which banking software is best for macbook pro

I've used Mint (actually a Quicken product) which is web based. It worked well for me. However, I don't remember what the reporting was like.

Have you tried Quicken 2007 for Mac? It is available from intuit's Support chat feature for $15 and has been updated for El Capitan.

It is much more robust than either Quicken 2015 or 2016 for Mac.

8 Year old software that is largely unsupported from a vendor that regularly abandons its Mac users. Not a good recommendation at all.

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While the OP can make his own decision, you should at least stick to claims that are true and do not mislead the OP:

Csound1 wrote:

8 Year old software

Quicken 2007 for Mac was completely rewritten by Intuit to work natively on Intel Macs in 2011.

Csound1 wrote:

...software that is largely unsupported

Since the 2011 rewrite, it has been updated multiple times, including to the most recent revision which supports El Capitan.

Csound1 wrote:

...from a vendor that regularly abandons its Mac users.

The Mac users of TurboTax would take great exception to your comment!

I stopped use all of the software from Intuit after their years of nonsupport.

Reasonable action in response to Intuit's inaction.

I looked at the issue and decided for my own personal use Excel made the most sense, but I am experienced with Excel already. There are many custom templates available for use.

You might check Banktivity (recently renamed from iBank). I've used it for several years, originally importing all of my data from a Windows version of Quicken and I'm very happy with it. It does offer reporting that meets your request of the ability to see each payees within categories (e.g. Donations) -- the Category Detail report is one example and there may be others. If you get it through their website rather than the Mac App store there is a 30 day free trial option. https://www.iggsoftware.com/banktivity/

What is the exact version of Quicken (Mac, PC, year) that you keep referring to as your past experience?

BKFuller wrote: [summarized for ease of response]

Maybe I should have been more specific in my question:

I need some decent reporting that Quicken doesn't really have. It has great summary data buy if you want it by payee, as required for itemized deductions it is not as good and hard to export and work with it in Excel.

After being through an IRS audit, they want each name of who you contributed money to not what category. You just can't say Medical. They want all the doctors and hospitals. You can't say Charitable Donations, they want the name of each organization.

I'm not even sure if Excel would accept exported Quicken files.

I am not familiar with Quicken 2010 for Windows, but I am very experienced on Quicken 2007 for Mac, including the use of QIF and CSV files.

I was audited by the IRS in 2010 for an earlier tax year when I used Quicken Deluxe 2002.

More importantly, I resolved litigation five months ago that involved complex issues of a family trustee commingling their own funds and expenses in bank accounts of their own and my father's. This required me to subpeona seven years of bank accounts of my father's and the trustee's and analyze them for ultimate testimony by my forensic accountant.

Had I let the forensic accountant do all the work, the cost would have been prohibitive. Instead I had all of the bank accounts spreadsheet registers scanned and I imported them into one large Quicken 2007 file. I then exported specific reports to the forensic accountant in MS Excel format so that he could further analyze them after I did all of the legwork. I saved tens of thousands of dollars in this way.

Quicken 2007 has a very powerful report generator built in. Please see the following screenshots:

Standard Reports

Business Reports

Investment Reports

"Easy Answer" Reports

And each of these reports is easily modified to make more specific selections and more powerful reports, which then can be memorized for ready access again later:

So for example, here is one page of a sample master PAYEE schedule:

[click on images to enlarge]

Or a more specific Payee Quick Report (Macy's):

And after I easily EXPORT the Macy's Quick Report to an EXCEL file, here it is in Excel, for easy numeric manipulation:

Quicken 2007 is available for $15 from Intuit's chat function on their Support website. The latest version is El Capitan compatible. I would suggest you avoid Quicken Essentials for Mac and Quicken 2015 for Mac and Quicken 2016 for Mac; which are where most of the user complaints originate.

Here are the instructions for converting your Quicken Windows data to Quicken 2007 for Mac:

https://quicken.intuit.com/support/help/how-do-i-convert-quicken-for-windows-fil es-to-quicken-for-mac-2007-/GEN82890.html

Let me know if you have any further questions.

Hi,

As to home accounting software then the Mac is a sorry place to be. I have tried the majority of available software with iBank probably being the best, at that time it had lamentable support for investments so was not so great for me and I didn't like that there was no option to have one line display per entry, perhaps they have added that as an option but I found the two line permanent option to be too space greedy for my taste. I see they have changed a few things so I will probably take another look at iBank (Banktivity)

MS Money remains my program of choice so the only option would be to run it in Boot Camp, Parallels or do as I do and keep an old Windows laptop for the sole purpose of running MS Money for those accounts, Not ideal I know and I keep on looking for a decent MS Money replacement.

Your question has prompted me to look again at this so I will now take a look at iBank again plus a look at BankTree and Moneydance which are UK focused option.

Thanks,

Mickey