People often rely on a spreadsheet to keep track of finances and expenses. We now have modern solutions for adding and managing expenses as well as investment and income with various categories and export options. If you are planning to use such an app on Mac, read on to learn about the five best finance apps for macOS.
Mac users on the GT team use a dedicated budget app on Mac to keep track of their monthly expenses. So let’s discuss our choices in detail.
1. MoneyWiz Finance Tracking
MoneyWiz comfortably tops our recommendation list with a beautiful user interface, powerful features, and support for the most popular banks. By default, the app takes you to the home screen with all your spending on the right and your wallets on the left sidebar.
You can create unlimited cash wallets, add investment accounts from sources such as Robinhood, Binance, and even integrate bank connections from popular institutions such as CapitalOne, Chase and Wells Fargo. The app supports more than 40,000 banks in 55 countries through 4 data providers.
Click the + icon and you can easily create a transfer, expense or income entry in the app. We like that all the buttons are big and recognizable to take advantage of a big screen.
We’re fans of the calendar view. It allows you to quickly browse expenses by date. Additions like the calendar view encourage you to use finance apps on the Mac on mobile.
Other features include automatic detection of transfers and refunds, various options, bulk editing, group accounts, multi-currency support, and more.
The application is free to download. The premium subscription (£4.99 per month or £48.99/year) allows syncing with your bank account and multi-device syncing with a MoneyWiz Cloud account.
2. Money Specialist
Money Pro remains one of the popular paid finance apps for Mac. The app comes with a default theme with dark blue shade. It definitely looks good on Mac compared to the boring white theme of competitors.
Money Pro focuses on invoice planning, budgeting and keeping track of your accounts. The developers claim that the app is suitable for home and businesses. The calendar view is great. You can mark the days when your bills are due on the big calendar. You can also schedule recurring invoices with specific dates.
Other notable features include the Today view, reminder for due invoices, budget creation, budget cycle, and bank link. You can split transactions and use special symbols to represent income or expense.
Money Pro offers two types of subscriptions, Plus and Gold. They start at $2.99 and $6.99 respectively. The biggest difference between the two plans is the bank connection feature. If you need it, upgrade to the Gold plan. Otherwise, you’ll be perfectly fine with the Plus plan.
3. Money
The above two finance apps for Mac are suitable for power users who want every possible option to manage spending. Money takes a fairly simple approach to managing budgets and spending.
Open the app, create an offline account, and you’re all set to add income and expense entries. As for plug-ins, you can create a custom budget, plan expenses, generate detailed reports and view all transactions in one place.
We like how Money takes advantage of the desktop and offers more data on a single screen. Keyboard shortcuts help you navigate the app quickly.
The money app is free to download. You can purchase the premium version for $50 per year to unlock the bank connection feature available in over 50 countries.
4. Toll
So far we’ve talked about specific Mac apps in the Mac App Store. Let’s explore a few web-based solutions.
One such option is Toshl, which has made a name for itself with a unique user interface and rich features. Of course, you have to sign up for the service. We like how Toshl uses the big screen and presents all relevant data like monthly overview, expenses, income, budget, exports, transactions in one place with eye-catching graphs and data.
Toshl also offers a bank link function. Add your bank details and the app will fetch all the information from debit and credit cards. Exporting is where Toshl shines against its competitors. You can export an expense file in CSV, Excel, PDF or OFX format.
Toshl is free to download and use. It is available on all platforms, including Android, iPhone, and Web. Toshl Premium is priced at $50 per year with bank connection feature.
5. Spendee
Spendee has recently undergone a major change with v5.0 on mobile and web. And oh boy, the company has knocked it out of the park with new UI and features. Spendee home lets you browse wallets, transactions, charts and more.
You can create unlimited wallets, add bank links, define a budget for a category, and even customize tags, categories, and more.
Export options are limited. You will also have to spend some time learning all the possible options available on the web. Spendee is available on iOS, Android and Web. The premium version costs $39.99 per year, unlocking wallet sharing, bank linking, and more.
Manage Finances Like a Professional
Go through the list of apps above and keep track of every penny on Mac. The bank link feature is also useful. Before joining a paid plan, be sure to check if your local bank is supported. Which app did you find on Mac? Share your pick in the comments section below.
Next: The iPhone ecosystem is also full of finance apps. Read the post below to learn about the five best spending tracking apps for iPhone and iPad.
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