Anyone use Moneyspire? How to do initial setup?

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starguru
Posts: 257
Joined: Sun Jun 07, 2015 7:55 pm

Anyone use Moneyspire? How to do initial setup?

Post by starguru » Mon Oct 30, 2017 10:15 am

Does anyone here use Moneyspire for Mac?

I am trying to get off Personal Capital. Don't like the idea of having all my financial info in the cloud. I downloaded Moneyspire (30 day free trial) and am trying to set up my accounts such that history that is convenient to import is available. I can download the transactions for the accounts, but all of my investment account balances are off. Interestingly, my checking account balances are correct, but the history seems off. Im not finding any guides on how to get set up with partial history from accounts. Has anyone gone thru this process?

pkcrafter
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Joined: Sun Mar 04, 2007 12:19 pm
Location: CA
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Re: Anyone use Moneyspire? How to do initial setup?

Post by pkcrafter » Mon Oct 30, 2017 9:23 pm

reset, someone must know about Moneyspire.
When times are good, investors tend to forget about risk and focus on opportunity. When times are bad, investors tend to forget about opportunity and focus on risk.

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