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So, the workflow is download transactions into Mint, export to a. csv data and create almost any report you can imagine from that. However, another outside product MintToReport is a minimal cost annually and you can export your Mint. You can view all sorts of data in Mint, but there really isn't any report that you can download and print from Mint. Mint is great at what you're looking to do.

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Weird.ģ If you're just looking for Mac software that just downloads your transactions and acts as an aggregator to give you your income vs expenses, theres a few options. I never get the same figures on both the mobile app and the web app. And it syncs pretty well with their mobile app.and syncs horrendously with their Quicken on the Web app. And of course Quicken Mac still doesn't have the Tax Planner or Lifetime Planner that Quicken Windows has. They could sure make it easier like in Quicken Windows.

Manually entering prices is a chore, but not impossible. And budgets can now include transfers in or out also. Reports are now extremely flexible and can include or exclude transfers to create a true cash flow report. Do I have a few issues with it? Yes.but downloading transactions and security prices is rock solid 99.99% of the time. Quicken Mac has improved considerably since Intuit left and it's a pretty decent product now. The company that owns Quicken, Quicken Inc, is owned by HIG Capital, a capital investment group.

I do have about ten non-listed securities I have to add manually.Ģ Intuit hasn't owned Quicken for over five years now. But the report engine is baffling to me (I don't seem to be able to get ANY report to include/exclude the data I need), the GUI is a bit cluttered with one line registers and manually adding security prices isn't exactly a simple exercise. I like that See Finance 2 isn't a subscription and it perfectly imports Banktivity or Quicken data files. Usually support response is very good, but you'll need to give him a bit of slack as he may be battling some lingering medical issues right now. During that time, support was unavailable. The developer/owner had Covid last year and and has some lingering side effects.

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Your post is full of inaccuracies and misconceptions.ġ See Finance 2 isn't dead.

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What I thought years ago would replace my Quicken Mac software as it was eons ahead in development is now just drudgery to work with and is not much better than a manual spreadsheet. I can't download transactions from Vanguard through Direct Connect. Why do I need to resort to that?Īdditionally, about four months ago Vanguard transactions just stopped downloading to Banktivity 7. This past week quotes were again all over the place, so I actually turned off fetching quotes for all my Vanguard funds. But I'm sure that IGG has zero incentive to get this fixed, and my patience is worn thin. Of course, this has happened before with IEX.where quotes get downloaded and entered on the wrong day. I've contacted IGG support.expressing to them that I realize that Banktivity 7 is an unsupported version now, but that their quotes server IEX is horrendous. Sometimes, it works fine for a day or two.then wacko after that. Sometimes Monday quotes are entered in Banktivity on Saturday. Sometimes, they get entered the day before. What's that mean? It means that the prices downloaded aren't registered for the correct day. I don't need another subscription, and certainly not at the price that IGG wants for a Silver tier, so I never considered upgrading to Banktivity 8.īanktivity 7, for the past month, has downloaded Vanguard mutual fund prices all over the place. I've been using Banktivity 7 (and prior B6 and B5).

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