quicken for macbook transactions reconciliation

#Quicken for macbook transactions reconciliation mac os x
#Quicken for macbook transactions reconciliation software
#Quicken for macbook transactions reconciliation mac
#Quicken for macbook transactions reconciliation windows

I would have needed to go through and manually enter and remove duplicate transactions for four years - not something I was looking forward to. The QIF export and import didn’t link accounts and take into consideration my transfers between accounts. The other limiting problem was transfers transactions. I’d later learn (too late) that reconcile could have saved me the entire time.

At the time, I thought reconcile was something you did with paper statement. Moneywell had a reconcile feature which, I’ll admit, I didn’t use. Fortunately, Moneywell did a better job matching transactions that MS Money ever did, but manually searching for a transaction was too much work. For some reason, duplicate and extra transactions continued to throw off my balances (because of my pre-entry habit) and I depend heavily on downloaded transactions to fill in the gap. So, I worked hard, reconciled everything and tried again to use Moneywell again. It made it hard to reconile and I was too accustomed to MS Money, so I switched back in a few days and continued to try to work with Moneywell.īefore I knew it, weeks had gone by. I quickly found that Moneywell didn’t have running balances – only daily balances.

In MS Money, I’d devised my method for making sure I didn’t overdraft – I pre-entered my transactions. I hooked up the accounts to the online banking, downloaded transactions and then hit a problem – I couldn’t reconcile my checkbook. As I reported, the categories stayed in tact and everything looked good.

Money could export the transactions of each account to a QIF file, so I did and then imported into Moneywell. Of the software, I thought Moneywell was the best suited for my needs, so I purchased it and began my conversion.

#Quicken for macbook transactions reconciliation mac

So, I chose several of the more mainstream Mac products and gave them a try.

#Quicken for macbook transactions reconciliation software

Most of the software is available as shareware or trial-ware, so that you can try before you buy. A lot of the software was pretty simple software and much of it was well designed and positively reviewed. The downside is that sometimes the software packages are feature limited to the specific idea. Many of the developers have a different take, a different idea than your traditional, mainstream products. After searching, I found that the staff picks are a great guide to the best available titles.Ī lot of developers are putting effort into money management on the Mac and there is a diverse group of software out there.

#Quicken for macbook transactions reconciliation mac os x

The Apple Mac OS X downloads directory served as a great place to discover software, but some better search capabilities and categorization could be helpful. I trialed several pieces of Mac money-management software – Moneywell, Moneydance, Money (unrelated to Microsoft Money), iCash, the Quicken Financial Life beta and a few others.

Ability to setup recurring transactions for bills, paychecks and things that recur.

Ability to preserve my transfer transactions (for reporting purposes) between accounts.

Ability to preserve my categories after import.

Ability to import my transaction history from Microsoft Money (and import it pretty easily).

Seemless integration with online banking service to pull down transactions.

There were a few requirements that the software needed, although, I didn’t realize what I needed when I began my search.

#Quicken for macbook transactions reconciliation windows

So, after searching, Quicken for Windows 2010 is my new solution and so far, its working pretty well. Unfortunately, after trials and testing, I have not found a suitable Mac solution that works fully for me. I have chronicled my search for a Mac money management replacement for Microsoft Money.