I recently went on a hunt for new money management software. Since I converted to Mac, I’ve been trying to find something that would replace Microsoft Money. Microsoft Money was good, but it was just too much of a pain to try to use it on my Mac, plus my free trial had ended and I didn’t want to shell out and buy a new version incase there might be something free out there that would work just as well. Below is my list of requirements – the things I find important in the software. Most of the software/websites listed offered these abilities, but the ones that didn’t I made note of it.

Requirements:

1. Easy, should be simple to pick up, and simple to see what I want:
   • Income vs. expenses during given period (month, quarter, year, etc.)
   • Each transactions category (or tag)
   • Ability to drill into each category and see all transactions in a category (including ‘Uncategorized’, so I can easily categorize them)
2. Mac friendly (either online, or Mac application)
3. Ability to create and use a budget, and to monitor how much is spent in each category of the budget.

Nice to have

1. Should be able to change the date of transactions (i.e. move the date of paycheck for the proper month)
2. Ability to track complete net worth over all accounts.

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