Tag Archives: Mac

A Jaded Look at Home Financial Software

Heath H89 computerI started doing personal finances (especially taxes) on a venerable Heath H89 I picked up back in 1980. I graduated to Macintax in ’85 using a borrowed Mac 512. I started online banking in about ’89 with CheckFree software, eventually migrated to “Managing Your Money,” and then to Quicken (who probably absorbed CheckFree’s consumer services). After that, I bounced between Macs and PCs using various versions of Quicken.

My desktop is now a Macintosh but I continue to use PC Quicken.  I tried to break free last month, and failed.

Despite having to migrate every few years, I’ve achieved a few things pretty consistently with my financial software. It isn’t everything everyone wants. I do enough to keep me atop finances and tax reporting requirements.

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iBank and Moneydance fail

iBankI’ve been looking for a substitute for PC Quicken that I could run on my Mac. I figured, “How hard can it be to create something with the features I need?” Too hard, I guess. Quicken’s own Mac version falls short in a lot of ways, too, but that’s another story.

I tried Moneydance. It doesn’t download all of the accounts I need.

I tried iBank. It came a lot closer, especially if you’re willing to pay for their “direct access to banks” subscription. However, they haven’t figured out what it means to reconcile an account without  a paper statement.

How 20th century of them.

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