![]() ![]() 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. 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. You can also add useful attachments to transactions in Word format, images and PDF files. You can easily search transactions and assets by name, amount, number, payee, memo, category or tags. ![]() The Accounts view gives you a very good overview of your overall balance and transactions in one place. However, if you need better investment tracking support we strongly recommend Empower instead (formerly known as Personal Capital) which is our top rated portfolio management software for Mac.Īlong the top of the Moneyspire dashboard are four main tabs with all the essentials – Accounts, Reminders, Budget and Reports. Investment account support used to be limited in older versions of Moneyspire using Moneyspire Connect but this has now been improved considerably in Moneyspire 2023 and includes linking of Vanguard accounts and many others. You can link an unlimited number of checking, credit card and loan accounts to Moneyspire and some investment houses too. Moneyspire certainly does this with an easy to read, no fuss dashboard. The first thing to look for in any decent personal finance tool is whether it gives you a good overview of your finances. Here we take a look at Moneyspire for Mac in more detail. Moneyspire allows you to do essential budgeting tasks such as reconciling accounts, manual transaction entries, split transactions, automatic bill payments/reminders etc.There’s no extra cost for using Moneyspire Connect (although it no longer supports Direct Connect). The online banking integration comes at no additional cost.Moneyspire is very easy to use with no bloated features that you don’t need.Moneyspire is a one-off purchase fee of $59.99 which is currently 25% off off the full price of $79.99 and very reasonable compared to other Mac personal finance software. It’s got both a Mac & PC desktop client.You can choose to use Moneyspire Cloud (for free) which syncs data between your Mac and mobile device but this is optional. Moneyspire doesn’t host any of your financial data in the Cloud. Some of the main reasons we like Moneyspire so much are: If you’re looking for a simple but effective desktop personal finance software for your Mac, then Moneyspire is easily one of the best options out there. Importing Quicken Files Into Moneyspire.Then follow the on-screen instructions to complete the process. ![]()
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