![]() Not only not impressed but not workable for my needs. BT has nifty features and some that need work as with many other products. In the big picture, I could recommend BT if you are starting anew or performing a relatively “simple” conversion as discussed here. I wish the calculated four-digit gains were true. For example, I have some tickers that are incomplete that are missing the Buy or the Sell component and yet an ROI is calculated. ![]() The stock transaction reports are obscure as to how these (some times outrageous) numbers are derived. BT has not issued release notes on the last two updates nor has the manual been updated (at least I have not been notified of its availability). That was one year ago and there has been zero feedback. I have reported 10 bugs (and have many 15 to go) to BT Support. It’s working but I continue to encounter BT bugs. Using Excel I have resorted to building a. The MYM conversion tools do not support split and stock transactions and nor do. I also have 10 years of Managing Your Money (MYM) that I am converting to BT. I encountered all the issues you mentioned and then some. I have 10+ years of Quicken files from multiple versions spread over Macs and Windows and these files broken into year-end backups. Like you, Quicken Essentials was not viable for me and I chose BT iBank 4. As I suspected, my conversions are far more difficult. It was so close, but I cant use it.James, Thanks for the quick reply. That means that next year will not be covered before next january.If I try to edit one upcoming transaction its often problems with the next transactions. Why the split between scheduled transactions and account overview? If I want to se all upcoming transactions I must choose to create transactions in the beginning of the year. The problem is that I want to plan ahead in time. ![]() But after some use I had to ditch it and go back to Ms Money. I was excited at first, as you can se from my first review. Now I can even do it on the run with my iPhone or IPad. I want to see what happens in the future if I buy something. This app has a working forecast and that is the most important for me. The IPhone/ IPad app is almost perfect, Even better than the Mac version. The iPhone apps Ive tried are all too basic for my needs. Ive tried a lot of programs for Mac incl Quicken and Ibank but they couldnt do what I wanted. Ive used Ms money for 14 years now but as a Macuser its inconvenient to fire up virtualbox with Windows to keep track of my finances. Support is available in English and French. ICompta is available in English, French, German, Spanish, Italian and Greek. Full synchronization between iCompta 4 Mac and iCompta 2 iPhone / iPad Easy import / export of transactions in QIF, OFX or CSV formats Download your transactions from your bank in just one click if your bank supports OFX direct download or with just a few more clicks using the embedded browser Manage shared expenses : you can finally know who owes what to who Keep track of your income and expense thanks to budgets Manage multiple accounts and organize them into groups Keep track of your income and expense, schedule your bills, stay in line with your budget and finally know where all your money goes thanks to beautiful charts. ICompta is an application that lets you manage your personal accounts with ease. *** This version of iCompta will not evolve anymore : check iCompta 6 to get the most recent version ***
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