Thanks to Quicken 2013 I am Now Using iBank

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.

The Holiday’s, Well Sort Of

Tonight I went to my parents for the first night of Passover. It is a holiday to me in the sense that I get together with my family and that it is a Jewish holiday. I of course don’t celebrate it in the traditional way (aka I don’t at all). It is good to see everyone though. Lots of little kids running around now a days. Morgan, Zack, and the twins are so funny. Evan is very cute just staring at everyone but she (yes it is a girls name too I am told) is too young to do much.

I didn’t eat very much. I never really do at these get togethers. The food is not the usual stuff I would eat. I was really tired so I was glad that I got a rid from Andrew back to my place. It is nice having quasi family live nearby, especially if they have cars!

Overall a good night, even though I at the time when I was tired it didn’t feel that way. Of course any night when I can get a hello and goodbye hug and kiss from Morgan is a good night! I will say it again, she is way too smart for her own good.

As for work, it was the normal fare today. I had a bunch of meetings. Then uncovered stuff that should have been setup better than it was, and a few minor issues crept up. Because of the holiday I didn’t stay to take part in a test that was planned. I hope it goes well since if it does we can prove to others what we have been saying for a while that VMware should be used more in our environment. I will see how it went when I get to work tomorrow.

Parallels vs Vmware Fusion Update

Vmware released the public beta of its Fusion product since I wrote about the closed beta I had. In that time Parallels has come out with 2 more beta versions of their software. The last time I wrote I said that the Parallels beta had the leg up in features over the Fusion product. With the latest versions of each software now installed and running on my Macbook Pro I can say for now that Parallels still has the lead. I still think that VMware will eventually win the feature race, but for now Parallels is on top. Why you might ask? Coherence mode for one still rocks in my book. Also the new ability to create a shortcut on your mac that when launched will run a VM and then open the specified application. If that wasn’t enough Parallels now lets you see each application that you run in a VM its own dock icon. They also are on par with VMware now with there ability to drag and drop applications between VM and host.

VMware Fusion still works better in my opinion with USB devices. I cannot get my Treo to sync with Parallels but it worked with Fusion since day one. Unfortunately Fusion is still slow. Partly due to the mandatory debug mode they impose, but it is still slow. Hopefully the production version will be allot faster.

I will write more as I have more feedback to give.

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The Obligatory Airplane Blog

As always (most of the time) when I fly, I like to write. I have time to think, and I really don’t have anything else to do. I am off to LA (California, not Louisiana) for a conference. It was all last minute. I didn’t have the approval to go until last week. I actually got a halfway decent deal with Delta. I have been hesitant to use them after my tour of nowhere 2 years ago with them. So far (and it is only halfway through the first flight) things are ok. The 757 I am on has been upgraded and they have TV’s in all the seats like Jetblue. The channel selection isn’t as good, but at least it is a start.

I got the last Aisle seat on the plane when I booked, so I am happy. There is a baby one row in front of me and thankfully he has been very good. I don’t want to jinx myself since as of this writing I have 2 more hours to go on the flight. I am tired and since it is warm on the plane I feel like I am borderline getting a headache.

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People Actually Read This!

A funny thing happened when I was looking at this sites statistics. I found people finding my site from an unlikely source, VMware’s blog site. Looks like someone over there found my March 27th post about a P2V. I thought that was very cool. Especially since I don’t get tons of hits to the site. I think they have great products, and I don’t mind telling people about them. I will just as easily say really bad things about bad products. See previous posts for really bad rants! Knock on wood, that P2V I wrote about is still running perfect after several weeks. Allot of people where skeptical about the Windows server not performing properly after the conversion to a virtual machine. My group was confident, but it was a hard sell to some. Now the skeptics are glad we did the conversion, and don’t worry about the app anymore.

The reference on the VMNT Blog got me wondering why in recent months after I changed the site’s URL why am I still having allot less page views than in the past. I used to have 5 times as many hits with the old domain name. I gave google a while to spider me and still no change. Kind of weird. I don’t mind that much since I write this stuff more as a journal than for recognition. In many ways I go out of my way for anonymity!

In other Virtual news for me I have Parallel’s Beta 4 installed on a brand new Intel Core Duo Mini at work. So far that VM product looks great. I can’t wait for a final version to come out. Anything to let me run Windows on my Mac without rebooting. I am still holding out hope that VMware will make a Workstation product, and maybe a management console for GSX & ESX server. Until then I think I will get by on Parallel’s, but one can dream for the future!

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VMware Does Its Thing

VMware does what it is supposed to do. I have been using it to download programs and other crap from the internet so I don’t get worms and stuff on my desktop computer. Well sure enough the VWware session I have that runs Windows 2000 Pro finally got gator. I just deleted it and copied the fresh VMware session of Windows 2000 Pro that I saved and was up and running in 20 minutes. The only down side was that I had to run the windows update to make sure the OS was fully patched. VMware is so cool.

Moveabletype, linux, and vmware

I am still a huge fan of Moveabletype. That is of course what currently runs my blog. I want to keep using it running on my Red Hat 9.0 Server I built. The only problem is the place I want to put it in my new apartment requires a wireless connection. My new Win2003 server works fine with Wifi, but I am having trouble finding drivers for the card I got to work with Red Hat. For now the server sits next to my desk, but I don’t want to leave it there. I am trying to hid as much electronic crap as possible from visible sight. I want 1 computer out. And that computer will be my desktop, not my server!

I am playing around with running red hat on VMWare on the Windows 2003 server. I am a huge fan of VMWare, but I have not really been using it to it’s full potential. I started using it allot more this week, and I am finding that I love it even more. The only problem is that I need more ram on my work machine to get it to run really well with more than 1 os running at a time.

But back to my idea. So I had a red hat VMware system already built. I configured apache and threw on moveabletype. I am getting some driver error when I try to start moveabletype’s prep file. I need an expert (friend) to look at it. I am going through my config files to verify things are correct.

To cover my bases I am also installing a Windows 2000 Server instance on VMWare also to play around with moveabletype on windows. I don’t plan to use it, but I want to see if it will work and I don’t want to mess up my system I just built so a vmware instance is the best way to test it. All I need to do is make a backup of the file before doing anything and I have a complete OS backed up. Wednesday at work I took an entire vmware OS file and moved it to a different computer and it worked without doing anything special. That totally ROCKS!

I will post results of my ongoing testing. Hopefully this will work and I can keep moveabletype on red hat and consolidate everything to 1 server and just run the vmware software. I will see.

Mothers Day

Mothers day was nice. I went over to my parents house. My sister, brother in law and his family were over. The only no show was mikes sister. We had a good brunch, and played with the baby. it is very funny to see grown ups going all crazy over a baby. Of course I am included in that group of crazy people. I can safely say I do not like it at all when Morgan cries.

We fixed some problems with our Barbados flight. They did stuff to our seats so my sister got all pissed at American Airlines. I actually had inporved seats so I wasn’t pissed.

I also did some more work with VMWare. I got red hat to install fine on my laptop. The only thing now is to install the vmtools onto the red hat partition. That requires some config changes so I am working on getting that done soon. I also need to get the network card working properly with the vmware.

I got up at 4:30am today to catch my flight. I made it. I am writting this blog at 30+ thousand feet. I meet Gus at the airport, but he was flying standby on my flight. That means I don’t know if he actually made the flight. I hope he did. I will walk around and look after the drink cart goes by.