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Good home finance software for Mac?


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82 replies to this topic

#1 of 83 OFFLINE   BrianShort

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Posted April 21 2008 - 11:29 AM

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.

#2 of 83 OFFLINE   DaveF

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Posted April 21 2008 - 01:31 PM

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.

#3 of 83 OFFLINE   Ronald Epstein

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Posted April 21 2008 - 09:06 PM

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.

 

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#4 of 83 OFFLINE   Michael_K_Sr

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Posted April 22 2008 - 01:51 PM

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.

#5 of 83 OFFLINE   Phil Kim

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Posted April 22 2008 - 02:38 PM

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.

#6 of 83 OFFLINE   Darren Lewis

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Posted April 26 2008 - 02:06 AM

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

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.

#7 of 83 OFFLINE   BrianShort

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Posted April 26 2008 - 02:58 PM

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

#8 of 83 OFFLINE   Ronald Epstein

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Posted April 26 2008 - 08:11 PM

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.

 

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#9 of 83 OFFLINE   DaveF

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Posted June 12 2009 - 04:56 AM

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 Posted Image

#10 of 83 OFFLINE   Sam Posten

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Posted June 12 2009 - 05:02 AM

Microsoft killed Money.

Microsoft to discontinue MS Money | Beyond Binary - CNET News

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#11 of 83 OFFLINE   DaveF

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Posted June 12 2009 - 07:08 AM

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.

#12 of 83 OFFLINE   Michael_K_Sr

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Posted June 12 2009 - 11:17 AM

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.

#13 of 83 OFFLINE   SethH

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Posted June 12 2009 - 10:56 PM

Mint.com has been great for me.

#14 of 83 OFFLINE   DaveF

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Posted June 13 2009 - 01:23 AM

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.c...hread.php?t=670

#15 of 83 OFFLINE   Christian Behrens

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Posted June 13 2009 - 05:18 AM

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.

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#16 of 83 OFFLINE   DaveF

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Posted June 14 2009 - 12:58 PM

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.

#17 of 83 OFFLINE   Sam Posten

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Posted June 16 2009 - 02:32 PM

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 of 83 OFFLINE   Craig S

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Posted June 18 2009 - 11:59 AM

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 of 83 OFFLINE   DaveF

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Posted June 18 2009 - 12:05 PM

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 Posted Image So horrible. What's the point?

I watched the MoneyWell overview video. It was all about buckets and envelopes and flows and fill lines. Posted Image 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 Posted Image

#20 of 83 OFFLINE   DaveF

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Posted July 01 2009 - 03:04 PM

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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