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Best Answers

Quicken On A Mac

• Accepted Answer

  This may be in an issue in the set-up to make this work, especially if the file was already being used under one user initially.
  There are a few things to try to resolve this:
  

  1. if you compress the data file, then uncompress it, while in the Shared folder, this should reset the permissions of the data file to that of the enclosing folder (of course make sure that the permissions are set correctly for that folder).
  2. take a look at this Apple article for some ways to resolve/reset file permissions
  3. instead of using a shared folder, consider using a shared User Account instead, where Quicken and the data file reside, then use fast-switching to go to that user when wanting to use Quicken.

  Let us know if any of these resolve your issues.
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited July 8Accepted Answer

  I find QM20019 still lacks in key areas and I do not anticipate it catching up anytime soon. One way to see if a VM would work is to actually try it now (you do not have to wait for Catalina to be released). There are several VMs to try and Oracle VirtualBox is free to use.
  If you do try to run QM2007 in a VM, please share your experiences on the following thread, so others can follow and benefit too:
  

  Share your experience running QM2007 in a Virtual Machine (VM)
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• Accepted Answer

  Hi @Jacobs and @smayer97. Thank you for your suggestions, but we find it simplest for my wife to login to my account when she works on QM19. She still dislikes this approach as it does not allow her easy access to her email or web short cuts, but at least only one of us is inconvenienced.
  I’m not sure what you mean by “MacOS manages privileges/permissions exclusively”. None of the other Mac apps (e.g. Preview, iData Pro, QM2007, etc) my wife and I use to share files/packages in the /Users/Shared folder produce this privilege reset behavior under MacOS.
  We do use Parallels VM for a few Windows needs, but we would prefer not to use a VM just for QM2007.
  Thanks again for your help.

How Do I Update My Quicken Software For Mac

Answers

Quicken Software For Mac 2016

• Accepted Answer

  This may be in an issue in the set-up to make this work, especially if the file was already being used under one user initially.
  There are a few things to try to resolve this:
  

  1. if you compress the data file, then uncompress it, while in the Shared folder, this should reset the permissions of the data file to that of the enclosing folder (of course make sure that the permissions are set correctly for that folder).
  2. take a look at this Apple article for some ways to resolve/reset file permissions
  3. instead of using a shared folder, consider using a shared User Account instead, where Quicken and the data file reside, then use fast-switching to go to that user when wanting to use Quicken.

  Let us know if any of these resolve your issues.
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited July 7

  Hi smayer97. I posted a long reply to your helpful suggestions, but I managed to delete the reply trying to make a small edit. The bottom line is that QM19 appears to be resetting the owner and privileges of a number of files in the QM19 file package. The owner is reset to the account that opened the file, and the group/everyone privileges are reset to read-only thereby locking out other Mac accounts.
  Perhaps QM19 is trying to avoid problems by enforcing a single Mac account policy? This seems overly cautious to me given that I’ve successfully shared a QM07 file for many years between two accounts on the same Mac.
  --------
  Original post
  Thank you for the suggestions smayer97. To be clear, my wife and I have for years been able to successfully share (meaning only one account has the file open at a given time) a QM07 data file that is in the /Users/Shared folder, but something is preventing me from doing the same with the QM19 data file.
  And I believe I found the cause. QM19 appears to be changing the owner of certain files within package to the user that opens the file and setting group and everyone privileges to read-only.
  Details
  ----------
  Starting fresh, I imported my QM07 package into a local QM19 package. I compressed the package, copied the zip to the Shared folder, then uncompressed. Get Info shows the package is read & write for me, but read-only for group (Staff) and everyone, despite my Shared folder being read & write for system, group (Wheel) and everyone. The data file inside the Shared QM19 package also shows read & write for me, but read-only for group and everyone.
  I unlocked the package in Shared and changed to read & write for me, group (staff), and everyone and locked the package again. I checked the data file inside but found Read & Write had been applied only to the group (Staff) and that everyone was still set to read-only. My wife's account is a member of the staff group, so I thought this should be good enough to give her account read & write access. And when I fast switched to her account, I was able to launch QM19 and open the file successfully. I then quit out of QM19 and fast switched to my Mac account. Even though none the package privileges appeared to change, QM19 gave me the 'Quicken cannot write to your data file' error.
  Yet when I looked inside the QM19 package, I saw that the owner of the 'locks' folder, /reports/css, /reports/images, /reports/js, and others had changed from my account to my wife's account and that group (staff) and everyone privileges had been reset to read-only. This seems to imply QM19 is actively enforcing single Mac account access to the data file.
  I reset the QM19 package privileges back to read & write for owner, group, and everyone, and I was able to open the QM19 file successfully under my Mac account. I then checked the privileges of the above files inside the QM19 package and found the my account had been made the owner and group/everyone had been reset to read-only thereby preventing my wife's Mac account from accessing the QM19 database at a later time.
  Thanks,
  Will
  
• edited July 7

  I have a copy of your original detailed post because I received it via an e-mail notification.. it contains some really good sleuthing and is worth restoring if you want me to. (EDIT: I went ahead and added your original text to your last reply for reference).
  Though there have been some implementation for QMac to check if a file is currently open by another user, IIRC we were advised that Quicken did not adjust the privileges but rather it was the macOS that was managing it. I cannot confirm one way or the other but it seems that until this changes (by Apple or Quicken), the the only viable solution one is to create the third common account as mentioned earlier to switch to.

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• Thank you for restoring the original post, your comments on the history of the issue, and possible work-arounds. Do you see any reasonable options for continuing to use QM2007 once Mac OS Catalina arrives?
• @User251646 Of course, you can continue to use Quicken 2007 if you don't upgrade to macOS Catalina. The question for you to determine is: which of those is more important to you?
  (I often lag one or two macOS revisions behind Apple's current release, without feeling I'm missing a thing. I have a laptop on Mojave, an iMac on Sierra, and an iMac at work on High Sierra, and I use them all without having to think at all that I'm moving between the three different versions of macOS.)
  As previously discussed, there are several ways you can use Quicken 2019 with two users. One, as @smayer97 has suggested, is creating a third user account on your Mac for Quicken, and having you and your wife switch to that user account for any Quicken work. Switching accounts takes only a couple seconds, and you can leave everything open on your other account, so it's not disruptive. The other is to pass a compressed Quicken file back and forth. After every Quicken session, you or your wife would compress your Quicken data file (or create a backup in Quicken) and copy that to your shared folder. Before every Quicken session, you or your wife would copy the compressed or backup file fromt he shared folder to your own desktop or Docuements folder and open it. It adds a few steps and a few seconds each way, but it's not unmanageable.
  The last approach would typically be to consider installing Virtual Machine software, such as Parallels or VMware Fusion on your Mac, install an older verison of macOS in the VM environment, and continue to run Quicken 2007 even after you upgrade your Mac to Catalina. But I'm not sure this will work in your two-user environment. If you isntall the VM in your user account, I don't think your wife would be able to access it, and visa versa. I'm not familiar enough with the configuration of those programs to know if ypou could install the VM files in the share folder area and have two different users access it; I don't think that would work, but I can't say for certain. And it's obviously a more complex set-up to get installed (particularly installing the older macOS inside the VM) and keep runnig under future macOS upgrades, and potentially has an initial cost and future upgrade costs if you select Parallels. And, of course, going to all these lengths to stick with Quicken 2007 carries with it the risks of continuing to use out-of-date software which is unsupported and know to have flakiness with its database from time to time. Do you want to go to these lengths to lock yourself to the older software?

  QMac 2007 & QMac Subscription • Quicken user since 1993
• edited July 8Accepted Answer

  I find QM20019 still lacks in key areas and I do not anticipate it catching up anytime soon. One way to see if a VM would work is to actually try it now (you do not have to wait for Catalina to be released). There are several VMs to try and Oracle VirtualBox is free to use.
  If you do try to run QM2007 in a VM, please share your experiences on the following thread, so others can follow and benefit too:
  

  Share your experience running QM2007 in a Virtual Machine (VM)
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    

• ..
  Though there have been some implementation for QMac to check if a file is currently open by another user, IIRC we were advised that Quicken did not adjust the privileges but rather it was the macOS that was managing it. I cannot confirm one way or the other but it seems that until this changes (by Apple or Quicken), the the only viable solution one is to create the third common account as mentioned earlier to switch to.

  I have had it confirmed that macOS manages privileges/permissions exclusively.

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• Accepted Answer

  Hi @Jacobs and @smayer97. Thank you for your suggestions, but we find it simplest for my wife to login to my account when she works on QM19. She still dislikes this approach as it does not allow her easy access to her email or web short cuts, but at least only one of us is inconvenienced.
  I’m not sure what you mean by “MacOS manages privileges/permissions exclusively”. None of the other Mac apps (e.g. Preview, iData Pro, QM2007, etc) my wife and I use to share files/packages in the /Users/Shared folder produce this privilege reset behavior under MacOS.
  We do use Parallels VM for a few Windows needs, but we would prefer not to use a VM just for QM2007.
  Thanks again for your help.
• edited July 30

  Yes, we know the permissions behaviour with QMac stands out but this is what we keep being told..so nothing more to go on to understand why it is different.
  As for the vm, if you want to continue to use QM2007 and upgrade to Catalina, that will be the only viable option..though so far no one has shared any experience on the ins and outs of this set-up and how successful they have been..That may change once Catalina is finally released.
  BTW, do you use the fast-switch feature? Though not most convenient, there is a keyboard shortcut to switch users.

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• Yes, we do use the fast-switch feature. However, both my wife and I have passwords that must be typed in, so the switch becomes annoying quickly. For Quicken, our workflow typically involves reading emails to see what bills have arrived, then entering a transaction into Quicken. This happens multiple times (now requiring the annoying fast switch), following by paying the bills using our bank's web page. We have been experimenting with ways QM19 offers to reduce the workflow.
• @User251646 Well, you could get a new MacBook Pro which has Touch ID, so it only takes a flick of your finger to login as a different user. Or a Mac Mini just for running Quicken, that you could both connect to via screen sharing whenever needed. Thousand dollar solutions for the $50 problem!
  

  QMac 2007 & QMac Subscription • Quicken user since 1993
• 
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list