Date: June 30, 2017 When it comes to computer types, a line was drawn in the sand of public perception long ago. If you're doing business, you need a PC. When you're being creative, get a Mac. But in reality, this line blurred a long time ago. Applications for both computers are equally capable.
Doing personal finances on a Mac doesn't mean you have to compromise. Here's what to look for in the best software to suit your needs. Features — Software That Does the Job Although the pool of software available for Mac OS X may not rival that of PCs, there are still plenty of industry-approved options to manage finances. The gold standard for personal finance software is.
Dec 28, 2016 - The best financial software for Mac will help you track transactions, connect to your bank accounts, and manage your budget. Jul 24, 2018 Banktivity 7 is a great alternative for dissatisfied Quicken for Mac users. This personal finance software has all the features competing Macintosh apps have and a few features typically available only on Quicken for Windows.
Quicken includes all the tools needed to keep your financial life in order. No matter what software you go with, there are a few features to look for:. An ability to organize bank, credit card and investment accounts. Budgeting functions, including payment schedulers and alerts, as well as budget and goal tracking. Reports to show cash flow, spending and net worth, and tax preparation tools. Investment tools that summarize portfolios and track performance of individual investments. Design — Financial Apps That Work With You The more often you look at your personal finance numbers, the more likely it becomes that your wealth will grow.
It makes sense to look at software that makes sense to you. Its layout will be logical and the features that are important to you will be easily accessed., for example, permits you to pay bills from inside its window without fussing between applications. Design, however, extends beyond mere functionality. When you like the look of a program, you're more likely to open it up and tackle money chores. Don't discount 'pretty' apps, as long as they provide the tools you need to manage your budget.
Integration — Keep Your Financial Life in One Place One of the strengths of personal finance management is the ability to make big picture decisions. While many people store financial information across devices, it's important that you can access all of that information with ease. For instance, the software supports syncing directly with your bank and credit union accounts, allowing you easy access to directly transfer bank data into the program. Credit card support has the same ability, as do investment and retirement accounts. When you're away from home, mobile apps for both Apple and Android sync with the software on your Mac. Reporting — Make Sense of Your Budget Software usability is different for each person, but there are certain features that help you visualize and understand your finances. Consider and compare these report functions when choosing your preferred finance software:.
Easy-to-run reports with adjustable metrics for viewing the data of your choice. Common financial reports, such as net worth, cash flow and spending reports.
The ability to create forms and reports to assist in preparing your tax return. Capability to export reports to file types usable with other software. Direct export capability to tax preparation software. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.
Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change.
14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App.
The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change).
You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.
Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores.
Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc.
The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners. Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business. Illustrations © Adam Simpson.
All rights reserved. © 2018 Quicken Inc.
All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. © 2018 Quicken Inc. All rights reserved.
Quicken is a registered trademark of Intuit Inc., used under license. IPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. And other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice.
Best Mac Personal Finance App
Corporate Headquarters: 3760 Haven Avenue, Menlo Park, CA 94025.
. Credit Cards. Best of. Compare cards. Reviews.
Read & learn. Banking. Best of. Compare accounts.
Reviews. Read & learn. Investing. Best of.
Reviews. Popular tools.
Guides. Mortgages. Best of. Compare. Calculators. Read & learn. Loans.
Personal. Small business.
Student. Auto. Insurance. Auto. Life. Money.
Managing Money. Ways to save.
Making money. Life events.
Travel. Travel. Managing Money. Ways to save.
Making money. Life events. Types of personal finance software There’s a wide assortment of personal finance tools. Here we’ll focus on the software that covers most needs. Budgeting: software helps you track and categorize your spending.
In most cases, you sync your financial accounts — checking, savings, credit cards, loans and investments — and the software automatically categorizes your spending. You can typically set spending limits by category to set up your budget. Savings: Want to build up your or save for a new car? Software makes it easy to reserve money each month.
Some services automatically transfer money into your savings account or a special account to help you. Investment: Investing puts your money to work toward such as retirement, but it can be overwhelming for beginners and pros alike. Investment software and apps help you build a portfolio and make trades with confidence. Taxes: Tax software makes it easy to prepare and file your taxes. Most services simplify complicated tax code by asking you straightforward questions and guiding you through deductions. Bills: Truebill and similar services are useful for managing, negotiating or canceling your subscriptions and utilities, such as. What to look for in a personal finance tool Consider your goals, what you need your software to do and how sophisticated you’d like it to be when choosing a personal finance tool.
If you want a hands-off app, look for a program that syncs with your accounts. If you want a hands-off app that and income, for example, look for a budgeting program that syncs with your bank and credit card accounts. A few other factors to consider as you shop around:. Cost: Personal finance tools often have a free version and a premium version that includes extra features for a fee. Consider upgrading if your financial situation is complex — you’re a small-business owner, for example — or if you want the peace of mind the added features bring.
Account restrictions: Certain types of software limit the number of accounts you can add or restricts you to just one type. So if you have checking, credit card and investment accounts to monitor, look for a service that can handle them all. Spending reports: Are you a visual learner? Look for a tool that breaks down your spending (by category or amount) using charts and graphs. Bonus points if you can customize the reports to fit your financial goals.
Human support: Sometimes you need more than a standard user guide or FAQ page. Look for apps and software that offer additional support — say, one that lets you speak to a human or offers a.
Free credit score: Some tools help you stay on top of your credit score with weekly and monthly score updates, and simulators that show how certain financial decisions could impact your credit. Disclaimer: NerdWallet strives to keep its information accurate and up to date. This information may be different than what you see when you visit a financial institution, service provider or specific product’s site. All financial products, shopping products and services are presented without warranty.
When evaluating offers, please review the financial institution’s Terms and Conditions. Pre-qualified offers are not binding. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion® directly.