Best mac financial software macworld

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Stay on top of all your expenditures

When installed on your computer, financial software functions like a dashboard for your money, tracking your transactions and giving you early warning when problems arise. Most programs track and display your budget, spending, banking, bills, savings, investments, retirement plans and debt levels—all in one convenient place.

Generally, financial software divides into two broad categories—money-management and tax-preparation programs. Web-based money management programs include Mint , Wesabe and Geezeo.

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Should You Buy It? You could track your finances for free using a pad and pen—or an Excel spreadsheet. But the tedium of doing so could result in mistakes and make you give up. Even if you use a certified financial planner CFP or financial adviser, these experts focus on the big picture, not your day-to-day money matters. So money management software is still key for tracking your financial life.

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If you employ a certified public accountant CPA for ongoing tax advice or a tax preparer for your returns, tax-prep software may be unnecessary. Choosing a Program There are dozens of money-management and tax-prep software programs on the market. Some are downloads or discs that are installed on your computer.

Others are web-based and house your data online.

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Take an online tour or download a free trial version before making a purchase. Not all programs offer the same features, and some provide more bells and whistles than you may want or need, such as the ability to find loan rates and link to a PayPal account. Many sites offer e-coupon codes that are good at online retailers such as Amazon.

Money-management programs. These financial programs can be purchased online or in stores—or downloaded for a fee and then installed on your computer. They are ideal for anyone who wants to ensure privacy, since the information will be only on your computer.


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Just remember to back up your computer regularly to an external hard drive to ensure your data is protected should your computer be damaged or crash. You can set up a payment schedule for single or recurring transactions so you'll never miss a payment. When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances.

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Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad, and iPod touch. Now also available for your Android device free on the Play Store! Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically.

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We offer a free trial of Moneydance, which is fully functional but limited to entering up to manually entered transactions. We also have a 90 day money back guarantee if you're not happy with Moneydance for any reason.

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This program manages to replicate much of Quicken's functionality -- but in some cases a bit more elegantly On a Windows PC with a moderately new processor it was strikingly fast. It was the first one I reviewed, and it's the one I'll be sticking with The functionality and usefulness of it is just awesome. To top it off, Moneydance has numerous extensions that bring even more functionality to bare, including stock price updaters, debt payoff calculators, and more. In any case, for the years that I've been using it, I've never lost data, I've never found ads in the program, runs faster and more reliably than Quicken, easy to understand, support has always been there and is even better now, with feature requests attended to almost on a same day basis.

Great, solid program, performs as advertised, constantly improving. The ability to look at our complete financial status in one window is awesome.

Having reminders so that one never pays bills late is worth its price in gold This app really makes my life easier by saving me time and stress, and when it comes to money, that's a very good thing. I highly recommend Moneydance.


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  6. Its been completely stable and absolutely intuitive Its by far the best Mac finance package I've seen and infinitely better than all of the recent product I've seen from Intuit and Microsoft on the PC side.