Personal Finance Software

I am researching financial software for my Mac. Having used Quicken and MS Money for my Windows PC, I bought Quicken for mac and have not been very impressed with the lack of features. I have found information on a program called iBank and also Moneydance. Does anyone have any experience with either of these programs? I understand they both work with Macs. Any advise would be appreciated.

There are literally dozens of such applications. You will find all of them at VersionTracker or MacUpdate. Both sites allow users to rate downloaded software so you can see which packages users have rated highly to assist you in making choices. However, you may want to examine a number of the demos in order to find one that best suits your needs.

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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/

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.

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.

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

What personal finance software works best with MacBook Air

My Quicken has crashed out and lost data one time too many. What is the best Apple friendly personal finance software to use with a MacBook?

One that I like and which has very similar capabilities to Quicken is iBank. It took me a couple of months to adopt to how they do things (after many years of using Quicken on a PC) but now I would never go back. They have a 30 day free trial also. http://www.iggsoftware.com/ibank/

Any recommendation for personal finance software?

Hi, I am looking for personal finance software for keeping track of household budget, easily I hope! I see some reviews online. Quicken seems out. ? moneydance? others?
Recommendations requested! Tahnks

Good question! When I looked this time last year on changing from PC to Mac there did not appear to be a Mac version. Either I missed something or things have changed.....

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.

Personal finance software or template?

I'm wondering if anyone out there has a recommendation on the best way to handle personal finance on the mac. I have microsoft office 2004, but I can't find a good template for finance.

Why not use Quicken?
http://quicken.intuit.com/index.jsp?cid=ppcgoogle_b_all_stan_US_PFSBrand_brandgeneral_quickenE&priorityCode=4935400000

Personal Finance Software with Desktop App

I am looking for software that will let me enter my financial transactions and keep track of bills I need to pay on my iPod touch, but one that I will also be able to sync to and do the same on my Mac. I have heard that iBank 3 gives you iPhone/iPod Touch support, but it says that it is done through Safari which doesn't sound like it would be very good for me since I assume you need an internet connection to use the app on the iPod Touch, and there is not much public wifi where I live. I would like to just store the transactions on the iPod and sync it when I connect to my mac and/or get a wifi connection. So if iBank will do this, please let me know.
I heard that SplashMoney would do this and I tried the demo on my Mac and saw that it seemed to be able to do what I wanted, but I didn't like that in order to change the amount entered on a recurring bill you had to record the bill and then go to the account and change it. I don't know about everyone else, but my bill amounts vary every month... I also didn't like that when you download transactions from your bank, it doesn't automatically match them to previously entered transactions.
So please let me know if iBank on the iPod requires an internet connection when you want to use it, or if I'm missing something in SplashMoney, or i there is any other s/w that will work on both my iPod and my Mac.

I've been using MoneyDance for about a year and like it. I've also seen the post about them working on an app for the iPhone, but there hasn't been a peep since. Out of curiosity, I've been trying out iBank for the past week. I can confirm that the current method iBank uses through the web and Me.com com synching is nice, but does not allow updates when you are not connected to the internet. However, on their blog, they say they are also working on an app that would presumably allow this.
Between the two, iBank is visually more appealing, but so far seems a little more difficult to use (but still good). I'm not yet sure if the difficulty is real or just me adjusting. I'm mainly poking around because the one thing MoneyDance does not do well for me is forecasting to my next paycheck considering future amounts in my register + amounts in my reminders. So, I have to pre-enter all of my upcoming bills to get to the balance of cash I have left to spend. iBank seems to do the forecasting better. But there are always trade offs.

Looking for a personal finance software other than Quicken

I live in Canada and when I first bought a Mac here in CanadaI I purchased Quicken for Mac in the USA. since it's not available here. Unfortunately, I find that when downloading account balances, the results are often totally ridicules and seldom correct. At times it works, most often it doesn't. Is there some other Software available which will do simple banking i.e downloading balances and keepping track of in and outgoing expenditures. I still use my Dell LT in the Windows world and have absolutely no problem with Quicken for windows.
Thanks for your (hopefully) help.
Hans

http://www.iggsoftware.com/ibank/

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

First Post | Personal Finance

Hi,
I could not find a good place to post so apologies if this is the wrong location.
I was wanting to know if anyone has any advice for a personal finance package that would work well with UK banks. The software MSFT Money would connect to the bank and download all you information. Is there such a package available. I do have VMware but would rather have a native software package to mac.
Any advice, links or tip are very much appreciated.
Kind Regards,

I use Quicken also, but another thread I read said Quicken is not available in the UK. I don’t know why. Perhaps it is only for U.S. dollars or the software doesn’t work with UK banks for some reason.
Anyway, look at this site for a review of personal finance software and if any of the recommended ones are available in the UK.
http://personal-finance-software-review.toptenreviews.com/
Near the bottom it has only two applications, other than Quicken, that are compatible with the Mac: Moneydance and iCash.
Otherwise, crank up the VMware.

Finance software that will take import from Liquid Ledger?

I am using Liquid Ledger personal finance software, which is no longer being made.
I want to switch to a different personal finance software that is compatible with the latest Mac OS.
I'm thinking of switching to Quicken, mostly because it's a well know software, and should continue to release versions compatible with the latest Mac OS.
I don't want to be stuck in the same situation in the future with my information stuck in a software that isn't being updated.
So would you pick Quicken or is there another Mac personal Finance software that will continue to release new versions?
Also... How do I get my data from Liquid Ledger to Quicken. I imagine it's not going to be smooth...

Excellent! Thanks so much. That seems to be a great feature I had not discovered. I went into factory-->Audio to Score, and it turned the waveform view into piano roll, and gave me the music notation! Awesome!
Now I cannot seem to find the way to return the view back to the waveform. The help file chapter explaining this is not something I can seem to find. Do you know the trick?
Thanks! (and thanks!),
Bryan

Finance software - UK

I am trying to find some personal finance software - I used to use Quicken (for Windows) but understand that Quicken 2006 (for Mac or Windows) is not being made for the UK market.
Does anyone know of a finance application that is similar to Quicken, that is made for the UK market, that can be run on my Mac?
Thanks

Hi Finchley --
Can't speak from experience on this one, but here's an article discussing some options that you might find helpful.
-- JDee

Personal Finance Software

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