Mac Personal Finance Software Review

 By
 

Mac personal finance software is better than maintaining spreadsheets based on piles of monthly statements and constantly changing bank-account balances. With personal finance software, you can easily monitor accounts, budgets, payments due and portfolio balances. The best personal finance software for Mac publishers also make available iPhone and iPad apps so that you can manage your money from almost anywhere. Consider using Mac personal finance software, especially one of our top choices – Moneydance or iFinance. If you are especially interested in budgeting, consider You Need a Budget (YNAB). To learn more, we invite you to read articles about Mac personal finance software.

Mac Personal Finance Software: What to Look For

We took a look at secure Mac personal finance software that tracks transactions in multiple accounts, creates and monitors budgets, tracks investments and syncs data with financial institutions. You might find the following criteria useful to determine the best Mac personal finance software:

Transaction Tracking
How does the personal finance software help you organize expense and income transactions? Most allow you to assign transactions by category and then add tags to help define them. By applying categories and tags, you can create reports, sort transactions and search for transactions. Advanced software also stores attachments to transactions such as receipts.

Budgeting
Mac personal finance software includes budgeting tools accompanied by reports. Not all budgeting methods are the same, however, because some allow you to create a budget and then compare it to actual expenses after the fact. While others compare the budget to actual expenses throughout the month to keep you on track. Some use the envelope method of budgeting and require you to distribute income into specific categories.

Banking & Bill Paying
Consider software that extracts data from popular banking institutions and helps you organize payments due. All software in this category imports common file types from banks and other personal finance software. The best software directly connects to your financial institution synchronizes your account data. The most useful software includes easy-to-use transaction schedulers and reminds you of upcoming due dates.

Investment Tracking
Some Mac personal finance software can track investments, which makes it useful for tracking long-term investments such as retirement accounts, 401Ks, money market accounts and stock holdings. Some can also import current stock quotes.

Mobile Apps
Most Mac personal finance software providers also offer mobile tools that sync with the desktop version. Mobile versions let you add transactions on the go and display current balances. Some provide Android apps as well.

Mac personal finance helps you save time managing budgets and monitoring accounts. Financial software creates a secure, streamlined view of your accounts. You can monitor your net worth and organize personal financial calendars. You will spend more time analyzing your accounts and looking at the big picture rather than tediously entering transactions into a spreadsheet.

At TopTenREVIEWS We Do the Research So You Don’t Have To.™

 
 
Software » Finance & Accounting » Personal Finance Software Review » Mac Personal Finance Software Review
2014
BEST
Mac Personal Finance Software Review
Product Comparisons
Side-By-Side Comparisons
Showing 1-10 of 12
Ratings
Compare our ratings for Mac Personal Finance Software Review
1
2
3
4
5
6
7
8
9
10
Read Review
Read Review
Read Review
Read Review
Read Review
Read Review
Read Review
Read Review
Read Review
Read Review
$49.99
$29.99
$60.00
$49.99
$29.99
$39.99
$49.99
$19.95
$34.99
$49.90

Overall Rating

Transaction Tracking

Budgeting

Banking

Investment Tracking

Mobile Apps

9.83
9.15
9.07
8.70
8.63
8.35
8.20
7.57
7.13
6.38
9.38
10.00
8.75
8.75
9.38
8.75
8.75
8.75
8.13
9.38
10.00
10.00
10.00
8.75
10.00
10.00
8.75
7.50
8.75
5.00
10.00
6.25
10.00
10.00
8.75
10.00
6.25
8.75
6.25
7.50
10.00
8.13
6.25
6.25
10.00
8.13
7.50
2.50
7.50
6.25
10.00
10.00
10.00
10.00
0.00
0.00
8.75
10.00
0.00
0.00
Compare Product Features
We do the research so you don't have to.
Transaction Tracking
Categories
Search/Sort Tool
Splits Transactions
Transaction Notes
Account Transfers
Supports Multiple Currencies
Automatic Category Assignment
Mobile Transaction Entry
Tags or Events
Attach Files
Budgeting
Budget Reports
Budget vs. Actual
Tracks Remaining Budget
Budget Alerts
Copy Budget to Next Month
Payment Scheduler
Banking
Imports Bank Data
Password Protection
Bank Direct Connect
Prints Checks
Investment Tracking
Assets
Liabilities
Shares Owned
Imports Stock Quotes
Tax Reports
Sales
Portfolio Manager
Net Worth Reports
Mobile Apps
iPhone
iPad
Android Devices