The proximity of your neighbors should be in direct correlation to the advice you give them regarding their Macs.
Otherwise, that knocking on the door might be a neighbor looking for customer support. Our neighbor in the back (no direct sidewalk entrance) is a new Mac user and wanted something to replace an aging Microsoft Money app. And not Quicken.
Anything But Quicken
We were both working in the back yard (he in his, me in mine) and talking about Macs vs. Windows PCs. He and his family recently switched and were going through some withdrawals.
“What? No anti-virus programs on the Mac? That’s crazy.” Items like that one popped up in the conversation.
Then he asked what he should use on his Mac to manage money. Anything but Quicken seemed to be the mantra. And less than $15.
Everyone is on a budget these days. A little research and about a dozen apps later and I had narrowed my advice down to half a dozen money management apps; two free, one inexpensive checkbook app (CheckBook) that I’d used, and an interestingly simple budgeting app.
Less than $15? He was on a budget. He wanted simple vs. complex. He wanted an app that’s easy to set up, manages transactions like a checkbook, and spits out reports he can understand.
Budget Workbook For Budgets
Budget Workbook is for Mac users on a budget and not interested in complicated accounting and financial management features.
As is the case with many Mac apps that track your money, Budget Workbook uses standard categories and transactions. That makes it easy to segregate accounts. It tracks your expenses each month and provides a few basic reports so you can see where all the money went.
The layout is simple enough for those with little computer money management experience. It’s much more of a workbook app that looks similar to a glorified spreadsheet, but without the complexity.
Click a tab for the Transaction List. Click another tab for Summary Accounts. Another click for Reports. You won’t be numbed by a bunch of features that you won’t understand and would never use.
Budget Workbook is more than a checkbook app, but less than a money management app. By keeping it simple, the price stays low (so you have more money to manage), the satisfaction level—assuming your expectations are not ‘cheap Quicken’—will be acceptable.
For now, my neighbor seems satisfied with Budget Workbook. Even he admits it’s much easier to use than Microsoft Money. Or Quicken. And, once he’s more comfortable with using the Mac, he might graduate to a more comprehensive Mac money management app.
When he does, I have a list for that.