![]() The temporary fixes they gave me didn't work and they have never provided a fix. I have had five times when the accounts didn't total correctly and it was easily proven by totalling manually from the last reconciliation. Too bad they ruin it with poor sup-port and some bad design. This company has the basics of a good product. Just fix the program instead of letting this problem fester. This level of customer support from any company is disgusting. ![]() They are now switching to a subscription model so I might as well try the new improved Quicken and try not to think of the $70 and many many hours wasted on this turd. I have contacted customer support who told me to send screen shots and log files which I did, but got no response. So who are you going to vote for-Chase with millions of people using other banking software without problems or this little software company with limited resources and a history of buggy software? (Does anybody remember iWork from the same company?) There are other problems such as the impossibility of paying two credit cards that are issued by the same company-both payments get sent to one account and then you get a late fee and a ding to your credit score. They have said it's not their problem and to call Chase, I call Chase and they say it's not their problem. So I have to painstakingly check the Banktivity record against that of Chase and manually enter the missing transactions. I have had numerous interactions by e-mail and chat, sending log files and screen shots, with their vaunted customer support staff and this problem continues. However, IT DOES NOT RELIABLY DOWNLOAD BANKING TRANSACTIONS from Chase. I use this type of software to pay bills, flagging tax-related items as I pay them, and generating a simple report at tax time each year. Like many people I have been forced to check out alternatives to Quicken 2007 for Mac since its demise. Review the Import OFX, QFX, QIF, CSV and MT940 files from banks or other applications guide to see how to set up MoneyWiz before you import your data to MoneyWiz.Banktivity is a beautiful app with problems. Usually the easiest thing to do is to save the file to the Desktop.Įnter a name for the QIF file and save it to a preferred location.Ĭlick “Save” and that’s it. You can choose any location that you would like. Select the account(s) you want to export.Ĭlick next to proceed to choosing a save location for the QIF file. the balance of the account before the first transaction that will be in the exported file. However, please keep in mind that you would need to know that Current Balance of the account you will be exporting on the date preceding the the start date of the export i.e. You can export the transactions from an account for any time you choose. Select the period of time for which you can export an account. The other format (TXF) is not currently supported by MoneyWiz. Please note that if you don’t import all accounts, the other accounts might not come up with the correct balances, because of the transfers between them and the accounts you haven’t imported.Ĭhoose the file format to Export to. For the accounts to come up with the right balance after the import they need to have their Opening Balance set as of the date of the first transaction that you will be importing. ![]() You would need this information when creating your account in MoneyWiz. MoneyWiz not only supports import from this file type, it will import the transfers between your accounts as well as split payments you may have on your accounts, payees and categories.īefore starting to export your accounts, please take a note of their Opening Balance. Banktivity (formerly iBank) can export accounts to a QIF format. We have a lot of clients coming from Banktivity (formerly iBank) and the import works well for them. Importing your data from Banktivity (formerly iBank) to MoneyWiz is easy. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |