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1. #Moneywell vs banktivity mac os x
2. #Moneywell vs banktivity upgrade
3. #Moneywell vs banktivity download

In BT 6 the 1st item is now the entry type (charge, checks etc.) That requires just a brain switch, however in my book anybody who wants to enter something starts with a date. I even question whether another showing of cleared items is necessary when one can do that in the transactions window view just fine.Īfter only a day of evaluation, I have not been able to find customizing options for the transactions menu. One has to click statements (click), select the one desired (click) and if one wants to see a total bank balance without uncleared checks one has to select EDIT, click and then NEXT click. In version 6 it seems no longer possible to keep the statements window permanently displayed above the account entries. Too much clicking or tabbing required to get the most basic functions performed.

#Moneywell vs banktivity mac os x

I keep EVERYTHING in dropbox and that's also where I save the main Banktivity files.Īt the moment I don't see the over 100 improvements, but to be fair my needs are simple and I have been able to work around any quirks the program has for years.Īll versions were (and still are) not very Mac OS X intuitive. What initially attracted me to ibank was the ability to link a receipt or scanned image to an entry.

#Moneywell vs banktivity upgrade

Upgrade price is a nice perk and very fair for loyal customers. Just upgraded to 6 after using ibank 4 moving to 5 and seeing that 5 will no longer be supported. The only addition I would like to see would be a tax planner interface module.where it could use your transactions to give a rough estimate of your tax liability. Other than that, Banktivity 6 performs very well.

What I don't like is that when you create or modify a report, it's automatically saved or overwrites the existing report. Very easy to create any report you could imagine. Reports match up to my Quicken reports math wise.and I like the report interface in Banktivity. I've downloaded the free trial, and so far it performs well. Took forever and then there were so many discrepencies in so many accounts, I just decided to start from January 2017. Had a very difficult time having it import my Quicken. Plus, I'm tired of running Quicken Windows in a virtual machine on my Mac. I'm transitioning from Quicken Windows as next year they will presumably be going to an annual subscription product and lock out your data if your subscription expires.

I also miss having "smart Accounts" where I made up a single place for all transactions-but I think I recall IGG building that sort of feature directly into the new version somehow.

New reports are going to take some time to figure out, as they look quite different too. Reconciling process is different, but also very easy.

#Moneywell vs banktivity download

I'll see if this is a one-time problem next time I download and reconcile transactions.Īlso everything worked quickly and setup new download info was easy. I did seem to have trouble once I (OFX/free) downloaded or manually entered new transactions for my accounts - the prior reconciled balances were now off and I could not find a duplicate or transaction that should not be there - so to reconcile my balances I entered an adjustment and then reconciled the accounts to date. The new interface is nicely done, with more color coding and information. I downloaded 6 last night and made a copy of my B5 datafile to test upgrading on.