Sidebar Sidebar
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

Personal Finance App

PlaceofDis said:
i use Money by JumSoft
Click to expand...

I was wondering about Money2...

I've been using Quicken for a while now and I guess it serves its purpose but I would like something a little more user-friendly and simple. And to upgrade to the next version of Quicken is always like $70.

Can you import all of your current Quicken data into Money? Will it mess up all of the categories, etc.? I downloaded the trial version, but it doesn't look like the import function is active.

Did try Cha-Ching too - it is very cute but yes, buggy!

Thanks!

... oh and now I am looking at iBank... hmm...
 
Any idea on the ease of effectiveness of downloading bank statements into iBank or Quickbooks for Mac?

It does seem incredibly arrogant for Intuit not to develop for Mac. Maybe the latest sales numbers will motivate them somewhat.
 
Good personal Finance program

I use YNAB. you can get it at youneedabudget.com. It is more of a budgeting software and philosophy loosely based on dave ramsey's philosophy. they have two versions, an excel spreadsheet you can get for $19 and a pro (windows only) version for $39. Both versions are very simple and easy to use. The spreadsheet also works in open office and neo office, but i have not seen if it works with numbers. i am using pro with fusion and it is great. if you follow the rules of the program it makes handling finances very easy.

BTW, they are looking to make a Mac version of YNAB Pro but I believe the creator is having trouble finding someone willing to take on the task of writing the code for. if any of you guys know a developer who would be interested drop Jesse a line on their website. here is the thread where that are talking about developing a MAC version: http://www.youneedabudget.com/forum/viewtopic.php?t=978
 
I just wish M$ would make Money for Mac OS...they are about to release Office 2008 which looks pretty dang nice...why not do MS Money?

Best finance app IMHO...was one of the few apps which kept me from switching for a while back in the day.
 
So to recap:
iBank seems to be the favorite here, Quicken for Mac stinks then we have Cha-Ching, Moneydance, MoneyWell (missing some features) and Money then we have the boot campers using Quicken for Windows or M$ Money.

I may just try using iBank and/ or Money well to see what it is like. Thanks for the tips.
 
Detailing Expenditures

do you know if there is an app in which you could detail your expenditures.

e.g. supermarket. at the end of the year, you'd like to find out, how much milk, or bread or butter you bought? and not just putting the amount under "food" or "supermarket"...

it was years ago, m$ money could do this.

any information would be cool...
 
My very limited experience

I bought my first Mac 2 weeks ago - an emigrant from PC land. I had used Quicken for several years and as long as I didn't upgrade I was more than sastisfied. After reading the various comments I of course would not consider Quicken for Mac and so have been searching for a nice simple replacement.

I downloaded a trial of Ibank (the responses from Ibank people were very quick, polite and informative).

So what's my problem?
Color! Colors! So many different colors to choose from for each transaction it became a project just to change them into one color for money going out and one for $ coming in.

I know that Mac is for artists and writers and other creative folks, but I don't need a palette when I'm counting the money I used to have. Is there a two color finance application out there in Mac land?
 
My CPA wants me to use QuickBooks for PC so I can transfer files to her. QuickBooks for Mac royally sucks apparently, I've even heard that in many cases you cannot even share QB files between Mac's and PC's reliably (lame lame lame!) so what can I do? Is there any solution? Any software I can use on Mac, that will let me share my financial data with my accountant who uses QB exclusively?

At the moment it's looking like VMWare+Windows+QB is the ONLY option.
 
Bump for this thread. I'm looking at the reviews for various Mac apps, and apparently they all stink!
 
I love MoneyDance. It is cross platform Mac, Windows and Linux. Is cheaper than Quicken and handles investments which a lot of other Mac finance software don't. Plus it can directly download transactions from almost as many banks as quicken can, a real timesaver.

You can get a free trial of it at MoneyDance.com.
 
yippy said:
I love MoneyDance. It is cross platform Mac, Windows and Linux. Is cheaper than Quicken and handles investments which a lot of other Mac finance software don't. Plus it can directly download transactions from almost as many banks as quicken can, a real timesaver.

You can get a free trial of it at MoneyDance.com.
Click to expand...

I think I'm going to give that one a try, the main complaint for it seems to be that it's a Java app. Whereas iBank seems to be putting way too much emphasis on looking pretty and extraneous features.
 
jackc said:
I think I'm going to give that one a try, the main complaint for it seems to be that it's a Java app. Whereas iBank seems to be putting way too much emphasis on looking pretty and extraneous features.
Click to expand...
I agree that iBank3 seems to be more about eye candy than any useful additional features, but it does everything I want it to do (for now).

I still can't figure out how to track mutual funds with it though.....
 
I use Quicken. A question: does iBank (and the others) import downloaded transactions files and reconcile like Quicken does?

By the way, it's not at all accurate to say that Intuit is stopping Quicken for Mac and going to an online-only platform. They're stopping Quicken and releasing Quicken Financial Life for Mac. I signed up for the beta but never heard back. I saw screenshots and it looked promising.

I've checked out a couple of the others, but I've been using Quicken so long I'm not sure I want to switch. Old dogs, new tricks and all that.
 
Dimwhit said:
By the way, it's not at all accurate to say that Intuit is stopping Quicken for Mac and going to an online-only platform. They're stopping Quicken and releasing Quicken Financial Life for Mac. I signed up for the beta but never heard back. I saw screenshots and it looked promising.
Click to expand...

Correct. Intuit is completely rewriting the Quicken code under the new name Quicken Financial Life for Mac. The new program will have no carbon code and finally be a universal binary. Unfortunately, as it is being rewritten from the ground up, many of the current features will not make it into the first release. An article about the rewrite is available here: https://www.macrumors.com/2008/01/18/intuit-to-rewrite-quicken-demos-turbotax-2008/

By the way, I have used Quicken since about 98 and have never really had any major problems with it. A few quirks here and there, but to say it sucks is a strong over exaggeration.
 
I use Moneydance and love it. I have pretty simple needs since I suck at dealing with money, and Moneydance does what I need it to do (basically, to keep an eye on my accounts).

I chose moneydance because upgrades are free, support was really helpful, and their license agreement is reasonable - one license and I can put a copy on my wife's computer as well (they consider married couples as one person). Thus far, I would highly recommend moneydance.
 
Moneydance

I've been using Moneydance for about 3 months and am pretty content with it except for one feature - Budgeting. Consider myself not unintelligent and yet have not been able to figure out how to use it. Would love to see where cogent instructions about this feature exist. The instructions which come with the program are scant at best.
 
I use Quicken in Parallels. didn't have any trouble loading my files from the Windows computer over to Quicken in Parallels. Now if I could only get this f'in Windows/Parallels version to print something........
 
My biggest question for Quicken Mac users is:

Can I use it with Bank of America? I don't want to have to manually enter my information.
 
FWIW...I use Windows Quicken with BofA. Been doing it for years and it works well. Not sure why it wouldn't work with Mac....:confused:
 
That's true and valid. The interface looks maclike but using it soon reveals its java foundation. It does however, have sensible window management. There's no modal dialogs or sheets used where the apple HIG says you shouldn't use them. Something a lot of other finance apps are guilty of. A bit of muscle memory soon gets you past a lot of Moneydances interface quirks. Though overall it does lack a bit in usability.
 
You must log in or register to reply here.
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.
Top Bottom
Back