Financial Software

I am looking for financial software for the mac. Is there software that will import my Microsoft Money (.mny) files directly? What is best financial software to keep checking and other accounts in order?

If Microsoft Money can export to tab delimited text files, that would be best, because then, you can import into any spreadsheet, including http://www.neooffice.org/
The advantage of spreadsheets is that formatting is completely user customizable, and the accuracy of the calculations are never in doubt. The problem with using money specific software, is that in many cases, it will not allow you to create accounts from scratch, having to import from incompatible banks, and open you up to the security issues of showing money data over the internet of your accounts. Quicken required a lot of customizing for features it tried to autocomplete when it rounded data the wrong way, and it just was a pain for me. I finally settled for using everything on a spreadsheet.

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Best financial software for mac

What is the best personal financial software for mac? I am currently using Quicken 2007 but keep losing data.
Thanks,

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:
http://personal-finance-software-review.toptenreviews.com/mac-personal-finance-s oftware/
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!

Financial software for personal use?

I just bought my blackberry bold yesterday and I'm not sure which financial software to use.
Has anyone used Ascendo or any of the other money management programs? Which ones do you prefer?
I'm looking for something that's more for personal use than business expenses etc.
Message Edited by Msitwin09 on 03-14-2009 02:17 PM

You mean Quicken '07, I assume? There is no Mac version of Quicken '08. I use both Quicken '07 and MoneyDance. The latter is still rough around the edges, but I support it since I'd like to see some real competition in the field given Intuit's legendary second-class treatment of Mac users and the Mac platform (charging more for less features and almost never fixing bugs).
Plus I think it's slimy to intentionally BREAK online features after a version is three years old like Quicken does. I fully understand desupporting an old version, but intentionally disabling functionality (in the consumer software world) is just crummy on another level. I've also used the beta of the replacement for Quicken '07, and it's pretty lousy so far.

Financial Software advice

Hi. I'm a graphic design freelancer and I need to purchase some sort of financial software for the mac. I need to create invoices, track charges, and even track my personal charges as well. Can anyone recommend the best software? I know quickbooks is available, but I'm not sure how great this program is. Any suggestions would be most appreciated.
Thanks.

skottish wrote:That was actually my first thought, but my thread is intentionally a little vague. I'm not the one who needs the budgeting software and she's the Anti-Nerd!!!! I'm curious: did you do it from scratch or did you work off a tutorial of some sort?
I made it up from scratch, it isn't anything fancy though. Here is a quick explanation of what it is:
I have a sheet for each account with 5 columns: "Date of Transaction", "Transaction amount", "Running total", "Transaction Type" and "Comment", so I get something like "16/07/2006, -£20, [running total here], ATM Withdrawl, Tesco cash machine"
I then have a sheet that gives me the current balance for each account, and then adds the current accounts (I have two), adds the savings accounts (I have two also), and subtracts the credit card balances, and gives me a final grand total.
The final sheet is a chart, and what I do is every Monday, I enter the current balance of each account. This way, I can see where my money is going on a weekly basis (weekly is enough for me) and I can see if I'm spending too much
Hope that is of some help, I would show you it but I don't really wanna send my bank balances around

Any sugg. for financial software for Mac?

Just switched over to Mac and wondering which financial software you guys recommend ? I used Quicken on my PC but have no preference... Opened a new bank acct. so I'm starting new.

Hi and welcome to Discussions and the wonderful world of Apple Macs,
while there is Quicken for Mac http://quicken.intuit.com/personal-finance/mac2007-personal-finance.jsp?lid=site _banner some prefer other apps.
Like MoneyWell http://www.macupdate.com/info.php/id/25709/moneywell
or Buddi http://www.macupdate.com/info.php/id/22468/buddi
MacUpdate http://www.macupdate.com/macintel.php has quite a lot listed.
Since I myself don't use any I can't really recommend one.
Take care
Stefan

What is the best consumer financial software pakage to use on a Mac?

What is the best consumer financial software to use with a Mac?

Go to "best financial software for mac" for a heavy discussion about this.

Best financial software for Intel Macs

I see to my disgust that Intuit just released a new version of Quicken that is not universal binary. That being the case, what is the best home financial software for Intel Macs?

Hey Todd,
Just to be sure I am understanding you - you are saying you are miffed because Quicken missed the chance to go Universal Binary. That is understandable, but I just wanted to make sure you knew that it still runs on Intel macs.
I am running the newest release on my Macbook and to be honest Quicken just isn't one of those apps that is going to benefit from more speed.
My frustration has always been that Quicken dumbs down the functionality for the Mac version. Still the case with this last release.
That said, Quicken is still the best buy for my money (sorry couldn't resist!) and runs well via on the Intel macs.
The best solution and the one I am moving toward is to load XP on Parallels and run the PC version of Quicken that way.
Best of all worlds I would say.
MacBook Mac OS X (10.4.8)

Looking for Financial Software?

Does anyone have a good financial software program for new Macbook? have used Quicken for years to track investments but the Quicken Essentials for Mac doesn't do the job. Any ideas?

I just downloaded my Quicken for Mac 2007 files to iBank. The download worked OK though some of my Quicken categories, subcategories and money amounts got mangled. I had to go back to Quicken (which I did not trash) to correct the problems.
I'm not overly happy with the choices of "Reports" available. I like to do "Category Summary" reports for tax purposes, etc. Unfortunately, iBank only provides "Detail Reports" and one of mine is 53 pages long; not very useful.
I'm 1 day into the 30 day trial. I'm not yet sold.

Advice on Linux financial software

What do people recommend for home budgeting financial software on Linux and why do you think it stacks up better than others? (KMyMoney2 and Gnucash 2.0 are both in the Arch Linux repositories, and others are ready to be installed in the user supported repositories.) I'm just curious on how people feel about these packages, what there experiences have been like, are they stable, and so on.

skottish wrote:That was actually my first thought, but my thread is intentionally a little vague. I'm not the one who needs the budgeting software and she's the Anti-Nerd!!!! I'm curious: did you do it from scratch or did you work off a tutorial of some sort?
I made it up from scratch, it isn't anything fancy though. Here is a quick explanation of what it is:
I have a sheet for each account with 5 columns: "Date of Transaction", "Transaction amount", "Running total", "Transaction Type" and "Comment", so I get something like "16/07/2006, -£20, [running total here], ATM Withdrawl, Tesco cash machine"
I then have a sheet that gives me the current balance for each account, and then adds the current accounts (I have two), adds the savings accounts (I have two also), and subtracts the credit card balances, and gives me a final grand total.
The final sheet is a chart, and what I do is every Monday, I enter the current balance of each account. This way, I can see where my money is going on a weekly basis (weekly is enough for me) and I can see if I'm spending too much
Hope that is of some help, I would show you it but I don't really wanna send my bank balances around

What financial software would you recommend?

I just migrated from a PC (Windows 7) to a MBA. I have about 3 years of Quicken 2004 data in QDF format and I'm looking to get them imported into a reliable and solid financial program. I've heard that Quicken Essentials and Quicken for Mac are pretty much horrible so I guess that route is a no go.
Here are the features I need:
Ability to import QDF files
Ability to customize categories
Ability to add bank accounts/investment accounts/asset and liability accounts
Ability to backup and export data
That's what I'm looking for right now.
Now, I'm deciding between Mint and iBank:
Mint
- free (can't beat that)
- has supposedly rave reviews
- doesn't have customizeable reviews
- can't import old Quicken data
- everything stored online so potential risk there
- inability to backup/download data
iBank
- at a first glance, can do everything I need
- but is expensive ($60)
- and user reviews are quite "meh" (3/5) stars
Well, what are your thoughts and is there any other software that I should consider?

If you do a search, I have noted much disastifaction with the alternatives to Quicken: iBank and Mint:
https://discussions.apple.com/message/22752265#22752265
https://discussions.apple.com/message/22732017#22732017
Quicken Essentials is reported as horrible; Quicken for Mac - not so much!
Depending on how you use your Windows version, Quicken for Mac may be just fine for your needs.
For $15, why not just try it:
http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp
You will have to EXPORT your Windows Accounts in QIF and then set them up in Mac and then import the QIF file.
You could always continue with Quicken for Windows with Windows installed in Bootcamp or Parallels.

Personal Financial Software

HELLO: Tried to find info on the forum about this and received ZERO returns, SO, I decided to ask away.
What would be a very easy-to-use software package to track 3 different checkbook accounts that will
give me year end reports to take to my accountant?
Using MacMini with OS X 10.9.5, & 4GB of Ram - so I think that should probably handle any proposed packages.
I'm not sure this goes into this Forum, but, could find nothing closer to the subject.
JG

Thanks! I just ASSUMED that the "Update" area was for just exactly that. It has been a long time since I've even accessed the Apple site with a log-in.
I did go there an did find many different entries for Personal Finance Apps.
I'm not finished doing my research yet, but, I want to thank you again for the information.
JayGee

What's tge best financial software for Mountain Lion

Just moved from Quicken Windows and I'm looking for a comparable software to run my personal finances.

Csound1 asked:
Quicken Essentials for Mac or Quicken 2007 for Mac?
P. Phillips wrote:
I use Moneydance and am satisfied
How does that answer my question?

What is the best financial software for mac

I used quicken 7, then "upgraded" to quicken essentials on recommendation - mistake; a number of features in quicken 7 were lacking in essentials. In particular tracking of stock investment details like buy/sell/dividend/splits .....
going back to 7, if possible doesn't seem practical; quicken doesn't have any better mac software or (as far I can tell) anything on the horizon; all I get out of then is to go back to quicken 7 or use windows quicken
suspect I shold be leaving quicken for something else, but I've about 20 years of data i don't want to lose
any suggestions?

Quicken released an upgrade for Quicken 7 that will work with Lion and newer. It can be downloaded from them. I don't remember if it's in the App Store. It does make Quicken very usable however. Essentials was rotten.

Best financial software

what's best software for personal checking? Looking for alternative after using Money by Jumsoft.

I am a Quicken for Windows user who uses it on my Mac with Parallels.
I looked at iBank 4 but was disappointed that it did not provide on-line bill payment.
When they make that available, they will have several new customers, including me!
Does anyone know of a Quicken for Windows equivement that will just run on a Mac??
The Quicken for Mac software is FAR from adiquate!
I was a beta tester for them once and quit when they would not listen to the feedback offered by many other Beta testers.

Is there a really good personal Financial software program for the iMac?

Looking for a very good Personal Finance software for the iMac?

I use iBank 5 and I've been quite happy with it. My needs are fairly modest, though, when it comes to that. All I really wanted was something to sync transactions between my Mac and iPhone to track checking accounts for day to day purchases.
I manage my portfolio separately the "old fashioned" way.
I don't know how it compares to the Windows version of Quicken, but there is a Mac version of Quicken (Quicken 2015) available in the app store.

Financial Software

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