This article originally appeared in TidBITS on 2011-09-20 at 2:30 a.m.
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Follow-up to Finding a Replacement for Quicken

by Michael E. Cohen

In “Finding a Replacement for Quicken [1]” (5 August 2011), we presented some of the questions that you should ask yourself about the features and capabilities that you need in a personal finance package to replace Quicken 2007 (and earlier) now that Mac OS X 10.7 Lion has made that software obsolete. In addition, we asked you to add to our list of questions in the comment section for that article. Many of you did just that, and we bundled your questions and ours into an email message that we sent to the 17 developers of the possible Quicken replacement packages that we listed in the article.

Nine of the developers have responded, and we have collated their responses, which we present below. Although we have tried to be as accurate as possible, we have to admit that sometimes it was not entirely clear which of the answers went with which of our questions in the responses we received. We think we got them all right, but we apologize if we have misrepresented any of the developers who were kind enough to take time to respond to the many questions with which we bombarded them. If there are any mistakes, just let us know and we’ll fix them.

In what follows, we have organized the questions into topics of interest, and presented the responses in the order in which they landed in our inbox. No ranking or other evaluation is implied nor should be inferred.

The following developers responded to our questions:

Statements and reconciliation


Tags and categories

Checks, bill paying, and reminders

Investments and investment tracking

Loan tracking


Taxes and net worth

Multiple users and security


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