Moneyspire certainly does this with an easy to read, no fuss dashboard. You can link an unlimited number of checking, credit card and loan accounts to Moneyspire and some investment houses too. Investment account support used to be limited in older versions of Moneyspire using Moneyspire Connect but this has now been improved considerably in Moneyspire 20222 and includes linking of Vanguard accounts and many others. However, If you need decent investment account support, we strongly recommend Personal Capital instead which is our top rated portfolio management software for Mac.Īlong the top of the Moneyspire dashboard are 4 main tabs with all the essentials – Accounts, Reminders, Budget and Reports. The Accounts view gives you a very good overview of your overall balance and transactions in one place. You can easily search transactions and assets by name, amount, number, payee, memo, category or tags. You can also add useful attachments to transactions in Word format, images and PDF files. This is extremely useful when searching for receipts and guarantees or if you want to go paperless on your Mac at home or in the office. In the Reminders tab, Moneyspire has a useful calendar view to keep on top of bills and makes it clear to see when they’re due. Under the Reports tab, there are various options including: The Budget tab shows you how on target you are for various categories with figures for current rollover, budget target, actual spending and total difference. Subtotal by accounts, categories, payees and tags.There’s also a useful Forecast view to help you avoid unexpected overdraft fees and bounced payments.Īnother thing we appreciate about Moneyspire is the mobile app for iPhone and iPad is free. It’s also pretty good compared to many personal finance apps allowing you to edit transactions on the move, check your budget and view all your checking accounts at once. Learns how to automatically categorize transactions (feature can be turned off).Cut and paste transactions between accounts.Other nice touches to Moneyspire include: Overall, Moneyspire is highly customizable including everything from font colors and size to register columns and column order. Keeps track of cleared and uncleared transactions and balances.Multi-currency support so Moneyspire can be used in any country not just the USA.This includes downloading of exchange rates and transferring of money between foreign accounts. Moneyspire is also availble in multiple languages including English, Spanish, French, Portuguese, German and Italian.Check printing (including payee address) and calibration of check stocks.Read more on other check printing software for Mac here. Ability to separate personal and business accounts. Many Quicken users have switched to Moneyspire after being disillusioned with Quicken For Mac, especially after it moved to a subscription only model. Moneyspire can import Quicken (and Mint files) although as with most personal finance apps that offer this feature, this isn’t without its problems.
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