Looking for help with selecting personal finance software

Discussion in 'Mac Apps and Mac App Store' started by grizfan, Mar 13, 2012.

  1. grizfan macrumors member

    grizfan

    Joined:
    Feb 10, 2012
    Location:
    Boise, ID
    #1
    Back in my Windows days, I used Quicken. Now, I have a MBP running Lion. We've also sort of let things slide in keeping up with Quicken, so I'd like a clean start with what ever program I decide upon. Here's what I'm looking for:

    • Importing old Quicken data is NOT important
    • Creating and tracking to a budget is a top priority
    • Online bill paying is not important
    • Importing transactions from my bank would be nice, but not required

    We have a savings account, checking account, a couple of credit cards, and a few investment accounts. Previously, we did not use Quicken to track our investments, but I'm open to doing so in the future. At this point, I'm mostly interested in keeping a close eye on how the money leaves.

    So, if you were starting fresh, what would you pick?
     
  2. ergdegdeg Moderator emeritus

    ergdegdeg

    Joined:
    Oct 13, 2007
  3. grizfan thread starter macrumors member

    grizfan

    Joined:
    Feb 10, 2012
    Location:
    Boise, ID
    #4
    Any thoughts on iBank's budgeting ability? A friend recommended You Need A Budget (YNAB), and swears by its budgeting ability.

    Also, any thoughts on MoneyWell?
     
  4. TwoCybers macrumors newbie

    Joined:
    May 18, 2010
    Location:
    Atlanta
    #5
    So, if you were starting fresh, what would you pick?

    As much as I dislike saying this, I use and would again use Quicken for Windows. It is a PITA to have Windows for the only purpose of Quicken, but that is position.

    Gordon
    Atlanta
     
  5. grizfan thread starter macrumors member

    grizfan

    Joined:
    Feb 10, 2012
    Location:
    Boise, ID
    #7
    I've downloaded the trial version of Moneywell and will try that this weekend.
    It seems like there is quite a bit of angst over the 2.0 upgrade for veteran Moneywell users, but I'm hoping I won't have issues as a new user.
     
  6. Raptor123 macrumors newbie

    Joined:
    Jun 30, 2012
    #8
    Finance with a Mac

    Bought a mac earlier this year and spent some time looking for a suitable package to transfer my MS Moneyplus data into. Was not happy with what was on offer. Loaded Virtualbox which is free, loaded a working copy of windows 7 and finally downloaded a free copy of Moneyplus; yes it is still available and free. Uploaded saved copy of data and I now all of my years of data available to me. I bank with Lloyds so can download quicken/ms data into software.
    Total costs £0.00
    Works wonderfully and no switching drives.
    Virtual box does take a little time to set up but once you get the hang of it no problem. Upgraded to Mountain Lion and then reinstalled the latest version of Virtualbox without any problems.:)
     
  7. BrianBaughn macrumors 601

    BrianBaughn

    Joined:
    Feb 13, 2011
    Location:
    Baltimore, Maryland
    #9
    Windows 7 is not free for most people.
     

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