Originally Posted by webraider
Have you tried Quicken 2007 for the Mac? It can do a lot of custom reports. It can also open your windows files. Also, if the only program you are running on the PC side of your mac is Quicken, then you should think about running it in CodeWeaver's "Crossover for Mac'. This let's you run Windows programs on your mac without installing Windows or partitioning. It will put the PC Quicken icon in your Dock and you launch it just like any other Mac app.
In the past, I used Microsoft Money exclusively. The last version of MS Money I used was MS Money 2003. In early 2006, I was notified by Microsoft that my MS Money 2003 would expire in April of 2006, I decided to go ahead and migrate to Quicken. I bought Quicken 2006, and spent a few days in complete agony. I hated that application. Microsoft Money's interface was so much better. I just could not believe how aggrevating Quicken's interface was. However, one thing that MS Money was lacking was the stability of the database. My MS Money data file crashed quite often, and the only thing that Microsoft knew was to "start from scratch" approach. Continuing to use MS Money was pure insanity. So, kicking and screaming, I pushed through the initial shock that I had from Quicken and learned how to do everything I needeed in Quicken. One thing that really Quicken does well is is the stability of the database. I have not lost my data file one time since 2006; neither did it get corrupted once. If I have reconciled my transactions, they stay reconciled forever, which was not the case in MS Money, where one day your accounts do not reconcile anymore, and you find out that they are out of sync several years back. How did THAT happen? Well, the data file got corrupted!
My Quicken 2006 expired in 2009, so I had to upgrade to Quicken 2008 (since everyone hated Quicken 2009). The upgrade was almost painless, and Quicken 2008 looked almost identical to Quicken 2006. The interface was still extremely confusing. There were several places (all looking different from one another) where you could do exactly the same task. However, Quicken 2008 still had a very solid database, and the data file contunued to stay in good shape.
I am concerned that Intuit is going to retire Quicken 2007 for Mac soon like they do with Windows software. Even if Intuit decides to keep Quicken 2007 afloat, banks are going to stop supporting Quicken 2007 for Direct Connect. Without Direct Connect, the financial software is useless as far as I am concerned. Every so often Quicken releases a new version of the server software, which runs on banks' servers. Newer versions of their server software do not support formats used by older Quicken client software. In order for banks to support Direct Connect with different versions of Quicken, they must run different versions of Quicken server concurrently. Quicken charges banks a hefty fee for each instance and each version of the server software. So, banks tend to discontinue support of older versions of Quicken for Direct Connect to reduce the fees they have to pay Quicken. Therefore, even if Quicken decides not to "end-of-life" Quicken 2007 for Mac, banks may start dropping support for Quicken 2007 as soon as Quicken releases a newer version of server that does not support Quicken 2007. It seems that on average, people are forced to upgrade Quicken every 3 years. So, Quicken 2007 may be coming up for the "end-of-life" either by Quicken or by banks this year or next year.
I have heard of "Crossover" before, but it seems that they only support Quicken 2007 for Windows to run on the Mac. I am currently using Quicken 2008. Even with Quicken 2007, the support is experimental (with the stability of Quicken 2007 support not given the highest rate like other software that Crossover supports). So, entrusting my finances to something as experimental as Crossover does not seem to be a prudent solution to me.