1) You need a PowerPC copy of either Quicken 2006 or Quicken 2007. If you do not already have one, you can download a full version of Quicken 2006 PPC from the Intuit website: -2006-manual-updates--mac -/GEN82200.html
Why "order" the old Quicken 2007, when you can download the old Quicken 2006 for free from Intuit (at the link I noted previously) or get the old Quicken 2007 by asking Ferd for a copy on this blog: -to-convert-an-older-quicken-data-file-to- use-on-mac-os-10-7-lion/ ?
The 401(k) management capabilities highlight the changes introduced in Quicken Mac 2007. Intuit added the features in response to a survey of Quicken customers which found that 56 percent felt they were not prepared at all for retirement. The new features let Quicken users download and track 401(k) accounts and investments, including share holdings and daily prices, as well as other data. The software also promises to let users monitor returns and move funds among assorted investment options from within the Quicken interface.
On the investment side, I had issues with two stocks that had had stock splits. Because I wasn't downloading investment data in Quicken 2007, I had manually entered the splits using Quicken's split tool. Banktivity didn't handle this correctly, so our balances were way off in those two accounts.
You are so right about that being a desperate move, to Windows. Yuck. But what leads me to look for other options now is that I can't get my new Discover card to download transactions, getting the dreaded OL-226 error. The Discover rep said downloads don't work with a Quicken over 3 years old. Also, my Schwab stopped downloading a couple of years ago but I like Quicken so much that I've been doing that manually. I need for those to download. And, there's no longer any support, even chat forums, for Quicken Mac 2007. Nail after nail in that coffin, sadly. :-(
I can download Discover .qfx to Q2007. I just have to shorten the file name. I also have to download a .ofx and change it to .qfx and shorten the name on a CitiBank download. Not fast but as long as I can keep Q2007 I'm happy.
Thank you for the review. You said you used Quicken 2007 to download transactions, the new Quicken won't do that without a subscription, yet you don't need a subscription to keep using Quicken. It's a deal breaker for me if I have to manually enter about 100 transactions per month or if the price ends up increasing about 500% ($40 once in 2009 vs $40/year going forward) for the new product. How do you use the download functionality without a subscription? Thanks again.
Still using 2007 for Mac with El Capitain. Get bank downloads online, stock quotes (portfolio since the early 1990's) and reluctant to change since all works fine. Reports, as some mention, provide data for tax returns. No desire to upgrade.
Rob I have an old version of quick books but just lost 6 months of data. Thinking of transitioning to something like quicken. Like the auto download feature. We are retired so do not have business anymore. I could just start new this year with quicken but will quicken load my old quick books data?
well... another longtime quicken user here and quicken 2007 refugee. i'm still running high sierra and probably would be OK with mojave to preserve 32-bit support. somehow i'm still able to import certain QFX files into Q2007; there is a new XML-based QFX file that Q2007 does not understand though. for banks that generate those, i end up having to use QIF.
wait - i take that back. a right-click on the name/sort bar of the transaction list reveals that "Transfer" is one of the columns available to display. when i toggle that, i see the transfer to the bank account from the 529. there's a little arrow in the transfer column, that when clicked, opens the matching transaction in the other account. this seems to work across account types. who knows why the 'transfer' column is turned off by default! now i need to figure out if this only holds for transactions that were imported from Q2007 or if auto-downloaded transactions which are made into transfers in Q2020 also work this way as well. 2b1af7f3a8