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First off, the category list is limited, getting reports isn't easy and if you have a financial institution stop getting transaction downloads, it can take many months for support to fix the link. I finally gave up using it for that reason. My main bank changed their website.and after six months waiting for Personal Capital to re-connect to my bank I just gave up using their app.
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It has branches across the country.ħ You can of course look at other software options. #Moneyspire convert from quicken software If you're looking at a Mac, Banktivity 7 will work well for a one time price.although it's been announced that Banktivity 8 will go to an annual subscription fee. #Moneyspire convert from quicken downloadīanktivity 7 however will continue to download transactions and security prices, supposedly. See Finance is also a very good Quicken Mac replacement.Īnd MoneyDance will work on either a Mac or Windows platform.Ĩ Another choice, although subscription based, is Tiller. Google that for more info.ĩ Finally, for another Excel based spreadsheet, XLYourFinances is a nice well thought out one time cost product.ġ0 Look for templates for Excel.
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#Moneyspire convert from quicken manualĪggregating that data to get into those spreadsheets is next to impossible, though, without manual import. I've been keeping an eye out for a deal myself and the best deal still seems to be Quicken Deluxe for $39 on Costco. Some others have posted some potential alternatives that have worked for them, sometimes by cobbling together more than one solution, but in my non-expert opinion, Quicken is by far the best and most comprehensive personal financial tool available on Mac. I'm also quite happy with how much progress the Mac app has made over the last couple of years. Possibly Windows users have more options and have fewer reasons to be enthusiastic about improvements to the app. $39+tax, although perhaps an increase over what people were able to pay in the past by only upgrading every other year or every two years, comes out to about $3.50 per month, which doesn't strike me as completely unreasonable for the value provided.
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