Member Avatar for wsalcedo

I'm new to Mac and I want to replace my Quicken for Windows. I have read reviews on iBank but all I found were reviews over a year old and there were supposed to updates. Are there new reviews on iBank or any software updates?

I don't see where responses are automatically sent to my email address. IT's . Thanks.

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A brief, up‑to‑date summary for anyone reading this old thread: the product known as iBank was rebranded to Banktivity in 2016 and is still actively developed as a native macOS/iOS personal‑finance app with encrypted cloud sync and bank connectivity. Current feature and plan information is published on the developer site. (mactech.com)

Practical migration checklist (from Quicken/Windows or other tools) that worked reliably for many users: make a complete backup of the original data, export transactions from the source as OFX/QFX/QIF (or QXF/QMTF where supported), then import into the new app using its File > Import workflow; verify that investment data imported correctly and re‑establish online connections separately. Banktivity documents the supported import formats and the recommended manual‑download workflow when a bank’s site uses popups. Quicken’s support pages cover the recommended export/convert steps. (banktivity.com)

Choice criteria to weigh against the experiences posted above by and : import fidelity (how well categories, payees and investment lots survive), automatic bank connectivity (and any subscription fees for that service), mobile sync, budgeting and reporting, and license model (one‑time vs subscription). Moneydance remains a solid cross‑platform, one‑time‑license option with bank downloads and import support; Banktivity emphasizes native Mac polish, cloud sync and tiered plans. (infinitekind.com)

Quick troubleshooting tips tied to the import process: test imports on a copy of the file, compare starting and ending balances after import, look for duplicate transactions and use the app’s duplicate‑filtering tools, and if the app’s built‑in browser can’t download from a bank (pop‑ups), download OFX/QFX/QIF from the bank in an external browser and drag/drop into the finance app. Banktivity’s support articles document those manual‑download and browser limitations. (banktivity.com)

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Member Avatar for mdrobbins

I made the switch to a Mac six months ago and faced the same problem of finding a replacement for Quicken. I am now using Moneydance and am more than happy with it. It does not have as many options as Quicken but it is more than a suitable replacement.

I am happy enough with Moneydance that I would not consider switching back to Quicken, even after they bring out their new Mac version, which from early reports, is still wanting.

I believe they do offer a trial version. I strongly recommend giving the trial a trial.

I'm new to Mac and I want to replace my Quicken for Windows. I have read reviews on iBank but all I found were reviews over a year old and there were supposed to updates. Are there new reviews on iBank or any software updates?

I don't see where responses are automatically sent to my email address. IT's . Thanks.

Member Avatar for atrueresistance

I use Squirrel 2, They have an iphone/itouch app that will sync wirelessly with the application when its running. Right now the license is cheap to because it is still in development. version .82 I believe. Its only $25 with a free 15day trial, you should try it out to see if it meets your needs. Google squirrel 2 and you will find it. Good luck in whatever you choose!

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