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I have used Quicken for Mac for 16 years, and am concerned with having to use Quicken Essentials if I buy a new Mac. What is missing from it. I don't download banking data, write checks or follow investments. What reports are not there?

I have 16 years of my financial life stored and use it almost daily. But I use it basically as a giant check book recording all transactions in several checking accounts and multiple credit cards.  I have seen references in Quicken promotional materials that most customers will be happy with Essentials unless there is a missing report of importance but nowhere can I find a list of what's missing.
  • You could purchase it now and see if it does what you need.  You can run it in parallel with your current version of Quicken.  If you like it, keep it, otherwise return it within the 60 day return window and you haven't lost anything but your time.
    http://quicken.intuit.com/support/help/refund/terms-and-conditions-for-exchanging--returning-or-refunding-quicken-products/GEN83258.html
    Shop around, generally you can get a better price then Intuit's MSRP.  Amazon seems to always be cheaper and you can do it with a download.  Also, in the end after it has been updated to the latest software patch release, ALL versions of Quicken Essentials are the same, so don't get hoodwinked by "2010" vs "2011" versions, it is a reference to when it was "boxed".

    hth
  • I'm sorry, but this data is too important to me to mess around with unless I KNOW it will work.  Why can't Intuit list the reports not available on Essentials?
  • Differences between Quicken Mac 2007 and Quicken Essentials
    http://quicken.intuit.com/support/help/features-and-tools/compare-quicken-mac-2007-and-essentials-for-mac/GEN82867.html


    QE does not support Bill Pay.  QE can't amortize loans.  QE doesn't have a Forecast Option.  There is no reconciliation report in QE.

    Quicken Essentials for Mac allows you to track the overall value of your investment accounts and the value of your specific holdings. It will not, however, track investment buys and sells, nor will it provide some advanced investments performance reports.

    QE does not have business features.  See this thread for info……..
    https://qlc.intuit.com/post/show_full/bvr13S1dOr4krIacfAYHXM/missing-business-features-2007-vs-qem?ppid=143952830
  • JohnP285:
    "I'm sorry, but this data is too important to me to mess around with unless I KNOW it will work."
    If you'll re-read my comment, I suggested " run it in parallel with your current version of Quicken ".
    I never said to jump in with both feet and burn your bridges.  Doing as I suggested, does NOT affect your current data's integrity in any way.
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QE is very clumsy, and slow compared to quicken deluxe. information is very limited.
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    QE is very clumsy, and slow compared to quicken deluxe. information is very limited.
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      This is an old post that moneytracker added on to.  But here is some updated information for you all.

      There is now a Quicken 2007 for Mac that works on Lion.  You can buy it here….
      http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp

      Switching to Quicken Mac 2007 for Lion….
      http://quicken.intuit.com/support/help/upgrading-and-conversion/quicken-mac-2007-os-x-lion-compatible/GEN84015.html
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