Q: best financial software for mac

Thanks!  I will look into EasyBooks also.  I was really looking for something that would work for both.  I have a full time job and my husband has his own company with no employees.  It is really very simple.  Worse case scenario, I can use Quicken and just hand write what few invoices he has to send out.  Most he just hands out when he gets to a job...very few have to be emailed.  Thanks for the information!!!

Easybooks is very much a Small Business app, it's terrible in a personal Finance Manager role. I won't recommend anything in this thread, all of them seem mediocre for one reason or another.

I need to send estimates and invoices so the business needs overrode the personal, so I just spend all the money

I am sure that someone here can make a case for something.

Thanks!  I will look into EasyBooks also.  I was really looking for something that would work for both.  I have a full time job and my husband has his own company with no employees.  It is really very simple.  Worse case scenario, I can use Quicken and just hand write what few invoices he has to send out.  Most he just hands out when he gets to a job...very few have to be emailed.  Thanks for the information!!!

If you have a even slightly recent Mac (less than 5 years old or so), it should have Numbers on it and Numbers has built in templates for invoicing. The best part is if your husband has an iPad or iPhone, he could use the template and literally give the customer the invoice right there on site and have everything recorded in your Mac via iCloud for you to access.

Numbers take a bit to learn, just like any software, but it's much more capable than most folks realize.

I did the exact opposite, spreadsheets for personal finances and EasyBooks for business, but I used Excel rather than Numbers, because I already knew it.

Have spent a little over two hours reading and researching this thread... this nearly 3-year old thread... learning the ins and outs of Q07 for Mac and running Quicken 2013 for PC with Crossover as I yearn for that 'perfect' financial software we are all seeking... and as I got to the end I felt like I had followed everyone as you would in a 'coming of age' novel... watching the characters grow and develop through their trials and tribulations.

Then on November 23rd I see the one protagonist that I most identify with - MichaelLAX - mention the New Quicken 2016 (which initiated my research!) and it looks like he "will probably take them up on the offer in December and see if it [Quicken 2016 for Mac] is really the hoped for upgrade to Quicken 2007" - and I think HOLY S_! YES! That's what I'm thinking too, man! This story is getting GREAT!

But wait, it's early in December... only the 4th! and he just posted that a couple weeks ago! Hmmm. So, WHEN in December is he going to do this?

Then like an old season-ending episode of 'Lost' ...  I stare at my screen, watery-eyed and tired, and realize I'm going to have to wait - or in this case, follow the thread to see what he comes up with.

I feel like I'm part of the story now... so, thanks for all you've all done so far. And whenever you're ready, please continue.

Greg

Greg:

You inspired me to complete steps one, two and three:

Purchase ($44.99), download and install!

Starting next week, I will launch Quicken 2016 and make some preliminary findings...

Do note these:

What are the system requirements for Quicken 2016 for Mac?

• Mac OS X 10.10 (Yosemite) or newer
• Broadband internet connection

Basically, Intuit is screwing those running MtnLion or Mavericks, insisting on the totally iOSified crapola that is Yo and EC.

Good point; I had not checked these requirements!

I am happily continuing to work in OS X 10.7 Lion and I believe you continue to run Snow Leopard.

I will not abandon Lion, until I am forced to do so, and Quicken 2016 will not be that reason.

baltwo wrote:

 

Basically, Intuit is screwing those running MtnLion or Mavericks, insisting on the totally iOSified crapola that is Yo and EC.

There are options: I have already partitioned my hard drive to run El Capitan and I will dual boot over to it to run Quicken 2016.

I normally run SL, but can boot with ML, Mavs, Yo, and EC. Lion went out the door when ML shipped. It was what Lion should have been. I've beta tested Q '15 and it doesn't do much for me. I don't do any online banking, so all of its so-called features are useless eye-candy.

Quicken 2015 for Mac was the misleading and disappointing upgrade of Quicken Essentials for Mac and not an upgrade of Quicken 2007 for Mac.

From the "features" chart published by Intuit, it was my hope that Quicken 2016 for Mac was a true upgrade of Quicken 2007 for Mac.

Given the discount they offered me, I was willing to take the risk...

No, he doesn't use a smart phone at all!  He still keeps his extra tough flip phone!  I did download and install the new Quicken 2016 for Mac.  Didn't like it at ALL!!!  It was nothing like any Quicken product I have used and I didn't care for any part of it.  Called to try and get my money back and finally hung up when they said I was number 79 in line!  Tried iBank, didn't work for me, tried Xero, liked it but way to expensive for what I need, currently trying QuickBooks online.  I think this will work.  A little pricier than what I am used to but I like the fact that if my computer goes down, I can use my work computer to access.  I have talked to a few local people that use the online version and they are really pleased.  Will see how that works out.  Great forum with great info!  Thanks everyone..

baltwo wrote:

 

Lion went out the door when ML shipped. It was what Lion should have been.

When I was young, I was the first one on the block to upgrade. Now that I am older (and wiser), I wait for a real purpose to upgrade.

Having comfortably used my OS X Lion Mac Mini since I purchased it in August, 2011, I have not seen any reason to upgrade further, at this time.

GIven your experience, what am I missing that would make the effort (and risk) to upgrade to Mt. Lion worth it?

MlchaelLAX wrote:

GIven your experience, what am I missing that would make the effort (and risk) to upgrade to Mt. Lion worth it?

Specifically, I don't really remember, but suggest cloning your Lion boot volume to an ext HD volume and updating that to ML. Do note, however, that ML can be had for $20 USD from the Apple Store: http://www.apple.com/shop/product/D6377Z/A/os-x-mountain-lion.

If you ever remember, let me know.

In the meantime, I will continue with Lion.

Aside from both suffering from the iOSification paradigm, all I can suggest if for you to review:

http://arstechnica.com/apple/2012/07/os-x-10-8/1/ and

http://www.techradar.com/us/news/software/operating-systems/os-x-mountain-lion-t he-10-best-features-1093246/1