1/24/2024 0 Comments Banktivity change account type![]() ![]() I have several years of transactions on Quicken and was apprehensive about the conversion. I have been a long time user of both Quicken and Quickbooks and prior to Quicken used MS Money for several years, all on Windows. I spend way more time reviewing imports than I should!!! I find my templates and import rules hiding transfers in all kinds accounts requiring me to scrutinize every transaction after every import. Finally, import of transfers is maddeningly incompetent. Walmart - might be groceries, micellaneous, or split with cash withdrawal, or any of a number of other categories). And there does not appear to be a way to set up an import rule that applies an Payee only, without applying a category (e.g. Trouble is, they don’t work as often as they do work - so, while you can open the import “templates”, I can’t figure out how to modify them. I think the idea is to move the complicated import routines behind the scences. What I don’t like are the transaction import rules/algorithms. Don’t get me wrong, it all works - and works pretty well, but the delivery is somewhat cumbersome in my opinion. Is that really needed? To their credit, the reports are full of hyperlinks, allowing you to drill down by clicking on the link, say by category, and see graphs, summary tables, and, at the deepest level, the individual transactions. The reports are done in a very polished form, but are presented as if I planned to print them out. If I want to see transactions, the main screen has that (with a token graph in the corner) if I want to see graphs or reports, that is in another place. iBank provides most of this however, if it is in different places. It was (they are no longer in business) the ultimate in simple user interface and loads of information feedback. Maybe its because of my experience with my last software - Prospects - that I am biased as to how these programs should work, but Prospects put everything right on the main page, making it easy to see everything right up front, and run queries, filter transactions, see a pie chart or time-series graph for any or all categories or payees. This is a solid home banking/personal finance software.
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