What we want is what Quicken hasn’t done for years, and still doesn’t do well, or just doesn’t do at all. Simple money management that tracks the dough on Mac, iPhone, or iPad.
Half The Price Of Quicken
Instead, let me clue you in on the other direction. For about half the price of Quicken Essentials for Mac there’s MoneyWiz.
It’s easier to learn, has similar features, does bills, budgets, and accounts, and manages to do what Quicken still doesn’t do for Apple gadget hounds.
Mac, iPhone, and iPad apps. And the latter two are even less expensive than the Mac version, which is half Quicken’s price.
What do you get for less? Synchronization of data between devices. Multiple types of accounts, multi-currency support, import bank statements, auto complete to start.
The graphs and charts are not as pretty, but you get the idea.
MoneyWiz handles expenses, income, and money transfers. There’s even a calendar view so you can what’s due.
MoneyWiz does budgets, recurring transactions (income and expense), and spits out attractive reports.
It even makes it simple to see what’s in the red and what’s not.
MoneyWiz sues fullscreen mode, exports data to PDFs and CSV files, and saves reports.
Transactions come in list form with filters to sort out just what you want to know.
For security, the app offers password protection. For ease of use, it handles custom categories and sub-categories.
The list of reports is extensive, including NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance, and more.
To be fair, MoneyWiz isn’t Quicken. It’s very good, and feature rich but without the higher price tag and the notorious holier-than-thou Intuit attitude. You’ll spend less on the Mac version, and the iOS version than you will on Quicken.
For those of us who have a little more month left at the end of our money, MoneyWiz is a good way to figure out exactly where the money went.