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Photoshop would magically create a contact sheet for you. There are actually two download pages, one for windows and one for mac.

Best Personal Finance Software 12222 - Programs for Mac, Windows PCs

Money Pro learns how you categorize transactions and predicts categories for the transactions being imported. Connect your banks and download your data. Stick to your budget much easier. Money Pro categorizes transactions downloaded from the banks. You can split a transaction into multiple categories which is extremely useful when you shop at mega stores and pay for multiple items at once.

Calculate amounts when planning your budget. Quick currency conversion when entering transactions.

iBank 5 review: Personal finance Mac app corners the market on your money | Macworld

Custom periodicity is available for budgeting and bill planning weekly, biweekly, monthly, etc. Customize accounts and categories with over 1, built-in icons. Create your own unique icons using photos. Extra themes are available. Money Pro automatically backups your data at all critical moments. You can create backups manually as well. You can set multiple profiles and track your finances separately for home budget and your small business.

Calendar Mark days on the big calendar when your bills are due. Today view Take a quick glance at bills due.

Bills due notifications A whole system of reminders will alert you of upcoming bills. Budgets Create budgeted entries, both for your income and expenses, and indicate budget limits for each entry. Budget rollover You can set budgets to transfer the leftover of the current period to the next budget period.

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If your bank account is setup to use bill pay features you can use iBank 5 to pay your bills, with the added benefit that iBank 5 will first check to make sure that the transaction will not cause an overdraft. There is no better financial app available today for your Mac.

If you're looking for a Mac app to keep track of you finances, there's really nothing better than iBank 5. Get the Apple Watch Series 3 at Walmart for the lowest prices ever. At a Glance. IGG Software iBank 5. Bottom line iBank 5 is an excellent personal finance application that makes it effortless to track your financial transactions, stock portfolios, as well as create budgets and reports to help you assess your current and future financial status. The best programs connect automatically to your bank, credit card or investment accounts directly.

A few require you to import through Dropbox or another intermediary. Once our transactions were imported, we let the program categorize them for us and began creating budgets. We noted the tools each program has to simplify the budgeting process, and whether you can copy the budget from month to month and set up recurring payments. To make sure we tested these programs for all manner of financial scenarios, we also looked at the tools for monitoring investments.

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Many of the programs at least give you an overview of your portfolios and track their performance. The more extensive personal finance programs allow you to compare your portfolio to the rest of the market. If you have investments or need more complicated budgeting and accounting tools, a program you download may be your best choice. A budget can be as simple or complex as you need.


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You may want to simply track your total spending, or you may want to divide it into a range of categories. Some people like the envelope budgeting method, which allows you to set aside money each month for specific items or goals.


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Mvelopes is a good program that utilizes this method. Many of the programs we tested integrate with your financial firm and can at least give you a top-level look at your portfolio. The best let you track your performance and compare your portfolio with the market. Most of the personal finance programs we reviewed cost money to download or sign up for, and a few have monthly subscriptions. Mint : This is a free budgeting app developed by Intuit, the same company responsible for Quicken.

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Mint is free to download and use. Once you install it, you sync it to your bank and credit card accounts, and it pulls all that information into one main dashboard. Mint categorizes your transactions, so you can check your bank and credit card balances at a glance. Mint automatically creates a budget for you, though you can adjust it depending on your needs.

One drawback of using a free app like Mint is you get ads and promotional offers. Clarity Money : This is a relatively new app, owned by Goldman Sachs. It's very similar to Mint in that it syncs to your bank accounts, tracks spending and sends alerts when you have a bill due. However, it stands out by monitoring your subscriptions to services and websites, and it can cancel them for you. Clarity Money gives you a good picture of your finances, but if you need more in-depth budgeting tools, it may not be as useful.


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PocketGuard : This is a basic app that tracks your spending. Jump To:. Best Personal Finance Software - Programs for Mac, Windows PCs We spent over 60 hours testing 20 personal finance apps and programs to find the best budgeting and money management tools. Best Overall Quicken Premier Quicken Premier connects quickly to your bank accounts and easily tracks your spending and your investments. Best Value Quicken Starter When looking at the number of features available versus the cost, we found the Quicken Starter hits the sweet spot.

Best Mobile App Buxfer Buxfer is the best mobile app we reviewed.