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Best Personal Finance Software for Macbook

Personal finance software allows you to track your financial status and manage various important financial tasks. If you have recently switched from Windows to Macbook computer and looking for the best Personal Finance Software for Macbook then you are at the right place. We have made the comparison between the top three contenders for personal finance software for Macbook – Quicken, Moneydance and iBank 5, which you can read below: One of the most important things that a person can have is a good financial plan. If you don’t know where your money is going, and how much you have, than you could miss out on saving and investing money that could lead to a more enriched life.

When it comes to getting financial advice and information, often times it isn’t free. This means that in order to get help with your finances, you would need to spend a lot of time and money to find the best advice. That’s why people turn to software rather than pay for advice or assistance that they may not even think or like. When it comes down to it all though, there are some great personal finance software applications out there for Mac users.

Personal Finance Software for Mac is a comprehensive money management system that allows users to create budgets and track spending. Whether you want to reduce credit card debt, save money, or simply keep better tabs on how much you spend each month, it provides the information and tools needed to get the job done.

Whether you’re a small business owner or a freelance writer, managing your finances can be tricky. It’s easy to get caught up in the day-to-day details of paying your bills and earning money, while completely forgetting to take stock of your overall financial health. Fortunately, there are now many different personal finance software packages designed for Macs that can help you manage all the aspects of your financial life. Here are our picks for the best ones out there.

Is Personal Finance Software Worth the Cost?

Personal finance software is worth the cost if it helps you meet your personal financial goals. It may help you stick to a budget and save money or manage and track your investments and gain money. If you use it and it’s helping, then it’s typically worth the relatively low cost. 

Quicken for Mac

Quicken for Mac is the best personal finance software for Mac. It’s not just popular, but also offers everything that you can ask for in a personal finance software package. Quicken for Mac allows you to track all your finances in one place and it’s easy to use, thanks to its intuitive interface. You can create budgets and set goals with Quicken for Mac and get financial insights from the app.

Quicken has been around since 1984, so it’s no surprise that this is one of the most popular personal finance software packages in the world with over 10 million users worldwide (and growing). With Quicken updates often coming out every 2 years or so, this app stays up-to-date on all things money-related while maintaining its user-friendly design which makes using it a breeze even if this is your first time using a budgeting app like this.

Banktivity for Mac

Banktivity is a personal finance software that helps you manage your money. Banktivity for Mac is a great option for Mac users who want a simple, easy-to-use solution.

Banktivity’s simplicity makes it easy to learn and use the application with little effort. The user interface has no clutter, so you can focus on what matters most—managing your finances! Here are some of my favorite features:

  • Drag-and-drop feature allows you to move transactions between accounts quickly and easily
  • Smart categories automatically categorize new transactions based on spending patterns or account type (checking versus savings)

Personal Capital for Mac

Personal Capital is a cloud-based financial management tool that allows you to track your net worth, get financially fit, and find ways to save money. The free version of Personal Capital offers all the features of the paid version except for tax-loss harvesting and advanced portfolio analysis.

The premium subscription costs $20 per month or $180 per year (less than $15/month). If you have over $100,000 invested in various accounts, then this software may be worth paying for if it suits your needs.

You can also use their web app on any device with an internet connection which makes it easy to manage your finances from anywhere at any time!

Moneydance for Mac

Moneydance is a personal finance software that has a free version and a paid version. The free version is limited to five accounts and two transactions per month, but it’s still quite useful for those who need to keep track of their finances on the go. The paid version has no limits, which makes it even more powerful than Quicken or Mint.

The paid version also has other features like recurring transactions and importing from other programs such as Quicken, YNAB (You Need A Budget), or CSV files. You can check out this guide on how to import your data into Moneydance if you want more information on that!

Goodbudget for Mac

Goodbudget is a free personal finance app that offers both a desktop and mobile experience. Goodbudget’s Mac app supports both OSX 10.6 and above. It also has an iOS app available in the App Store, as well as Android, Windows Phone 8/8.1/10, and web apps for all platforms.

Goodbudget is highly rated on the Apple Store with 4 out of 5 stars based on more than 1,000 reviews. On the Google Play store, it has 4 out of 5 stars with over 2,200 reviews!

Mvelopes for Mac

Mvelopes for Mac is the best option to manage your money. It’s online budgeting software that gives you a clear view of your income and expenses, so you can easily make decisions about how much money to spend. Mvelopes also include tools to help you set up budgets and stay on track with them, as well as reminders that can help keep your spending in check.

This online budgeting software is free, which makes it a great tool for staying on top of all of your finances without breaking the bank (or having to pay monthly fees). Plus, unlike some other personal finance programs out there, Mvelopes isn’t just available on desktop computers: it also works on mobile devices like smartphones or tablets!

Mvelopes is easy-to-use; if you have any experience with web applications at all then getting started should be straightforward enough not only because there aren’t too many features but also because they’re designed specifically towards helping users get organized fast without having too many options cluttering things up unnecessarily (which could otherwise cause confusion). You’ll find everything right where it needs

QuickBooks Self-Employed for Mac

QuickBooks Self-Employed is a mobile app that lets you track your business finances on the go. You can use it to manage your business and personal expenses, record sales and purchases, pay bills, and more.

The app syncs with the desktop version of QuickBooks Self-Employed so you have access to all your data whether you’re at home or on the go. This makes it easier than ever to keep an eye on how much money is coming in and going out of your business account without having to worry about losing any information if something happens while traveling.



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The traditional envelope budgeting system helps you stick to a budget by using envelopes to manage your money. Once you’ve broken down your budget, you put that amount of cash into different envelopes. So, if you budget $100 for gas for the week, you place that amount in a “gas” envelope. Once you’ve spent that $100, that’s it. Mvelopes take this same approach to the budget, except that it’s done digitally on your phone and computer rather than with physical cash.

Choose the financial goals that are most important to you, then add your bank accounts and set your income. Mvelopes will help you create a budget and set up your “envelopes.” The software tracks your spending and shows you what you’ve spent from each envelope to keep you on budget throughout the month.

The basic version starts at $5.97 per month, and you can try Mvelopes for 30 days for, free when you enroll in the premier plan at $9.97 per month.

Best for Taxes TurboTax


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You may not necessarily need TurboTax to manage your finances throughout the entire year, but when it’s tax time, the software can come in handy. While it’s one of the pricier tax preparation tools, it’s also consumer-friendly, walking you through your tax preparation to help you accurately file your tax return. Entering your tax information is fairly simple—you can import your W-2 information from your employer or take a picture of it and the software will transfer the information into the form.

If you’ve used TurboTax in previous years, the software will remember your personal information and ask whether there have been any major changes. The most basic version lets you file your federal and state return for free if all you use is form 1040 with no attached schedules.

On the higher end, TurboTax Live connects you with a tax expert to give you personalized advice and answer questions about your tax return. Paid versions of TurboTax include a feature to help you uncover deductions you may not have known were available to you. While you can use TurboTax on the web, you can also download the software to your device for added security.

Best for Investing FutureAdviso


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If you’re a DIY investor looking for low-cost access to a financial advisor, FutureAdvisor is a great option. The investment software provides personalized recommendations to help you diversify your portfolio, which you can follow or not follow as you see fit. You’re eligible to sign up for the software if you have at least $5,000 in investable assets. FutureAdvisor manages the assets you transfer into the account for a flat annual fee of 0.5% of the managed assets, billed quarterly at 0.125%. When you transfer your assets into the account, FutureAdvisor works to consolidate them into accounts with its partners, Fidelity or TD Ameritrade.

You Need a Budget (YNAB) for Mac

This is an all-around personal finance software for Mac.

This software has a free trial, but it’s limited to the first month. So you can test it out and see if it works for you before deciding whether or not to purchase it.

The paid version of this software costs $60 per year (or $5/month). It works with bank accounts, credit cards and bills; uses the envelope method of budgeting; and can be used for budgeting, spending, saving and debt reduction.

A list of personal finance software options with descriptions

For the sake of brevity, this is not an exhaustive list. There are many other personal finance software options on the market. The following list includes a brief description of each option and highlights some of their key features:

  • Mint. Mint is one of the most popular personal finance tools available, with over 20 million users worldwide. It offers both free and premium versions (which costs $70/year). The free version is limited in what it can do and how much data you can input manually, so for more advanced users we recommend looking into their premium versions (for more details check out their website). The main advantage to using Mint’s software is its ability to automatically track your expenses by linking all your accounts together through an API connection. This makes it easy to see where all your money goes once you have everything set up correctly on your computer!


Personal finance software for mac is an application that keeps you on budget. With multiple tools and reports, it allows you to organize your finances, track your spending and manage your investments. You can keep tabs on your bank accounts, credit cards, loans and investments with the help of this handy app.

After looking at what each of these personal finance software options has to offer, you should be able to make a more informed decision about which one will work best for your needs. While Quicken may be the most popular option out there, it’s important not to let brand recognition sway your decision too much. While it does have its strong suits, like the ability to track investments and generate IRS-friendly reports, it also comes with some serious limitations that might not work for everyone. If you’re looking for something more comprehensive (or cheaper), other programs like Banktivity and QuickBooks Self-Employed might be better suited for what you need. And if budgeting is all you care about, then one of our budgeting app recommendations would probably serve you well too.

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