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Switcher Hangout The place for switchers to discuss their new machines, and how to work with OS X. General support can be had here for newbie stuff, like "How do I restart my new iMac?" :)

Money managment software


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brantlyj

 
Member Since: Oct 06, 2009
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Just got a new IMac last weekend. I'm liking it so far but need some advice on some software.

In the past I have used Quicken on my PC. I do as much of my finances online as I can and liked how easy it was to keep track of my bank accounts.

I see Quicken has a Mac version but it sounds like it's pretty basic. Anyone have any experiance with it? Anything else that someone might recommend?

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louishen

 
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we have had several posts on this one, try doing a search or start with (suggested by chscag in a previous post)

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Gandalph

 
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Personally, I use iBank.
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Sawday

 
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Hi and welcome.

As an MS Money user of many years, when I moved over to mac a couple of years back I had to keep my windows running to run MS Money as I could not find anything nearly as good in the mac world.

After a lot of reading reviews, trialling software and keeping tabs on postings here I eventually settled on iBank (incidentally my first App Store purchase) and have not looked back. It does all that I used MS Money for and although I wasn't sure about the look and feel (all those icons taking up valuable screen space) it grew on me very quickly and MS Money is now but a distant memory.

And those icons? I'm loving them now. They make visual searching so much quicker and I quite enjoyed searching and selecting appropriate ones for wach account,payee etc.

For details see iBank | Mac finance software, personal money management and small business application for OS X

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PatM

 
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I use the new version of Quicken for Mac. It's called Essentials. I actually prefer it over IBank.
For budgeting I use YNAB.

The combination of the two works well for me.

Regards,

Pat

15 " 2013 MBP OS X Ver. 10.9.1 16 GB Memory, 500 GB SSD, Retina, 2.3 Ghz I7, 30GB IPhone 5, 2012 Mini Cooper JCW Coupe, 2014 Toyota Corolla, 2007 Trailblazer, 2 RC Planes, 1 fantastic wife who puts up with my toys. Still Married After 30 Years.
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SleeperSS

 
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I have Quicken Essentials...hate it. I went back to my laptop so that I could use Quicken there. If I ever get any spare time I'll try iBank.
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Demapples

 
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Just switched and went through this. Spent a lot of time studying the problem, as I am a longtime Quicken user in Windows. Ended up being a no brainer for me: installed Parallels and run Windows 7 in Convergence mode so I can run Quicken. Works great, but of course added the cost of buying Windows. I had ordered 4 GB of RAM on my new iMac, but I think I'll be upgrading that to allow Windows and MacOS to run together a bit better, given my style of use.
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schweb

 
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FWIW Quicken Essentials is on sale right now for 50% off so it's only $24.99

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Zoolook

 
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Don't get me started on this topic... This is a real weak spot for the Mac, and I posted an enormous rant about this in about 2007. What's funny is that everything I said then is still true now.

Quicken Essentials certainly looks nice, but it's a baby app in every sense of the word. Intuit didn't think that Mac owners would care about real financial software, probably thinking we're all trust-fund hipsters with no concept of investing, budgeting or using any currency aside from USD. So if you have to track an investment account, pay bills, have accounts in more than one currency, or need robust reporting, QE is not for you.

iBank is probably the best, but it's buggy, slow and has terrible budgeting and reporting. It's still a one-developer operation and he's pretty thinly spread between the iPad development, Mac development and iPhone development. It's hard to see how much longevity is in this app.

MoneyWell is another good one, but again it lacks investment tracking (the developer has been promising it since about 2008, but there is still no sign of it), bill pay and other things Quicken windows users have had since Clinton was president.

MoneyDance and MyMoney are both cross platform efforts written in Java. They're not bad, but look like mid-90's linux apps. So, like many other switchers, I run a virtual machine just to keep my finances in order, which is mildly ridiculous.

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schweb

 
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Quote:
Originally Posted by Zoolook View Post
Intuit didn't think that Mac owners would care about real financial software, probably thinking we're all trust-fund hipsters with no concept of investing, budgeting or using any currency aside from USD.
We're not?

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SleeperSS

 
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Quote:
Originally Posted by schweb View Post
FWIW Quicken Essentials is on sale right now for 50% off so it's only $24.99
That's about $24.99 too much...
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class77

 
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Why doesn't Intuit just get off their butts and come out with a new version? Lots of us use/have used the Windoze version of Quicken and loved it. How hard is it to replicate that same software into a Mac environment?

I've seen figures that Mac are 11% of the PC market and growing. It's not like it's a boutique market, so why isn't somebody jumping into the breech to offer a good piece of comparable Mac software? Just blows my mind

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McYukon

 
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Nobody mentioned Money 4 so…
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Bob_Stan

 
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Some of the speculation on Quicken for Windows is that the current version is the last desktop version they will market. Future versions will be Cloud apps. If this is true, I will kiss Quicken goodbye on my windows machines, but it could be a reason for the lack of an updated Mac version - there would be no need if it becomes a true Cloud app.
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class77

 
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I don't want my financial stuff to be cloud based, but maybe it's just me

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