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Best financial software for Mac

Want FREE help eliminating debt & saving your first (or next) $100,000?  October 24, 2016 – 09:16 pm

iBank is a best of breed budgeting and money management software package for MacIf you’re a Mac user looking for full-featured software to automatically aggregate your bank accounts, track your spending, and manage your investments, your search may be over with iBank.

But even in today’s connected world, there’s something comforting about a personal finance application that lives on your computer.

For years, that go-to app was Quicken. But users lamented that software’s clumsiness, especially on Macs.

I gave iBank 5 a test drive last month. I was able to set up my three bank accounts, two credit cards and half-dozen investment accounts in about 20 minutes.

iBank excels at financial software’s biggest mission: categorizing transactions and summarizing spending. It helps with your budgeting by enabling you to schedule income and bills and set budgeting targets.

iBank also includes portfolio tools that let you see trades, positions, and unrealized gains in one place across all of your investing accounts.

iBank handles imports especially well; it’s easy to import data from Quicken or your financial institutions in a variety of formats (QIF, CSV, OFX to name a few). That’s good news if you want to import your transactions manually rather than linking your bank accounts.

iBank is a best of breed budgeting and money management software package for MacThe downside to iBank is the cost. The Mac version is and the elegant iBank mobile apps are an additional for iPad or for iPhone. If you want iBank to sync your accounts automatically you’ll need to purchase a “Direct Access” subscription that runs $5 a month, $13 a quarter, or $40 a year.

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Intuit Quicken For Mac Personal Finance & Budgeting Software 2015
Digital Software (Intuit)
  • See your bank, credit card, investment & retirement accounts in one place*
  • Stay on top of bills & spending
  • Create a realistic budget
  • Make smart investment decisions
  • Access your data on the go with iPhone, iPad, and Android devices*
  • Snap & store receipts to track big purchases and tax-deductible expenses*
  • Free new feature improvements included*

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Financial Software for Mac - Mac Personal Finance Software
Financial Software for Mac - Mac Personal Finance Software
  • avatar What's the best book-writing software for a Mac?

    • You can probably find reviews, etc.

  • avatar What's the best personal financial management software for the mac?
    • Hey! Here you have a list of over 100 financial management solutions for MAC. You can filter the results.
      m/Mac/finance-accounting-software
      If you need more help with that , please let me know.

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