Comments on: Personal Finance Software for Mac OS X?

Question: Personal Finance Software for Mac OS X?

Succa — Sun, 20 Mar 2005 11:53:06 -0800

Recommendations for personal finance software for Mac OS X?

I'm taking the plunge into personal money management and need a little help with the software. A few accounts to manage -- savings, chequing, credit card, RRSP, and other investments. The software must be Canada-friendly, and integration with online banking a plus. I've been looking at Quicken but have heard mixed reviews of the Mac version. Also, didn't Intuit recently pull the rug out from under the folks with older versions vis-a-vis upgrading? I've also looked at iBank and am wishing there was a demo for Liquid Ledger. What else is out there? Anything?

By: dclawyer

dclawyer — Sun, 20 Mar 2005 12:06:11 -0800

I've been using Quicken 2004 on my Mac and it works well. I've read lots of negative comments online about the Mac version but for me the program does everything I need and is very stable. It is not as glitzy as the Windows version but is fine. I see no need to upgrade to Quicken 2005. I am in the US and don't know if Intuit sells a Canadian version. MS Money is unavailable for the Mac so Quicken is really all I know about. I track my investments with it and it works great.

By: weston

weston — Sun, 20 Mar 2005 12:17:16 -0800

I tried Moneydance about three years ago. Liked it, better than Quicken, though in the end I decided that anything beyond a paper-based system was probably overkill for my personal finances at the moment.

By: JohnR

JohnR — Sun, 20 Mar 2005 13:10:35 -0800

Take a look at jGnash. It's open source and platform independent that is brilliant in its simplicity. I use it to track the comings and goings of money for a small business.

By: joeblough

joeblough — Sun, 20 Mar 2005 13:16:20 -0800

i used quicken 97 for years, even under OSX using the classic environment. i recently switched to quicken 2000, again still under the classic environment. i like to use the oldest version available, since "phoning home" was not such a popular concept back in those days. god knows what the latest versions of quicken are transmitting to intuit.

also another advantage is that you can get the software for a couple of bucks usually. ah, it can be had for $0.99 on macsales.com.

not sure about overall canadian compatibility, but i did notice that when setting up a loan, Q2000 asked if i wanted to use candadian amortization.