- #Personal finance software macintosh for mac#
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- #Personal finance software macintosh mac#
They miss the mark for data entry and overall financial institution (auto-downloading of transactions) support.
#Personal finance software macintosh mac#
Most of the Mac personal finance apps are designed for simple budgeting or bank account management. Money 2 from Jumsoft also just doesn’t manage to have enough features to really make it useful either. However, it lacks a powerful portfolio manager. If it supported auto-downloading of transactions, I would probably use it as my day-to-day application for managing my personal finances. Also, its online integration really just hosts the Bank’s web site…if you call that integration. Although this is good at enabling categorization entry by tags (AKA keywords), it really isn’t much better than using built-in categories within Quicken or any other app (which allow you to change the categories to anything you want). This is a clever little application that bases transactional entry on a tagging system.
#Personal finance software macintosh software#
That’s because it works exactly the same on Linux and Windows (which, although great for software design consistency, is not great for how users get work done). Although it works, frankly, the app is ugly and very non-Mac-like. However, MoneyDance is a Java app wrapped in Cocoa. Only MoneyDance supports auto-downloading of transactions from FIs. Again, the big problem with all of them was the data entry model. So, I tried a few other programs as mentioned above. And, prior to switching back to the Mac, I had been using versions of Money or Quicken for the past 12 years.Īnyway, returning to the Mac software…. You have to understand that on Windows, whether you use Quicken or M$ Money, you have auto-downloading of transactions enabled for a boatload of FIs (as long as you are running a version of the software released in the last two years-given how both Intuit and Microsoft gouge their customer base for upgrades/support). The FIs need to support special servers to support the auto-downloading of transactions (OFX is the file format). Note, this is not necessarily a Mac Quicken problem. When I learned that I could no longer auto-download transactions from my financial institutions (FIs), and that the best I could get was web connect (download a file and then import it into Quicken), I said no way. I figured that I would migrate my data file and make the permanent switch. I was excited because I knew the 2007 version would be coming (it follows shortly after the Windows general release). Quicken 2006 for the Mac came with my MacBook. Although it, too, is an imperfect product, it met my needs. Prior to the switch, I had been using Quicken 2007 Premier edition for Windows. Thus, when I switched from Windows, I had hoped to find a great product on the Mac that decreased the time it takes to perform my personal financial tasks. Of course, there is no reason to use such software unless you intend to maintain it.
#Personal finance software macintosh manual#
Further, they neglect to tell you the amount of manual work it takes to perform this maintenance. What the marketers neglect to tell you is that YOU must maintain the software in a very diligent fashion.
One of the fallacies of all personal finance software is that they make your life better by helping you to organize your accounts, bills, etc. However, I need a powerful tool with a rich feature set, and I want it at a reasonable price. Yes, they all have interesting feature sets.
Can’t say that any of them holds a candle to Quicken 2007 for Windows.
#Personal finance software macintosh for mac#
I have tried Quicken for Mac (2006, not 2007), iBank 2.0, MoneyDance, JumSoft’s Money 2.0, and Midnight Software’s Cha-Ching. However, in the time since I switched, I have yet to find a decent Macintosh personal finance product. We now have multiple Macs in the house (two personal machines and one business).
Okay, so it is going on a year since I made the switch to the Mac.
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