Best Personal Finance Software for Mac: Our Top Picks for 2021
Mac users have several personal finance software options to choose from, but it can be challenging to select the right one. This guide assists you in choosing the best personal finance software for Mac in 2021 and beyond.
1. Quicken for Mac
Quicken is one of the most popular personal finance software for Mac users, and for a good reason. It has a user-friendly interface and offers several features like budget tracking, investment tracking, and bill payment. The software can connect to over 14,000 financial institutions, making it effortless to manage your finances in one place.
Quicken also offers investment tracking to help users manage their portfolios, with features that include buy and sell alerts, profitability calculations, and investment performance charts. With this software, you can also generate reports for tax purposes, like Schedule C and Schedule E.
2. Mint
Mint is a free personal finance software widely used by Mac users. It is developed by Intuit, the same developer behind Quicken, so you are guaranteed quality and seamless functionality. Its main attraction is its simplicity, which makes it an accessible platform for beginners.
Mint offers budgeting and expense tracking features, transaction categorization, and bill payment reminders. With Mint, you can also get multiple financial reports, including net worth, cash flow, and spending trends. Their mobile application further makes it easy to track your finances on the go.
3. Personal Capital
Personal Capital is an online platform that offers personal finance and wealth management services. It’s an excellent choice for users looking to manage both their investments and day-to-day finances. The platform provides users with a holistic view of their finances, combining their assets, liabilities, and investments.
Personal Capital also offers several free financial planning tools, including retirement planning, bill reminders, and investment fee analysis. Most importantly, the platform provides users with access to a financial advisor for a fee, making it ideal for high net worth individuals seeking personalized investment advice.
4. EveryDollar
EveryDollar is a budgeting software developed by Dave Ramsey. The software enables you to create a budget every month and stick to it. With EveryDollar, you can track your expenses, set spending limits, and prioritize savings goals.
EveryDollar is user-friendly and allows you to synchronize it with financial institutions, helping you track your expenses automatically. The system also offers inspiring content aimed at helping users stay motivated while sticking to their budgets.
5. Banktivity
Banktivity is a personal finance software for Mac users, offering features like budget tracking, investment management, and bill payment. The software comes with connectivity to over 12,000 financial institutions and billers, making it easy to manage your finances from one platform.
Banktivity is also fully customizable, enabling you to tailor the software to suit your needs. You can create reports that cover spending, net worth, investments, and other financial metrics.
Conclusion
In summary, choosing the best personal finance software for Mac comes down to identifying the features that matter most to you. Whether you are looking to manage investments, track expenses, or create a budget, there is a software that will fit your needs. The five software recommendations mentioned in this article are excellent choices to help you manage your finances more efficiently in 2021 and beyond.
(Note: Do you have knowledge or insights to share? Unlock new opportunities and expand your reach by joining our authors team. Click Registration to join us and share your expertise with our readers.)
Speech tips:
Please note that any statements involving politics will not be approved.