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Switcher Hangout (Windows to Mac)
Banking software
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<blockquote data-quote="jskwarek" data-source="post: 696348" data-attributes="member: 39170"><p>My biggest issue, was exactly what you need... The lack of integration with any of my banks (WaMu, USAA, Discover...). My banks offer a way to download files I could then import in, so maybe if you only need to do it once a year it will work better for you. I'm the anal retentive type that will balance all my accounts to the penny twice a month and the lack of good integration of any type turned this project into a couple hours instead of a couple minutes.</p><p></p><p>If you're going to use ChaChing you might as well create your own simple spreadsheet.</p><p></p><p>iBank was a little more robust with integration with the banks, but it's simplistic approach to everything was too simplistic so a more complicated transaction than a simple in and out would always seem to get screwed up and the account balancing online was never right in the 2-3 months I tried to work with it. It always seemed like things were getting double dipped or not recorded at all. I thought maybe it was due to the data I had imported in so I started from scratch and within a month I was right back in the same boat and frustrated as ****. Tracking bills and when their due is a big part of what I use in M$ Money and there wasn't anything useful like that in iBank.</p><p></p><p>Quicken on the other hand was so robust I felt like I needed to call a CPA to help me pay bills, it only lasted a month before I gave up maybe I should have given that more time but I started reading forums and everyone's gripe was the same as mine so I flipped that out quickly.</p><p></p><p>I really did give it the old College try because I didn't want to cave and load VMWare but finally gave up and created a 2GB partition and caved to the need.</p><p></p><p>Jason</p></blockquote><p></p>
[QUOTE="jskwarek, post: 696348, member: 39170"] My biggest issue, was exactly what you need... The lack of integration with any of my banks (WaMu, USAA, Discover...). My banks offer a way to download files I could then import in, so maybe if you only need to do it once a year it will work better for you. I'm the anal retentive type that will balance all my accounts to the penny twice a month and the lack of good integration of any type turned this project into a couple hours instead of a couple minutes. If you're going to use ChaChing you might as well create your own simple spreadsheet. iBank was a little more robust with integration with the banks, but it's simplistic approach to everything was too simplistic so a more complicated transaction than a simple in and out would always seem to get screwed up and the account balancing online was never right in the 2-3 months I tried to work with it. It always seemed like things were getting double dipped or not recorded at all. I thought maybe it was due to the data I had imported in so I started from scratch and within a month I was right back in the same boat and frustrated as ****. Tracking bills and when their due is a big part of what I use in M$ Money and there wasn't anything useful like that in iBank. Quicken on the other hand was so robust I felt like I needed to call a CPA to help me pay bills, it only lasted a month before I gave up maybe I should have given that more time but I started reading forums and everyone's gripe was the same as mine so I flipped that out quickly. I really did give it the old College try because I didn't want to cave and load VMWare but finally gave up and created a 2GB partition and caved to the need. Jason [/QUOTE]
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