#1581: New Safari 15 features, Center Stage vs. Issues on user id and password. But I’m told (by Quicken) that because the program on my computers used a 32-bit data and the new cloud-based version uses 64 bit, my legacy data will not be available.Old, previous induration can be fetched and transferred. However, with a new computer running Mac OS Big Sur, the program is no longer supported and I have to move to the online version of Quicken.
![]() Does Quicken Transfer Attachments To Quicken Mac OS Big SurIf so, what formats does your package support?MoneyWorks: QIF, OFX, QFX. No ranking or other evaluation is implied nor should be inferred.The following developers responded to our questions:The Infinite Kind, LLC: Moneydance (added 27 September)Can your package download bank statements and use them to reconcile accounts?MoneyGuru: There is no direct download feature, but you can import files you download from your bank(s) website(s) and do reconciliation.PocketMoney: Desktop: Yes iOS: statements can be downloaded through Safari on iOS and imported directly on device Android: Yes, from SD card. 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. 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. 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. Emt emulator macDoes your package provide a way to scan or photograph receipts and associate them with transactions?MoneyWorks: You can drag an image (scanned or photographed) of the receipt onto the transaction, and MoneyWorks will save a copy of that image with the transaction.MoneyWell: One attachment per transaction using existing files or emails.SEE Finance: Yes. You can create transfers in split transactions.PocketMoney: Desktop: Yes iOS: Yes Android: No.IFinance: No, split transactions can be created, but it is only possible to transfer the whole transaction.Quicken Essentials: The program recognizes transfers and does not double count them. MoneyGuru does proper double-entry accounting.SEE Finance: Yes. Can it handle transfers among accounts when the transfer is within a split transaction?MoneyGuru: Absolutely. It also supports importing OFX/QFX, QIF and delimited formats.SEE Finance: You can create statements in the program by downloading the statement information directly from the institution, by importing QFX, OFX, QIF or CSV files, or by manually creating a replica of the institution’s statement.PocketMoney: Desktop: QIF files, and Quicken Essentials CSV formatted files iOS: OFX/QFX/QIF Android: QIF.IFinance: Retrieves account information via HBCI (Home Banking Computer Interface, which is only a standard in Germany).Quicken Essentials: Quicken Essentials for Mac imports data from more than 12,000 financial institutions.Moneydance: Moneydance supports direct download from banks that support the OFX protocol as well as the following file formats: OFX, QFX, OFC, QIF, CSV and using a plugin/extension just about any line-delimited text file format. Any file or image may be attached to a transaction.IFinance: The mobile companion application iFinance Mobile 2.1 provides a QR-Code scanner, which can can convert a QR Payment Code image into a transaction. You can also attach images to statements in the program such as a PDF of your statement from the institution.IBank 4: Yes. Currently this is limited to one image for each transaction, but there’s plans to expand this in the future. The Web Connect process can be further simplified by using the built-in browsers for accounts where the program will recognize when financial files are downloaded and prompt you with options to save and/or import them.IBank 4: Yes. Favorites allow for quick transaction entry and categorization of imports.MoneyGuru: Other than the general data entry efficiency, which is one of moneyGuru’s strong points, no.SEE Finance: You can download transactions directly from over 1000 different institutions (referred to as Direct Connect) plus you can import QFX, OFX, QIF and CSV files from institutions (referred to as Web Connect). Does your package provide any other special features to facilitate entering receipts?MoneyWorks: Yes: drop-down lists, choices lists, validations, reminder notes.MoneyWell: Yes. ![]()
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