Jim Willis

Personal Finance Software for Mac

Personal Finance Software for Mac

I need some suggestions on finance software for the Mac. I’ve got three requirements:

  • auto downloads transactions from Bank of America
  • graphs and charts for monthly budgets
  • auto-categorizes downloaded transactions

    • I’ve been using Mint for several months. I really liked its auto-categorization features but its reporting is really, really bad. I’ve got approximately 20 budget categories into which every one of my transactions falls. I want to know how I’m doing on that budget in a given…

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