It does summaries but is not as comprehensive as much more expensive rivals. The only shortcoming is on the reporting side if you need that. The interface is brilliantly straightforward, the help has always pointed me in the right direction and I find it much quicker to use than Quicken. Even with several years of transactions, I was able to manually populate this field using the selection, sorting, and multiple record update features of Checkbook Pro. Only the "Type" of payment failed to come over although cheque numbers did. The QIF file import worked near perfectly even sorting out the UK date format correctly. My only concerns were that it might mess up imports from Quicken and be a bit light-weight.Īs it turned out I was wrong on both points. I actually bought the Pro version as it was still less expensive than the competition. Checkbook looked the simplest and was least expensive on that basis I decided to try it first. For personal finance, I have used Quicken for years although I stuck at Quicken 2000 as it did all I needed.Īfter searching reviews I narrowed the choice down to three products. I wanted to move all my applications from the PC to the Mac. Transfer funds between accounts without creating two transactions.Sync with iCloud, when used on OS X Mountain Lion.Sync with other users on a local network.
BEST FREE PERSONAL FINANCE SOFTWARE FOR MAC FOR MAC
Import from Quicken Essentials for Mac or Quicken for Mac 2017.Strong support for OFX, QFX, QIF, CSV, and Text.Import from other personal finance apps or your bank:.
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