![]() ![]() So, for example, MyAccount.qif gets processed and Fixed-MyAccount.qif is the resulting file. It will process every QIF file it finds there, and creates a new QIF file for each, with "Fixed-" prepended to the filename. There are two required libraries, however both are global and are installed with Node.įor simplicity, the code assumes that the exported QIF files are in the same folder as the app. This app is a node.js app, so requires Node to be installed on the machine. A new QIF file is created for each original QIF file, and it is these new files that should be imported into Moneyspire. In essence, it processes all the exported QIF files to remove these duplicate transfer transactions. Moneyspire makes no attempt to match up those duplicate transfer transactions and so, after importing all the QIF files, the balances calculated and displayed by Moneyspire are seriously wrong: every transfer appears as two transactions in a given account.īlog post: Replacing Microsoft Money – Moneyspire What this app does Because the QIF files are generated per account that transfer (and all similar ones) appear in both QIF files for those accounts. Imagine a transfer from a checking account to a credit card: the transaction is paying off (some of) the outstanding debt on the credit card. The other issue is more problematic and it involves transfers between accounts. Unfortunately this has to be done for every (current) account in Money. This is done via a two step process: export an account's set of transactions from Money into a QIF file, and then import that QIF file into Moneyspire. Obviously users would like to import their current data into Moneyspire. Microsoft Money reached end-of-life years ago, so it's beyond time for users to move to some other personal financial app. It's time to take action and start PROACTIVELY managing your money.Removing duplicate transfer transactions from Money-exported QIF files before importing into MoneySpire Background Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials. Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management. No matter where you are, you can enter transactions on the go with Banktivity for iPhone. Or view holdings in the Portfolio or Investment Summary reports -presented in comprehensive graphics that let you drill down for details, export or print. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). ![]() You can even pick which lots you've sold from.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Banktivity calculates IRR, ROI and gains and losses. You can track buys, sells, splits, dividends, options and more. Actual reports.īanktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. And any money not spent can be carried carry over into your savings.īanktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. Sync devices, fetch Direct Access data, security prices even currency exchange rates.īanktivity's budgeting tools help you to set saving and proactive spending goals. It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you. You’ll easily track, categorize, tag, reconcile and manage every transaction. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.īanktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.īanktivity gives you a holistic view of your finances - checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. The first step in better money management is getting all your finances and accounts into one place. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions. The key to reaching all your financial goals comes down to one simple idea:īanktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. Make the Most of Your Money with Banktivity ![]()
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