I think one other psychological thing that keeps people locked into one tool is they like seeing a chart that goes back 10, 15, 20 years or whatever – but if you’ve run the reports, it’s easy enough to roll those up in a spreadsheet and do them there, too.
And it’s as easy to search for “ConsultingLLC” in Numbers or Excel or your PDF reader of choice as it is in Quicken (I in fact will claim it’s easier.) (2) If you need the transactions, even in the facehuggeryiest software you can typically still get a CSV (or as you say, PDF) out. (1) If you need the reports, you can just print / save those off and refer to them as needed (and in fact, you really don’t want to update a report 6 years later - you want it frozen).
Yes, this is exactly the realization that most people don’t reach, and it sounds like you just hit it: Because a PDF is easier to search if I don’t need to generate a customized report, but am just looking for one thing! As you say this, though, I think I will do a full report dump to have offline at the end of future years.
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