Stressless conversion and use
I have been a long time user of both Quicken and Quickbooks and prior to Quicken used MS Money for several years, all on Windows. I have several years of transactions on Quicken and was apprehensive about the conversion. It went like a charm. After three months of use including a week on Yosemite, I find the product very stable other than misaligned graphics on the account list since upgrading to released version of Yosemite. This is an inconvenience and not a real problem. I prefer to import transactions from my banks via Safari and then apply them as a Quicken file to iBank. That way I sign in and control my banking passwords. Call me paranoid and I will agree. This is fast and trouble free and when the file does contain duplicates iBank has no problem separating the new from the duplicates. As a Canadian user who spends several months each year in the US, I appreciate the ability to handle accounts in both currencies. My initial impression of the reporting was that it was rather basic but after a few months I have realized that I have yet to think of a report that I couldn’t get from the existing features. I just had to think about my question in a slightly different way than I did with Quicken. I have not fully exploited the investment tracking yet but that is an issue with my prior manual record keeping and not the software. I will be moving on to the investments next. Before retiring I spent much of my career evaluating application software for clients. I give iBank high marks for completeness of features, intuitive use, clean presentation and reliability. Overall excellent software and a good value
Canmarty about
Banktivity 5 (formerly iBank 5), v5.1.1