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Another computer transition question - personal financial software

7 years ago

I just read that Windows 7 will no longer be supported in Jan 2020. I don’t plan to update the OS on my desktop so all the more reason to move to the MacBook. At best I might upgrade the OS if I have all my data on the laptop. Anyway, I also want to switch off Quicken, which I’ve used for 28 years, now that they‘re forcing me onto a $75/yr subscription. If the product worked flawlessly I might stay but it doesn‘t. I’ve been looking at alternatives that allow you to download all the transactions from bank and investment accounts and it seems like Banktivity7 and Moneydance are decent options for Mac.

Has anyone used either of these? Has anyone converted Quicken data to one of these? I read some reviews and got some good info about trialing the products to test all of this but wondering if anyone here has experience with any of this.

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writersblock (9b/10a)
7 years ago
Yes, those are both good options. As long as you can save your existing data in QIF form, you should be fine. I used to use Quicken for Mac, which always lagged years behind the windows version. As a result I had my accounting set up in a rather primitive way and I found that for me Checkbook pro works just fine, but I don't need to track investments or get budget suggestions or use multiple currencies.

I had no trouble importing data into the trial of Banktivity. It was a bit of a bore getting the categories and all set up properly, but I was able to do it and everything worked well. Since I was going from an exported QIF I have to assume that would be the same whether coming from windows or whatever.
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