So far, good financial software for Macs is like the holy grail. Everyone wants it, but no one can find it. That said, you might start by checking out 'Best' is relative. If all you want to do is keep a transaction register, almost any of the apps will suffice. But if you want to do meaningful recordkeeping and reporting, print checks, tax categorization, etc. They are all very limited. Last month I installed iBank and Moneydance on my Mac to evaluate the current versions of each.
Even though they are the best of the lot, they still have a long way to go to be truly useful. Still sadly lacking critical features. There seems to be more emphasis on having a pretty UI than on capabilities. Tax category support is useless to nearly non-existent.
Reports are very basic with very limited customization. And check printing setup is a disaster. I'm still using Quicken Home & Business on an aging pc (sigh, just upgraded to Quicken H&B 2012) because there is nothing even remotely comparable to it on Macs. Following up on Martin's post. I've been using iBank since July as a test and I cannot recommend it. I don't understand why so many people view it as best of breed.
The application is full of idiosyncracies put in by the developers that simply don't make sense. Their knowledgebase is full of questions pointing out these quirks but they rarely offer solutions. As of this month, I'm going back to my previous soultion.
As someone who needs to track a full personal portfolio (cash, checking, savings, 401k, Roth, active stock trades, and various loans), I'm still looking for a solution for my Mac. It continues to surprise me that there's no good software for a high value activity.
I'm using iBank. I switched from Quicken 2007 for Mac because it hadn't been updated and I wanted software that would accompany a switch to Lion or Mt. IBank has it's quirks. I schedule a lot of transactions. IBank's scheduling regimen is far less helpful than was the similar regimen in Quicken. The major drawback for me is the lack of 'category reports' as summaries for 'detail reports'. All in all, however, it generally does what I want it to do and I have found ways to work within what's quirky.
It ain't 'great', but it does work for me. It really is unfortunate that there isn't an excellent personal finance management product for Mac out there.
TD Bank lost connectivity to Quicken 2007 2 months ago and there has been no progress on restoring it. I've been entering all my transactions manually since then and then this week my Quicken 2007 data file became corrupted and I've lost all data back to August. Just cannot figure out how to get it back and did not know that you must do periodic file maintainance to guard against corruption. I am fed up with TD Bank and fed up with Quicken and going to look somewhere else.
IBank looks most popular and seems to have a way to get transactions even if bank downloads fail. That might work.
I did some research last spring, including reading the MacLife comparisons and made the mistake of choosing iBank. I used Quicken for years and was very happy with it, but heard stories that the Lion version wasn't good. Well, I have no idea whether that is true, but I really don't like iBank. You can't even void a check with it, its reports suck, it is hard to navigate. It really has few redeeming qualities. So I'm hoping someone with recommend something decent, even though it is a pain to switch. Again, I repeat, I HATE iBANK!!!
Personal Finance For Mac
This is a bash on Quicken reply. I have struggled with Quicken (currently Q07) for many, many years (back into the 90's). I counted 13 different sets of Quicken datasets which have been left hanging on my various hard drives over these years as I found out through different support calls that I would have to discard a corrupted database and start over. Last year, I was told by Quicken support during a call I paid for that I had too many accounts and the database was too large. (This has been a common tech support comment for me) I've only tried to use Quicken for personal finance tracking, no securities tracking and the heavier features (thank goodness). The call ended with an all too familiar bottom line which was that the backups were all bad so they didn't help.
The support person couldn't figure out how I could utlize the backup data so in the end, I re-entered the previous year so that I could get my taxes done and search for another program. I've researched enough to know I was lucky to not move to Quicken Express as was once advised. Apparently that software doesn't allow an export in the event you would find a different software. The good news is that I just upgraded to Mountain Lion. As you may know, Quicken in any version does not work with this OS. I've finally found a perfect reason staring me in the face to never struggle to use Quicken again.
Now to find a better option. Money has many features that seem like what I need for handling 5 or 6 bank accounts and credit cards. Has anyone experienced SEE software? It too seems to have decent features. I don't know the background of this link but it may be a place to start: MacWorld also has a review on financial software for the Mac 2013 Best of luck to us all.
Deciding on MtnLion and Mac vs. Quicken pppfffft no question which gets dumped! Apple Footer. This site contains user submitted content, comments and opinions and is for informational purposes only.
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Custom Search AccountEdge 2018 22.0.12 AccountEdge offers full-featured accounting software for your small business, on the desktop. No monthly subscription.
Command centers help you run and report on all aspects of your business: sales and invoicing, purchases, payroll, inventory, time billing, and more. License: Demo, Basic $149; Pro $399. Developer/Publisher: Acclivity Group LLC.
Modification Date: October 5, 2018. Requirements: Mac OS X 10.8 or higher - File Size: 84.3 MB - 22.0.8 Demo File Size: 62.9 MB - 22.0.12 Update File Size: 30.2 MB Banktivity 7.1.2 Banktivity shows you the big picture of your finances by grouping and analyzing all of your accounts in one place.
Banktivity makes it easy to add checking, savings, credit cards, investment and other accounts. Whether you enter transactions by hand or use the built in bank connectivity options, Banktivity will start categorizing your transactions. This allows you to see spending habitats across accounts, even if you and a spouse have separate credit cards. Budgets in Banktivity allow you to specify spending targets in any category (e.g.
Groceries) and your bills are automatically used to build your budget. Building a budget this way makes sure you spend only what you planned. Ideally, you'll be able to tweak your budget to make sure you are always taking in more than you spend.
License: Demo, $65. Developer/Publisher: IGG Software, LLC. Modification Date: November 20, 2018. Requirements: macOS 10.12 or higher - 64-bit File Size: 23.4 MB CheckBook Pro 2.6.7 Want a summary of all your accounts at once? How about advanced searching based on any combination of criteria?
What if you'd like to change the date or description for a group of transactions in a single stroke? With CheckBook Pro's simply powerful data management tools it's just plain easy. Take a look at a few of CheckBook Pro's features: Friendly single-window interface that stays focused on the task at hand - and all our major features are just a click or two away, not buried in menus where you'll never find them. QuickFilter, an advanced search field that turns 'those other search fields' on their ear Scheduled Entries - an easy way to keep track of your monthly bills. Account Summaries, customized reports to help you visualize where your money came from and where it's going.
Printing that works, so you can print all the transactions in a given account, the current filter results or the selected Account Summary. OFX, QIF and CSV/Text import, so you can easily import bank statements or migrate from Quicken and many other personal finance apps. Multiple currency support, including support for transfers between accounts with different currencies. License: Shareware, $20. Developer/Publisher: Splasm Software. Modification Date: May 16, 2018.
Requirements: Mac OS X 10.6 or higher - 64-bit File Size: 32.2 MB Debtinator 3.4.9 Debtinator handles all of the details for you. You tell it your income. You tell it your expenses.
You tell it your debts, and everything about them. And Debtinator tells you how to re-structure your money and pay them off as fast as possible. License: Shareware, $20. Developer/Publisher: Bassett Software.
Modification Date: October 23, 2017. Requirements: Mac OS X 10.10 or higher - 64-bit File Size: 4.6 MB GnuCash 3.3 GnuCash is personal and small-business financial-accounting software, freely licensed under the GNU GPL and available for GNU/Linux, BSD, Solaris, Mac OS X and Microsoft Windows. Designed to be easy to use, yet powerful and flexible, GnuCash allows you to track bank accounts, stocks, income and expenses. As quick and intuitive to use as a checkbook register, it is based on professional accounting principles to ensure balanced books and accurate reports.