I think that I have settled on Moneywell as my software of choice for Mac money management. Â I really like how this software is setup for an envelope system style of managing your money. Â I also like that it imported my QIF exports, although there is no way for it to preserve transfer transactions between accounts.
I initially had problems and had dimissed Moneywell because I could not connect to my primary bank. Â After perusing the Quicken Financial Life forums (I was a beta tester), I found the issue – I was not using the correct username and password. Â To work with my bank, I needed to provide my member number and PIN to authenticate – not my website username and password. Â Worked that out, and now automatic updates are all set.