He Scotty,
Hope you are doing well.  I wanted to check with you and get your opinion on Quicken for mac.  I am running 2007 and know that it is time to upgrade; but I not sure which version to go with.  I have tried to read reviews - but they are not much help - too confusing!  If we need to set up an appointment to do this - I will be glad to do that.  Please let me know.
Thanks,

___________

I’ll tell you that most of my clients have abandoned Quicken along with myself. They just took too long to get it right. The last version was in 07 like you said but they drug their feet trying to get a new version out that would take advantage of all the features the operating system had to offer. So they fell way behind. Meanwhile, companies like iBank and Moneywell came on strong and gained a good bit of ground. But it’s all pointless because they’ll all been destroyed by Mint.com. Mint is now my favorite way to keep up with my money. It auto categorizes my transactions which is wonderful. It will text me if I spend too much. It has limits you can set on certain categories and notifies you if you go over. Mint is so good, that Intuit (the company that produces Quicken and Quickbooks) just bought them. So expect to see some sort of merged software in the future. In the meantime, try out Mint. It’s free so you can use it along with anything else you want and it won’t effect anything.