if my water bill for January is usually X dollars and this January it’s 4X dollars, its much faster and easier if that’s in front of me when I’m adding the transaction to the register than for me to think to check last year’s bill manually. This is a very useful feature for ensuring “reasonableness”. Likewise, I have bills that vary throughout the year in a relatively predictable fashion – or even are exactly predictable (such as credit cards which are being tracked in Banktivity), when I go to submit these transactions they really should have a relevant estimated value rather than what I hard-coded in the template transaction 3 years ago or whenever the template transaction was entered.
Banktivity 6 support manual#
Making this a manual process is just thoughtless. Some things I will want to review before they are posted, but I have a BUNCH of things that are recurring bills that are the same amount every month. Probably my biggest pet peeve: while I can set up a scheduled transaction list, there is no way to have any of my regular monthly transactions added to the register automatically. Most of these I’ve approached Banktivity about at some point by leaving suggestions or at least verified that these features are “still in the pipeline” and probably will be forever. I have been pretty shaken by some of the bugs to the extent that I now have a cloud of uncertainty around most of my accounts and, if I am talking with an advisor, I have to manually double-check the information before presenting what Banktivity has to show.įollowing are some cons and pros to Banktivity that brought me to this point. Couple that with some unpleasant experiences with the support group – not malicious, just condescending – and I started looking for a replacement personal finance tool again.īanktivity ultimately greatly increased the amount of work that I needed to do to maintain any semblance of up-to-date information. I haven’t seen the growth I was hoping for, and I have encountered far too many issues in working with it that I’m not willing to wait any longer to be someday resolved. I have since become disenchanted with Banktivity. In late 2018 I decided that Banktivity (which had *just* rebranded from “iBank”) had the comprehensive set of features that I needed, and so I migrated to this platform.īanktivity was still a bit rough around the edges, but it had just been overhauled and they looked like they were eager to build a world-class personal finance solution so I tolerated some of the fairly glaring shortcomings and found workarounds with the assistance of their support folks. I was disenchanted and looked around for a native MacOS product that could handle my personal finance needs. Their support had gone very much downhill, updates to the product were unspectacular and, frankly, it seemed as if Intuit regarded the Quicken product as just an advertising means to push their TurboTax product. I continued to use Quicken for a little over 25 years when they started faltering and appeared about to go out of business. This continued until I got my first job and decided I wanted a more polished system, whereupon I migrated over to Intuit’s Quicken product. I have tracked my finances in detail since my university days in the mid-80s when I created a complicated set of macros in Quattro to handle the basics required to record, track, and reconcile all of my accounts.
I basically don’t trust the Banktivity registers and it takes WAY too much time manually inspecting, auditing, and repairing to be worth my effort. TLDR I moved from Quicken to Banktivity a little over 3 years ago and now I’m going back. 21 commentsĪrchives Archives Categories Categories Housekeeping
Banktivity 6 support how to#
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