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Good home finance software for Mac?

#1
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4/21/08 at 4:29pm
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I've decided it's about time I start watching what I'm making, spending, and saving, so I'm on the hunt for some good home finance software like MS Money or Quicken. Recommendations? I think when I really see what I spend and save, I'm hoping I'll be a bit more responsible with my money.
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#2
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4/21/08 at 6:31pm
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Re: Good home finance software for Mac?

There are several smaller apps such as MoneyDance, Cha Ching, and iBank. I've not used them.

There's also Quicken 2007. Reviews dissuaded me from it, and I'm waiting for the revised Quicken (this Fall?). Until then I'm using my MS Money 2003 via Parallels.
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#3
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4/22/08 at 2:06am
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Re: Good home finance software for Mac?

I use iBank. Not a bad piece of software. I use it as a
glorified checkbook to keep my paper ledger correct.

Pretty feature-packed with a graph that breaks down where
all your expenditures go each month.

The only thing I don't like about it is that you can't create
your own custom categories.
Ronald J Epstein
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#4
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4/22/08 at 6:51pm
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Re: Good home finance software for Mac?

Quicken 2007 works fine. I've been using Quicken on the Mac since '99 and have had no problems with it. A completely redesigned version is coming in the fall.
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#5
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4/22/08 at 7:38pm
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Re: Good home finance software for Mac?

I reluctantly use Quicken 2007. It takes time getting used to its user interface quirks, but once you do, it does the job. Like others, I too, am waiting for overhauled Quicken Financial Life in the fall.
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#6
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4/26/08 at 7:06am
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Re: Good home finance software for Mac?

Unfortunately Intuit pulled Quicken out of the UK market. MS Money hasn't been updated for the UK since 2005

Ron, iBank looks like it might be OK. They say it should work for non-US customers as long as their bank supports OFX statement downloads (which most UK banks do). Their website does say that you can create custom categories. Is that not the case?

Will iBank profile what your balance will do over the coming months based on regular incomings and outgoings? That's one thing I liked with MS Money. At the moment I'm using a simple spreadsheet, but these dedicated finance apps are a bit slicker.
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#7
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4/26/08 at 7:58pm
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Re: Good home finance software for Mac?

thanks for the replies. I've been without a finance program for my whole life, so I think I'll wait for the updated Quicken, though I may check out iBank.

Brian
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#8
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4/27/08 at 1:11am
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Re: Good home finance software for Mac?

Darren,

I have only been using iBank as a backup to my paper checkbook.
Not using it in conjunction with my financial institution.

I haven't found a way to create custom categories but now that
I know that the website says it can be done, I'll look at it more
closely and get back to you.
Ronald J Epstein
Home Theater Forum co-owner
Email me at: repstein@hometheaterforum.com 
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#9
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6/12/09 at 9:56am
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Re: Good home finance software for Mac?

Is Quicken Financial Life now vaporware? Any news on its release?

With my wife's imminent new iMac, I'd like to move our finances from my MBP / Parallels / MS Money 2003 configuration to a native app on her iMac.

Alas, personal finance is still a weak spot on the Mac. I guess people don't have any money left to manage after spending it all at Apple
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#10
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6/12/09 at 10:02am
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Re: Good home finance software for Mac?

Microsoft killed Money.

Microsoft to discontinue MS Money | Beyond Binary - CNET News

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#11
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6/12/09 at 12:08pm
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Re: Good home finance software for Mac?

Whoa! I'm going to be that cranky old guy running Money 2003 on XP when the whole world is moved on to holographic Quicken on OS X 10.42.
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#12
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6/12/09 at 4:17pm
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Re: Good home finance software for Mac?

Quote:
Originally Posted by DaveF
Is Quicken Financial Life now vaporware? Any news on its release?

No word on a release date, but it definitely isn't vaporware. They just distributed a beta update a month or so ago.
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#13
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6/13/09 at 3:56am
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Re: Good home finance software for Mac?

Mint.com has been great for me.
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#14
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6/13/09 at 6:23am
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Re: Good home finance software for Mac?

Quote:
Originally Posted by SethH
Mint.com has been great for me.
Will Mint import MS Money data? I've got ten year's data in Money.

Alas, Mint.com is a non-starter: no import feature.
http://forums.mint.com/showthread.php?t=670
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#15
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6/13/09 at 10:18am
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Re: Good home finance software for Mac?

Dave,

Have you looked at MoneyWell? A testimonial on their website says someone successfully imported 4 years of data from MS Money into the app. Incidentally, you can still get it as part of the MacUpdate Promo this weekend, then it's over.

You might also find this blog posting interesting.

-Christian

"They that can give up essential liberty to obtain a little temporary safety deserve neither liberty nor safety." (Benjamin Franklin)

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#16
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6/14/09 at 5:58pm
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Re: Good home finance software for Mac?

I'll check it out. I've been uninterested in finance apps besides Money and Quicken, as they've proven over a decade or more that they're solid personal finance apps. But with Money leaving the game, Quicken seemingly abandoning the Mac, and my Money version 6 years old and requiring Parallels, it might be time to reevaluate my needs.
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#17
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6/16/09 at 7:32pm
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Re: Good home finance software for Mac?

I don' know enough about Mint.com to trust them to not lose all my data to hackers. Let me know when someone reputable (ie has been in business for more than 6 months and isn't right out of college) buys them out. Love the idea tho, and the implementation rocks. Their bona-fides aren't, tho. =)

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#18
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6/18/09 at 4:59pm
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Re: Good home finance software for Mac?

Quote:
Originally Posted by DaveF
... Quicken seemingly abandoning the Mac ...
Intuit is now claiming a Fall 09 release for Quicken Financial Life. But get this... NO import from Windows Quicken!! Talk about your Epic Fail...

So I guess I'm in the hunt for a new PF app as well.
Quote:
Originally Posted by Sam Posten
I don' know enough about Mint.com to trust them to not lose all my data to hackers. Let me know when someone reputable (ie has been in business for more than 6 months and isn't right out of college) buys them out.
Amen. No freakin' way i'm putting all of my financial data in the cloud.
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#19
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6/18/09 at 5:05pm
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Re: Good home finance software for Mac?

Quote:
Originally Posted by Craig S
Intuit is now claiming a Fall 09 release for Quicken Financial Life. But get this... NO import from Windows Quicken!! Talk about your Epic Fail...
I infer that there would no MS Money import either So horrible. What's the point?

I watched the MoneyWell overview video. It was all about buckets and envelopes and flows and fill lines. My Credit Union has money, dollars, accounts, balances. Not buckets of water flowing into bushels of apples or whatever.

I need my wife to look at it. Maybe it would make sense to her. And she does the daily finances now. I'm the "big picture" guy
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#20
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7/1/09 at 8:04pm
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Appearances are Quicken Financial Life is no more. It's gone from Intuit's website; only Quicken 2007 remains. Word is that the beta feedback forum is also gone.

Maybe it's the calm before the storm: remove all outdated info before launching all new marketing materials. (fingers crossed) I really want a Mac-native finance program.
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#21
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7/2/09 at 6:49pm
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The beta feedback forum is gone because Intuit built a feedback tool into its latest beta release. It's hardly dead. I heard a lot of people bitching about it when it was announced over a year ago, but I have to say that it's something I will definitely buy when it's released.
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#22
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7/3/09 at 8:08am
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Michael, that's good to hear. I hope it's just running silent until launch. If it's solid, does all the basics (balancing, budgets, mortgage, 401k, mutual funds) and can import my MS Money data I will buy it.

The lack of a solid, reputed finance program on the Mac is a thorn in my switcher side. And I'm eager to get finances off my laptop (with Parallels) and onto my wife's desktop (no Parallels).
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#23
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7/9/09 at 2:28pm
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Bad news and good news about the new Quicken for Mac (from AppleInsider):

Bad news is it's delayed until Feb 2010.

Good news is Intuit is revamping the package based on the largely negative feedback they've received on the public betas to date. Especially important (to me, anyway):

Quote:
a robust Windows-to-Mac transfer function for new Mac users (and existing customers running Quicken on a Windows virtual machine)

No word on MS Money transfer, but I've got my fingers crossed for you, Dave.

This is the first news from Intuit I've heard in a long time that indicates they're actually listening to customers. I'm willing to wait until Feb. to give them a chance to get it right.
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#24
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7/9/09 at 4:17pm
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Thanks for the update! Bummer that it's another 9 months out, but progress is being made it seems.

As for MS Money import. If push comes to shove, perhaps I can buy Quicken for Windows, import my MS Money data, and then import WinQuick to QFL :)
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#25
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7/9/09 at 7:59pm
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QFL can't come soon enough. I've learned that MoneyWell doesn't do Mortgages or Loans. I'd wanted my wife to take a look at it, but there's no point now.
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