Need a personal finance alternative

Need a personal finance alternative because Quicken 2007 won't run on Lion.  Has anyone tried "Money Desktop"?  If so... pros and cons, pls.

alot of people seem to like "iBank"

Similar Messages

  • Is there a good apple based alternative to the personal. finance software program "quicken for mac"?  It is a poorly supported program.

    Is there a good apple based alternative to the persona finance software program "quicken for mac"?  It is a poorly supported program.

    I switched from Quicken on a Windows computer to iBank on a Mac. It is a very good program, has very good free download connections to financial institutions (optional), and very good reports. The only negative is that it is just different enough from Quicken that there is a learning curve and the first month or two were frustrating -- but that is likely true of anything that you might change to. http://www.iggsoftware.com/ibank/

  • Mac personal finance program...help!

    I have recently switched from a pc to a mac...the only problem i'm having is finding a mac finance program that is comparable to quicken for pc.  The feature i most need but cannot find is the ability to enter multiple manual transactions by just hitting enter in between..i have tried quicken essentials, moneywiz and now Ibank...none have this feature..
    does anyone know of a program that does have this feature???
    thank you!

    Hi Erika,
    Intuit has a version of Quicken 2007 that is compatible with Lion,
    http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp
    Perhaps it will have the feature that you are looking for. As a long-time Quicken for Mac user, the current situation is frustrating. Intuit has allowed it's Mac personal finance products to fall far behind their Windows counterparts. Alternatives, like iBank, are getting better but still don't offer all the features of Quicken 2007.
    --John

  • How do I use Numbers to develop personal finance and budget spreadsheets?

    I recently purchased an IMac and would appreciate advice on how best to use IWork (Numbers) to set up a personal budget and finance spreadsheet program. Please bear in mind that I am not a computer expert and only have average understanding of spreadsheets.
    By way of background, I have poor eyesight and use a screen resolution of 1344 x 840.
    I currently use Quicken for Mac 2007 for my personal finance and budget. The problem is that fonts are far too small for me to see clearly and cannot be changed.
    Hence my interest in using IWork (Numbers).
    My budget and finance requirements are reasonably straightforward
    1. create income and expenditure categories and sub-categories
    2. Create 3 accounts (cheque, savings, credit) in which I can manually record debit and credit transactions by description, category and sub-category
    3. Create annual budgets with specified monthly amounts for categories and sub-categories
    4. Compare actual income and expenditure for categories and sub-categories (for all accounts) against budget each month and for year to date.
    I am confident most of my requirements can be met by using the Checking Register and Budget Templates in IWork (Numbers).
    However, I don’t know how to link and further develop these two Templates to enable me to use the same categories and sub-categories for all accounts and budget.
    I also want to be able to compare actual income and expenditure for categories and sub-categories (for all accounts) against budget each month and for year to date (ie. point 4 above).
    I should be grateful if someone with a better knowledge than I have of IWork (Numbers) and spreadsheets could steer me in the right direction.
    With thanks in anticipation.

    ww,
    You can begin your orientation by reading the Numbers 09 User Guide, available for download free of charge from the Numbers Help menu. This will give you a lot of insight into how spreadsheets can be used and how to build them.
    Then download the, also free, iWork Formulas and Functions User Guide and page through it to see what's there. It would be about as interesting as reading a dictionary to read it straight through, but it's good to get to know what functions are available.
    I find that using the iMac's full resolution and wearing strong reading glasses is better than using reduced resolution. If that's not enough, you can go to System Preferences, Universal Access, Zoom. There are different zoom behaviors that you can choose from depending on your personal preference. Some users here have expressed a dislike for the zoom feature, but I suspect that if they needed it really badly, they would come to appreciate it.
    Regarding the finance spreadsheet development, it's a big job. You are off on the right foot because you already have formulated a clear picture of what you want the final result to look like, or perhaps nearly so. My first tip is to take advantage of the Numbers ability to use many separate tables per sheet. Then it is easy to rearrange your sections if you don't like the look of your first efforts.
    Make a dummy layout, with notes and/or fictitious values in cells where you eventually want links or complicated formulas. I suggest that you not consider using the Categories feature of Numbers Tables. The feature is limiting and at some point will stop you dead in your tracks and you will have to go back and start over with that particular element of your design.
    Then, seek help here on one technical hurdle at a time. You can study the way the Check Register and Budget templates work by clicking on the interesting cells and looking at the expressions that appear in the formula bar.
    Good luck,
    Jerry

  • What's the best personal finance software for mac?

    Any recommendations for personal finance tracking/reporting software?
    I've used Quicken and Bento but wonder if there isn't some easier way to keep track of credit cards, cash, income, checks, etc.
    Thanks.

    Some often recommended include iBank (which I use and am quite satisfied with), MoneyDance and, if your needs are very modest, Quicken Essentials. Intuit has promised a version of Quicken 2007 that will run under Lion sometime this spring, but I've not seen any more specific date.
    Regards.

  • Please recommend personal finance software for Mac that allows month to month analysis of spending by categories.  Quicken on a PC was good at this.  Mint seems very limited.

    Please recommend personal finance software for Mac that allows month to month analysis of spending by categories.  Quicken on a PC was good at this.  Mint seems very limited.

    Quicken for Mac 2007 works just fine (and is said to be compatible with Mavericks).  It is often denounced for not being "modern", but when something works, and does everything I want, I need a good reason to switch. 
    A few years ago (2011), I got that reason when I upgraded OSX and Quicken stopped working due to the absence of Rosetta.  I switched to iBank.  I used it for more than a year.  It was cumbersome, they have no sense of a helpful user interface, but it "works".  I found ONE feature that I liked:  you can attach an image (or any file) to a register entry, so I can save receipts right with the register.
    But when Intuit came out with the revised Quicken 2007 for Mountain Lion, I gladly went back.  I found that being able to update stock prices right in the portfolio view (for those not automatically found online) was handy - in iBank you have to generate a report to see the holdings, and then you have to switch to a view of "Securities" then scroll down through that list to find your stock, then "edit" then change the price, then "Save" then go back to reports and re-generate the portfolio view.  Also, if you enter a stock purchase in a Quicken register, the price you paid gets added to the price history for the stock (as of the date of the transaction).  No such help in iBank.  Most of the helpful UI features (like increasing the date with the + key) are glaringly missing in iBank.  I find I am getting no more than about 3-4 keystrokes before having to move the mouse and click.
    If you are considering sharing the app on an iPad, Quicken won't work, but I found that iBank for iPad doesn't work either.  The interface is completely different from the Mac version, you can't do much with it, and if you have a stock whose price is $11.25 / share and sell 200 shares, you might find that $22.50 gets added to your cash in the account.  (I actually made a few million dollars when it decided that 200 shares at $11.25  yielded $2,250,000.)  Luckly, I received a refund for that app.
    Depending on how the Mavericks switch goes, I hope to be able to stick with Quicken, but I am keeping my records up-to-date in both now, because I can live with iBank.  I will just have to keep an eye on its arithmetic.

  • Anyone using kmymoney personal finance management system?

    anyone using kmymoney personal finance management system on a mini?

    The ability to retrieve a set of distinct values (across all nodes) for a given Property Definition is not a built-in capability.
    However, you can add this capability, like this:
    - find an external storage location for storing this data (basically a 1:m relationship from String propDef to propDefValue) -- see below for some ideas.
    First, process existing nodes:
    - for each property definition on the specified type:
    - retrieve all nodes of that type (by iterating, or by query)
    - for each node of that type:
    - retrieve the property value
    - check if the property value is in the external storage location; if not, add it
    - end for
    - end for
    Once this is complete, you only need to process new nodes:
    - when node of the specified type is added, for each property definition:
    - check if the property value is in the external storage location; if not, add it.
    You can construct your drop-down list from the external storage data.
    Several ideas for the external storage location:
    - unrestricted property choices on the associated PropertyDefinition on the ObjectClass.
    - database table
    - content nodes of a new type.

  • Is there a way to change the categories in the Personal Finance Template

    I am trying to use the Personal Finance Template rather than developing one for myself.  Is there a way to change the Cateorgies that are listed in the template?  Those don't work for me!

    In fact, the categories ARE NOT popups:
    Hi Wayne,
    Well, then, if that is true on your machine, then I guess your Numbers 3.1 came with a different template than my Numbers 3.1!
    Those sure DO look like Pop-Up Menu to me. 
    The template works by having the two tables work together, with the category values matching, as you pointed out.  For that to happen, you've got to manage Pop-Up Menu in one of the tables. So don't you think my advice might possibly be helpful?
    SG

  • I cannot update my acrobat reader on my Windows platform in IE, Mozilla, nor Crome.  I need a person to talk to

    I cannot update my acrobat reader on my Windows platform in IE, Mozilla, nor Crome.  I need a person to talk to
    559-760-7255

    This is not how a forum works; nobody will call you back.
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  • What is the Best personal finance software for mac?

    I was a quicken user years ago but they don't seem to have an updated version. Any suggestions?

    Updated for what?  Home accounting principles are pretty much the same now as they were in 2007: Quicken 2007 for Intel (Snow Leopard, Lion, Mt. Lion and Mavericks) for $15 here:
    http://quicken.intuit.com/personal-finance-software/quicken-2007-osx-lion.jsp
    I would still be using my Quicken Deluxe 2002 if it did not require Rosetta, which is no longer included in OS X since Lion.

  • Which refurbished iPhone should I buy to work with my iPad 3 wifi.  Will I need a personal hotspot?

    Which refurbished iPhone should I buy to work with my refurbished iPad 3 wifi?  Will I need a personal hotspot?

    I'm having the same problem.  The iPad has never roamed particularly well between access points, but under IOS6 it doesn't seem to roam at all, it simply sticks with the access point it first connected with.
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  • Opinions on the best Personal Finance application?

    Just purchased an iMac after about 15+ years with PCs. Problem is I have about 15 years of financial history in my Windows version of Quicken. I bought the Quicken for Mac version, but the data file conversion effort is ridiculous, and besides that there are certain investment transactions which just don't transfer at all and must be manually re-entered. Before I go through about 20 hours of manual effort, do any of you have a better recommendation? Thanks in advance.

    Mac personal finance software.
    Many like using iBank and I believe it will cope with quicken records.
    http://www.iggsoftware.com/ibank/
    There are others so a search in version tracker would help.
    http://www.versiontracker.com/macosx/leopard/
    Message was edited by: Ashka

  • Customizing a pie chart for a personal finance sheet?

    Hi,
    I am creating a personal finance sheet, and I'd like to get a visual sense of where my money is going. I've put all my expenses in a table and added a column to indicate the sort of expenditure. Food, Clothes, CD's, etc.
    I'd like to use a pie chart to show which percentage of my money is going to each. Ideally I could link a category from a popup-menu to a section of the pie, but I cannot find a way to manipulate the selection of the sections of pie. Does anyone know of a way to accomplish this either dynamically or manually?
    One way I can think of would be to sum the sorts of expenditures in another table and using that to make the chart, but I don't know how this is possible.
    Thank you

    I named the first table "Main"
    In the second table
    column A contains the names of different kinds of expenses
    column B contains:
    =SUMIF(Main :: B,A,Main :: C)
    column C contains:
    =A
    column D contains:
    =B/(SUM(B))
    Given that we may chart the range C2…D4
    Yvan KOENIG (from FRANCE lundi 22 septembre 2008 18:51:43)

  • Uh Oh, Students Grade Themselves a "C" - or Worse - On Personal Finance

    As I have a child going off pretty soon to college, I was laughing at the truth of a brief article posted regarding how kids these days have not really prepared regarding personal finance and have a few misconceptions.  Stats in the article are rather interesting.   http://www.moneysedge.com/newsimage?id=133 I truly wonder at times if some of these kids are going to be able to balance their own checkbook when they are on their own.  When I was in university about 20 years ago, having to take an economics class that included the fundamentals of personal finance were mandatory.  Not sure if it still is nowadays. Anyway, figured as I just joined the group I should share.  I was hoping that my concern of this was not in the minority. 

    Funny article!  I graduated univeristy in 2007 and economics was not required at my school although my high school did require a half year economics class to all seniors. That half year class was more useful than 98% of any other class I've ever taken (including my uni courses). We actually had to make a budget, find a pretend job and figure out our paycheck, find an apartment, etc. in a report as a project. It really taught me a lot about being on my own and budgeting money.  I will admit I still don't know much about 401(k)s/retirement investments and I am 30 now. I knew almost 0 about credit until I started reading myFico after getting a car loan. I think a class should be required in high school and/or university about finances. 

  • Looking for a Personal Finance, Money Management program that works smoothly with Mac OS 10.9.4

    I’m looking for something to break down my spending into categories and merchants so I can track where I’m spending and better control it.   Checked out Quicken first, but looks like Intuit is giving up on Mac integration.  Can someone experienced in Mac and Financial Programs recommend one for personal finance and money management that works well with Mac?  OSX 10.9.4.  And, I’m an English major.  Numbers and spending are my Achilles wallet.

    I like Quicken personally. There is a new version in the works.
    Quicken 2007
    Quicken 2015 information

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