Harry2007

Q: best financial software for mac

What is the best personal financial software for mac? I am currently using Quicken 2007 but keep losing data.

Thanks,

iMac (20-inch Early 2008), Mac OS X (10.5.8)

Posted on Sep 17, 2012 6:30 AM

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Q: best financial software for mac

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  • by debbieyoungart,

    debbieyoungart debbieyoungart Dec 10, 2013 8:22 AM in response to MartinR
    Level 1 (0 points)
    Dec 10, 2013 8:22 AM in response to MartinR

    Has anyone used Quicken Home and Business on Mac using Parallels?

  • by txtwyst,

    txtwyst txtwyst Jan 12, 2014 12:01 PM in response to debbieyoungart
    Level 1 (0 points)
    Jan 12, 2014 12:01 PM in response to debbieyoungart

    I just recently started using Quick Deluxe on my Mac/Parallels after my husband's PC started to crater.  so far, no problems at all.

  • by AppleMan1958,

    AppleMan1958 AppleMan1958 Jan 12, 2014 1:15 PM in response to debbieyoungart
    Level 7 (27,439 points)
    Jan 12, 2014 1:15 PM in response to debbieyoungart

    I am using Quicken Premier 2014 under Parallels. Works great on XP and Windows 8.1.

  • by juniperpt,

    juniperpt juniperpt Jan 17, 2014 4:51 PM in response to Harry2007
    Level 1 (0 points)
    Jan 17, 2014 4:51 PM in response to Harry2007

    Does anyone have experience running MS Money Sunset version on a Mac?

     

    I have been running MS Money with Windows XP for nearly 14 years, but because of Windows 8 will not buy another Windows computer. 

     

    Will be purchasing a Mac for the first time, but very disappointed with what I am reading about the performance of financial software for Mac.

     

    Ideal world would be running MS Money on a Mac.

     

    Any experience or suggestions? Thanks.

  • by msrdnr,

    msrdnr msrdnr Jan 19, 2014 4:31 PM in response to Harry2007
    Level 1 (4 points)
    Apple Music
    Jan 19, 2014 4:31 PM in response to Harry2007

    Thought I would share my experience.

     

    I used Quicken for PC for 20 years. After switching to Mac I used Parallels and like everyone else waited with increasing frustration for Intuit to create a decent Mac product, which of course they never did.

     

    I got tired of having Windows on my Mac and dealing with all the viruses and updates and so forth. I switched to Mac so I could stop dealing with Microsoft, for goodness sake! When I finally got rid of Parallels and Windows I felt liberated.

     

    After reading reviews, I chose SEE Finance. It's a good program, better in some ways than Quicken for PC. But I've been using it for almost three years and development has slowed to a standstill. They haven't yet released version 1.0 and have no timetable for doing so, much less for releasing an iPad version. It's a shame, but this is probably another demonstration that there is just no money in the personal finance market.

     

    I agree that with the age of the PC drawing to a close, the future is in tablet apps, not desktop software. That's why I've decided to switch to iBank. They have a robust iPad product and seem to be moving in the right direction. The market is so limited, there might be room for only one serious player, and for whatever reason iBank seems to be that player.

     

    By the time this plays out, we'll end up with personal finance software with fewer capabilities than we had 20 years ago. Funny how technology works.

  • by Mkcashion,

    Mkcashion Mkcashion Jan 19, 2014 8:04 PM in response to juniperpt
    Level 1 (0 points)
    Jan 19, 2014 8:04 PM in response to juniperpt

    Same boat!!  Just got our iMac yesterday and personal finances is biggest issue.  Have used MS money for years and loved it.  Would love to hear anyone's response to this question.

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Jan 19, 2014 10:42 PM in response to Mkcashion
    Level 4 (2,256 points)
    Jan 19, 2014 10:42 PM in response to Mkcashion

    While many are upset with Intuit and its relative lack of development for the Macintosh, at the end of the day Quicken 2007 for Intel for $15 is still a bargain for the amount of features that Quicken for Mac offers.  I had been using Quicken Deluxe 2002 for years before my purchase of a 2011 Mac Mini with Lion forced me to upgrade to Quicken 2007 for Intel.  The upgrade was seemless and my full set of features are consistently available to me.

     

    If I can get another 10 years out of Quicken 2007 for Intel, I will be very happy.

  • by TammyLee69,

    TammyLee69 TammyLee69 Jan 20, 2014 7:30 AM in response to Harry2007
    Level 1 (0 points)
    Notebooks
    Jan 20, 2014 7:30 AM in response to Harry2007

    I too have used MS Money for years and love it. However, I switched to a Mac over a yr ago and I have try trial versions of several accting programs and am currently still using my old Windows PC only for accounting which is a big pain in the butt.There was always something lacking in the program....and I am not THAT picky....it is Home Accounting....however I do like Bill Reminders and being able to view and edit a category summary as well as have sub categories. I don't even care about DL from the bank.....I am fine with doing my own entries....I don't trust the DL or the Cloud. MS Money is perfect!!!! Can't some genius just convert that to a Mac????

     

    I have followed this discussion forever and the only consistent info I have seen is to try Quicken 2007.

    Can you just use that on the Mac without using Parallels????

     

    I was wondering if anyone has any comments on Quickbooks 2014 for Mac???

    Sams has a deal for $50 off and 90 day free Tech support......just wondering.....

     

    Thanks

    Tammy

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Jan 20, 2014 7:32 AM in response to TammyLee69
    Level 4 (2,256 points)
    Jan 20, 2014 7:32 AM in response to TammyLee69

    TammyLee69 wrote:

     

    I have followed this discussion forever and the only consistent info I have seen is to try Quicken 2007.

    Can you just use that on the Mac without using Parallels????

    Yes: Quicken 2007 for Lion will run on Snow Leopard, Lion, Mt. Lion or Mavericks.

  • by AppleMan1958,

    AppleMan1958 AppleMan1958 Jan 20, 2014 8:39 AM in response to TammyLee69
    Level 7 (27,439 points)
    Jan 20, 2014 8:39 AM in response to TammyLee69

    QuickBooks is not Personal Finance software. It is software for small businesses with apps like payroll, invoicing, inventory, General Ledger, and the like.

     

    Old versions of Quicken for Windows work except for one thing. They will not connect to your bank. Quicken has started cutting off support for bank connection after three years, so Quicken 2012 is the oldest version that will do the online updates. It seems they are doing this so that people will be forced to upgrade even when there are no new features to speak of.

     

    I really prefer Andrew Tobias' Managing Your Money, but they went out of business decades ago. Quicken has never managed to implement budgeting in such a way that is as easy to use as MYM.

  • by juniperpt,

    juniperpt juniperpt Jan 20, 2014 9:10 AM in response to Harry2007
    Level 1 (0 points)
    Jan 20, 2014 9:10 AM in response to Harry2007

    MS Money has a productive module called "Lifetime Planner".  I have used it religiously for the past 14 years using numerous scenarios for life's financial impacts.  Has anyone found a MAC financial software package with a similar module? Thanks!

  • by tadcrawfordmv,

    tadcrawfordmv tadcrawfordmv Jan 20, 2014 9:35 AM in response to msrdnr
    Level 1 (0 points)
    Jan 20, 2014 9:35 AM in response to msrdnr

    As you will see from previous posts, I have been in the same boat.  I have no interest whatsoever in maintaining

    Windows on my iMac.  I was a very early Mac user, then moved to Windows for 25 years . . . until I just got fed up with it for the same reasons you cite . . . and used Quicken Home & Business, a reasonably good product.  Have never found anything equivalent.  Settled for Moneydance.  It has been thoroughly reliable and meets my minimum expectations. (See above.)

     

    I'm still looking for something better with: 1) consistent/professional report print output 2) net worth tracking/reporting over time and 3) user friendly budgeting.

     

    Quick Books is not an answer. 

     

    NOTE: Top 10 Reviews is now ranking Moneydance No. 1 - See: http://personal-finance-software-review.toptenreviews.com/mac-personal-finance-s oftware/

  • by tadcrawfordmv,

    tadcrawfordmv tadcrawfordmv Jan 20, 2014 9:42 AM in response to tadcrawfordmv
    Level 1 (0 points)
    Jan 20, 2014 9:42 AM in response to tadcrawfordmv

    ADDENDUM

     

    Top 10 Reviews gave Moneydance a 10 out of 10 review for budgeting.  I am going to have a fresh look at it.

  • by smeetshim,

    smeetshim smeetshim Jan 20, 2014 11:08 AM in response to Harry2007
    Level 1 (8 points)
    iPhone
    Jan 20, 2014 11:08 AM in response to Harry2007

    The best one in my opinion, and I have tried several, is CheckBook Pro from:  http://www.splasm.com

  • by MlchaelLAX,

    MlchaelLAX MlchaelLAX Jan 20, 2014 11:24 AM in response to AppleMan1958
    Level 4 (2,256 points)
    Jan 20, 2014 11:24 AM in response to AppleMan1958

    AppleMan1958 wrote:

     

    Old versions of Quicken for Windows work except for one thing. They will not connect to your bank. Quicken has started cutting off support for bank connection after three years, so Quicken 2012 is the oldest version that will do the online updates. It seems they are doing this so that people will be forced to upgrade even when there are no new features to speak of...

    I am not sure this is accurate.  My copy of Quicken 2007 for Intel still connects online to two of my credit card providers.

     

    That being said, I do not like their system and I continue to use the older QIF system to obtain my data from the Internet.

     

    That is, I go to the websites of my credit cards and log in.  I then download the monthly transactions in QIF format.  I then open the register of that particular credit card in Quicken and go to FILE to IMPORT to FROM QIF.  All of my transactions data is then in the register (date, payee, amount), except for catagory, which I then enter manually for each transaction.  I then reconcile the account against the opening and closing balances.

     

    I expect this method will continue to be supported for as long as Quicken continues to work on my Mac!

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