Software

Thanks to Quicken 2013 I am Now Using iBank

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I would like to thank Intuit for releasing Quicken 2013.  It was what I finally needed to ditch Quicken (hopefully for good) and try a native Mac application.

I have been using personal-finance software since my first year of college. I remember getting a free copy of Bank Street writer Pro. From there I moved to a copy of Quicken. I’ve been using various versions of Quicken since.  Things were easy for almost a decade. That all started to change after I bought my first Mac in July 2002. At that time I still had a Windows machine and didn’t switch to a Mac as my primary computer until late 2002 or early 2003. Back then I still had several machines so there was always a Windows box to run Quicken. At that point I’m using that software for so long there was no way I was going to stop. Microsoft Money didn’t appeal to me. By then the ability to download transaction data from banks and credit cards locked me in.

The problem turned out to be was using Windows less often as the Mac dominated my computer use. As I transitioned from Windows to Macintosh try to identify all the pieces of software that I used on Windows so I could find the equivalent Mac software. This is where I ran into a problem. Quicken for Windows is great. On the Mac not as much so.

After a time I made the decision to export my data from my Windows Quicken import into the Mac version. That was a generally painful process but I did succeed. I happily used the Mac version of Quicken for a year or so, maybe longer. The limitations became pretty painful. I am not going to go into the limitations of Quicken for Mac. They are well-documented all over the Internet. Let’s just say I wasn’t pleased. The only viable option I had which was to bring all my data back into Windows Quicken. That process was equally painful than the previous conversion. After moving back to a Windows version for a time (somewhere in the area of a year or more) I had a laptop or desktop basically for the sole purpose of running one or two pieces of Windows software. One of those was Quicken.

By the time Apple came out with Intel-based Macs most of my personal computing was all Mac except for some pieces software like a mentioned that didn’t have a Mac equivalent. For work however I was very dependent Windows centric software. Parallels and then later VMware fusion allowed me to consolidate down to one computer. I was able to use a Mac running a VM of Windows. That was a huge win for me and probably millions of other people. To this day I have a Windows VM on my MacBook Air. The reason I bring all this up is after the Intel Macs came out I was able to transition pretty much every application I use to a native Mac Application or to a web-based application. At my current job they have a bring your own device policy which allows me to bring my Mac and use it on company networks. I stopped needing a VM for work a little over a year ago when the exchange server was on got upgraded and outlook for the Mac work perfectly with it.

By this point the only reason I need a Windows VM regularly was to allow me to use Quicken. It is the last piece of software that I rely on Windows for. The problem was I really liked it and I hadn’t been able to find a replacement for it that was a native Mac app. I had used mint, the web service ironically owned now by Intuit but without the ability from you import almost 2 decades worth of data I was never going use it full-time. No other Web service allowed me the ability to import either. That got me looking at Mac programs that did personal finance. Surprisingly there were several I tried a few of them but none of them have the features that would equal Quicken. I probably went back and forth trying out applications on all for the past year or two with no success. During this time I had a growing desire to be able to use my smart phone to sync with my desktop bank software. It bothered me that years ago I could do this with my Treo and Quicken yet I couldn’t with a modern smartphone.

In late June hyper down and force myself to try iBank. It had the smart phone thinking that I wanted and the major features I was looking from Quicken. It wasn’t perfect but I thought it was a better choice than Moneywell or Money Dance.  I spent several hours exporting my data from Quicken importing it and cleaning it up in iBank. I was all set to cut the cord from Quicken when I ran into some reconciliation issues using iBank. Turns out if you have transactions in your register with iBank that are from the same payee and for the same dollar value as a new transaction being downloaded the software will sometimes get confused and think you’ve already downloaded it and not suggest that it’s a new transaction even know the date may be different. I’ve never really had a problem with Quicken doing anything like that. The first time it happened with iBank it took me about 45 minutes to figure out what happened and fix it. It spooked me to the point where I didn’t really trust the software and fell back to Quicken.

That brings us to this month. By now I accepted the fact that I would be stuck with my one holdout piece of Windows software. I figured I have been using our virtual machine for years and it wasn’t such a huge deal to continue using one. It bothered me to do it but it was something that worked even if it was not very elegant of an option. I also figured at some point into it had to offer a smartphone app.

I got excited when I read about Quicken 2013 and the option for using your iPhone just as I had wanted.  I went out and purchased a copy, and downloaded it right away.  I didn’t do too much research online because they offered a 60 money back guarantee. I should’ve looked at reviews and forum posts before I bought it. Downloading and installing the new version was trivial. The problem was you it wouldn’t sync to the iPhone, or technically to their cloud service at all.  I wasn’t a fan of the fact that they needed to sync my data to their systems before it could goto my smartphone in the first place, so it totally aggravated me to find out that because of that the data wouldn’t sync at all. At that point I went online to check out the forums and noticed lots of people with similar problems. There didn’t seem to be a solution other than Intuit was hard at work fixing the bugs. I deal with software development and if a major function of the software doesn’t work you don’t release it.  I personally wouldn’t have purchased the upgrade without that function.

I was really pissed off. First I thought I should just downgrade. Then I decided enough was enough and it didn’t seem like there ever really was going to be a stable solution from Intuit so I decided to sync up my iBank file again with my current Quicken data and give it another try knowing the limitations that I learned in June. I also immediately requested a refund from Intuit.  The only positive out of this experience was intuit was true to their word and I got a refund without any hassle. Now they might fix their bugs but at this point their lack of an up-to-date Mac version of their software that isn’t crippled and the fact that their new Windows software is still so buggy they convinced me to use to finally go all Mac and use iBank.

It has been only three weeks or so and I am still getting used to the new software.  There are things I liked much better in Quicken but now that I have a handle on the transaction download issue I am pretty happy.  Some of the bulk edit and change functions of Quicken I miss but I don’t use them that often to have that really be a reason not to switch.  Am I at the point of no return?  I hope so but don’t know.  After 3 months you can’t retrieve your data from banks online anymore (typically so wanting to switch back after that will be problematic   For now and hopefully for good I running all Mac.

Dragon Dictate 3 Upgrade

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Since I like writing, but typing at the end of the day after working at a computer all day is not the most fun thing to do I have been using dictation to write. It has been fantastic.

The issue is since I upgraded to mountain lion my dictation software on the Mac has not been working. I’ve actually been using the dictation on my iPhone 4S. I think I’ve written about that before. It’s actually quite good, but nowhere near as good as using the computer. As if to prove a point, the WordPress app on my iPhone 4S just crashed for the second time in a day. I lost about two paragraphs of this post and had to write it over. That sort of thing doesn’t happen on the Mac.

Today, Nuance the makers of Dragon Dictate released an upgrade for Dragon Dictate for the Mac that works with Mountain lion. Because of the limitations of the iPhone dictation I am pleased to be able to upgrade. But I’m not pleased about is the rather expensive price of the $149 to be able to upgrade. I don’t typically buy software is expensive. The only other software that comes anywhere close to this price is Microsoft office. Even that I got a rather steep discount through work the last upgrade. I just hope the price was worth it.

I am downloading it now, and I hope to have it working tonight. I’m wondering if I need to train it again. This software I like the mobile phone versions of the software requires you to train the software by reading. It does not take very long, but it does require some minor concentration to read to a computer. I will give my opinion in a later post.

Plex Media Center 9

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Earlier this month Plex came out with a new version. I had been really liking version 8 since I started using my Mac mini as a media center back in late June. I was eager to download the new version when it came out. Initially I was not very pleased. I had significant issues with my media library upgrading. Well, part of the problem was it didn’t upgrade. I had to start over and lost all my customizations. The new version also had issues downloading TV metadata initially. Thankfully the download issues were resolved and I am actually quite pleased now how Plex 9 is turning out.

I also purchased the IOS media streaming app for my iPhone and iPad. That is slightly slow, but it is very cool to be able to stream everything to my portable devices.

I’m still playing around with my set up, but I hope to have everything tweaked the way I like it very soon.

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Hey, I Can Talk To My Computer Now

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So, this is interesting first post for me. I am writing this, well not really writing this, in fact I’m actually dictating this. For quite some time I have been eyeing the Mac when speech dictate software. This month I finally broke down and bought the software. It is not often that I spend $200 on a piece of software. This software however, peaked my interest enough for eagle on order it. So far, saying this paragraph hasn’t been the most seamless thing in the world, but it is the first one that I am trying. This is one of those things that I have to a try for a while to see if it really is worth using.

It is funny, this is one of those features are what computer that my dad has been asking for for 10 years. He can’t understand why after so long, and so much technical progress, you can’t just simply speak to a computer. I know if I show him this he will want to give it a try, but won’t like the side effects of using such a system.

Well, for a first go round it is taking longer to speak than it would have taken me to write this post, but it was interesting.

Tech Support Day Tomorrow

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I am in the process of setting my parents up with a new iMac. For years I have been trying to get them to switch to a Mac. They are on their 3rd computer in like 4 years and having problems. That number is a bit misleading. They had a 3 year old machine that finally went and we got them an HP desktop. The on board video went or was slowly dying on that and there was no expansion slot so about a year or so ago I ordered them a new Dell desktop. Unfortunately over the past few months they have been having huge issues with it. It is all software based, and I could probably wipe it and restore it and all will be good but the thing has Vista, and it would take a large amount of time for me to do that.

I was surprised that my dad asked about if it was time for a Mac. Way back when the Power PC Mini was out I gave them one to try. Unfortunately it was slow and it spoiled his views on the Mac. I think his work friends convinced him it is easy and fast. That on top of all the issues he was having made it the right time to get them to switch.

The new 21″ iMac arrived at my apartment on Wednesday. I am installing some basic programs now, and my dad will come pick it up tomorrow. I will go over to his place and move his files over and setup the machine for him. Hopefully that will be uneventful.

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Evernote

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For the past 6 months or so I have been using Evernote. I kind of stumbled upon it while looking for a personal wiki solution. I know evernote is not a wiki. I was looking for a Wiki and ended up with Evernote. OK, I started this story at the end. So let me start from the beginning.

In the past I have written about VoodoPad. I loved, it. Still do but it is a Mac only application, and with needing to use a work Windows machine over the past almost 2 years I had to stray away from VoodoPad since well I want my “stuff” in other places than at home on my computer. At first I tried google docs, and quickly moved to Zoho. Fear of not having control of my data and an easy export option got me to build my own Media Wiki install and just password protect the site. At first I was happy with Media Wiki, but the effort of making the entries look good was significantly more than what I spent with VoodoPad. I know I shouldn’t complain because a year before I was using VoodoPad I was using plain old text notes with no search on my Treo. I got spoiled, I admit it. Media Wiki was a great idea, but it was over kill for what I wanted. I thought I wanted a wiki to collect my thoughts and document information I need to recall often, or just store for future searching. Ever since I started a Wiki at Partsearch for documentation (yes after Gus’ nagging for months to try it) I was hooked on the format.

When using Media Wiki became too much for me to bother with I went on a search for a replacement. I wanted something that was cross platform, and could also be used in a browser. I also wanted ease of use, and the ability to get my data out of their system if i needed to. I read some reviews of evernote and I gave it a try. At first the differences from what I thought I wanted (a wiki) and Evernote were a huge stumbling block for me. That was until I learned that I can still have great search functionality out of Evernote even though it wasn’t a wiki. It was what I wanted for putting notes and stuff into something.

The more I started using the program the more I relied on it. Then the iPhone version came out and I thought ti was great, but then was not so happy about its lack of offline support. Recently they fixed that and now I can store all my notes locally on my Windows computer, Mac or phone. At that point I was like OK, these people have earned me paying for the premium service.

Now I use Evernote for everything including to just jott down notes in a meeting. No more scratch pads, or even a text/notepad window opened. Without Evernote and Remember The Milk (another app I have written about a few times) I don’t think I would be as productive at work or at home. I am eager to see what the Evernote people will come up with for the iPad.

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Speaking of RTM

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I last week I wrote about my current fixation with Remember The Milk (RTM). I just found a reason to like it (and other web apps) even more. I read a brief reference to a SSB (Site Specific Browser). I vaguely recall hearing about the concept before so I decided to read a bit more about it. Turned out I had used one before (Zimbra Desktop Client). The concept is pretty basic, but an interesting twist to using websites over native applications. I read up on Mozilla’s Prism, and then I found the Mac only Fluid. I have since installed both apps. I know that all these apps do is let me run a dedicated instance of a browser for a specific site. I like that it makes a site act like a dedicated program. With RTM there are even scripts to enhance the site to make it more like a real installed program.

For me I typically have at least 3 tabs open in my browser at all times. These are the sites / apps that I always use. I have my Zimbra mailbox, RTM, and Google Voice. I am experiencing a known bug with the Zimbra Desktop program so I have been using the site. Besides that issue, now with a SSB I can take two of those tabs away and make them act like stand alone programs. Thankfully I am not the first person to want to do this with RTM or Google Voice. I have installed some Greese Monkey scripts to make Google Voice look and feel like a real program on my Mac. The doc icon even throws up the number of unread SMS or Voice Mails I have. RTM’s tasks lists now look like a separate program. Both are very cool. I even have nice looking doc icons for both.

On my Mac I have decided to use Fluid. It appears to have a few more features over Prism. I am configuring Prism on my Windows 7 laptop so I can use it there also. So far I am impressed with the results, and I am thinking about what other sites I would want to give the SSB make over? Both apps Fluid and Prism are taking me one step closer to truly accessing my “stuff” from anywhere in a nicely presented way.

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Windows 7 Release Candidate

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Last night I downloaded the Release Candidate for Windows 7. I had some false starts trying to install it on my Netbook last night. I finally was able to get the install files on a bootable USB flash drive I had. Once that was done it was really easy getting the OS on my Netbook. Since work was hectic today I only just got around finishing most of the install. I have the basic apps on it that I use.

I have to say I am so far impressed with what I see. I don’t know the true benchmarks but Windows 7 seems much faster than Windows XP Home was on the Atom processor. Granted I haven’t really run any apps. I have just been installing them, but the system does seem more responsive than with XP. The graphics on 7 are nice also. I like pretty, yet functional OS’. Right now I have the HP Mini 1000 plugged into a 23″ display and it is working fine. I will continue to play with it over the next few days, but my first impressions are positive. The only main downside I see is that at idle with 1 program running (IM) the system is using around 46% of my 2gigs of RAM. Not as bad as Vista, but not by much.

Xmarks

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For years I tried (and generally succeeded) to use the same computer at home and at work. At my current job I have a company laptop that is different than my home computer. This presented a problem with managing my browser bookmarks that I hadn’t had in years. I also need to use Internet Explorer for work stuff but I like to use Firefox whenever I can. Switching between the two setups was a bit frustrating. I recently downloaded Xmarks. It solved the issue of syncing bookmarks between browsers and computers. I liked how easy it was to setup and use I already have it on all my computers. I am liking web sites / applications that let me take my data with me on whatever computer I want and everything is synced up!