I was actually impressed how seamless it was and how well it worked. I could use the same file in iCloud and it worked flawlessly. Used up my month on my "old" MacBook and recently got an M1 so I started with a new trial.
MONEWIZ VS SEE FINANCE TRIAL
I've been on a the SEE Finance 2 trial for a bit over a month. So unless that changes I won't invest any more time SEE Finance for now. However, I could live with that.īut the big disappointment is that it has no PSD2/Open Banking support. I did observe that the updating/synch has to be triggered manually and is not quite so magical as the live Moneywiz sync. But it apparently synchs through iCloud so I am expecting that to be good. I haven't tried the iOS synch yet because I would have to buy the iOS app (no trial) and would rather wait a while before doing that. Also, it appears to use Yahoo as data source for stock prices and has live prices for LSE and Euronext stocks and EOD for mutual funds so looking good so far. The layout is quite similar to Banktivity, so that also is a bonus. I have acquired 89 different accounts per 24 years in about ten currencies of which many are various investment accounts in different currencies, and it comes out perfectly. It imported my Banktivity data PERFECTLY - including all complex splits and inter account transfers between accounts of difference currencies.
So I just downloaded the 30 day trial of SEE Finance 2 to try it. Somebody suggested I also look at SEE Finance 2, so am starting a separate thread here. As described in my other post about Moneywiz, I am dissatisfied with Banktivity principally for its poor, clumsy synch, its lack of PSD2/Open Banking support, lack of decent live stock and mutual fund quotes, and poor currency support.
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