![]() Easy to use and learn wutg decent online tutorials Simple budgeting with a method to easily detect if I'm spending over my budget Simple net worth reporting with a method to explicitly exclude certain accounts from such reporting Minimal effort in categorizing expenses and auto detection of transfers between accounts Anticipate my cash flow needs in checking accounts based on recurring expenses RELIABLY sync to all of my bank and financial institutions Why did you ultimately select Banktivity? I'm especially interested in hearing from those of you that also evaluated MoneyDance or migrated from MoneyDance. Obviously this is a Banktivity forum so those reading this message are already likely Banktivity users. I'm unclear whether Plaid or Yodlee platform have an advantage over one another though I am concerned that I have read reports about repeated sync issues with Banktivity as that is one of my most important selection criteria. ![]() One of the most important things to me is RELIABILITY OF SYNC of financial data. It appears on the surface if I pay for a license to MoneyDance app and then pay $40 a year for their sync service I would in the long run be paying less than I will with Banktivity. I've narrowed the selection down to Banktivity and MoneyDance mainly because they appear to be the only vendors that seem to be able to sync all of my financial institutions without major headaches. I've been trying out just about every recent Mac app from See Finance to MoneyWiz (liked this one a lot but could not get enough of my financial partners to sync properly).
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