Personal financial software for mac reviews

Forget Quicken for Mac, it is a terrible, awful program, and has caused me much heartache and headache, as well as lost data due to incompetent and ignorant technical support all based in India. I am looking at iBank and fortora Fresh, and am leaning toward fortora Fresh. I have read mixed reviews about iBank, but not seen any independent feedback on fortora Fresh.

Neither of those programs currently allows for on-line billing, however I have Bank of american and can do on-line payments through their website independantly whether or not I have Quicken. Also, both iBank and fortora Fresh do not have as sophisticated a set-up for categories and classes they don't have classes at all that Quicken has, and that is probably the best and only good thing I can say about Quicken for Mac. I switched from my dead Vista PC to a big ol' honking, blazin, screamin Intel double-barrel iMac 2 years ago.

So I came across iBank for Mac. Not bad. Here's the deal about iBank for Mac: BUT, as an earlier contributor wrote [above], iBank's "Reconciliation" function is way dumb! I still haven't figured out how to reconcile my bank statements! The iBank manual is not helpful on this topic, either. I haven't checked around the web [too lazy and sluggish], but I'll bet there's an iBank forum out there somewhere where some smarty pants could likely educate us dummies on this particular module in iBAnk.

Note To Self: On balance, I'm staying with it. As it is, I just print-off my monthly register and do a manual "ticking" job with my calculator to balance my bankbook. Things could be worse. I cud still be in Windows Hell! They are not cheap but offer double entry and you can download your statements and reconcile very easily. Their products are universal, Have used different versions on my Macs for many years. Take a look at the MYOB products.

The Best Personal Finance Software for |

Plus the complete lack of any free tech support would be a concern. I rashly bought for Quicken for Mac when I switched to Mac. I read an interview with the chief empty suit at Intuit. H says they plan to de-emphasize Quicken in favor of small business and tax software.

I doubt that Quicken for Mac will ever get any better than it is. I have been using quickbooks for 5 yrs running up to 4 companies at once 2 of them using assisted payroll. I decided to make the switch from qkbks pro windows to qkbks for mac. I have had nothing but HUGE problems: It took hours. I typically enter in checks directly into the "write check" feature with "pay online" checked and then click "online banking" and then transfer the virtual check to the bank ie.

However, Intuit has done nothing but gone down hill over the last few years. But i have just about had it with Intuit. Mac from Windows based. Seems you found this thread a little too late to help you. Intuit has always dumbed down the Mac version of their software by removing bells and whistles that were available, and expected, on the Windows side. Earlier versions of QuickBooks had on-line banking included which made check writing and reconciling an easy, but not necessarily painless, process. I could never understand how a supposed cross-platform financial program would use a completely different format on each platform for storing the data.

That is positively Asinine! Neither could open the other without the "help" of a convertor, Tech Support Paid or a whole lot of user editing. They do advertise that the two are "compatible" but never get to the "fine print" Despite years of practice, Intuit have failed to deliver a decent product, be it QuickBooks or Quicken, for the Mac. You may want to take a look at MYOB and see how they compare, although there will still be the expense of purchasing it and "possibly" a conversion problem. Thanks for sharing, it may save some others from the same fate as you P.

Intuit does not appear to be serious about MAC accounting. Their support and policies are awful: Old report formats, stoogy, don't work well with banks and credit cards, lose data, you name it. I am still looking and just have not found what I will use, but it won't be Quickbooks!!! I hate Quicken for Mac but used it with my PC for over 15 years and loved it. I have just spent a second gruelling round dealing with incompetent, ignorant Quicken tech support who have for the second time in three months completely fouled up my Quicken data in their ineffectual attempts to solve what is clearly a software glitch.

They insisted I had corrupted data in my system, which I didn't. Everything they did to my program resulted in loss of data, and the underlying software problem is still not solved. In addition, after spending over two hours on the phone with them, I went back to my Quicken account and tried something else - cleaning up my list of categories - which resulted in 6 crashes in the space of a half hour, and further data loss. You probably don't need advanced tools when you're away from your computer or laptop. But when you're out spending money, it's good to know how much you have.

All of the solutions we reviewed offer both Android apps and iOS apps. They don't have all of the features found on the browser-based or software versions, but you can at least check your account balances, view and add transactions, and see graphs illustrating numbers related to things like spending and cash flow.

7 Best Personal Finance Software for Mac and iPhone

You may also be able to get your credit score and check the status of pending bills. Are all of the applications reviewed easy to use? The short answer is yes. Credit Karma and Mint are the most user-friendly, incorporating state-of-the-art interfaces with can't-miss navigation tools. CountAbout is certainly easy enough to use, but its user interface looks outdated. And because Quicken has been around for so long and offers so much, its user experience is a little uneven.

This blending of old and new content can be a little jarring when compared with a solution built from the ground up to live online. Each of these personal finance solutions offers something the others don't. But their skill at delivering the tools consumers need, and the cost at which they offer them, varies widely. Mint has won our Editors' Choice before, and it does so again this time for free personal finance services.

Quicken, on the other hand, wins the Editors' Choice for paid personal finance services. We'd absolutely send people first to Mint if they're considering online personal finance because of its usability, its thorough selection of tools, and the feedback it provides users who keep up their end of the bargain by visiting it regularly. And, of course, it's free. If you're looking to keep your life further organized, you can also check out our roundup of the best to-do list apps. Free, fast, and easy. Highly automated.

We could all use some help managing our finances

Simple budgeting tools. Checks credit score. Good mobile support, including Apple Watch. Only supports US and Canadian accounts. Discontinued bill pay. Weak investing tools. No account reconciliation. No rival provides such a comprehensive collection of tools if you want to track your spending and budgeting or want a comprehensive overview of your net worth. Robust set of personal finance, planning, and investment tools. New companion site. Flexible transaction tracking. Useful reports and graphs. Excellent support options. Inconsistent user experience.

Electronic bill pay not available in all plans. Excellent user experience. Explains rationale for credit scores and reports. Suggests solutions for problem areas. Pulls data from third-party services. Intrusive financial product recommendations. Only displays two credit scores. Can't change auto-logout setting. It does a good job of helping you understand your credit, though some may find the ads distracting. Tracks income and expenses. Thorough handling of credit score issues. Includes useful editorial content. Strong financial product browsing and educational tools.

Only five transaction categories. Confusing navigation. Only displays one credit score. Imports Mint and Quicken data. Thorough budget. Good transaction tracking. Customizable categories and tags. Discover how to improve your workflows and get more focus with this free, in-depth guide to productivity. This illustrates two things:. People are just as passionate about their budgeting software as they are about their artisanal to-do list apps.

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Everyone has their own system that works for them. That also means that what works for me may not work for you, but we did notice that successful financial management systems seem to all share a few common characteristics:. You will find these key features at the heart of just about every personal finance app. When it comes to your financial future, failing to budget is setting yourself up for failure. In the past, this meant that you had to spend hours collecting old statements and cross-checking a spreadsheet that you had to meticulously maintain yourself.

Fortunately, there are quite a few great software options available to make the job a lot quicker and easier. You need to plan for the future and the rainy days that will come your way. We asked Andrew Carroll , a CPA in California, to help us define budgeting and what he believes a budgeting app should do. The Sweet Setup: Do you recommend that people use a budgeting app to manage their finances?

Andrew Carroll: Budgeting is all about data. The better your data, the better your decisions will be. Spending time collecting and processing data, however, does not add much value. Let the computers do that work. From another perspective: This is just like exercise. You cannot expect to be a hard body CrossFit hero because you spent all day Saturday working out. Being a master at something requires that you build a habit of doing it all the time.

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There is no shortcut to 10, hours. So spend a little time, each week, and build the habit. Before you know it, you will have an awesome grip on how the money in your world works. HUGE difference. Budgeting is about your income and expenses, or inflows and outflows. It is all about managing your personal income statement. Financial planning, primarily, is about managing your balance sheet. How do we deal with our existing assets and liabilities to maximize our net worth.

But it gets right to the heart of the issue. If you think the purpose of budgeting is to make sure that all the numbers get in their proper box, you missed the point. The point of budgeting is to get information — information that you can act on and make good choices with. How have free apps like Mint influenced public perception when it comes to budgeting?

Money 5 by Jumsoft - The Best Personal Finance App for Mac and iOS

People now realize that, and this is not exclusive to budgeting per se, any activity that used to be cumbersome because of the data manipulation involved, is no longer so. Budgeting apps, and our internet connected world, has allowed people to do more because they remove those data manipulation burdens.

As a general rule, people are pretty dumb when it comes to money. They tend to make emotional decisions and let their behaviors be guided by psychological factors, not data-driven factors. That was true years ago when we had no computers and will continue to be true years from now when we fill in our budgeting apps by blinking our eyes. People will always be people. The second most import would be importing. The ability to import cleanly and easily. All you have done is make budgeting a data entry job for yourself and you will fail at it because no one likes doing data entry.

If your return is a normal W-2 only return, not much. If you have a business, a little bit of work each week means taxes are a breeze. Do a little work here and there and at year end, you can do a corporate and personal tax return in 40 minutes flat. It even leaves time for lunch and beers. Which would you rather have? Lunch and beers, or a two-hour tax appointment? What resources would you recommend to people looking to improve their budgeting habits?