Open Source Personal Finance Software Mac

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May 21, 2020  Banktivity is a personal money manager made for Mac users. The newest version, Banktivity 7, is designed specifically for MacOS Sierra. GnuCash is a free open-source financial management software that runs on some Windows and Apple operating systems. Whether you’re looking for a simple budgeting program or a complete personal finance. Even much of MacOS's core is open source. Also, my Linux background made it easy to get comfortable with the macOS command line. I still use it to create and copy files, add users, and use other utilities like cat, tac, more, less, and tail. 15 great open source applications for macOS.

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This is a review of several free, open source and mostly cross-platform personal finance (accounting-type) programs. The purpose of this article is not to list all personal finance programs with an open source license. The idea is to review mature software that is likely to be useful to a large number of readers. A comparison of accounting software, both proprietary and free or open source software can be found here.

GnuCash

GnuCash is personal and small-business financial-accounting software, freely licensed under the GNU GPL and available for GNU/Linux, BSD, Solaris, Mac OS X and Microsoft Windows. It allows you to track bank accounts, stocks, income and expenses. As quick and intuitive to use as a checkbook register, it is based on professional accounting principles to ensure balanced books and accurate reports.[1]

Buddi

Buddi is a personal finance and budgeting program, aimed at those who have little or no financial background.

Platforms:Linux, Windows, MacBasic finance:Yes
Ease of use:Very easyQIF import:No
Target audience:BeginnersQIF export:No
Multiple currencies:NoInvestments:No
Reports:BasicSmall business:No

Buddi may be a good choice for people who simply wish to track their income and expenses. It is very simple and very easy to use. There are only three tabs: My Accounts, My Budget and My Reports. In My Accounts you put your assets (bank accounts, cash) and liabilities (credit card, student loans, and mortgage). In My Budget you put income and expenses. In My Reports you see various reports like “show me my income and expenses for last month”.

It doesn't have any advanced features, but for people who are just starting to track their personal finances it might be a good fit. It's major limitation is that it can't export to Quicken Interchange Format (QIF). So when you outgrow this package, you'll have a hard time moving your data to a different application. If you think you might be in this situation, look at HomeBank.

Free personal finance software

Missing features:

  • Does not support QIF import.
  • Does not support stocks.
  • Does not support multiple currencies (all accounts have the same currency).
  • Does not have any reports besides budget.

Homebank

Homebank is a very small and simple finance package. Suitable for keeping track of your expenses or making a budget. Like most personal finance software, it organizes things into accounts, payees and categories. Features include: QIF import/export, Open Financial Exchange (OFX) and comma-separated values (CSV) import, scheduled transactions, simple annual budget and car cost.

If your needs are simple or if you are just starting to track your finances, HomeBank is for you. A very important feature that it has is QIF export. This will allow you to migrate to another application later when your needs change. As you gain experience managing your finances you will gradually outgrow HomeBank and it is important to know that you can migrate.

Missing features:

  • Does not support stocks.
  • Does not support multiple currencies (all accounts have the same currency).
  • Does not have any reports besides budget.

iFreeBudget

The main feature that iFreeBudget provides compared to HomeBank is support for scheduled transactions, some support for investments and a somewhat wider range of reports. In exchange for that you give up QIF import and export as well as some ease of use. However, it does offer OFX import.

Special features: iFreeBudget can download your transactions on-line, directly from your bank. Another feature is that your account data is encrypted, so you have to enter a password to access it.

Best Personal Finance Software Mac

It also lacks QIF export. If you decide to move to a different package you will have a hard time migrating.

Support for stocks and investments is very basic, but it may be appropriate for some users. iFreeBudget does not actually track money flowing between your bank and your stocks. It simply records the fact that you have certain stocks and gives you the current market value.

The transaction wizard is certainly “easy”, but it’s a lot of clicks just to enter your groceries. You can go to File > New > Transaction. The problem here was that iFreeBudget kept saying “Invalid account” but not which account was invalid or why.

If you are considering iFreeBudget, you should also look at Money Manager EX. It has a similar feature set and is easier to use.

Missing features:

  • Does not support QIF import and export.
  • Does not support multiple currencies.
  • Support for stocks and investments is weak.
  • Support for reports is a little weak.

LibreOffice Calc

Spreadsheets track everything from household budgets to full portfolio management. LibreOffice Calc is compatible with Microsoft Excel and can be used with Microsoft Windows, Linux, and Mac OSX.

Other Software

Microsoft Money Plus Sunset Deluxe, although not open-source, is no longer supported by Microsoft and can be downloaded at Money Plus Sunset Deluxe. A review can be found here.

See also

References

  1. 'Welcome to GnuCash.org'. The GnuCash Project. https://www.gnucash.org/. Retrieved January 26, 2017.

Further reading

  • Financial Wisdom Forum topic: Alternatives to Quicken
  • Financial Wisdom Forum topic: Microsoft Money discussion
  • Financial Wisdom Forum topic: Investment tracking software - free if possible

External links

  • GnuCash official website
  • Buddi official website
  • Homebank official website
  • iFreeBudget official website
  • LibreOffice official website
Retrieved from 'https://www.finiki.org/w/index.php?title=Free_and_open_source_personal_finance_software&oldid=16332'

Personal Finance Software refers to a financial tool that enables you to prepare a budget, track your expenses, and check your overall finances.

Content

YOUNEEDABUDGET

YNAB. Personal Budgeting Software for Windows, Mac, iOS and Android. You Need a Budget combines easy software with Four Simple Rules to help you quickly gain control of your money, get out of debt, and save more money faster!


MONEYSPIRE

Easy and powerful budgeting and personal finance software that helps you manage your accounts, bills, budget and more. Organize your money now with Moneyspire!

MONEYSPIRE

POCKETSMITH

PocketSmith – Smart budgeting & personal finance software. Manage your budget and forecast your finances with PocketSmith, the best personal finance software on the web. Connect to your bank accounts securely.

BUXFER

Online money management software for personal finance, account aggregation, budgeting, bill reminders and forecasting. Also useful for splitting rent, grocery, restaurant bills and IOUs with friends and roommates.

BUXFER

DEBITANDCREDITAPP

Debit & Credit – Personal finance for iOS, Mac and Apple Watch. Creating a new transaction now takes a matter of seconds. It has never been easier with gestures and other features that we developed for you.

IBEARMONEY

Money for iPad – Ultimate Personal Finance. Plan your income and expenses using detailed categories and input data when you actually spend money. Once you analyze the difference between real and budgeted expenditures, you’ll find ways to save more.

IBEARMONEY

MONEYDANCE

Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. With online banking, online bill payment, investment management and budgeting, Moneydance provides all the features of Quicken plus benefits such as ease of use and no sunsetting of features.

IGGSOFTWARE

Mac Finance Software – Banktivity Personal Finance by IGG Software. Banktivity 6 is here! Over 100 enhancements and new features. 30 day free trial and backed by our 90 day guarantee. Save time & money.

IGGSOFTWARE

SYNIUMSOFTWARE

iFinance 4 features Mac and the iOS version providing you with a full-fledged finance application that also works seamlessly with its cross-platform counterpart.

QUICKEN

Best Personal Finance For Mac

Personal Finance, Money Management & Budgeting. Whether you want to stay on budget or on top of your investments, Quicken makes managing money a snap with simple, powerful tools for every step in your life.

QUICKEN

Free Personal Finance Software

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