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Quicken Essentials: The program recognizes transfers and does not double count them. IFinance: No, split transactions can be created, but it is only possible to transfer the whole transaction.

PocketMoney: Desktop: Yes iOS: Yes Android: No. You can create transfers in split transactions. moneyGuru does proper double-entry accounting.

Can it handle transfers among accounts when the transfer is within a split transaction?.

Moneydance: Moneydance supports direct download from banks that support the OFX protocol as well as the following file formats: OFX, QFX, OFC, QIF, CSV and using a plugin/extension just about any line-delimited text file format.

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Quicken Essentials: Quicken Essentials for Mac imports data from more than 12,000 financial institutions. IFinance: Retrieves account information via HBCI (Home Banking Computer Interface, which is only a standard in Germany). PocketMoney: Desktop: QIF files, and Quicken Essentials CSV formatted files iOS: OFX/QFX/QIF Android: QIF. SEE Finance: You can create statements in the program by downloading the statement information directly from the institution, by importing QFX, OFX, QIF or CSV files, or by manually creating a replica of the institution’s statement. It also supports importing OFX/QFX, QIF and delimited formats. MoneyWell: If the financial institution supports OFX direct connect banking, MoneyWell downloads with one click. Text files (CSV and tab delimited) can also be imported (via copy-paste in Cashbook), but these lack the automatic allocations of the bank imports. If so, what formats does your package support?.PocketMoney: Desktop: Yes iOS: statements can be downloaded through Safari on iOS and imported directly on device Android: Yes, from SD card. MoneyGuru: There is no direct download feature, but you can import files you download from your bank(s) website(s) and do reconciliation.

The Infinite Kind, LLC: Moneydance (added 27 September)Ĭan your package download bank statements and use them to reconcile accounts? The following developers responded to our questions: No ranking or other evaluation is implied nor should be inferred. In what follows, we have organized the questions into topics of interest, and presented the responses in the order in which they landed in our inbox. If there are any mistakes, just let us know and we’ll fix them. We think we got them all right, but we apologize if we have misrepresented any of the developers who were kind enough to take time to respond to the many questions with which we bombarded them. Although we have tried to be as accurate as possible, we have to admit that sometimes it was not entirely clear which of the answers went with which of our questions in the responses we received. Nine of the developers have responded, and we have collated their responses, which we present below. Many of you did just that, and we bundled your questions and ours into an email message that we sent to the 17 developers of the possible Quicken replacement packages that we listed in the article. In addition, we asked you to add to our list of questions in the comment section for that article.

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In “ Finding a Replacement for Quicken” (5 August 2011), we presented some of the questions that you should ask yourself about the features and capabilities that you need in a personal finance package to replace Quicken 2007 (and earlier) now that Mac OS X 10.7 Lion has made that software obsolete.

#1626: AirTag replacement battery gotcha, Kindle Kids software flaws, iOS 12.5.6 security fixįollow-up to Finding a Replacement for Quicken.

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#1627: iPhone 14 lineup, Apple Watch SE/Series 8/Ultra, new AirPods Pro, iOS 16 and watchOS 9 released, Steve Jobs Archive.#1628: iPhone 14 impressions, Dark Sky end-of-life, tales from Rogue Amoeba.

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#1629: iOS 16.0.2, customizing the iOS 16 Lock Screen, iPhone wallet cases, meditate for free with Oak.#1630: Apple Books changes in iOS 16, simplified USB branding, recovering a lost Google Workspace account.