Quicken's categories and subcategories transferred nicely, but iBank does not have classes. Producing a data set that I trust will be an immense amount of work. Once I correct these issues, I expect to find other problems. My bank account transactions cover different years from my investment account transactions, which caused problems with the bank accounts. Over the years I have removed non-investment data from Quicken to archive. IBank appears to be aware of this problem and are working on a solution. Transactions that reinvest dividends and capital gains do not import correctly and need to be corrected manually. The first obvious problem was that two-thirds of my accounts did not have the same balance as in Quicken, including all my investment accounts. Scheduled transactions, memorized transactions, budgets, and reports cannot be imported. IBank imports the accounts, transactions, securities, categories, and investments from your Quicken file. Just create a QIF file in Quicken and read the file into iBank. Main Window With Account Data iBank 4 Import from Quicken The technique for importing data from Quicken sounds very easy. I found the interface easy to work with, once I figured out the hide and show options. You can also open any set of data such as an account in a separate window. IBank 4 iBank has a nice main window that allows you to select the data with which you want to work, the type of work you want to do and work with the actual data. It does not have all the functionality of iBank, but if it does everything you need it may be a fine option for notably less money. IBank is a complete financial package that helps you keep track of and analyze a wide variety of financial situations. Below I compare two very different financial tracking programs, to see if they can fill the hole left by Intuit's abandonment of Quicken for Macintosh. OS X Lion, however, is pushing all of us out of our comfort zone. I used it even after Intuit stopped updating the Mac version, out of inertia and the fact that it worked well enough.
Many of us have used Quicken for a number of years. CheckBook Pro's simply powerful data management tools make it all just plain easy. Change the details of a group of transactions in a single stroke. Search for transactions with any combination of criteria. Get a report for all of your accounts at once. More than a basic check register and reporting tool, CheckBook Pro features everything in CheckBook, our powerfully simple personal finance manager, and then some. In the meantime, please visit for details and help installing the previous version. A new build is waiting for approval and should be available by Friday evening. A late-breaking issue may prevent this version from opening on pre-Yosemite Macs.
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