I imported all of my Quicken data (instructions are on the Moneydance site.) I did end up having to make some "balance adjustment" transactions to get the account balances in sync. I just wanted to update this thread, as I now have Moneydance up and running. Also, why do you want to jettison Quicken? I would also be interested in knowing if Moneydance is *really* better, or the benefit is primarily that you don't have to hold your nose and pay upgrade fees every 3 years for a non-upgrade. But I still need to transcribe information to an Excel spreadsheet to rebalance my portfolio. On the other hand, Quicken does mostly what I want it to, and I know more or less how it is going to behave in most situations now. Even more frustrating is that Intuit knows this, and knows that most of the people who are using Quicken are locked in customers, and will pay for the forced upgrades, and will spend time to re-learn the rearranged GUI, every 3 years. Vendor lock-in by Quicken appears to be quite daunting. How you can verify that you have captured everything completely, across stock splits, partial transfers of accounts, vested and unvested stock options, taxable and non-taxable accounts etc? I hope Patrick will continue developing this excellent piece of software for a very long time to come, and make it the most succesful finance software for the mac.I would be interested in knowing how hard it is to import from Quicken to Moneydance. Syncing with the equally excellent iOS app is a breeze without having to use a proprietary account, just iCloud. One tiny complaint is that you can’t drill down from your reports to transactions or categories, but Patrick who is a gentleman and a scholar and always responds within a few hours to all questions or suggestions, promised that this is in the plans. The search is absolutely woderful and reporting quite good. My investment account problem went away since SEE has the flexibilty to allow USD investments in non USD accounts. It really is the best in every respect, and where it isn’t, it just makes me look forward to the next version. This was and is a serious drawback for me, since I often buy USD denominated instruments from an EUR account. My biggest issue however, was the inability to record investment transactions in an account that was in a different currecny to the instrument. Transaction entry was a bit cumbersome, reporting quite flexible and system wide search a bit tricky at the beginning. However, because it was not available on the app store, I had to activate it every time I reset my mac and that is often! Since then I have been using Banktivity (iBank as was its previous name) and I was fairly satisfied. In 2012 I tried SEE Finance and I loved it. Starting with MS Money in the early 90s, Quicken, Moneydance, Moneywiz, Fortora etc. I think I must have used the majority of personal finance applications over the years. Import OFX, QFX, CSV, QIF, and QMTF files iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control. Unlike similar programs, there's no forcing you to upload your personal data to a service outside of your control in order to access it from multiple devices. SEE Finance allows you to choose where you keep your data. Designed to give users complete control over their data. Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. ![]() These are only a few of the many, many options available to you to personalize the app just for you. ![]() Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports. Packed full of options to allow you to take total control of your finances. Perform these tasks and more in any of the 150+ different currencies available. Track and monitor your individual investments and your investment portfolio as a whole. Generate a variety of customizable reports and budget to keep your spending on target. Track all of the financial accounts you might have including banking, credit cards, investments and others. Manage all of your financial accounts in a single place and gain control over your finances.
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