Personal budgeting with automatic expense tracking. Download Now. See discussion. Home Budget Pro is personal budgeting software designed to help you get control of your finances. Using the envelope method of budgeting, categorize your expenses and start tracking where your money is spent every month. Home Budget Pro allows you to automatically download your purchases from your credit card statements to make expense tracking seamless. Stop living paycheck to paycheck and start down a road toward worry free finances!
Version 2. Release notes were unavailable when this listing was updated. Similar Software. No similar apps have been recommended yet. You can add your suggestions to the right. Most of the applications we looked at fall into one of two camps in how they approach financial management and are usually very good at one of two things:. The very best personal finance apps strike a balanced approach between these two extremes. Banktivity is the right blend of powerful features and ease-of-use to help just about anyone improve how they manage their personal finances.
Importing transactions is a breeze, and it offers flexible budgeting tools to help you stay on track and make sure you meet your financial goals. The Banktivity Dashboard has been updated for version 6 and looks a little bit cleaner, but it still offers easy access to all of your financial information.
A sidebar on the left gives you access to your accounts, budgets, reports, and even websites for when you need to confirm transaction details from within the app. From the sidebar, you can also quickly access scheduled transactions, categories, tags, accounts, securities, and even currencies by clicking the Settings icon in the bottom-left.
The summary of your financial health has been moved to the Summary in the main window, which keeps the sidebar looking tidy.
The main window displays the selected information, like your transactions or your budgeting categories. This information changes based on which sidebar item you have selected, but the sidebar remains in place throughout your interaction with the app so you can quickly jump to the different parts of the application with ease. One of the new additions in Banktivity 6 is the introduction of Workspaces, which significantly extends the functionality of this main window.
Workspaces allow you to use any account, budget, report, or other view in Banktivity side-by-side. This allows you to work in two parts of the app at once and is completely customizable. There are two ways to create a Workspace:. For example, you may want see an account register next to your budget to see how your spending affects your budget. Or if you need to verify something in your bank website, you can drag the website over from the sidebar next to your account register. Banktivity makes it really easy to import and sync data online.pollfirst.com/zyqu-software-to-tracking.php
7 Best Personal Finance Software for Mac and iPhone | Mashtips
You can sync data using one of three methods: While we had some trouble syncing certain types of accounts in previous versions of iBank, this seems to be largely resolved with the release of Banktivity. When testing the new version, we encountered zero issues using Direct Access. Banktivity also offers support for many different types of accounts.
Checking, savings, cash, credit cards, loans, assets, liabilities, lines of credit, money market, investments, and k accounts can all be managed in Banktivity. Managing all of these things in one place is convenient because it can give you a more complete financial picture. Managing accounts with Banktivity is easier than just about any other app we tested. For example, if you have multiple transactions from the same payee and you change the category on one transaction, Banktivity will ask you if you want to change it for the other transactions as well.
In order to accurately identify trends and really know if you are hitting your financial targets, you have to do some setup work. Fortunately, Banktivity remembers these values once you put them in, so after you do it once it makes it much simpler in the future. Banktivity also syncs all your accounts automatically if you are using Direct Access or Direct Download, so they are always up-to-date — no need to manually refresh your accounts.
Another new feature in Banktivity 6 is the addition of tags, which is kind of like next-level categorization. These can be very useful in helping you track your spending accurately because they allow you to pull up reports for spending that are cross-categorical. Tags are different than categorization, and allow you to see the big picture.
The solution is to use tags. For example, if you use a vacation tag on your vacation expenses, you can easily access a report based on that tag to see all your vacation expenses together. There are many different types of reports available in Banktivity:. For any of these reports, you can choose which accounts you want to include in the reports, and you can select from a number of pre-defined or custom date intervals.
Quick Reports allow you to instantly drill down into transaction categories and view reports on everything inside. To access Quick Reports when looking over transactions, just click Report On and select a category to access the custom report, then click the three vertical bars at the top of the report and drag it to the sidebar so you can keep tabs on it.
For example, if you want to see how much you spend on fancy coffee, you can view the report by the category and then just drag the report to the sidebar. Now you can access the report again at anytime from the sidebar simply by clicking it, making it easy to track your hipster caffeine cravings. Banktivity does have iOS apps, but you have to purchase them separately. You can use the app to access just about anything you can in the Mac version. The new web app does a great job of guiding you through setting up everything from your very first budget, planning a month ahead, setting long-term savings goals, and more.
This makes YNAB a great starting point for people just dipping their toes into the personal finance waters as it is incredibly easy to use. Of all the apps we looked at, MoneyWiz is easily the most beautiful even with the improvements to the Banktivity dashboard with version 6. It looks and feels like a native Mac app it even has TouchBar support , but lacks some of the more powerful features that are in our favorite app, Banktivity. One major plus for MoneyWiz is the accessibility for international readers.
MoneyWiz also has a unique pricing structure as you can choose to either buy the application outright or subscribe monthly to receive free updates.
There's an app out there for almost any budgeting goal
Major updates i. MoneyWiz 3 are paid updates for the purchased version. This app has been around awhile, and it shows in the refinement and attention given to even the smallest details. Made primarily for Mac users but also out on Windows and Linux , Moneydance is a desktop money management package with a very neat single-window interface.
Load it up and you'll get an instant view of your finances, upcoming bills, recent expenses and more. Click an item in the left hand sidebar and the main content changes to reflect it. Its reporting features are quite strong if not spectacular to look at, and one of Moneydance's most useful sections is its account register. If you're old-school and once managed a cheque book, this operates on a very similar principle. There's also an iOS app for logging transactions on the go, which later syncs with the software on your desktop.
Unfortunately for UK users, Moneydance doesn't support the connection protocols used by UK banks, so you'll need to download your transaction history manually to keep on top of it and revert to your bank's own app to move money around. US users, however, are well covered. The stuffiness of money management can negatively affect some. We've certainly been in the position of not wanting to even look at a spreadsheet full of depressing numbers.
Coinkeeper boils it all down to a series of circular pots — drag coins from your current account, and you can allocate them to all of your spending needs. We wouldn't exactly say it makes money management fun, but it's cute at least. It's brilliant for keeping track of your expenses, and don't be fooled by its frivolous looks — you'll be able to see at a glance where your money is going, and export your data in a CSV file to use in virtually any other finance app or spreadsheet.
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Provided by This Is Money — an offshoot of the Daily Mail — Power Portfolio is both a good way to keep track of the stocks and shares you own, and a great way to see if you'd make it as a market investor without risking any capital. Updated every few minutes, it contains info on all London-listed shares and UK-based funds, and even lets you track money put into alternative assets like wine and art.
When your individual investments are set up, be they real or virtual, you'll be able to see what top brokers are saying about the stocks you've picked, get an overview of exactly where your money is allocated, and track the performance of your stocks over time. Basically everything you'd need for a play portfolio.
iBank 5 review: Personal finance Mac app corners the market on your money
If you're funnelling a lot of cash into shares though, you might be better off employing the services of a broker or investment manager and using this tool only for at-a-glance monitoring. TechRadar pro IT insights for business. News Reviews Insights TechRadar. Best personal finance software 1. Quicken Premier 2. Personal Capital 3. Buxfer 4. YNAB 5. Mvelopes Read on for our detailed analysis of each app.
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