Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
I've been using Mint since 2009, and have a lot of data compiled in there from over the years. Were you able to seamlessly switch from Mint (e.g. no issues with adding the same financial institutions, etc.), and were you able to upload your existing data, tags, etc., or did you have to start over your financial tracking from scratch?

I have a love/hate relationship with Mint. When it works, it's great, but their customer service is non-existent, and there are frequent issues connecting to financial institutions. Not to mention their useless investments section.

I'd love to hear a in-depth take on Simplifi coming from a former Mint user.
I kissed Mint goodbye and never looked back. I haven’t regretted it for a second. I started from scratch on Simplifi wanting a clean slate. Since then, Simplifi has evolved and now allows imports. I probably still wouldn’t have carried over the data to avoid having to categorize / check years of transactions. I imported select transactions from Personal Capital, mostly to have an even number of transaction history in Simplify. Had to categorize most of these by hand. Mint accomplished what I wanted, which was to have an overview of money in and out, and I pretty much know the numbers by heart after a few years. I was up and running in no time after setting up Simplifi. Syncing works - occasional syncing hiccups resolve themselves after a short while, usually a few minutes, rarely an hour. I use a whole bunch of financial institutions and all are supported. I am very happy with Simplifi. Customer service is available on chat and responds within minutes during business hours. Frequent updates and constant improvements. I only hope it stays like that.
 
I've been running quicken windows with parallels for 10 years or so, not as an alternative but as a necessity. The win and mac versions are not compatible and not all data will migrate. Quicken's explanation for the incompatibility ring hollow, and I simply will not accept losing historical data (eg., tax basis). So quicken Mac is a not an option. I have considered banktivity as an alternative, but I lack enthusiasm to scrub 25-30 years of records in a 75MB data file. In the end I pay the parallels license and quicken subscription fee to avoid a lot of work.

Lastly, Parallels is in development for an M1 CPU compatible version: https://www.parallels.com/blogs/parallels-desktop-apple-silicon-mac/

VMware Fusion 12 is now free. You can even import your Parallels VM into Fusion without a hiccup and save tons of money in the long run by not paying for yearly Parallels upgrades etc.
 
I've been running quicken windows with parallels for 10 years or so, not as an alternative but as a necessity. The win and mac versions are not compatible and not all data will migrate. Quicken's explanation for the incompatibility ring hollow, and I simply will not accept losing historical data (eg., tax basis). So quicken Mac is a not an option. I have considered banktivity as an alternative, but I lack enthusiasm to scrub 25-30 years of records in a 75MB data file. In the end I pay the parallels license and quicken subscription fee to avoid a lot of work.

Lastly, Parallels is in development for an M1 CPU compatible version: https://www.parallels.com/blogs/parallels-desktop-apple-silicon-mac/
What type of data does not migrate?

I have been using YNAB classic since 2012, and used Quicken for windows from the early 90's to 2012. I'm in the process of trying to put 2-3 individual files into one database, either moving back to Quicken for Mac (2021) or "upgrading" from YNAB classic to their subscription model. I'd like to ensure all my old data from Quicken export files transfers and was curious to hear what doesn't migrate between Windows/Mac. Thanks.
 
I've been looking for an alternative to Quicken. So far my experience has been:

  • Moneydance – imported the Quicken files, but the program often quit unexpectedly. I had highest hopes for the this one.
  • iFinance – didn't import the Quicken files. Non-starter.
  • SEE Finance – imported the files correctly. It's a little clunky, but so far it is the contender.
  • Gnucash – imported the Quicken files. I'm still trying to figure out how to run an itemized transaction report. It's bare bones but not terrible. Fairly typical open-source stuff.
What I don't want:
  • Intrusions, interruptions, notifications, nagging, tracking, spying
  • Programs on rails where I can't modify reports, fonts, etc.
  • Subscriptions. Standalone programs only. I'm not interested in paying for a program every 20 minutes.
  • I don't do any financial transactions online. I don't want or need "The Cloud", "syncing", Facebook or other ********.
I have never found a program as loathsome as Quicken for Windows.
 
I've been looking for an alternative to Quicken. So far my experience has been:

  • Moneydance – imported the Quicken files, but the program often quit unexpectedly. I had highest hopes for the this one.
  • iFinance – didn't import the Quicken files. Non-starter.
  • SEE Finance – imported the files correctly. It's a little clunky, but so far it is the contender.
  • Gnucash – imported the Quicken files. I'm still trying to figure out how to run an itemized transaction report. It's bare bones but not terrible. Fairly typical open-source stuff.
What I don't want:
  • Intrusions, interruptions, notifications, nagging, tracking, spying
  • Programs on rails where I can't modify reports, fonts, etc.
  • Subscriptions. Standalone programs only. I'm not interested in paying for a program every 20 minutes.
  • I don't do any financial transactions online. I don't want or need "The Cloud", "syncing", Facebook or other ********.
I have never found a program as loathsome as Quicken for Windows.
As "loathsome" as the Quicken Windows App is, in your opinion, Quicken Windows covers the use case domain I need for my financial management needs. Quicken Mac, which I assume you believe is far less loathsome, is cosmetically more appealing and compatible with my Apple Silicon hardware, but even it does not come close to scratching my accounting itches. None of the other apps you mention come close to covering Quicken Windows use case functionality either.

That said, Quicken Windows is not aging well. It is still 32 bit so there is Windows OS deprecation risk in its future that can only grow over time. It is also buggy, being hamstrung by decades now of spaghetti code buried deep below the user layer and is becoming increasingly unstable. It requires a ground up rewrite, something that Quicken is mysteriously uninterested in performing. Maybe their competition will motivate them to take the plunge. So far, their competition has not yet elevated their products enough to be a sufficient threat.
 
  • Like
Reactions: DrKarl
As "loathsome" as the Quicken Windows App is, in your opinion, Quicken Windows covers the use case domain I need for my financial management needs. Quicken Mac, which I assume you believe is far less loathsome, is cosmetically more appealing and compatible with my Apple Silicon hardware, but even it does not come close to scratching my accounting itches. None of the other apps you mention come close to covering Quicken Windows use case functionality either.

That said, Quicken Windows is not aging well. It is still 32 bit so there is Windows OS deprecation risk in its future that can only grow over time. It is also buggy, being hamstrung by decades now of spaghetti code buried deep below the user layer and is becoming increasingly unstable. It requires a ground up rewrite, something that Quicken is mysteriously uninterested in performing. Maybe their competition will motivate them to take the plunge. So far, their competition has not yet elevated their products enough to be a sufficient threat.
I haven't used Quicken for Mac since...2007? I just found the Quicken 2007 disc! Will it work? I'll let you know.

"Compared to what" is always a fair question. In this case I could compare my experience using Quicken for Mac in the 1990s, when it just worked. It was, after all, merely a program to keep track of one's checking account and credit cards. Not complex programming by any means. I don't understand why what was done easily 30 years ago is impossible today, but that's the kind of question that usually makes people angry, so I will avoid that line of thought.

My real means of comparison is: Something that works. I'm actually looking for something for my Mom, who is 80. I feel somewhat ashamed for buying her a Dell tower years ago and leaving her with Quicken. You have to log in just to use the program even if you don't do online transactions. Every time you start the program there are notification boxes to close, ads, various forms of nagging.

I would go into more detail, but I'm trying to keep my bp down.
 
In the meantime, I am using Intuit Quickbooks Desktop for Mac (last bought and paid for version before they went to subscription) and created a “company” called Personal Finance. Kinda like owning a Ferrari to go to the grocery store, but it works.
 
In the meantime, I am using Intuit Quickbooks Desktop for Mac (last bought and paid for version before they went to subscription) and created a “company” called Personal Finance. Kinda like owning a Ferrari to go to the grocery store, but it works.
Which "model" or version # was that?
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.