfolio of your valuables; ideal for insurance applications and claims
  • Keeps all your tax documents in one place; connect to your online accounts in minutes

Accessories:

  • Computrace Lojack for Laptops - 1 Year License (Mac)
  • Apple Mac OS X Version 10.5.1 Leopard
  • Apple Mac OS X Tiger 10.4.6 (Mac DVD) [OLD VERSION]
  • Apple Mac OS X Version 10.5.1 Leopard [5-User Family Pack]

Similar Items:

  • Microsoft Office 2008 for Mac Home & Student Edition
  • QuickBooks Pro 2007 for Mac (Mac)
  • Mac OS X Leopard: The Missing Manual
  • TurboTax Federal Deluxe Deduction Maximizer 2006 Win/Mac [OLDER VERSION]
  • Apple iWork '08

Editorial Reviews:

Product Description
Quicken 2007 lets you track all your financial information and make the right spending decisions. You'll have all you need to know about your financial status right at your fingertips, and make informed choices in minutes. Quicken Basic works just like your checkbook, so it's easy to get started. You'll be able to see your complete financial picture in minutes!

Amazon.com
If you're a Mac user, Quicken 2007 for Mac is exactly what you want to manage all of your finances. With Quicken for Mac, you can track, save and invest with the ultimate personal financial management software created for the Macintosh platform. Quicken for Mac now delivers all the most important features and benefits of Quicken Deluxe 2007 for Windows -- along with exciting Mac exclusives that leverage the full power of the Macintosh operating system.

Get help choosing which version of Quicken 2007 is right for you.

View a chart of Quicken 2007 for Mac's top features.



Track your expenses in minute detail so you can manage your budget more effectively. View larger.


Quicken 2007 for Mac helps you easily track and analyze the performance of your stocks, bonds, mutual funds, IRA's and 401(k)'s View larger.


Use OSX's iPhoto to create a visual record of your home inventory. View larger.
The Ultimate Financial Management Tool
Quicken for Mac 2006 is the comprehensive personal finance software for the Mac platform. It's been designed for -- and by -- Mac users, and lets you track all of your expenses and manage your cash. By keeping track of your income and expenses with a Mac-exclusive iCal feature, you can easily manage your household cash flow and avoid unpleasant surprises. Visualizing exactly where you money is going will help you to more easily manage your spending.

Quicken can also help you pay bills, balance your accounts and reconcile bank statements more easily than ever. An improved access to all of your accounts from one place and with just one password, along with improved compatibility with more than 4,000 participating financial institutions, means that you'll have all the information you need about your balances at your fingertips at all times. And when April 15 comes around, the software will help you to organize your tax information so you can easily find the tax deductions you deserve. This makes tax time much less stressful.

If you need to track your investments, Quicken 2007 for Mac is designed to help by letting you easily track and analyze the performance of your stocks, bonds, mutual funds, IRA's and 401(k)'s. By putting all of your investment accounts at the tip of your fingers, you can quickly compare your portfolio to market averages so you can see how you're doing. With the software's powerful investment management tools, you can define your goals and conduct your own research. Quicken Premier also sends you investment alerts. You can get the latest news on your favorite stocks and funds so you can make informed and timely decisions. Intelligent and tax-smart investing insights alert you to more tax-efficient investments, opportunities to offset capital gains or losses or when other taxable events occur.

Mac-Exclusive Features
While Quicken 2007 for Mac gives you all of the robust financial management features of the Quicken programs for Windows, it has the added advantage of offering features that you can only find on a Mac. For instance, you can use Mac's iPhoto to create a visual record of your home inventory. Using pictures of your home inventory from your iPhoto library is a unique and terrific way for expediting insurance claims and maintaining a visual track of your assets. Simply take digital shots of your rooms, furniture and valuables, then add them to your Home Inventory records within seconds. Quicken 2007 for Mac makes it unbelievably easy -- and fun! -- to track all your home valuables.


Customer Reviews:   Read 117 more reviews...

1 out of 5 stars Just as buggy as the last version   August 23, 2006
Andrew D. Rodney (Santa Fe, NM United States)
152 out of 160 found this review helpful

I slammed Q2006 pretty hard. You'd think I'd lean and stop upgrading. One hopes old bugs are fixed. NOT. Many of the Q2006 bugs remain and some new ones are here as well.

Accessing On an Intel iMac, using command L or accessing the category list crashes Quicken every time. But the same data file on a PowerPC Powerbook runs fine. Also, changing an existing catagory on the iMac pops a dialog "Unable to Save Memorized Transaction" (again, not on the Powerbook). When attempting to rebuild the file (option/command B), I get the error "Unable to Save Category". If I open an older Quicken file it updates for Q7 and produces the SAME errors. Apparently this is an Intel issue as I can't replicate it on a non Intel machine.

Windows can't seem to recall positions between relaunches (how easy is that?). This product is a mess. I sent the above bug report to Intuit a few minutes ago, lets see if they get back to me with a fix. This company has the WORST beta testers and Q&E on the planet. Bad enough it's not Intel Native but I'm pretty darn sure I found a bug that is only showing up on Intel Macs. Or maybe I'm just unlucky.



3 out of 5 stars As Usual Few Changes Made   August 12, 2006
J. White
134 out of 141 found this review helpful

Bought Quicken 2007 and with the exception of a new widget I don't see any improvements made in this version. When I compare the Quicken 2007 PC version with this I am shocked at just how bad Mac users have been treated. The PC version of 2007 has MANY more features and is far more powerful for the same amount of money.


1 out of 5 stars I upgrade only when I'm forced...   August 31, 2006
Macs R We (Arizona)
77 out of 78 found this review helpful

Another year's worth of eye candy from Intuit, with no substantive changes.

Quicken for the Mac still doesn't know how to handle a brokerage account that lets you write checks off your cash balance (e.g., E*Trade) without forcing you to split the account into two ledgers that you have to relate manually (Quicken for Windows had this feature eight years ago!). My financial institutions (e.g., Fidelity) that used to say "online features not compatible with Quicken for the Mac" still aren't compatible with Quicken for the Mac. And it still refuses to remember where on the screen I left my windows.

Meanwhile, the changes they do make are fluff. I've always been able to schedule bills and payments in Quicken, why would I even want to involve iCal now?

If it weren't for Intuit's practice of arbitrarily discontinuing all online connectivity for old versions of Quicken when they reach a certain age, I'd never upgrade at all. I haven't seen anything actually USEFUL in a Quicken Upgrade in the past five years.



1 out of 5 stars An Extreme Rip-Off   December 9, 2006
N. W. Clayton (Sandy, UT United States)
76 out of 77 found this review helpful

I've used Quicken for Windows since 1994 and have been quite pleased with it. I've updated every few years, and am currently using Quicken 2005 Deluxe for Windows XP on my PC. I have no major complaints about the Windows versions that I've used.

Last year, I bought my first Mac (the last of the G5 iMacs). I fell in love with it and I now use it for everything except finances. My Mac came with a free version of Quicken for Mac, and I assumed that I'd just be able to start it up and have instant access to the Quicken data on my PC over my home network. However, Quicken for Mac would not recognize my Quicken file, nor would it restore the backup files. So I assumed that this was because it was some sort of free stripped-down trial version that had expired, or something like that. I therefore recently purchased the latest and greatest version of Quicken for Mac (2007), assuming that this would do the trick and that I could finally junk my rusty PC.

WRONG.

The full-priced "full-featured" 2007 version of Quicken for Mac wouldn't read my existing Quicken files, either. So I looked in the instructions and found a blurb about converting a Quicken for Mac file to a Quicken for Windows file, but found nothing about converting from Windows to Mac.

I had to search the Quicken website to find a document explaining how to convert a Quicken database from Windows to Mac. It quickly became very clear that if you're a long-time user of Quicken for Windows and you want to convert to Quicken for Mac, you're basically screwed. Unless, that is, you've only been using Quicken for a few simple tasks such as balancing your checkbook. If, like me, you have multiple investment accounts of various types with records going back many years, you might has well forget about converting to Quicken for Mac.

For starters, it turns out that there are a lot accounts and reports that simply won't convert at all, so you'll just have to lose those. For example, Quicken for Windows handles 401(k) accounts (a fairly common type of account). Quicken for Mac does not. So you can kiss your 401(k) data goodbye. Same with Accounts Receivable and Accounts Payable (fairly common things for those of us with home businesses). Same with Memorized Reports, Security Price Histories, etc.

If you decide that you can live without such things, you can proceed with the adventure of converting your Windows data to Mac data. Note that no conversion utility exists, so you have to do an enormous amount of hand-editing of the database.

The conversion process requires that you go through all transaction categories supported by the Windows version and look for those with names longer than 15 characters. The instructions don't make it clear whether a blank space counts as a character, but I assume it does. You're supposed to rename these categories to bring them within the 15 character limit. Quicken 2005 for Windows has at least one such category that cannot be renamed (Quicken simply won't let you do it). The others can be renamed, however.

Then you have to rename any accounts that are longer than 15 characters.

Then you have to edit your securities list to make sure every ticker symbol is all-caps.

Then, if you have a mutual fund account that contains any RtrnCapX transactions, you have to change that mutual fund account to a regular investment account.

OK, now you've done all that. The next step is to go through all your accounts one at a time, look at each transaction, and manually change the categories for certain transactions. There are 7 transaction types that exist in the Windows version but not in the Mac version. For example, MargInt (margin interest expense) does not exist in the Mac version, so you have to find every single margin interest event in your records and manually change it to a miscellaneous expense, with a note in the comment field that it's for margin interest. Then you have to do similar conversions for the six other transaction types that aren't supported. For example, every MiscIncX transaction has to be manually changed to a combination of a MiscInc and an XIn. If you have multiple accounts containing more than a decade's worth of transactions (as I do), this becomes a formidable task.

There's more to do after this, but this was the point at which I threw up my hands and decided that it's just not worth it. I'd have to hand-edit hundreds of transactions in my Quicken database and hope that I got them all right. Then I'd have to live with a version of Quicken that lacks many of the features to which I've become accustomed over the years.

Quicken offers an option where you can send them your file and have them convert it for you, but they won't convert the non-supported transactions to supported ones. So, for example, you'd simply lose all records of your margin interest expense. They claim, however, that they'll arrange things so that the correct balance is preserved in each account even though all those transactions will be missing. How nice. And if you want to use their conversion services, you have to go through a lot of rigamarole just to get them to do it.

So, I'm stuck with a useless piece of software that I downloaded from Intuit's online store for $60.

Looks like I'll have to keep my PC running until I get an Intel Mac that will allow me to use Bootcamp. Also, rumor has it that the Leopard version of OS X, when running on an Intel Mac, will allow you to run Windows XP applications directly under OS X (without rebooting and without emulation), but this is still just a rumor.

This experience has left me with a very low opinion of Intuit.



1 out of 5 stars Not worth it.   August 18, 2006
Tsaxman
50 out of 55 found this review helpful

Once again, Intuit is asking Mac users to pay MORE for less. Quicken 2007 has fewer features than the Windows version, a much less sophistacted interface, gives the user far less information. All this for a much higher price tag. Other software companies give you comparable versions at the same price. Hopefully somebody will develop competitive financial software that will give Intuit a run for its $$$.


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