So far, good financial software for Macs is like the holy grail. Everyone wants it, but no one can find it. That said, you might start by checking out 'Best' is relative. If all you want to do is keep a transaction register, almost any of the apps will suffice. But if you want to do meaningful recordkeeping and reporting, print checks, tax categorization, etc. They are all very limited.
Last month I installed iBank and Moneydance on my Mac to evaluate the current versions of each. Even though they are the best of the lot, they still have a long way to go to be truly useful. Still sadly lacking critical features. There seems to be more emphasis on having a pretty UI than on capabilities. Tax category support is useless to nearly non-existent. Reports are very basic with very limited customization. And check printing setup is a disaster.
I'm still using Quicken Home & Business on an aging pc (sigh, just upgraded to Quicken H&B 2012) because there is nothing even remotely comparable to it on Macs. Following up on Martin's post. I've been using iBank since July as a test and I cannot recommend it. I don't understand why so many people view it as best of breed. The application is full of idiosyncracies put in by the developers that simply don't make sense. Their knowledgebase is full of questions pointing out these quirks but they rarely offer solutions.
As of this month, I'm going back to my previous soultion. As someone who needs to track a full personal portfolio (cash, checking, savings, 401k, Roth, active stock trades, and various loans), I'm still looking for a solution for my Mac. It continues to surprise me that there's no good software for a high value activity. I'm using iBank. I switched from Quicken 2007 for Mac because it hadn't been updated and I wanted software that would accompany a switch to Lion or Mt.
Demystifies some of the most challenging of the 300+ formulas and functions in Excel 2011 for the Mac.
IBank has it's quirks. I schedule a lot of transactions. IBank's scheduling regimen is far less helpful than was the similar regimen in Quicken. The major drawback for me is the lack of 'category reports' as summaries for 'detail reports'. All in all, however, it generally does what I want it to do and I have found ways to work within what's quirky.
It ain't 'great', but it does work for me. It really is unfortunate that there isn't an excellent personal finance management product for Mac out there. TD Bank lost connectivity to Quicken 2007 2 months ago and there has been no progress on restoring it. I've been entering all my transactions manually since then and then this week my Quicken 2007 data file became corrupted and I've lost all data back to August.
Just cannot figure out how to get it back and did not know that you must do periodic file maintainance to guard against corruption. I am fed up with TD Bank and fed up with Quicken and going to look somewhere else. IBank looks most popular and seems to have a way to get transactions even if bank downloads fail. That might work. I did some research last spring, including reading the MacLife comparisons and made the mistake of choosing iBank. I used Quicken for years and was very happy with it, but heard stories that the Lion version wasn't good. Well, I have no idea whether that is true, but I really don't like iBank.
You can't even void a check with it, its reports suck, it is hard to navigate. It really has few redeeming qualities. So I'm hoping someone with recommend something decent, even though it is a pain to switch.
Again, I repeat, I HATE iBANK!!! This is a bash on Quicken reply. I have struggled with Quicken (currently Q07) for many, many years (back into the 90's). I counted 13 different sets of Quicken datasets which have been left hanging on my various hard drives over these years as I found out through different support calls that I would have to discard a corrupted database and start over.
![Home Home](/uploads/1/2/5/4/125450361/886103969.png)
Last year, I was told by Quicken support during a call I paid for that I had too many accounts and the database was too large. (This has been a common tech support comment for me) I've only tried to use Quicken for personal finance tracking, no securities tracking and the heavier features (thank goodness). The call ended with an all too familiar bottom line which was that the backups were all bad so they didn't help. The support person couldn't figure out how I could utlize the backup data so in the end, I re-entered the previous year so that I could get my taxes done and search for another program. I've researched enough to know I was lucky to not move to Quicken Express as was once advised. Apparently that software doesn't allow an export in the event you would find a different software. The good news is that I just upgraded to Mountain Lion.
As you may know, Quicken in any version does not work with this OS. I've finally found a perfect reason staring me in the face to never struggle to use Quicken again. Now to find a better option. Money has many features that seem like what I need for handling 5 or 6 bank accounts and credit cards. Has anyone experienced SEE software?
It too seems to have decent features. I don't know the background of this link but it may be a place to start: MacWorld also has a review on financial software for the Mac 2013 Best of luck to us all. Deciding on MtnLion and Mac vs. Quicken pppfffft no question which gets dumped! Apple Footer. This site contains user submitted content, comments and opinions and is for informational purposes only.
Apple may provide or recommend responses as a possible solution based on the information provided; every potential issue may involve several factors not detailed in the conversations captured in an electronic forum and Apple can therefore provide no guarantee as to the efficacy of any proposed solutions on the community forums. Apple disclaims any and all liability for the acts, omissions and conduct of any third parties in connection with or related to your use of the site. All postings and use of the content on this site are subject to the.
Advertisement No doubt, Quicken is one of the best money management software around. Not only does it enable you to manage your money easily, it also comes with plenty of useful features such as setting up bill reminders, creating budgets and manage your investment portfolio right within the dashboard. If there is anything to complain about, it has to be the price and the compatibility issue with Linux OS. While Quicken is good, it comes at a price range from $39.99 to $99.99 and it only works in Windows does not have a native version for Linux. (Update: Quicken does work in Windows and Mac, thanks to Mulder for rectifying my mistake). Luckily there are many free software options out there that works in various platforms and have the capabilities to become an alternative to Quicken.
Of all the free money management software out there, GnuCash is the most complete and also the closest alternative to Quicken. Not only can it be used as a personal finance manager, it also functions well as a small business accounting package. It aims to keep things simple, yet maintains the true accounting principles. Useful features found in GnuCash include double-entry accounting, schedule recurring transactions and support for Quicken files (OFX/QFX) import/export. Gnucash is available for Windows, Linux and Mac.
The best thing about Grisbi is its simple, intuitive and clean interface that makes organizing your finances a breeze. All the options are arranged in tabs and can be accessed quickly. While it is simple and easy to use, it is never short of features. Reconciliation, scheduling future transactions and creating a budget are just some of the many features found in Grisbi. The default currency used in Grisbi is Euros, but you can easily change that to other currencies. If the exchange rate is supplied, it can even adjust the currency to the base value automatically.
The most powerful thing about Grisbi is its ability to generate reports and present the data in numerous ways. You can export your report in CSV or HTML format, or even clone it and export them to another machine. Grisbi is available for Windows, Linux and Mac. Home Bank is a small and lightweight money manager that works in multi-platforms. It is simple in design and does not take up plenty of resources. If you have completely no experience in using money management software and have no wish to learn complicated stuff, then Home Bank is most suited for you. Home Bank is available for Windows, Linux and Mac.
JGnash is a Java based software. This means that you can use it in almost any platform, as long as you can install and run Java in that platform. When you first start jGnash, you might be surprised to find a blank screen staring at you, with very little instructions on how to get started.
However, if you are patient enough to explore around, you will find that there are actually plenty of interesting features. Other than managing your own finances, jGnash also allows you to track your investment account and transactions. If you are geeky enough, you can even create your own javascript and run it in jGnash.
JGnash is available as long as you can run Java in your platform. Apart from GnuCash, Money Manager Ex is another software that is used and liked by many people.
The unique thing about MMEx is not about its features, but its big screen that allows you to see at one glance where all your money has gone to. Money Manager Ex runs on Windows and Linux and an experimental build is now available for Mac OS X. (Note: The Money Manager Ex package for Ubuntu found at the download page is not an English version.
I have not figured out where the download link for the Linux English version is though.) What software do you use to manage your financial accounts? Explore more about:.