Personal finance app (help me!)

Dear users,
for days desperately i'm searching a program with these features:
- Management software for family money/cash (Moneycontrol type, for instance);
- Available for both Mac and iPhone;
- With synchronized with iCloud data between various devices;
- The producer of which is not escaped and is not unavailable for 3 years, leaving a final version from the times of the cows; :-)
- That work and with a efficient synchronization between devices with iCloud (and with these two conditions have excluded 99% of the App Store); :-)
Even for a fee. Thank you!

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Personal finance apps

What is the best personal finance/checkbook app for the MacBook Pro that syncs with the iPad?

I would not use a Microsoft OS to do this. If you are concerned about the security of your info over WiFi I suggest you not make use of Mac OS. Recent headlines show that they are considering hiring Windows Vista security persons to beef up theirs.
Vista?! I can see for miles and so can everybody else.

Best personal finance app for mac?

I'm looking for the best finance app for my iMac. I'm most interested in tracking my accounts -- banking and investments. I'd like to have the software on my two iMacs and on 2 MacBooks without purchasing the product 4 times. Budgeting function is not a great need as I'm retired. I've been using Quicken for Windows.

Why not stay with Quicken and use Quicken for Mac? I searched the support site for you and found that you will be licensed for three installations with one purchase. So, unless you can forego quicken on one computer, you will have to purchase two copies.
Jerry

Personal finance App for Mac book pro

Please can anyone advise of a programme or app equivilant to microsoft money for me to instal on my macbook pro
Thanks

iWork?

Personal finance app

anyone recommend a better substitute for quicken?

Here are the major features i use with a combination of quicken and quickbooks 2005, since neither does both (QB does not export to TurboTax!!!!)
With quicken:
1. tracking business expenses and downloading QIF from banks, checking, credit cards, etc.
2. tracking household and utility expenses (since I work out of the home, part of these are deductible)
3. Exporting to Turbotax at tax time.
With QB 2005:
1. Tracking work for clients with memorized invoices in iCal for annual services (I do web design and charge annual hosting fees, etc.)
2. Track time and costs (time tracking is entered manually and tracked in another program since QB on the Mac doesn't have a time record button).
3. Client list and info
4. items and services memorized charges to add to invoices ($x for hosting, $x for scanning,etc.)
5. Tracking payments and income.
6. Exporting income to Excel for later summary and addition to TurboTax.
I don't, at this point, have employees or need payroll. And since I can't export to TTax, I use Quicken to download business expenses from credit cards, and keep track of them there. I could download these transactions to QB, but it would be of no advantage to me for speeding tax prep...
Anyone have a working program in Leopard that does all that and still exports to TTAX?
Please Apple: create iAccountant and iTax for us!!!! At least you'll do it right!

How do I use a large finance app with ipad .eg moneydance

I see in the ipad add the guy says you dont need a computer with the ipad....how do I use a personal finance app eg moneydance sort of like quiken i guess and keep track of a years transactions for tax purposes . ??

The answer to that depends 100% on how Moneydance (or any application, for that matter) works with the iPad.
The iPad doesn't have any significant local storage, so don't look to load all your expenses, receipts, etc. into it in the same way you would with a desktop app.
In general there are two approaches to iPad-based applications like this. One is that they use an internet (or 'cloud') based service where all your data is held in the cloud and your iPad is used to access it. The other is that the iPad syncs with a full-featured desktop application. A quick look at Moneydance's web site indicates they use the latter - syncing to a desktop based application.
The time will come when you don't need that desktop, but it's not quite here yet, depending on what it is you want to do.

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

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.

Finance app

Can anyone recommend an app similar to Microsoft's Money programme to use on my iMac? Thanks.

ian32 wrote:
Thanks for that. I did look at Moneydance which had good and not so good reviews. I just want a simple personal finance package to record transactions and reconcile with monthly bank statements. Would you recommend it for this. I am not interested in linking online to the banks.
Hi Ian,
This will be an interesting search, which I started myself as a long time Money user a while ago. Until now have not found a decent replacement, but maybe it's because I'm using some advanced features in Money like tracking employee stock options and complex split transactions. Just like you, I don't care about connectivity to banks, but I do care a lot about getting daily updated exchange rates and stock quotes, also from markets outside the US.
Some recommendations:
Everybody has different requirements: don't look too much to the reviews, but try the app out yourself, as most apps offer a trial version. It's you who has to decide if you're comfortable with the features and the user interface, not a reviewer or us on this forum. I read rave reviews about many packages, but in the end they couldn't do what I wanted them to do, or they they didn't do it in a way I could live with.
In case you intend to bring over your existing Money data, look and also try the import capabilities, either the original Money format or QIF and CSV, which Money can export.
Take also into account how active the developer is in terms of upgrading their app: you don't want to be stuck with 10 years of financial data in an app that won't run on the next version of OS X. In this context I can recommend you to be very hesitant moving to Quicken: you'll find tons of posts on these forums about this subject.
Apart from Moneydance, which has already been recommended before, two other apps you might want to look at are See Finance and iBank. I both consider them worthy successors to Money, but in my case they just miss some of the advanced features I need.
As an alternative you can always run Money under Windows in a virtual machine using Parallels, VM Fusion or VirtualBox. This is what I actually do, with my Money file in a Mac OS X Shared Folder, nicely backed up by Time Machine every hour. Not ideal, but until it will do for the moment.
Hope this helps,
Eric

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

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

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

I am using Quicken Personal Finance Software 2007 for Mac

I am using Quicken Personal Finance Software on my Mac. I am running updated Mountain Lion. I entered all my information and brought my accounts all up to date. I quit Quicken and opened it again a couple days later and all information I entered was missing. This has happened 3 times now over the past 3 months, and each time I go back to November 2011 and re-enter ll the deposit, debits and reconcile. Each time when I reopen Quicken all information is back to 2011. Can anyone help me?

I can't see on their website that they have made a Mountain Lion compatible version, only Lion:
http://quicken.intuit.com/support/help/lion-compatible-quicken-mac-2007/GEN83769 .html
But this does say they expect it to be compatible:
http://quicken.intuit.com/support/help/pre-sales-questions/is-quicken-compatible -with-os-x-10-8-mountain-lion--/GEN84778.html

'My Personal Diary' App

Hi
I had recently installed the app 'My Personal Diary' in my BlackBerry Bold 9780. I had found the product very good, user friendly and convenient. Since I liked it quite a lot, I started using it extensively and a lot of my data was entered into it. So far so good.
Recently I had to reload the OS 6 on my BB 9780 and prior to that I had backed up EVERYTHING through the BB Desktop software on my PC. After reloading the OS 6, I restored all that I'd backed up. But now I find that though the app 'My Personal Diary' has been restored, all the data which was inside it has vanished! Where has it gone? Can I restore only that in some way? Please help.
Regards,
Machax

Is "My Personal Diary" app saving data on your phone, SD card or through the web via the vendor's server?
Ron
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Income personal finance template

Hi there,
I am trying to use Apple Numbers to do a budget for a very small business. The personal finance template looks great but I can't see how to include income as well as transactions. Can anyone help me find a way to do this very simply?
Many thanks

Hi beardyben,
If you have Numbers '09 on your computer (take a look in your Applications Folder for a sub-folder called iWork '09) there is a template called Checking Register with income as well as expenditure.
If you don't have Numbers '09, take a look here:
Where can I find a checkbook register template for Numbers for Mac?
That will show you http://www.freeiworktemplates.com/2008/03/numbers-08-checkbook-register-template /#download
Download the Numbers '09 version (not the Numbers '08 version).
Call back if you have problems with that in Numbers 3.
Regards,
Ian.
Edit: in the first link, Jerry shows how to adapt the Numbers 3 Personal Finance template.
Ian.

Personal finance app (help me!)

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