Solid, Simple Personal Finance Software?

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benjerbenjer
Posted:
in Mac Software edited November 2015

I have limped along with Quicken (I'm running 2008) on my Mac, mostly because I don't want the hassle of switching programs. I even tried the new Quicken briefly, which I found to be worse than 2008. I'm ready and looking for recommendations. Here are the features that I'm looking for:


  • Budget - I could never get Quicken's budget feature to work right, because we do a monthly budget based just on our checking account. Quicken's budget "feature" would always mess up transfers to other Quicken accounts, such as monthly transfers to our savings accounts.

  • Reporting: not really complicated reports, mostly just simple ones helpful for tax purposes, such as "How much did we spend on medical expenses this year?

 

Actually, that's it. Quicken admittedly is great at the latter, but I'm tired of running a separate Excel spreadsheet to do our monthly budget.

Comments

  • Reply 1 of 2
    kingofsomewherehotkingofsomewherehot Posts: 4,185member

    give iBank a try (in the App Store).

    I switched to that a LONG time ago when Q wouldn't update their app to work on whatever the latest version of OS X was at the time ... so far, I've never had reason to wish I hadn't switched.

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  • Reply 2 of 2
    frank777frank777 Posts: 5,839member

    Intuit is shopping the Quicken franchise around but they've just upgraded Quicken for the next year. (It would be interesting to see Apple pick it up, integrate Apple Pay somehow and take a run at banking.)

     

    But if you don't like the hassle of switching apps, you might want to give it a try again.

    Looking like a good upgrade this time (for a change.)

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