One could also use Direct Access, the aggregator service (Yodlee), which works on all devices but costs $40 a year. I like Cloud Sync because it allows me to use Direct Download on my Mac, then propagate that information to iPhone or iPad versions of iBank for free. It worked without a problem. Create an account and password with IGG Software, then another password for Cloud Sync, then sync. Nonetheless, I'm using it, takes about five minutes to get running.I have not tried it yet to test and probably won't until I can read a bit more feedback from users on any quirks, problems or limitations.The upgrade is free. And I also hate that the budget report doesn't offer a year to date option, only one month, the quarter, or the whole year.I've not used the iPhone or iPad apps, but with this cloud syncing I think I'll give it a try after I get 5.5 installed.Moneywiz is another contender that I have been watching and waiting for the v2 release which just came out. My biggest gripe is budgeting, I kind of hate how you enter your budget. Also glad to see it because I didn't realize a new version of iBank was out, I'm assuming a free upgrade for 5.x users to go to 5.5.Overall I'm still happy with it. I can now add transactions to my iPhone on the go, knowing they will get to my Mac and iPad.I believe iBank remains the best native PFM tool for the Mac, and for Apple's ecosystem.I'm still on iBank, glad to see this post as I like to revisit this discussion every year.I've had to send them my iBank document a few times for "repair."I spent the better part of these last months since iOS 8 release re-inputting on the go data from my iPhone into iBank after it failed to sync for the umpteenth time. Corrupt files, syncing issues, loss of data, failed OFX downloads, you name it. I use a report for income and expenses for the year to date in lieu of the budget for that timeframe.I've been an iBank user for more than a few years now and I've found the latest release to be a real steaming pile, especially on the iPhone. In the short term, it's annoying.
![]() ![]() Ly Enter A Share Price In Quicken 2017 Password With IGGYou can tab between fields, but I've run into annoying issues. So far so good.I think the iOS 7 & 8 transition as well as Yosemite has taken some of the polish off of Apple and third party software and it's going to take a little time for everyone to catch up.Workable but not great, in my experience. I REALLY want this new sync solution to work and I switched over immediately (after triple backing up all my files). ![]() Where it breaks out is when you want to attach multiple categories to the transaction. I can definitely enter a one category transaction without ever touching the mouse. So, you have to overshoot, change the type, and then go back once the fields update.Not a big deal for something which is a few transactions once a month, but it is a nuisance.When I'm entering transactions I hit Cmd+N to create a new one, the first tab key press takes me to date, then to number, then to Description and so on. One indicates it is a match for a manually entered or previously imported transaction and thus just shows that previous entry, the others are marked as new. All the imported transactions show up with one of two symbols. Then I match off what shows up with my receipts to make sure everything is correct and add or fix any categorization issues in the imported transactions.And I do like how iBank's current import ledger display works. What I do is download a Quicken exchange file from my bank then import into iBank. SEE was much more rigid in the layout and I think forced you to create balance sheet as a report.- I prefer iBank's account reconciliation module. What this means for me is that I can use the sidebar in the main UI to create my balance sheet and net worth how I want to see them, at a glance. It allows you to seamlessly create and nest asset and liability groups however you wish, whereas SEE was rigid. If it is a new merchant then the category will be blank.After an extended beta test of SEE Finance, I ended up going with iBank 5.Could you go into more of what you liked/disliked about SEE Finance and iBank?My recollection of the issues with SEE that made me switch to iBank:- I prefer iBank's UI. So perhaps quicken 2016 or later will figure it out. Other than Windows Quicken 2006, my gold standard, iBank's is the best reconciliation I've used.I'm doing more reading, and it seems that quicken 2015 is not only playing catch up but is falling behind-their are a lot of negative reviews on amazon, though there the price is about the same as ibank. It was a strange split-screen setup with all transactions in the top panel, then you had to click and move them to the bottom panel to indicate that they were cleared, and the UI did a terrible job of telling you when you tied out. Best gui ftp for macIt looks like Intuit released an update for 2007, so that is no longer an issue. The only reason I bought 2015 was because Quicken 2007 stopped being able to download transactions from Amex. There have been two updates since I bought the product in the fall, so at least they are fixing things. Not a great way to have a financial product, I'd rather the frenzy be the 2016 version so that it has time to be polished/debugged first.Quicken 2015 is functional, with a few rough edges. It was always the same, limited importing of stuff, lots of manual work, and then I'd drift away after a few months.The folks complaining about quicken here, is it recent quicken 2015? I get the impression that they released it early (buggy and feature incomplete), and they're back-filling/adding in things as they can. I'm going to keep using 2015.
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