- #Moneyspire vs banktivity update#
- #Moneyspire vs banktivity trial#
- #Moneyspire vs banktivity license#
- #Moneyspire vs banktivity download#
iOS app: I haven't used it yet but I'm thinking of buying it to try it out before my trial runs out. My old car load from Banktivity imported fine though. Loans: The functionality is there but I don't have any at the moment to test. I did email with a question and I got a response within a couple of days, so there is someone at the other end. As far as I can tell, it's a single developer building it so there's a risk it could be abandoned at some point. Ongoing development: This is a gamble, I think. 
It's been taking me about 20 minutes extra once a week, but I dive a bit deeper into my transactions, which I like. This might be a deal breaker for some, but I've been exporting from my banks and importing manually and I actually prefer it. Direct download: It seems to only work for the US.Functionality-wise it's fine, but it could use some design love.
Look & Feel: This may sound petty but Banktivity is definitely prettier. I think they're enough for me, but I will have to export and do some excel when I want to get very granular. I hated them at first, but once you get your head around it, all the data is there and it's easy to export to CSV to further play with. The reports are inferior than Banktivity. Reports: This is where SEE Finance needs more work. #Moneyspire vs banktivity license#
One-time license fee instead of subscription.It's similar to Banktivity but feels easier.
#Moneyspire vs banktivity update#
Lists are easy to manage and update (e.g. Dates I'm guessing it uses the system format. I have all my accounts there but only see the active ones. all work as expected and similar to Banktivity. #Moneyspire vs banktivity download#
You can choose to download manually or to enter manually (who would do that I have no idea!) You choose your default currency and for others it'll download exchange rates when you start the app. The AUD never worked reliably with Banktivity and broke with the recent "updates" that also broke stocks. I've tried Bitcoin, Ethereum, NEO, Litecoin. You can also choose to only download prices for active securities. You can also choose to download historical prices (1, 2, 5, 10, 20 years and "all available"). SEE Finance updates stock prices every time you open it by default but you can choose manually. I haven't tested others, but happy to if you give me a ticker and exchange.
Stocks update perfectly fine for the ASX, NASDAQ, and NYSE. That might be a con for some, but I'd rather have sync go through iCloud than a third party. Functionality-wise it's very similar to Banktivity, so the transition is easy. I have almost 10 years of data in Banktivity with almost 20 accounts (most of them long dead), about 30 credit cards (I used to churn through them for points), investments (stocks, ETF's, and a couple of unlisted ones), etc. I was actually impressed how seamless it was and how well it worked. I could use the same file in iCloud and it worked flawlessly. Used up my month on my "old" MacBook and recently got an M1 so I started with a new trial. I've been on a the SEE Finance 2 trial for a bit over a month. So unless that changes I won't invest any more time SEE Finance for now. However, I could live with that.īut the big disappointment is that it has no PSD2/Open Banking support. I did observe that the updating/synch has to be triggered manually and is not quite so magical as the live Moneywiz sync. But it apparently synchs through iCloud so I am expecting that to be good. I haven't tried the iOS synch yet because I would have to buy the iOS app (no trial) and would rather wait a while before doing that. Also, it appears to use Yahoo as data source for stock prices and has live prices for LSE and Euronext stocks and EOD for mutual funds so looking good so far. The layout is quite similar to Banktivity, so that also is a bonus. I have acquired 89 different accounts per 24 years in about ten currencies of which many are various investment accounts in different currencies, and it comes out perfectly. It imported my Banktivity data PERFECTLY - including all complex splits and inter account transfers between accounts of difference currencies. So I just downloaded the 30 day trial of SEE Finance 2 to try it. Somebody suggested I also look at SEE Finance 2, so am starting a separate thread here. As described in my other post about Moneywiz, I am dissatisfied with Banktivity principally for its poor, clumsy synch, its lack of PSD2/Open Banking support, lack of decent live stock and mutual fund quotes, and poor currency support.
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