The Best Personal Finance Software. Personal finance software can help bolster your financial literacy, track spending and savings, and help you set short- and long-term goals. We spent a week compiling a list of every finance app we could find (a total of 48), and whittled it down based on security, convenience, tools, and customer support. The Best Personal Finance Services for 2019. Gone are the days when you could tell how much money you had by looking in your wallet or at your checkbook balance. The software still resides.
Quicken for Mac gets a lot of attention, but if you aren’t using Windows then Quicken is a poor deal: In the last several years support has dropped off and the lack of compatibility just isn’t worthwhile ( is currently to turn the trend around, to mixed results). QuickBooks, however, remains fully supported and feature-rich financial software for Mac: This is the program of choice for running a small business on an OS X platform.
If your company uses Mac computers and you want the best financial software around, QuickBooks remains unparalleled with its full invoice, transaction, workflow and reconciliation features. You can download or you can sign up for their online service which offers the. IBank 5 The latest version of iBank offers a full suite of financial management capabilities at an incredibly deep level.
Direct Access and direct downloads allow you to connect directly to bank accounts, and you can quickly import from Quicken to update all your data. Budgeting, investment tracking, and advance notifications about bills are all included. You can also build you own financial charts and reports if you want to analyze a particular part of your finances. The downside to this universal collection of features is, unfortunately, the price. You can download 3. IFinance If iBank sounds too comprehensive or expensive for your Mac financial software needs, take a look at iFinance, which focuses more on the basics of financial management.
You can import multiple financial documents and create budgets that are as simple or complex as you want. IFinance sports the in-depth transaction management that small businesses and careful families alike can appreciateas long as you can invest the time necessary to learn the sometimes unique accounting tools. You can download 4. MoneyWell If the interface on iBank doesn’t do much for you, take a look at MoneyWell financial software.
MoneyWell offers many of the same features, from direct bank connections to budget control and transaction management, but with a very different set of graphics and tools that you may appreciate more. MoneyWell also has full support for iPad if you feel like taking your finances over to the sofa to work on. If you like envelope budgeting, you will also appreciate its “spending buckets” that help you limit spending in specific categories. The downside is once again the price, but it’s not quite as high as iBank if you want to save a few bucks. You can download 5. Fortora Fresh Fortora is a newer entrant in personal finance software than previous options, and specializes in more streamlined features that allow you to quickly search for specific transactions, bulk edit entire fields to save time, and use shortcuts when setting budgets and recording items.
It can import not only bank account information but also stock quotes for your investments. Otherwise, it makes a strong competitor to services like iBank and MoneyWell, although its support on mobile devices like iPad is unfortunately lacking. You can download 6. SplashMoney SplashMoney is more affordable personal finance software for creating budgets and tracking transactions. Like its more expensive personal finance software Mac brethren, it can also connect to major banks to upload transactions and account information automatically. There are features for comparing actual vs. Budgeted expenses, and rearranging budgets based on what’s important to you.
There are both desktop and mobile versions of this software, make sure you pick the desktop version and its strong collection of features. You can download. I’m a die-hard Mac user. I had used Quickbooks for over 15 years until something went south with the company. I haven’t used it in several years, since my platform would no longer support their 2007 or 2008 software.
I tried a never version of Quickbooks a few years ago and was disgusted with it and returned it. I mean how could a company have such a bullet-proof product with a proven history of success then hire a bunch of undisciplined dweebs to destroy it? In 2003, I had purchased Quickbooks for my business only to find that was a complete waste of $400.
It was obvious that the drop downs were based on that typically brainless PC mindset and bore no relation to their previous Quicken-Mac success. Cases in point were the numerous failures to provide navigational key access to commonly used functions; they had to laboriously hand selected through the various drawers. When I had asked my local Mac store guy about Quicken/Quickbooks ever getting their head out of their ass, he just shook his head. I guess that crown of laurels got to heavy for their head. Anyone have any input? Gadget Review works with a variety of advertisers to help monetize the site’s traffic. This is what allows us to offer our content free of charge or without a paywall.
Because of this, some of the links on this page may earn us a commission when you click thru and purchase from the associated site. However, at no time, and will it never affect our rankings or judgment of the product(s) in discussion or under evaluation. In short, we’ll always remain objective and find you the best products regardless of any monetary incentive. You can read more about our for additional insight on this matter.
More than a basic check register and reporting tool, CheckBook Pro features everything in CheckBook, our powerfully simple personal finance manager, and then some. Get a report for all of your accounts at once. Search for transactions with any combination of criteria. Group your transactions into folders.
Change the details of a group of transactions in a single stroke. CheckBook Pro's simply powerful data management tools make it all just plain easy. New Features. Now it's a snap to print your checks with addresses for windowed envelopes. Tell CheckBook Pro to print checks, then look for the Address column. You can choose an address, manage addresses, or even import from your Mac's Contacts.
It's easier than ever to transfer funds between Accounts with a pair of new items near the top of the Entry menu: New Deposit Transfer and New Debit Transfer. We included keyboard shortcuts, too. And did you know a right-click or Control-click anywhere in the list of Entries displays the Entry menu?. Ever wanted to sort your Entries by when they were created or modified? Head to the View menu and down to Columns and Sort By for some handy new options. And if you'd like to search by created or modified date, Smart Folders are ready and waiting! Fixes.
Corrects an issue that could lead to the list of Account Summaries becoming so wide you couldn't see the actual Account Summary. Resolves a situation where dates wouldn't be shown properly on Macs set to use the Buddhist calendar. Properly formats amounts when they're entered with spaces. Prevents a crash you might see when exporting. Nixes an error message that may appear when opening a backup from inside CheckBook Pro's super secret automatic backups folder. 2.6.4 Dec 18, 2017. Fixes.
Prevents a crash that can affect OS X 10.10 Yosemite and macOS 10.11 El Capitan folks when they create a new document or switch documents with the File menu’s Open Recent submenu. Clears up the potential for the Debit button to stop working when an Account is set to populate the To menu with all previously entered items. Fixes a situation where a password-protected Account’s Entries might become visible before its password is entered. Minor user interface adjustments.
2.6.1 Oct 30, 2017. New features. CheckBook Pro is now 64-bit, so you’ll be managing your finances with ease for years to come. Check printing on pre-printed check paper has arrived! Let CheckBook Pro save you some ink strokes and tell us what you think. If you need a custom template, let us know at [email protected] because we can probably help with that.
Color your balances and totals with your Entry colors. Look for the new settings in CheckBook Pro’s preferences. Fixes. Minor user interface fixes & enhancements. 2.5.15 Mar 8, 2017. New Features. Drag & drop or copy & paste Entries and Schedules, whichever you prefer.
You can even drag to or paste in applications like TextEdit, Numbers, and Excel. Fixes. Properly remembers the way you’ve set up the columns in the Schedule section. Prevents a crash that could happen when switching documents. Updated application and document icons for better compatibility with macOS 10.12 Sierra. Resolves a situation where some Account balances wouldn’t update right after Scheduled Entries were committed. Corrects an issue where some fonts might condense so much that characters overlap.
Improved support for importing reconciled transactions. A few user interface tweaks and performance enhancements. 2.5.14 Nov 12, 2016.
Ready for macOS 10.12 Sierra. Fixes. Prevents a situation where Entries might reappear after one end of a transfer is set to no longer be a transfer. Resolves a potential issue with Schedules that are set to transfer to an Account that’s been removed. Properly handles amounts with commas as decimal separators in OFX or QFX files. Prevents some wonkiness when removing the last Account Summary.
Prevents potential crashes when changing a Smart Folder, changing multiple Entries at the same time, or dismissing the All Accounts options sheet. Minor user interface changes. 2.5.10 Feb 25, 2016. New features. Keyboard shortcuts for Check, Resolved, and Tax-Deductible buttons. Show in Finder menu item. New Search Options preferences.
“QuickFilter” is now “Search”. Minor user interface adjustments. Skip any number of rows when importing CSV or tab-delimited text. Fixes. Resolves a hang when opening documents using File-Open or the Open button when iCloud Documents & Data or iCloud Drive is enabled. Stores your data in a more reliable fashion and any potential issues are communicated more effectively.
Resolves a crash when dragging expanded Split Entries to a Folder. Properly converts Smart Folder totals to the base Currency.
Properly converts Entry amounts in All Accounts Account Summaries to the base Currency. Resolves a potential situation where 4-digit years could be displayed with leading zeroes. Importing dates with no component separators works again.
Corrects a potential issue when importing 2-digit years. Detects when Accounts documents are moved to the Trash and helps you move them to a safer location. Removes the “CheckBook Legacy Document” document description. Clicking the Reset Unreconciled button no longer removes the last reconciled message and date. Document windows now resize automatically so that the Accounts drawer can fit on the screen.
Adds support for curly double quotes in CSV imports. More consistent automatic check numbering. More reliably remembers the last date you entered when you reopen a document. Corrects a potential issue where text in the All Accounts Search field may spontaneously combust. Resolves a potential issue in All Accounts where Search and Smart Folder settings may be ignored when Entries are voided or duplicated. Minor automatic backup fixes. Minor user interface fixes.
2.5.5 Nov 11, 2013. New features.
Sync Accounts with other users on a local network. Sync Accounts with iCloud on OS X Mountain Lion, when purchased from the Mac App Store. Accounts are now stored in documents so you can create multiple documents, store them anywhere and copy them between Macs.
Changes are now saved immediately. Full support for Retina Display.
Sandboxed on OS X Lion and OS X Mountain Lion. Ready for GateKeeper on OS X Mountain Lion. Entry Notes column.
Password reset procedure. Text import and export enhancements. Encrypted passwords. Minor user interface adjustments. Fixes. Improved performance when shortening very long text. Minor QIF import adjustments.
Corrected rounding errors during import that could lead to issues when reconciling. Categories may now be created on the fly in Schedules. Miscellaneous fixes. 2.3.2 May 1, 2012.
Nanookdad, Works Great! One minor issueSOLVED! Love this app! It works very well. I left Quicken because they now require you to “subscribe” to their software and store your financial data in the cloud. Have used Quicken for Mac since the day it came out.
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No morealready uninstalled it after starting to use this app. Was able to migrate all of my Quicken data to Checkbook Pro without an issue. The only minor bug I would like to see changed, is when I am making a payment to a credit card, I would like it to be one entry, so it comes out of my checking account and automatically applies to my credit card.
Right now, I have to do two separate entriesone to show the debit from my checking account and a second to show the payment applied to my credit card. NOT a deal breaker for me though, but that was the only reason I gave 4 stars instead of a perfect 5. Thanks to support on this app, I found out how to make a one transaction transfer between accounts!:) Fantastic support and the one minor issue I had with the app is no longer an issue.
Perfect 5 stars! Again, thanks to the app developer. I really do recommend this app!:) Nice job on the app! Fix that one, very minor, bug and I’ll update to 5 stars.
Thanks for a great app at a great price that allows me to store MY data on MY computer and that I don’t have to “subscribe” to! Please keep it that way. Developer Response, Hello!
We're happy to hear you're enjoying CheckBook Pro so far. Here's how to transfer between Accounts so when you create an Entry a matching Entry in the other Account will be created for you: As you fill in the details of an Entry and get to the To or From field, look just to the left of the field at the actual word 'To' or 'From' and you'll see a triangle next to it to tell you the word is also a button with a menu. Click the word 'To' or 'From' to reveal the menu, then click the 'To Account' or 'From Account' menu item, and the To or From field will become a menu button with the names of your other Accounts. Click the menu button and choose the Account you want to transfer to or from and you're all set. Hope that helps.
Keep in touch at [email protected] if you need anything! Nanookdad, Works Great!
One minor issueSOLVED! Love this app!
It works very well. I left Quicken because they now require you to “subscribe” to their software and store your financial data in the cloud. Have used Quicken for Mac since the day it came out. No morealready uninstalled it after starting to use this app. Was able to migrate all of my Quicken data to Checkbook Pro without an issue.
The only minor bug I would like to see changed, is when I am making a payment to a credit card, I would like it to be one entry, so it comes out of my checking account and automatically applies to my credit card. Right now, I have to do two separate entriesone to show the debit from my checking account and a second to show the payment applied to my credit card. NOT a deal breaker for me though, but that was the only reason I gave 4 stars instead of a perfect 5.
Thanks to support on this app, I found out how to make a one transaction transfer between accounts!:) Fantastic support and the one minor issue I had with the app is no longer an issue. Perfect 5 stars!
Again, thanks to the app developer. I really do recommend this app!:) Nice job on the app! Fix that one, very minor, bug and I’ll update to 5 stars.
Thanks for a great app at a great price that allows me to store MY data on MY computer and that I don’t have to “subscribe” to! Please keep it that way.
Developer Response, Hello! We're happy to hear you're enjoying CheckBook Pro so far. Here's how to transfer between Accounts so when you create an Entry a matching Entry in the other Account will be created for you: As you fill in the details of an Entry and get to the To or From field, look just to the left of the field at the actual word 'To' or 'From' and you'll see a triangle next to it to tell you the word is also a button with a menu. Click the word 'To' or 'From' to reveal the menu, then click the 'To Account' or 'From Account' menu item, and the To or From field will become a menu button with the names of your other Accounts. Click the menu button and choose the Account you want to transfer to or from and you're all set.
Hope that helps. Keep in touch at [email protected] if you need anything! Lelevicki, Good replacement! I recently switch from a PC to a Mac. I’ve used Quicken for my checkbook/finances since the 1990s, but didn’t want to buy something that requires annual subscription. I was so happy to find this app as it is able to do what I need.
There was a small learning curve to do the basic, but it’s very easy to use. The biggest complaint I would have is I can’t find a way to enter directly into the register(tab through the fields) rather than having to entering debits or credits into a popup box. Takes way long to enter my transactions especially since tabbing does not stop on type. I do like being able to select what I want (Entry, Reconcile, Schedule, Summary) at the bottom of the sheet. Another time saving feature would be to have the ability to schedule a transactions from a register transaction without having to retype ALL the information.
One question - is there a way to to split a payment and send part of the payment to an account and the rest just associate with a category. To clarify, I have a Home Equity loan set up. When the monthly payment is due, I would like the total payment substracted from my checkbook, but only appy the princpal part of the payment to the Loan account. What I’m having to do now is to apply the full amount to the Loan account and then create another entry on the Loan account to add back in the interest?
Lelevicki, Good replacement! I recently switch from a PC to a Mac. I’ve used Quicken for my checkbook/finances since the 1990s, but didn’t want to buy something that requires annual subscription. I was so happy to find this app as it is able to do what I need.
There was a small learning curve to do the basic, but it’s very easy to use. The biggest complaint I would have is I can’t find a way to enter directly into the register(tab through the fields) rather than having to entering debits or credits into a popup box. Takes way long to enter my transactions especially since tabbing does not stop on type. I do like being able to select what I want (Entry, Reconcile, Schedule, Summary) at the bottom of the sheet.
Another time saving feature would be to have the ability to schedule a transactions from a register transaction without having to retype ALL the information. One question - is there a way to to split a payment and send part of the payment to an account and the rest just associate with a category. To clarify, I have a Home Equity loan set up.
When the monthly payment is due, I would like the total payment substracted from my checkbook, but only appy the princpal part of the payment to the Loan account. What I’m having to do now is to apply the full amount to the Loan account and then create another entry on the Loan account to add back in the interest? FrankieJane, Not perfect but pretty close I used another program which isn’t available on the Mac platform, only available on iPad/iPhone and was looking for something to use on my laptop. Decided to try this and I’m glad that I did. I really like all the features but there are a couple of things that I wish they would change/add. The one thing I was used to on the other program was the automatic decimal point being added when I was entering amounts.
Though this isn’t a big deal, I’m not used to it not being automatic but I’m getting better at adding the decimal point manually. The other thing that’s a bit confusing is when you want to transfer money from one account to another. You have to be in the account you’re transferring money to in order to transfer the money.
I think if they added another entry line so that you could transfer from account and to account would make this less confusing. As I said these are petty complaints and I’m getting used to the differences from the program I was using on my iPad.
All in all I’m really liking this checkbook program alot and the longer I use it, the more I appreciate all the time Splasm put into making this. FrankieJane, Not perfect but pretty close I used another program which isn’t available on the Mac platform, only available on iPad/iPhone and was looking for something to use on my laptop. Decided to try this and I’m glad that I did. I really like all the features but there are a couple of things that I wish they would change/add. The one thing I was used to on the other program was the automatic decimal point being added when I was entering amounts.
Though this isn’t a big deal, I’m not used to it not being automatic but I’m getting better at adding the decimal point manually. The other thing that’s a bit confusing is when you want to transfer money from one account to another. You have to be in the account you’re transferring money to in order to transfer the money. I think if they added another entry line so that you could transfer from account and to account would make this less confusing. As I said these are petty complaints and I’m getting used to the differences from the program I was using on my iPad.
All in all I’m really liking this checkbook program alot and the longer I use it, the more I appreciate all the time Splasm put into making this.