A brief report on iBank for Mac
Quicken 2007 still working, but to make sure our personal checking software was up to date, given the unknowns relative to the future of Quicken/Mac, am trying iBank. Started with the demo, purchased single user $59 when it timed out (30 days). Spent some hours updating the file today, and find it generally pleasant to use. There are some interface elements to get used to, as one would expect.
DATA TRANSFER: seamless. Exported the Quicken data to a .qif file, which imported easily to iBank. Contacted their support re a step needed to make the current total agree, as I didn't export/import data from 3 or more years ago. They responded quickly, and made it easy.
AUTOFILL: Worked well after some new manual entries. Didn't pick up on the imported portion.
CATEGORIES: It looked like most categories imported. Editing or making new ones a different process than Q, but not difficult to figure out. Manages split categories OK, though not quite as smoothly as Q.
NITPICKING: I like Quicken's use of + or - [plus or minus] to edit dates, but they have to be changed manually in iBank - a nuisance.
- Instead of "Debit" as a transaction choice, it uses POS "point of sale." ??? Works OK, but just a difference to get used to.
VISUAL: Much easier interface than Quicken 2007, though there were a few confusing factors in reading totals correctly if a transaction was entered at an earlier date than the latest one. The correct total showed AFTER the "save" in this case, however.
It seems comprehensive, though I don't use the online banking features. Did a quick tryout of reports, essential at tax time. Seems to offer the basics, but not the detailed choices of Q.
Am keeping some notes on the interface to submit to the company for consideration.
"For what is age but youth's full bloom,
A riper, more transcendent youth" - Oliver Wendell Holmes
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