2

I recently moved from Windows to Mac Os X and I need a Personal Finance software. Main functionalities needed:

  • track expenses and income, on credit cards, cash, current accounts
  • report, classify, analyze the spending and income
  • manage my financial portfolio (equities, mutual funds, ETF) with mark-to-market, evaluation of P&L, ...

I am based in Italy, therefore the application should have Euro as base currency.

I strongly doubt that the Online Banking of Italian banks can be interfaced with any existing application, therefore I will need to enter manually all transactions; therefore, manual input /transaction booking must be easy and effective.

I have read this: https://superuser.com/questions/1583/os-x-money-management-software but it does not completely match with my needs.

Community
  • 1
Pietro
  • 23

3 Answers3

2

Koku is a surprisingly pleasant personal finance manager for OS X. Plus, it is compatible with several well known personal finance manager file formats and can direct connect to certain financial institutions.

Mike Anderson
  • 36
1

GnuCash is available for OS X. I have no opinion on the package but presume it is competent.

msw
  • 3,779
0

I had the same dilemma recently. This is not a facetious answer, but finding nothing decent (at the time) for the Mac OS, I got BootCamp, Windows and Quicken. This meant that I can actually share data with my laptop, too. However, I up-voted Mike Anderson's suggestion of Koku, new since I last looked; it seems not bad and I'll give it a shot.

msanford
  • 761