Knowing that it’s an established app - as well as one that continues to improve - gave me the confidence to buy it and commit to entering my data, and I’m glad I did. The developer is super helpful, if you have any questions, so that has been a big help too. Review your finances Start by looking at your credit report and scores. I couldn’t believe how quickly it made a full budget that made sense! It has really helped me with peace of mind and a good sense of how things will work for me - both personally and as a small business owner. Quicken is one of the leading names in personal finance software, and for a good. ![]() The way the budget feature uses the last 12 months of your data to automagically create a budget for you, which you can adjust, is amazing. The Best Personal Finance Software to Help You Track Your Spending Quicken. It’s also great to be able to plan how I might change where my money goes. Click Edit in Browser to add the template to the browser-based version of Excel or click. ![]() It is so great to see where all of my money actually goes in a pie chart and a list of totals by category, and to be able to dig down into that if I want more specifics, right down to the individual transactions if I want. To grab the Money template, go to Microsoft’s Money in Excel page and sign in as a Microsoft 365 subscriber. Where I think GreenBooks really shines is in the breakdown and budget sections, which take the data you enter and make it immediately understandable. It’s a really clean interface and easy to use, which helps me to feel calm and in control of the data. Banktivity Banktivity (formerly iBank) is designed specifically for Mac and has long been one of the most popular desktop personal finance apps for macOS.
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