Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Track spending on a mac
Old 01-05-2016, 12:00 PM   #1
Recycles dryer sheets
 
Join Date: Mar 2014
Location: Islands
Posts: 330
Track spending on a mac

Hi all - I know this has been discussed before but was hoping someone had a good update.

I can manually track spending but it is a hassle - not horrible - but would love something to make it easier. I know Quicken isn't great for Mac based on the reviews here.

I have tried Mint - thought it was ok but not better than manually doing it myself. Anyone aware of any new app or software that is mac friendly?

Thanks in advance.
__________________

__________________
Travelwanted is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 01-05-2016, 12:12 PM   #2
Thinks s/he gets paid by the post
Dash man's Avatar
 
Join Date: Mar 2013
Location: Limerick
Posts: 1,672
I just use Microsoft Office for Mac and track what I need in Excel.


Sent from my iPhone using Early Retirement Forum
__________________

__________________
Dash man is online now   Reply With Quote
Old 01-05-2016, 12:36 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
braumeister's Avatar
 
Join Date: Feb 2010
Location: Northern Kentucky
Posts: 8,633
Take a look at Moneydance.
It runs on any kind of computer and has a trial version so you can use it for a bit before you commit to buying it.
__________________
braumeister is online now   Reply With Quote
Old 01-05-2016, 12:59 PM   #4
Moderator Emeritus
 
Join Date: Oct 2007
Posts: 4,929
Moneydance is a good one.

I've been using iBank. The iBank 5 software is pretty good. I'm tracking banking, investments, and credit cards with it. It did the best job of importing almost 20 years of old Quicken data of any of the programs I tried.
__________________
M Paquette is offline   Reply With Quote
Old 01-05-2016, 03:41 PM   #5
Full time employment: Posting here.
 
Join Date: Jan 2007
Posts: 855
Using Quicken 2014 for windows on a Mac with the help of Crossover software by Codeweavers.

I needed a little help to set it up and they were responsive and helpful.

Haven't needed any tech support since.


Sent from my iPhone
__________________
Kindest regards.
spncity is offline   Reply With Quote
Old 01-05-2016, 04:02 PM   #6
Thinks s/he gets paid by the post
 
Join Date: Feb 2012
Posts: 1,105
Have 25 years of Q data, went to Mac about 8 years ago. Didn't want to lose legacy data so stayed with it. No, PC Q data is not transferable to Mac Q despite claims, at least wouldn't for me despite many hours research and attempts. So I run Q on Windows w VM Fusion. Works fine but as I keep it running it hogs resources, and invariable every few years have to update either Windows or VM Fusion. Probably cheaper to just buy a PC and run it on that given update costs, but this works.
__________________
H2ODude is online now   Reply With Quote
Old 01-05-2016, 04:32 PM   #7
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
braumeister's Avatar
 
Join Date: Feb 2010
Location: Northern Kentucky
Posts: 8,633
Just curious, but a lot of people have said they [grumble, grumble] stay with Quicken because they are unwilling to lose many years of legacy data.

When I gained my freedom by switching away from Quicken, I dumped everything into Excel. It's not very often that I want to search that old data, but when I do, it's pretty easy to use Excel's tools to do so. I don't feel that I'm missing anything.
__________________
braumeister is online now   Reply With Quote
Old 01-05-2016, 07:36 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
audreyh1's Avatar
 
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 16,537
Quicken 2007 is just fine (if you can still get it). They keep it updated.

It's actually great for expense tracking, downloading transactions, etc.

But I don't know what the longevity of the software is. I shudder that it will come to an end all too soon and then I'll be fairly stuck. I know Intuit wants to sell the software to another company, but I doubt it will be that easy.
__________________
Well, I thought I was retired. But it seems that now I'm working as a travel agent instead!
audreyh1 is offline   Reply With Quote
Old 01-05-2016, 10:58 PM   #9
Full time employment: Posting here.
 
Join Date: Apr 2014
Location: Houston
Posts: 639
I dumped Quicken 2007 when I kept having problems downloading data from various credit cards and didn't want to enter data manually. Moneydance has worked fine for me.
__________________
Whisper66 is online now   Reply With Quote
Old 01-06-2016, 12:19 AM   #10
Full time employment: Posting here.
 
Join Date: Aug 2007
Posts: 894
I've been using Moneydance for a few years now and it's worked well. I tried to import my Quicken data, but realized it would be too much work, so I started from scratch (except for investments, since I wanted to track cost basis).

If I ever need access to my old Quicken or MS Money data, then I have my old data file that I can load. I've only done this a couple
of times over the last decade, which tells me that I really don't need to track past data in a lot of detail. For budgeting purposes, I dump the year end expense categories into a spreadsheet and take a snapshot of account balances. That's about all the data that I need from the past.
__________________
Eat, Drink and Be Merry.
tulak is offline   Reply With Quote
Old 01-06-2016, 07:36 PM   #11
Recycles dryer sheets
 
Join Date: Nov 2011
Posts: 106
I run Quicken for Windows on my Mac using Parallels. Works great.
__________________
523HRR is offline   Reply With Quote
Old 01-06-2016, 07:38 PM   #12
Thinks s/he gets paid by the post
Ready's Avatar
 
Join Date: Mar 2013
Location: Southern California
Posts: 1,829
I just installed Quicken 2016 Mac about 30 minutes ago. The accounts downloaded without issue and everything seems to be fine. I've been a Quicken Windows user for 20 years, but I wouldn't say I was a power user. I manually entered all of my transaction - just force of habit from before we had internet access. And I don't use Quicken to pay my bills, just to record the payments after I've made them.

I do use it for extensive reporting though, so I'll be playing with the report features. If anyone has any specific questions, feel free to ask. But so far, overall I've been pleased with what I see.
__________________
Ready is offline   Reply With Quote
Old 01-06-2016, 07:48 PM   #13
Recycles dryer sheets
 
Join Date: May 2014
Posts: 105
I've been a Mac user for a long time. I currently use Quicken (2014?) to track my spending. I use it primarily for tracking my actuals and reviewing my budget v. actual spend. I have my investments in there as well, but I like using Personal Capital for my investment summary and analysis. It works good. I don't plan on updating to the latest version until they stop supporting the current.
__________________
Rdub is offline   Reply With Quote
Old 01-06-2016, 08:17 PM   #14
Moderator Emeritus
 
Join Date: May 2007
Posts: 11,044
After using Quicken for 10 years, I have decided to find a better alternative for 2016 hence. I am giving iBank a try and so far I like it. I did not bother to import my Quicken data, I went for a fresh start. Set up was pretty easy and so far it seems to work pretty well to track spending and set up a budget.
__________________
FIREd is offline   Reply With Quote
Old 01-06-2016, 08:19 PM   #15
Recycles dryer sheets
 
Join Date: Apr 2010
Posts: 412
try this https://scimonocesoftware.com/seefinance/
__________________
“The problem with the world is that the intelligent people are full of doubt, while the stupid people are full of confidence.”

(—Charles Bukowski)
wanaberetiree is offline   Reply With Quote
Old 01-08-2016, 11:26 AM   #16
Thinks s/he gets paid by the post
Ready's Avatar
 
Join Date: Mar 2013
Location: Southern California
Posts: 1,829
After using Quicken 2016 Mac for two days, I'm not very happy with it. I can't download my Pen Fed IRA or my Ascensus 401K. Wait time for phone or chat support is 25 minutes. And the reporting capabilities of the Mac version are so basic they might as well not even exist.

Since I paid almost nothing for it I don't really care, but I was hoping to finally get rid of Parallels and Windows 8 running on my Mac just to maintain Quicken for Windows. Pretty disappointing.
__________________
Ready is offline   Reply With Quote
Old 01-08-2016, 11:30 AM   #17
Moderator
ziggy29's Avatar
 
Join Date: Oct 2005
Location: Texas
Posts: 15,613
Quicken 2007 still works pretty well, for now, even if the interface is dated. I use Fusion to run a few Windows apps, including Quicken 2015, but I'm probably done buying it unless they get the Mac version closer in features when this one goes unsupported in 2018...
__________________
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)

RIP to Reemy, my avatar dog (2003 - 9/16/2017)
ziggy29 is offline   Reply With Quote
Old 01-10-2016, 04:30 AM   #18
Recycles dryer sheets
 
Join Date: Dec 2015
Posts: 220
I've used CheckBook for years. Very intuitive to use and has category reporting. Has import function if you can figure out how to get your legacy exported.

splash.com
__________________
misshathaway is offline   Reply With Quote
Old 01-10-2016, 02:58 PM   #19
Full time employment: Posting here.
 
Join Date: Jan 2007
Posts: 855
Quote:
Originally Posted by Ready View Post
After using Quicken 2016 Mac for two days, I'm not very happy with it. I can't download my Pen Fed IRA or my Ascensus 401K. Wait time for phone or chat support is 25 minutes. And the reporting capabilities of the Mac version are so basic they might as well not even exist.

Since I paid almost nothing for it I don't really care, but I was hoping to finally get rid of Parallels and Windows 8 running on my Mac just to maintain Quicken for Windows. Pretty disappointing.
How much trouble is Parallels? I've never used it. That is, after the initial install do you have to separately launch Parallels each time (other than clicking on the Quicken button?)
__________________
spncity is offline   Reply With Quote
Old 01-10-2016, 03:24 PM   #20
Recycles dryer sheets
 
Join Date: Nov 2011
Posts: 106
Quote:
Originally Posted by spncity View Post
How much trouble is Parallels? I've never used it. That is, after the initial install do you have to separately launch Parallels each time (other than clicking on the Quicken button?)
I've used Parallels on my Mac for pretty much the sole purpose of running Quicken for 5+ years now. It works great, and the "Coherence" feature allows Windows applications to function and appear seamlessly with other running Mac applications. Parallels runs in the background, allowing you to simply launch Quicken with, as you say, a click on the Quicken button.
__________________

__________________
523HRR is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Poll: Do you use Quicken (or commercial equiv) to track spending/budget? Midpack FIRE and Money 83 04-18-2012 07:05 AM
2008 Actual Spending and 2009 Budgeted Spending dex FIRE and Money 122 03-17-2009 03:49 PM
Freddie mac jrs FIRE and Money 3 09-23-2003 07:24 AM

 

 
All times are GMT -6. The time now is 09:04 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.