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OS X - Apps and Games Discussion of applications and games available for Mac OS X.

Personal Finance Software


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Mikethebook

 
Member Since: May 29, 2009
Posts: 166
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Mac Specs: Mac Mini 2.26Ghz 2GB RAM

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I'm wanting a personal finance software package that will allow me to import bank transaction records either as a downloaded file or directly from the bank. Many apps do this. BUT, I have bank accounts in the USA as well as the UK and so I need to be able to work in different currencies and ideally be able to use exchange rates though that's not as important. Any advice please?
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podraig

 
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Member Since: Mar 19, 2008
Posts: 380
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Mac Specs: iMac 20" 2.4 Ghz Intel Core 2 Duo 4gig,Mac OS X Maverick, Macbook Intel 2gig, iPhone 3G

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Hi, I have been using Moneydance for four years, its great

Mac is like a car, keep clean and up to date and it will give you many hours of good driving
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NickinIL

 
Member Since: Jun 03, 2011
Posts: 3
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I'm a recent convert from Windows to Mac and a long time user of Quicken financial software. I've transferred all of my financial data to iBank4. The conversion process and importing of data went fairly well, but still, I put a lot of time and effort into getting things just right. iBank4 does allow you to work with different currencies, although I personally haven't used that feature. There are some quirks for sure in the program and I'd suggest you spend some time in the user forums for iBank to get a feel for them.

My take on it is that Quicken just seemed to be going downhill and I could no longer do downloads with the version I had, even though the program did everything I wanted it to. You have to upgrade every 3 years with Quicken or they pull the plug on downloads. Reviews of the latest version of Quicken implied they had taken away reports and made other unfavorable changes. iBank (IGG software) at least seems to be trying to get things right and make improvements. It's not exactly cheap and takes a while to get used to, but now that I've been running on it for a few months, I can do all the things I need to do to keep my financial affairs in order.
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MX5Bob

 
Member Since: Jun 24, 2011
Location: SoCal
Posts: 8
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Mac Specs: G5 PowerMac

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I'm looking to move off of Quicken 2004 and considering either iBank or Moneydance. Up to now I haven't had a reason to look at something else, but this morning I changed the date on a payment, making sooner than it had been. Then I changed my mind and put further in the future, but the balance that was shown for the earlier date didn't revert to what it had been before. I've got enough hassles keeping everything straight without the program flaking out.

I'm hoping iBank will run on a G5.
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EvenStranger

 
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Member Since: Dec 09, 2010
Location: Virginia
Posts: 845
EvenStranger is just really niceEvenStranger is just really niceEvenStranger is just really niceEvenStranger is just really niceEvenStranger is just really nice
Mac Specs: Currently 13" Late 2010 MBA, 4GB/128GB; Early 2011 13" MBP, dual core i7 2.7ghz, 4gb ram, 500gb hd

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<silly>Let me build a webpage that will do that for you. Well, maybe not everything... perhaps not even most of it... ok, none of it... but it will make your money easier for you to count!</silly>
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