- #DOES QUICKEN SOFTWARE FOR MAC EXPORT TO TURBOTAX FOR MAC INSTALL#
- #DOES QUICKEN SOFTWARE FOR MAC EXPORT TO TURBOTAX FOR MAC UPGRADE#
- #DOES QUICKEN SOFTWARE FOR MAC EXPORT TO TURBOTAX FOR MAC WINDOWS#
In July, I wrote in Using Quicken for Mac? Read This Before You Upgrade to Lion about issues that I – along with any Mac user running an older copy of Intuit’s Quicken personal finance software – would be having when upgrading to OS X 10.7 Lion.Moneydance vs. Migrating to Quicken Essentialsīriefly, Lion no longer includes Rosetta, Apple’s software that, in previous versions of OS X, allowed Intel Macs to run software created for earlier PowerPC Macs. Although all Macs have used Intel CPUs since 2006, Intuit coded all Mac versions of Quicken prior to the current Quicken Essentials 2010 for PowerPC.
#DOES QUICKEN SOFTWARE FOR MAC EXPORT TO TURBOTAX FOR MAC WINDOWS#
Moreover, the Quicken File Exchange utility included with the current version of Quicken – used to import data from earlier versions or Windows versions – is also compiled for PowerPC Macs. As a result, Quicken 2005 (which I was running), Quicken 2007, and the Quicken File Exchange utility won’t run on a Mac running Lion. Intuit has not been especially helpful to its Mac user base the company’s advice to users with this problem is to open an account with Intuit’s online financial service. The problem: It doesn’t import existing financial data.
#DOES QUICKEN SOFTWARE FOR MAC EXPORT TO TURBOTAX FOR MAC INSTALL#
Otherwise, Intuit suggests users install Windows on their Mac (perhaps using one of several virtualization programs) and run the Windows version of Quicken.
Intuit does have a Mac product, Quicken Essentials 2010, which will run under Lion – and which will import Quicken 2007 exported data, as long as the data is imported into Quicken Essentials prior to installing Lion (since, as I mentioned above, the Quicken File Exchange utility requires Rosetta, and hence won’t run under Lion). In the July article, I walked users through the process I went through of exporting and importing my Quicken data – something that I did prior to upgrading to Lion. Disenchanted with Quicken EssentialsĪlthough I was able to successfully import my financial data into Quicken Essentials, I quickly became disenchanted with the program. My needs in financial software are fairly basic. I need something that lets me enter expenses and income, keeping a balance, and assigning each item into a category. Quicken Essential does this fine.īut I also need to be able to create a report for each year, showing my expenses and income by category, and totaling each category. This is helpful when filing my income tax return.Īnd unlike the 2005 version of Quicken I was previously using, Quicken Essentials 2010 doesn’t let me do that. It has a menu item labeled Export Tax Report – but that creates a report that can be used only by Intuit’s companion TurboTax software, and only in the US. I could, I discovered, display just the current year’s transactions, then export to CSV (Comma Separated Values) format, a standard text file format that can be imported into a spreadsheet like Microsoft Excel. In Excel, I could sort the data by category, then manually total up each category, and eventually end up with something approximating the reports that I could quickly create in the earlier version. Prior to using Quicken 2005, I was a running the 3.0 version of Microsoft Money, a piece of Windows software so old that it shipped on a single floppy diskette.) (It’s not like this is a particularly advanced requirement.
Luckily, Quicken Essentials 2010 ($50) is not the only option for Lion users.
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