Recommend financial software.

[victry1]

I’ve been using Quicken to keep track of my money. 💰 They went to a subscription model a few years ago. I’ve been able to use the software I have but it can no longer be copied over to my laptop.

Wondering if there are any recommendations for software for your checking account.

Thanks!

 

[T'hain Esh Kelch]

Depending on your complexity, you can just use Numbers. It is free.

 

[dwrufus53]

I’ve been using Quicken to keep track of my money. 💰 They went to a subscription model a few years ago. I’ve been able to use the software I have but it can no longer be copied over to my laptop.

Wondering if there are any recommendations for software for your checking account.

Thanks!

I've been using CheckBook Pro for several years. It's pretty solid, light weight and it's like $30. You can import data from your bank/CU/credit card and eliminate data entry.

CheckBook Pro 3 App - App Store

Download CheckBook Pro 3 by Splasm Software, Inc. on the App Store. See screenshots, ratings and reviews, user tips, and more apps like CheckBook Pro 3.

apps.apple.com

 

[FreakinEurekan]

I'm still using Quicken Classic Deluxe. Yes, it's a subscription - but I don't mind that; a benefit of the subscription model is they're encouraged to keep it up-to-date and address issues; if users cancel they lose their revenue stream. If you "Pay once" then where's the incentive for the developer to update? "Adding new users" only works until the user base plateaus, then support goes downhill (sometimes dramatically). They're "mostly" good about reacting to issues; e.g. I'll report an account syncing issue with one financial institution or another and they tend to hop on it pretty quickly.

With Quicken Classic, I have access to app.quicken.com when I'm not at my main computer. At one point I tried running the Quicken app on two computers and using iCloud to sync the data file, but I've quit traveling with a laptop - just an iPad now - so I simply use the iPad app or the website.

Quicken isn't perfect - the way it syncs with my 401(k) for example I need to edit the transactions every time a contribution is made. It just doesn't show everything properly. Not a HUGE deal but it's an issue I and other users have reported for years and they haven't fixed that one yet. I'd certainly entertain other options but basic apps like Checkbook Pro won't do it... I have four bank accounts, eight credit cards, and seven investment accounts plus mortgage, car loan, etc. and I really don't want to update all of them manually. And when I've looked for alternatives - none of them do account syncing NEARLY as well as Quicken (even with its faults).

 

[CMoore515]

Still using Quicken Classic deluxe. I've tried other things, but I manage three different sets of accounts for my whole immediate family and everything else I've just sucks in comparison.

 

[berb]

I’ve been using Quicken to keep track of my money. 💰 They went to a subscription model a few years ago. I’ve been able to use the software I have but it can no longer be copied over to my laptop.

Wondering if there are any recommendations for software for your checking account.

Thanks!

Manager is free unless you need cloud connection. It's made for Australian market but has all standard accounting principals.

(Not sure if it works for banks outside Australia and New Zealand.)

 

[Fr. Guido Sarducci]

Your money, beautifully organized | Copilot Money – Personal Finance App for Web, iPhone, Mac and iPad

Track spending, budgets, investments & net worth all in one beautifully designed place. The personal finance app powered by smart automation and built with privacy at the center. Available on Web, iPhone, Mac & iPad. Start your 1-month free trial today!

www.copilot.money

I started using this late last year and have found it to work great once you have it set up for your needs. It’s then fully automatic.

 

[njvm]

I've been using See Finance through 3 versions (both iOS and macOS) and it does everything that I need - you can check it out here:

SEE Finance

Personal Finance for MacOS and iOS.

scimonocesoftware.com

 

[DDetloff]

I've been using See Finance through 3 versions (both iOS and macOS) and it does everything that I need - you can check it out here:

SEE Finance

Personal Finance for MacOS and iOS.

scimonocesoftware.com

I've been using See Finance for over four years. It's simple and reliable. Just what I needed.

 

[gregmac19]

If you merely want something to manage your checking account, then I recommend iFinance (https://www.syniumsoftware.com/ifinance). The other app that I spent time evaluating was the well-regarded CheckBook Pro (https://www.splasm.com/checkbookpro/), but I think iFinance is better. Both programs are local apps that allow you to keep your database offline. These two characteristics are requirements for a finance program that I would use, and are the reasons I wouldn’t avail myself of a product like Quicken. I like iFinance’s interface better, and unlike CheckBook Pro, it has an option to retrieve transactions directly from your bank or credit union.