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Quicken Personal Finances 2007 for Mac [OLD VERSION]

Platform : Mac OS X
2.4 out of 5 stars 248 customer reviews

Available from these sellers.
  • 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
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Product Details

  • Product Dimensions: 7.5 x 5.4 x 1.5 inches
  • Shipping Weight: 3.2 ounces
  • Domestic Shipping: Item can be shipped within U.S.
  • International Shipping: This item is not eligible for international shipping. Learn More
  • ASIN: B000GI0HR2
  • Item model number: 298339
  • Date first available at Amazon.com: May 4, 2007
  • Average Customer Review: 2.4 out of 5 stars 248 customer reviews
  • Amazon Best Sellers Rank: #3,410 in Software (See Top 100 in Software)
  • Product Warranty: For warranty information about this product, please click here

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Customer Questions & Answers

Customer Reviews

Top Customer Reviews

By N. W. Clayton on December 9, 2006
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.
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Yes, like many others when I first bought this version of Quicken I had just crossed over from windows to mac. I had some difficulty adjusting to the different interface, and a few quirks when transferring my account data over, but now that I've been using it exclusively for about 5 months it is just great. If you're switching from PC to Mac, just think of this as a different product and don't expect the exact same features. I find this one actually easier now that I've used it. I was just used to where everything was in the windows world since I had been using that for so long.

Here are the things that I think can be improved on the Mac version:

+ there's no way to sort the account register by amount. You can only sort by date and the check number field. I like to sort by amount sometimes so I can find a specific dollar amount (minor irritation)

+ the reporting feature is a bit cumbersome. If you're like me, you'll want to just click the buttons and get your report created without having to read the documentation. I managed to get what I needed without the help screens, but it was still a bit of work. Thinking back, I had this same problem with the Windows version, so this is not a Mac vs Windows issue - it's an overall Quicken issue.

+ I was really annoyed with the way it connected to my online banking accounts when I first started using this version. I think it can still be improved like the Windows version. With the Windows version, one click from inside Quicken and it's connecting to my bank and downloading the latest transactions for all my accounts. With the Mac version I have to login to my bank then download each account's activity file.
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9 Comments 236 people found this helpful. Was this review helpful to you? Yes No Sending feedback...
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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.
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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.
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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.
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