TLDR; I moved from Quicken to Banktivity a little over 3 years ago and now I’m going back. I basically don’t trust the Banktivity registers and it takes WAY too much time manually inspecting, auditing, and repairing to be worth my effort.
I have tracked my finances in detail since my university days in the mid-80s when I created a complicated set of macros in Quattro to handle the basics required to record, track, and reconcile all of my accounts. This continued until I got my first job and decided I wanted a more polished system, whereupon I migrated over to Intuit’s Quicken product.
I continued to use Quicken for a little over 25 years when they started faltering and appeared about to go out of business. Their support had gone very much downhill, updates to the product were unspectacular and, frankly, it seemed as if Intuit regarded the Quicken product as just an advertising means to push their TurboTax product.
I was disenchanted and looked around for a native MacOS product that could handle my personal finance needs. In late 2018 I decided that Banktivity (which had *just* rebranded from “iBank”) had the comprehensive set of features that I needed, and so I migrated to this platform.
Banktivity was still a bit rough around the edges, but it had just been overhauled and they looked like they were eager to build a world-class personal finance solution so I tolerated some of the fairly glaring shortcomings and found workarounds with the assistance of their support folks.Continue reading Moving Back to Quicken from Banktivity (Long)