Official title: I was just notified about a new product going into beta testing soon called "Quicken Mac " https: Maybe there is hope finally for Mac. I like both: Mint's better for budgeting; PC is much better for investments. If they could mash Mint's budget stuff into PC, it'd be fine. I worry about having logins on those websites, and would prefer to use something that stands alone on my machine. Sadly, it doesn't seem that there's anything that meets the need for budgeting, tracking spending, and usefulness for AA and investment tracking.
Maybe I'm wrong - I checked into iBank, Quicken, etc. Eventually, I'd like to get away from the web-based apps and have a one-stop shop Quicken was the last "real" version for the Mac. It worked well, but was 'dead" for sometime.
The best app for managing personal finances and budgets
I did run Quicken for Windows inside a virtual machine; however, when Parallels charged for an upgrade to work with Lion -IIRC-, I dropped the vm and I think Boot Camp is just a waste of limited laptop harddrive space. The problem with all of the finance apps for Mac and I've tried them all: Yes, the more vocal and conservative bogleheads preach "set it and except for occasional re-balancing and AA changes forget it". However, I like to see my overall rate of return on each of my investments, accounts, and asset types.
Therefore, I've had to roll my own. One thing that my workbook allowed me realize is that I don't care about knowing what I've spent on food each of the past 36 months. Mint is nice to track my budget on a day to day basis. However, I find that the historical data is just useless hoarding of information even when I was using Quicken. Instead, I track my savings rate the real goal.
For privacy reason, I would like to move away from using Mint. Mint and Personal Capital for getting snapshots when I want, and Excel for tracking the historical information I care about. I use Mint and Personal Capital please make it a survey option. I discovered SigFig recently and have really been loving it though. It's super easy and streamlined for tracking investments but also has surprisingly detailed information on Asset Allocation, geographic diversification, fees, etc.
Only downside is it's sort of addicting to check it daily. So I'm interested to see the responses. I'm kind of tired of dealing with Mint but I suppose creating a new account and merging all our stuff on there might be the best option plus SigFig for investments.
Mint Vs Ibank Vs Quicken
As I stated several posts above, I've been satisfied using Yodlee 9. Which I do not enjoy using. A lot of folks here are recommending You Need a Budget. Just for clarity - YNAB tracks just bank accounts and credit card spending, correct? No investments or net worth? Meg77, you say you use Mint similarly just for tracking spending. I've never used Mint, but always thought it was just a more graphic-oriented software that does what Yodlee does. Is it lacking ability to track investment websites?
- !
- Banktivity 6?
- divx serial number generator mac.
- fleetwood mac come a little bit closer video.
Or is there just something you don't like about their implementation of tracking investment websites? And the SigFig you mention for investments, is that free? It's hard to tell on their website - they're either not free or have some option that's not free. Or is it among the dead? Quicken came out around when And Quicken didn't release a patch until Mar - so it was broken for quite a while.
25 ways Banktivity is better than Quicken on a Mac
The reason why I didn't pick up a copy of Quicken for Lion, and part of the reason why I didn't pay for the Parallels upgrade to get PC Quicken Deluxe working, was because Quicken disables the automatic transaction download support after a couple years. I understand that they have continued bills to pay, but forcing users to upgrade by having time-limited features on a full product - instead of releasing must-have feature updates - is a bad business practice in my book.
Yes, I can log into each and every one of my accounts and download the csv or quicken file for each and I did it for a time , but I consider it a waste of my time, as a human, to be doing work that computers were designed to do. Thinking about upgrading to "Maverick" Operating system. Will Quicken still work with Maverick? I have Quicken Data back to Hutch A fool and his funds are soon parted!
I use Quicken for Mac on a Lion machine. Mavericks marks the beginning of a change in the naming scheme of OS X, departing from the use of big cats and moving to names based on places in California. Following the new naming scheme, the current version of the operating system is named Mavericks, after the surfing location in California.
It is located approximately 2 miles 3. After a strong winter storm in the northern Pacific Ocean, waves can routinely crest at over 25 feet 7. The break is caused by an unusually shaped underwater rock formation. Mavericks is a winter destination for some of the world's best big wave surfers. Very few riders become big wave surfers; and of those, only a select few are willing to risk the hazardous, sometimes deadly, conditions at Mavericks. An invitation-only contest is held there most winters, when the waves come. Quicken for Lion supports automatic downloads from Vanguard and some banks and credit cards, but not all.
Intuit's Quicken software will only import QFX files where the providing institution has paid the fee and in some cases passed quality tests, otherwise giving the error message "Quicken is currently unable to verify the financial institution information for this download". The same error message is given for Quicken users attempting to import previously downloaded QFX files with non-supported versions of Quicken.
I'm also curious about other options.
Banktivity: the best app for managing personal finances and budgets
Most folks seem to use excel for such things, but a I don't have excel, and b it seems as thought there should be software sophisticated enought to tell my YTD returns on my portfolio. I want to be able to easily figure out how well I'm doing against my benchmark. It has worked just fine for me over the last year, but data entry is slow. I am thinking about upgrading to iBank 5. Worth the upgrade? Active online user forums offer quick help and tips as well. Security This software provides adequate financial data security, similar to what you'll find with most other personal finance software.
There is password protection to prevent unauthorized access to data, but data files are not encrypted. Portability and Free Trial iBank offers a 30 day fully-functional free trial with support. The iBank iPad app and iBank iPhone app helps with managing money when you're away from your computer and synchronizes your data. The iPad app is robust enough to be used on its own without the Mac software.
- scrivener writing program for mac os x.
- Bogleheads.org!
- IGG Software iBank 4 Personal Finance Software for Mac.
- stock trading platform for mac.
Accounts and Transactions iBank supports cash accounts, account reconciliation , split transactions, budget categories and subcategories, and "learns" what categories to associate with payees. To remedy this, iBank has an integrated browser so you can log in at a banking site and import transactions directly into iBank without leaving the software. This feature can save you from the hassle of opening a separate browser to export and download transactions and then go back into iBank to import the transactions.
This feature is really slick, but I could not get it to work for one brokerage account. I found a solution for in the iBank user forum, but it involves using the Mac Terminal. You can't use iBank's internal browser to download transactions from banking sites that have pop-up windows in the download process.
Budgeting Tools and Reports You can set up multiple budgets in iBank 4, so you could have a separate budget for regular living expenses, a side job and a budget for the kid's allowance. Budgets can be viewed by spending category or by the envelope budgeting view.
The envelope budgeting features are great in iBank; it's easy to move cash between virtual envelopes, and unspent funds carry over from month to month. It would be better if running a budget forecast report involved just one click, but this report can be easily set up by running a net worth report on future dates. Of course, scheduled transactions must be set up accurately to get a good budget forecast.
Financial Software Mac Software.