![]() Finance and budgeting software was updated to version 4.4 this week, adding a handful of useful new features ranging from auto backup to improvements to summary reports. With Auto-Backup, Quicken will back up five files at a time to a user-set location whenever someone logs out of the app, preventing data from being accidentally lost. A new Transaction Sidebar indicator has been added, which highlights all accounts that have new transactions when connected accounts are refreshed. Comparison and summary reports can be exported or copied to a spreadsheet for printing or data analysis, and there's a new Total column in the summary report. ![]() New report comparison customization options make it easier to compare the current period with previous periods on a quarterly or monthly basis. First released in October, Quicken 2017 features a new interface, a range of custom report options, and Quicken Bill Pay for paying for bills directly within the app. Quicken for Mac 2017 can be or for $74.99. I stayed on Quicken for Windows for years, running Parallels. I decided to become a beta tester for Quicken 2016 for Mac and really started liking the new product (strictly volunteering my time - there's no compensation for beta testing, although I did 'win' a copy of 2016). I can tell you, the (formerly) Intuit Mac team was VERY committed to the product and I started using 2016 Mac as my only version of Quicken. I've no regrets making the switch. Quicken 2017 for Mac is even better and I gladly paid for the upgrade. It may not be for everyone, but they do have a decent return policy that I've used after purchasing a previous version years back. It's not as bad as you might think. I was able to export as a QIF out of Banktivity, then import that into Quicken. The export and import took minutes to complete. Apple OS X Mail keeps your email files in.mbox folders that you can find and open in Finder. You may never need to open those files, but it is good to know where Mac OS X Mail stores your emails in case you want to copy your mailboxes to a different computer or back them up. I then chose to clean up the categories (and switch them over to Quicken's default categories), but that's optional. That's the only part that took quite a while, but that's also because the person that I was helping was lousy at categorizing stuff (and iBank/Banktivity didn't help in the least. It screwed up payee names and assigned stupid categories all over the place.) I couldn't agree more. I tried Banktivity for 1.5 years. It just never worked right. I spent more time fighting it than using it, and their customer service was. Well, lets just say they just were not a viable option. I switched to Quicken 17 a few months back -- it took all of 10 minutes to x-fer all info -- and it has been one of the best decisions. It is SOOOO much better to the point that I'm embarrassed I didn't do this sooner. I too, decided to clean up all the weird categories Banktivity generated (as previous poster noted, this is optional. For the 'clean data' freaks out there like me). Took some time, but now all my reports and data from Quicken is clean, concise, and accurate. I can account for every penny that moves anywhere. Been a loyal ibank 'banktivity' user for years. Personally, I don't think you can beat it. Plus, it's a giant pain to switch. It's not as bad as you might think. I was able to export as a QIF out of Banktivity, then import that into Quicken. The export and import took minutes to complete. I then chose to clean up the categories (and switch them over to Quicken's default categories), but that's optional. That's the only part that took quite a while, but that's also because the person that I was helping was lousy at categorizing stuff (and iBank/Banktivity didn't help in the least. It screwed up payee names and assigned stupid categories all over the place.). • QDF (primary file) • QEL • QPH • IDX Quicken 2004 • QDF (primary file) • QSD • QEL • QPH • IDX Quicken 2001, 2002, and 2003 • QDF (primary file) • QSD • QEL • QPH Quicken 98, 99, and 2000 • QDF (primary file) • QSD • QEL Quicken Win 5 and 6 • QDB (primary file) • QSD • QEL • QMD Quicken Win 3 and 4 (DOS 6-8) • QDT (primary file) • QMT • QST • QDI • QNX Quicken Win 1 and 2 (DOS 3-5) • QDT (primary file) • QMT • QDI • QNX Quicken DOS 2* • QCH • QIX • QML *There is one of each of these files for each account in the data set (for example, Checking.QCH, Savings.QCH, Checking.QIX, and so on). Quicken DOS 1* • CHECKREG.DAT • PICTURE.DAT • ADDRESS.DAT *Quicken DOS 1 creates a subdirectory for each account containing these three files (for example, C: Quicken Checking CHECKREG.DAT). Add-ons • Quicken Home Inventory: Qhi.idb • Address Book (in QDF after Quicken 99): ABD • QuickPay Windows 3.0 (unsupported): QPD • Quicken Financial Planner (unsupported): QFP • Quicken Rental Property Manager v2 (unsupported): QRP Additional Folders • Attach: For transaction attachments associated with a Quicken file. • Validate: For holding the Data_Log.txt file (results of the Validate) and pre-validation temporary copies of the Quicken file. • Backup: For holding automatic backups created by Quicken, and (if desired) by the Quicken user.
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