I tried Moneydance but could never link it to download transactions from any of my banks in mid-America. Although Status is not nearly as robust as many of the other options, it is free to use. However, it is free, so it may be worth a try. As with most Quicken alternatives, PocketSmith utilizes live bank feeds to update your transactions automatically. It is quite fast and speedy tool that works within couple seconds. WordPerfect Office X4 Standard Edition is the essential office suite for.
I did it and it worked amazingly well. For example, you can generate reports based on category spending or spending at a given merchant. It's freemium with the Basic option giving you 12 budgets, 2 accounts, and the ability to project 6 months into the future. Why it is a good alternative to Quicken: Mint is free and very powerful on the budgeting and expense tracking side. It's a freemium product with the free version that has all the functionality minus synching across multiple devices and automated transaction downloads. In fact, if you currently have Quicken data, you can import it into Moneydance.
Responses have not been reviewed, approved or otherwise endorsed by this website or our advertisers. They have a lot of security protocols in place to prevent this type of thing but nothing is 100% safe. This program takes spreadsheet budgeting to the next level by helping you create a monthly budget and automatically tracking your results. It is free though, which is why they can't offer automatic transaction downloads. In addition to the automatic syncing functions on the premium version of the app, MoneyWiz also allows you to enter your transactions manually.
The basic functions of PocketSmith can be used for free, however you are limited to connecting just 2 accounts and 6-months of projections. However, if you are new to the world of money management and just starting out to use software to manage your finances, then one of these options may very well work for you, at least in the short run. The founders built CountAbout to be a Quicken alternative. . I want mac based not cloud based software and need to be able to port my data from Quicken.
Have spent a lot of time adjusting yourself to the Ribbon interface of Microsoft Office Home and Business 2010? I can change payment dates and control just about everything. The last time there was a true update for Quicken for Mac was in 2007. I downloaded MoneyDance then Banktivity to take advantage of their free trials. Heck, it was practically the only tool on the market. They also offer fee-based wealth management services. Use CountAbout to create a customizable budget; then, sync it to your bank account to automatically import your transactions and track your spending.
My Quicken 2015 file runs slow as molasses and Quicken support tells me it is likey corrupted. But I would much rather just make those big decisions off the desk top version. If you're looking to transition away from Quicken but worry about losing all your data, you can feed it your Quicken file and it'll populate itself. Curious your thoughts on how not compares to tbe others. Status Money is a free cloud-based budgeting tool that lets you compare your finances with people around the United States.
For budgeting, you can work with their categories which are multi-level or add your own and subcategories. So, I am still looking for a program. That means no more near-real-time views into my spending. It'll do everything you want in a personal finance app, including budgeting, track spending, schedule and pay bills, monitor your investments including real estate , and pull data from financial institutions. Luckily, Quicken is not your only choice for personal finance software. Its very fast and quick tool which works withing few seconds. I have needs that seem to me very uncomplicated: I need a product that will download my bank transactions, will track and project my monthly expenditures, and generate a report showing cleared and anticipated banking transactions for the current month.
I tried GnuCash- use many other open source programs. Phone support, online features, and other services vary and are subject to change. It does budgeting but can also as well, albeit not as feature rich as others. I have tried many of the above solutions, endured hours of testing … only to find some major deal-breaker that was not obvious because of the slick, glitz and glam interfaces. The App is a companion app and will work only with Quicken 2015 and above desktop products. Dollarbird also offers a 5-year financial plan that lets you establish longer-term financial goals and track your performance against them.
My biggest issue with Personal Capital is their inability to allow split transactions. PocketGuard is a fairly simple budgeting app that links your credit cards, checking and savings accounts, investments, and loans all in one place. Afterward, they opted to shut down Quicken Online and sold the entire Quicken unit to H. . The big benefit is that it does budgeting as well as investments. With that said, the app can help with your personal finances as well.