To have the same security in a taxable and tax sheltered account it was necessary to use a different name with the same symbol for each account. One thing that annoyed me with Q was the way it handled securities. GnuCash is certainly quirky and old-school, but it does have quite a bit under the hood. So I exported as CSV and used a combination of Excel text functions and text editor search/replace to massage it into QIF format, referring to the QIF Wikipedia page for the correct formatting. Later when I went back to catch it up with follow-on imports, I was on Q/Mac, and discovered it won't export in QIF format. The caveat for anyone else wanting to import from Q/Mac: I did the original importing from Q/Win. Yeah I'm subscribing to Quicken/Mac for the moment, but if I decide to bail I have an instance of GnuCash with most all my historical data loaded in. What I found for myself, personally, is that it took me more time to classify and validate downloaded transactions from banks and brokers than to spend 10 minutes each night entering the day's receipts. I have a very high transaction throughput. The short answer is "Use Gnucash, nothing else even comes close" if you're willing to do double-entry accounting for your personal finances.
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