Looking for help with selecting personal finance software

grizfan

macrumors member
Original poster
Feb 10, 2012
86
4
Boise, ID
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?
 

grizfan

macrumors member
Original poster
Feb 10, 2012
86
4
Boise, ID
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?
 

TwoCybers

macrumors newbie
May 18, 2010
4
0
Atlanta
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
 

grizfan

macrumors member
Original poster
Feb 10, 2012
86
4
Boise, ID
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.
 

Raptor123

macrumors newbie
Jun 30, 2012
4
0
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.:)
 

BrianBaughn

macrumors 603
Feb 13, 2011
6,365
938
Baltimore, Maryland
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.:)
Windows 7 is not free for most people.