Comments on: Should I give up on iBank 3 and go back to Moneydance? http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/ Battling disorganisation Sun, 27 Dec 2009 15:09:15 +0000 http://wordpress.com/ hourly 1 By: Mark http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-784 Mark Fri, 03 Apr 2009 21:38:08 +0000 http://facelikefizz.wordpress.com/?p=33#comment-784 In moneydance trial, I couldn't find anywhere to print my checks like quicken or iBank...does anyone know? In moneydance trial, I couldn’t find anywhere to print my checks like quicken or iBank…does anyone know?

]]> By: Rachel Murphy http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-286 Rachel Murphy Wed, 20 Aug 2008 06:47:02 +0000 http://facelikefizz.wordpress.com/?p=33#comment-286 @Denise: I'm glad you've found something that works for you. iBank has a lot going for it. I always liked that it felt like a proper Mac app and I found the iPhone sync useful. For me, in the end though, there were too many small annoyances to continue using it. I switched back to Moneydance and haven't looked back. @Denise: I’m glad you’ve found something that works for you. iBank has a lot going for it. I always liked that it felt like a proper Mac app and I found the iPhone sync useful. For me, in the end though, there were too many small annoyances to continue using it. I switched back to Moneydance and haven’t looked back.

]]> By: Denise http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-285 Denise Tue, 19 Aug 2008 22:24:29 +0000 http://facelikefizz.wordpress.com/?p=33#comment-285 Well, after much researching I first tried importing the same transaction file into each of the systems I was trialling (Money, Cha Ching, MoneyDance and iBank). I then tried out the various functions such as reconciling statements, assigning categories, balancing accounts etc and then tried searching for specific transactions using different methods and then looked to see how much had been spent with a given supplier or in a specific category in a given period of time. It was quite intensive but necessary to get a feel for the strengths and weaknesses of each application so I could make an informed choice based on what was important to me. My choice then, was iBank based on ease of use, look and feel, accurate importing of multiple account ocx files and the ability to remember category assignments so that after a while I had hardly any to do manually. The colour coding I found very useful, reconciliation quick and easy and have now successfully imported files going back four years giving a valuable history of transactions. It backs up to my iDisk and also syncs with my iPhone so that when I am out I can quickly check my balances. I can't edit entries from my iphone, which I don't really want or need to do but I can add new entries which sync back to iBank. Overall, I am very pleased with my purchase and how easy it has been to get my finances sorted out. I hope someone else finds this information useful. Well, after much researching I first tried importing the same transaction file into each of the systems I was trialling (Money, Cha Ching, MoneyDance and iBank). I then tried out the various functions such as reconciling statements, assigning categories, balancing accounts etc and then tried searching for specific transactions using different methods and then looked to see how much had been spent with a given supplier or in a specific category in a given period of time. It was quite intensive but necessary to get a feel for the strengths and weaknesses of each application so I could make an informed choice based on what was important to me. My choice then, was iBank based on ease of use, look and feel, accurate importing of multiple account ocx files and the ability to remember category assignments so that after a while I had hardly any to do manually. The colour coding I found very useful, reconciliation quick and easy and have now successfully imported files going back four years giving a valuable history of transactions. It backs up to my iDisk and also syncs with my iPhone so that when I am out I can quickly check my balances. I can’t edit entries from my iphone, which I don’t really want or need to do but I can add new entries which sync back to iBank. Overall, I am very pleased with my purchase and how easy it has been to get my finances sorted out. I hope someone else finds this information useful.

]]> By: Rachel Murphy http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-281 Rachel Murphy Thu, 14 Aug 2008 05:42:01 +0000 http://facelikefizz.wordpress.com/?p=33#comment-281 @Denise: I'll be interested to hear which you settle with. @Denise: I’ll be interested to hear which you settle with.

]]> By: Denise http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-280 Denise Wed, 13 Aug 2008 22:40:53 +0000 http://facelikefizz.wordpress.com/?p=33#comment-280 @Rachel: I have also been doing some Internet research - I read that about Moneydance but don't know what the timescale is. Money looks nice but no sign of anything for the iPhone. Cha-Ching supposedly are about to release an iPhone companion app so I've also downloaded their beta but their past reviews don't read too good. I ruled out Splash Money as it has a weird way of importing and I cannot get the fields to match up with my OFX files whatever I try whereas iBank had no trouble. So I am still undecided - I'll play with MoneyDance, Cha-Ching and iBank and let you know. @Rachel: I have also been doing some Internet research – I read that about Moneydance but don’t know what the timescale is. Money looks nice but no sign of anything for the iPhone. Cha-Ching supposedly are about to release an iPhone companion app so I’ve also downloaded their beta but their past reviews don’t read too good. I ruled out Splash Money as it has a weird way of importing and I cannot get the fields to match up with my OFX files whatever I try whereas iBank had no trouble. So I am still undecided – I’ll play with MoneyDance, Cha-Ching and iBank and let you know.

]]> By: Denise http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-279 Denise Wed, 13 Aug 2008 22:28:15 +0000 http://facelikefizz.wordpress.com/?p=33#comment-279 @Rachel: Spreadsheets can be very powerful and once set up and all the formulae entered, can give you a highly customised solution. However, after a while they become unwieldy - I just want a nice, easy to use application that will help me manage my finances more efficiently. @Rachel: Spreadsheets can be very powerful and once set up and all the formulae entered, can give you a highly customised solution. However, after a while they become unwieldy – I just want a nice, easy to use application that will help me manage my finances more efficiently.

]]> By: Rachel Murphy http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-278 Rachel Murphy Wed, 13 Aug 2008 06:39:34 +0000 http://facelikefizz.wordpress.com/?p=33#comment-278 @Denise: I've just been doing a bit of internet research and it seems the Moneydance developer is working on an iPhone version. See here: http://moneydance.com/forum/YaBB.pl?num=1214761955 @Denise: I’ve just been doing a bit of internet research and it seems the Moneydance developer is working on an iPhone version. See here: http://moneydance.com/forum/YaBB.pl?num=1214761955

]]> By: Rachel Murphy http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-277 Rachel Murphy Wed, 13 Aug 2008 06:18:32 +0000 http://facelikefizz.wordpress.com/?p=33#comment-277 @Denise: Moneydance definitely doesn't work with the iPhone and I'm pretty sure Money doesn't either. I've long had this idea it would be fun to maintain my own finances in a spreadsheet. I feel it would give me more flexibility, especially when it comes to graphing the data. When Numbers came out last year I had a brief go at it but realised I don't know enough about spreadsheets to get it to work properly. Since then I've had "Learn how to use Numbers" on my Someday/Maybe to-do list! For now though I'm continuing to use Moneydance. @Denise: Moneydance definitely doesn’t work with the iPhone and I’m pretty sure Money doesn’t either.

I’ve long had this idea it would be fun to maintain my own finances in a spreadsheet. I feel it would give me more flexibility, especially when it comes to graphing the data. When Numbers came out last year I had a brief go at it but realised I don’t know enough about spreadsheets to get it to work properly. Since then I’ve had “Learn how to use Numbers” on my Someday/Maybe to-do list! For now though I’m continuing to use Moneydance.

]]> By: Denise http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-276 Denise Tue, 12 Aug 2008 23:53:09 +0000 http://facelikefizz.wordpress.com/?p=33#comment-276 I have used MS Money in the past and when I switched to Macs I tried Quicken (yuk), tried Liquid Ledger (it screwed up dates on importing transactions) and now just use Excel. I diligently download my statements each month as ofx files hoping one day something would turn up. I am trialling iBank and have just downloaded Moneydance and Jumsoft Money. What I really want though is something which will work with my iPhone. Can anyone confirm whether Moneydance or Money will? iBank supposedly does but I have not got it working yet. I have used MS Money in the past and when I switched to Macs I tried Quicken (yuk), tried Liquid Ledger (it screwed up dates on importing transactions) and now just use Excel. I diligently download my statements each month as ofx files hoping one day something would turn up. I am trialling iBank and have just downloaded Moneydance and Jumsoft Money. What I really want though is something which will work with my iPhone. Can anyone confirm whether Moneydance or Money will? iBank supposedly does but I have not got it working yet.

]]> By: Microsoft Money and a Mac - davidgagne.net http://facelikefizz.wordpress.com/2008/02/29/should-i-give-up-on-ibank-3-and-go-back-to-moneydance/#comment-262 Microsoft Money and a Mac - davidgagne.net Sat, 26 Jul 2008 18:42:13 +0000 http://facelikefizz.wordpress.com/?p=33#comment-262 [...] Should I give up on iBank 3 and go back to Moneydance? [...] [...] Should I give up on iBank 3 and go back to Moneydance? [...]

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