![]() ![]() And the reason I’m not ready is that at least one application I consider mission critical - Quicken for Mac 2007 - will cease to function after I install Lion. The second and far more significant reason is that I’m not ready to upgrade my main Mac. Sadly, I never found anything that came close to meeting my needs.įast-forward 14 years and Intuit/Quicken was still a thorn in my side, as I ranted in an August, 2011 column: And trust me, since I had to import 10 or more years of financial data into each program for testing, I’d have been delighted to never open Quicken again. ![]() I know…but I tried at least a dozen programs over the years, and I didn’t find a single one that worked for me. * The complete column appears at the end of this one…īelieve it or not, I’ve been looking for a personal finance solution for the Mac since then. Like Howard Beale, the mad prophet of the airwaves in the movie Network, I'm mad as hell and I'm not going to take it anymore. And you can bet that I won't shop and apply for mortgage and life insurance online at either. Furthermore, I will never visit their Web site, nor will I take advantage of their "extended personal finance capabilities" at. I won't use MacInTax, even if they don't kill it next year. As soon as I find a replacement, I'm throwing out my copy of Quicken. I don't know about you, but I'm done with Intuit. Way back in May of 1998, when Apple was at the depths of the death knell era, Intuit abruptly discontinued Quicken for the Macintosh. Intuit, as you probably know, has no love for Mac users. To fix this, simply identify the orphaned transfers and delete the duplicates.I love managing my finances on my Mac, but I have never liked depending upon Intuit or its Quicken for Mac products. And the deposit similarly gets logged twice in Account B, causing that account's balance to be $1,000 more than it should be. As a result, the withdrawal gets logged twice in Account A, causing the account's balance to be $1,000 less than it should be. At the same time, it creates a transaction for the deposit that it found in Account B and a new match for the withdrawal from Account A. If Quicken can't identify that the transaction for the withdrawal from Account A is the match for the transaction for the deposit in Account B, then it creates one transaction for the withdrawal it found in Account A, and it creates a new match for the deposit in Account B. This can result in duplicate records.įor example, suppose you made a $1,000 transfer from Account A to Account B. If it can't identify the match, it logs each side of the transfer individually and then creates new matching transactions to complete the transfer. When Quicken imports your data, it tries to identify both sides of the transfer. When you transfer funds from one account to another in Quicken, two transactions are created: one in the account the money came from and one in the account the money went to. Check the log for any potential errors, especially ones that say Quicken couldn't import certain data. ![]() But the log also lists any problems the program encountered during the import. Most of the log entries consist of perfunctory information that you can ignore. (In Quicken, choose Help > Show Logs in Finder and look for the Import logs). When you import your data, Quicken creates a log of all the tasks it performs during the import process. There is only an individual account selected, and not a combined account view such as All Transactions, Cash & Credit, Credit Cards, etc. The Transactions view of the register must be selected, not the Spending, Income or Portfolio views. Clear or reset the filters and Search fields. No filters are selected and the Search field is blank. To sort by date, click on the Date column header. ![]() The account register must be sorted by Date (ascending or descending). The account balance will only display correctly if the following conditions are met: ![]()
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