Personal Budget Software For Mac 2018

We chose Personal Capital as the best option for investors because it offers robust budgeting software and provides a retirement and savings planner with tools to keep tabs on investments. Moneyspire is the best personal finance software for 2021 for Mac and Windows to manage your money and budget. Take control of your finances now with Moneyspire! For those with a Mac looking for software, Banktivity is an excellent choice. Much like Quicken, you can connect bank accounts, credit cards, mortgages, and even investment accounts. Some of the best software for a Mac is entertainment software. If you work and play on your Mac, here are some great entertainment options. VLC VLC is a free video player than can play, well, any video. Unlike QuickTime, which only supports a limited number of file types, VLC will take pretty much anything you can throw at it.

Affectionately known as YNAB, You Need a Budget is an extremely popular personal finance app. The current version of YNAB packs in many features and improvements over earlier versions, and it intuitively teaches some solid budgeting practices. It runs on both Windows and Mac and it backs up data automatically.

2020-09-09 18:12:39 • Filed to: Business Tip • Proven solutions

Budgeting is an essential part of any business and life. Most people don't like to do it but it is a necessary evil that helps you manage how you spend the money you have while forecasting how you are going to spend the money you will earn. Creating a budget and sticking to it is a financial decision that is essential to meeting your financial goals. The good news is that with the availability of free budget software, creating a budget doesn't have to be hard or expensive. Read on to find out the best free budget software you can use to plan and draw up your next budget.

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1. Mint

Keeping on top of financial activity is essential in both business and personally, and Mint offer a cost effective, budget management software solution to keep on top of your bills and budgeting from a secure platform. Mint, a free budget software program is available via desktop and a dynamic mobile device app, also offers free credit checks as part of the package.
Mint is fully customizable to present financial information in the way that makes most sense for you and will alert you to any bills that need actioning at that time. Late fees will disappear with Mint.


  • Available on desktop and mobile device app
  • Secure system
  • Free
  • Fully customizable
  • Bill alerts


  • Poor customer service
  • Difficult to delete account
  • Doesn’t easily provide everything needed by some accountants
Download Mint>>

Best Personal Finance Software For Mac 2018

2. Personal Capital

Mac budget software

Another option for best budgeting software is Personal Capital, which is a budget program with a stronger focus on professional financial management such as investment portfolios and wealth management.

Personal Capital allows all financial accounts to be viewed and monitored in the same place to give a complete picture of your financial picture and make the best decisions on investments and purchases. With tools for individuals, investors and high-net worth investors Personal Finance is amongst the best budget programs available for serious financial management.


  • Available on desktop and mobile device app
  • Input all your accounts
  • Good visual representation of activity
  • Professional finance tools


  • Some system down time
  • Push for customers to sign up for other services
  • Some elements higher priced than competitors

Personal Budget Software For Mac 2018 Download

Download Personal Capital>>


YNAB is a simple budget management software program that deals with budgeting the old-fashioned way. Every dollar you earn is assigned a job, either for spending or saving, so you know exactly what your money will be doing before it happens.

Like other budget programs this connects directly to your financial accounts, so you can pull in balances and other information in real time. YNAB provides a lot of tutorials and documentation to help you get the most out of the program and the system is secure.YNAB is a cost-effective budget software option for future-proofing your financial activity.


  • Flexible
  • Links to your accounts directly
  • One-time fee
  • Great tutorials


  • Does not automatically link to financial accounts
  • No real-time system updates
Download YNAB>>

4. Quicken

Quicken pitches itself as more than budget management software, calling itself the ‘complete financial solution’. The program does come with tools for the complete management of your finances that also includes budgeting. These tools, alongside powerful analytics and data do provide everything you need to manage outgoings, income and other activity like investments. With 256-bit encryption you can be sure that Quicken has some of the most robust data solution on the market.

Before we start you must use Google Chrome to Cast via Mac, so download if you do not have it. As there is no alternative to it so being a Safari user, you cannot take the benefit of it. Some websites offer native Chromecast support that is Netflix, Google Play Movies, YouTube and Google Play Music. Chromecast built-in is a technology that lets you cast your favorite entertainment and apps from your phone, tablet or laptop right to your TV or speakers. Once the device has been plugged in and powered on, you should make sure both your Mac and the TV are connected to the same Wi-Fi network. Finally, the Chromecast app should detect the device and help you download and install the necessary Google Chrome extension. Cast Google Chrome tabs and play. Google cast for mac download Play your own local videos on your Chromecast or Android TV directly from your Mac. Download Chromecast for Mac, built for macOS. Google Calendar for Mac to save time and make the most of every day. Play your own local videos on your Chromecast or Android TV directly from your Mac. Currently we support:. All Chrome Cast enabled devices. Download Google Cast for Mac - A Google Chrome extension designed for sending information from Chrome (sites, videos, images and more) to your TV via the Chromecast device.


  • Simple to download
  • Easy to use
  • Wide range of tools and analytics


  • Poor customer service
  • Issues with linking accounts
  • No tutorials
Download Quicken>>

5. Mvelopes

Mvelopes is a popular budget management program that helps you use the ‘envelope’ method of accounting, namely splitting your cash into different folders/envelopes to meet your different needs. Working on desktop and on mobile devices with an app, the program simplifies the envelope program with the ability to connect unlimited accounts and real-time budgeting all presented visually in a simple format to all for the best financial decisions to be made.
Mvelopes is amongst the best budgeting software solutions available simplifying the process of maintaining your budgets successfully.


  • Simple to use
  • Based in the simple envelope approach to accounting


  • Complex to set up
  • Data is not used as effectively as with other programs
  • Dated interface
Download Mvelopes>>

Boost Your Budgeting Software Toolkit with PDFelement – the Complete PDF Solution to Help You with Your Budget

While budget management software programs have provided a lot of tools to simplify and improve financial management, they still have their limitations especially as we transition from paper to digital environments. Even today much of our financial documents are paper or digital PDF files. Budgets programs are not as flexible or collaborative with these documents as is sometimes needed.

To fill the gaps, PDFelement is a complete solution to complete your financial needs. You can realize the full potential of PDF files by converting all file types into editable files, create forms, combine documents, simply add paper to the system as PDFs or extract data, all with the click of a button. If protection is needed when sharing financial documents PDFelement offers password protection and watermarking for full security.

5 Solutions That PDFelement Can Offer to Complete Your Budget Software Needs

1. Create fillable PDF budget form and fill form

When managing finances and budgets, completing forms is a regular occurrence. Traditionally, this can be time-consuming job involving printing, signing by hand and either posting or scanning and emailing. But PDFelement allows forms to be signed digitally quickly and easily ready to be sent over directly. This function reduces the time spent on signing forms hugely.

PDFelement also allows fillable forms to be created with simple drag and drop tools. The ‘form’ menu on the editing interface provides all the tools you need to create interactive, fillable forms including the creation of form fields, tick boxes, buttons, combination boxes and digital signature boxes. Working seamlessly with the rest of the program’s functions creating forms has never been this easy.

2. Edit PDF like in a word processor

Created to be safe and sharable, PDFs were never intended to be editable files. But as their use becomes more and more commonplace editing needed on a regular basis. This has, in the past, involved complex processes or expensive software but PDFelement has now offered a simple solution that allows PDFs to be edited like any file in a word processing program. PDFelement allows you to add and edit text and insert images and symbols as simply as any program like Microsoft Word, meaning that documents can be easily created, amended or improved in minutes to help you keep on top of your budgeting activity.

3. Extract data from documents

Data is the most important thing in managing a budget, and in the past extracting data from one file for use elsewhere has been a laborious task of refilling documents with the same data.

PDFelement has changed this with automatic data extraction from PDF documents. Individual parts of forms can be customized, and data can be extracted in batches saving time further. All extracted data comes as analysis-ready files to be used in other programs such as Excel. Taking data from multiple files for use in budget management has been made simple and effective by PDFelement.

4. Convert files of multiple formats to PDF

PDFelement is the effective solution for working with PDFs, but what if you have hundreds of files not in that file format? It has been possible to convert files for years, but it is often a difficult process that doesn’t save on time.

This problem has been solved by PDFelement which allows you to convert many different file types including Word, Excel, PPT, HTML, EPUB and RTF into industry-standard PDF files. No matter what format you have data and information in PDFelement allows for quick conversion into PDF, so you can utilize the full functionality of the program.

5. Keep your financial data secure with password protection

It’s often necessary to share your financial data to work with it effectively. But with sharing comes a lot of security issues. The wrong people getting your information can be catastrophic and must be prevent at all costs.

PDFelement offers the ability to add encrypted, protected passwords to PDF documents quickly and simply. You can also add, manage and change multiple password of documents to provide a range of different permissions depending on who needs to access different data elements on sensitive documents. PDFelement offers additional privacy protections that even the best budgeting software programs cannot offer.

Free Download or Buy PDFelement right now!

Free Download or Buy PDFelement right now!

Buy PDFelement right now!

Buy PDFelement right now!

2020-09-09 18:12:20 • Filed to: Business Tip • Proven solutions

Whether you're a finance professional or just an individual trying to manage your personal budget, you know how important it is to find good budgeting software. There are different types of personal budget software on the market, and different software tools handle different tasks and assignments. If you need help managing your money, read our list and reviews of the top personal budgeting software on the market.

Top 5 Personal Budgeting Software


YNAB stands for You Need a Budget and as the name suggests, this is software all about keeping your financial budget maintained. It started out as a desktop personal budget platform, but has since morphed into one of the best cross-platform tools that you can sync with all your financial transactions. This means you can manage your budgets from a single place. At the heart of YNAB software are four key principles that stand out: ensuring that all money you receive is allotted to desired tasks while also allowing you to analyze each expense. The tool also allows you to move money from a budget section to an unbudgeted section in a smart and simple way.

YNAB has been in the game for over a decade now and it's no wonder why. It has the tailored features suitable for anyone looking for personal budget software. Using this tool will help you keep an eye on your cash flow, as well as improve your spending habits.


  • Simple to use
  • Syncs well with online bank platforms
  • Encourages good money habits for users


  • The tool has limited options for investment accounts

2. Personal Capital

Personal Capital is another great personal finance tool that is geared towards higher net worth individuals. Specifically, those who are worth over $100,000. They have coined the term 'a robot-adviser with a human touch' because they offer free financial toolkits blended with human advice. Personal Capital is a great option for investors since it has an extensive investment area. The beauty is that there is nothing to install on your desktop to start using the Personal Capital program for your personal investments-you can access it from anywhere. There is an app for iPhone and iPad, as well as an Android app you can use to keep your investments going strong.


  • It is free to start using
  • It offers advanced financial toolkits
  • It is relatively easy to setup
  • Comes with AI finacnail advisors


  • Your net worth must reach a minimum of $100,000 to use this platform
  • It is skewed towards financial investments and thus budgeting tools are limited

3. CountAbout

CountAbout is another platform that provides functional and easy to use personal finance features. It is arguably the only personal budgeting tool that allows you to seamlessly import data
from the likes of Mint and Quicken. Plus, it allows the user to sync
data from personal banking accounts, credit cards, or even retirement accounts. One of the cool aspects of CountAbout is the fact that it features custom categories coupled with a clutter-free interface that has
no advertisements. You'll get a 15-day free trial to try out the software before you pay to start using it as your personal budgeting software.


  • You can keep tabs on your finances from the comfort of any device
  • It allows you to import transactions from Quicken and Mint
  • The reporting feature is strong

Free Personal Budget Software


  • It has limited advanced financial planning features e.g bill payment and financial investment tracking

4. MoneyDance

MoneyDance is also among the best personal budget software programs as well. It offers an intuitive dashboard that provides a lot in the way of financial information to users - from assets and liabilities, to your net worth. You can also view how much you are making in relation to your expenses, which will help you make informed decisions regarding future spending. Some of the cool features that come with MoneyDance include tools for creating budgets, investment tracking, graphical and visual reports on transactions, and calculators (you can calculate debt payoff, investment profits, mortgages etc.).

MoneyDance also has a public API, meaning you can get extensions to use on top of the native features of the platform.


  • It supports Windows, Mac, and Linux systems, as well as mobile devices
  • You can import data from OFX, QFX, or QIF files-users use this method to import data from Quicken to MoneyDance
  • It has good personal budgeting features


  • • It offers bill payment options, but not all banks support application-based bill payments

5. Acorns

This is a personal budgeting software that is tailored to young and low income earners, particularly college students. Basically, Acorns is more about cutting corners to save money where you can through an AI powered saving tool. Acorns encourages saving for the future, particularly with their recently launched retirement account, Acorns Later. You can use Acorns for free for four years if you are a college student


  • Low fees for small accounts
  • Low minimum deposit
  • Easy to use


  • The fees are higher for a larger account-it isn’t designed to hold large investments

Part 2: PDFelement- A Complete PDF Solution You Can Use With Your Personal Budget Software

Now that you know a thing or two about the best personal budgeting tools on the market, you may need assistance getting your financial documentation in order. Personal budgeting tools are great for financial information and analytics, but they don't have features like advanced PDF editing functions to help you organize financial documents.

This is why you need a tool like PDFelement to help you handle your financial PDF documents like a pro.

How PDFelement Can Help You Work with Personal Budget Tools

1. Create standardized PDF files

For starters, PDFelement can help you create standardized financial PDF documents that are easy to read, share and store. PDFs have become the easiest documentation format to use, since they help to avoid errors and unauthorized access to sensitive information. PDFelement has the tools that let you convert to and from PDF without breaking a sweat.

2. Create easily fillable forms

PDFelement is one of the best tools for PDF form handling. It is often a challenge to fill forms, either manually or digitally, if you don’t have the right tools. It can be a tedious and time-consuming process. PDFelement solves this issue thanks to a wide array of form handling tools. For instance, you can take a form you created in Word or Excel and turn it into a fillable and editable PDF form. If you want to create new forms, then PDFelement has ready-to-use templates that will accelerate the process for you. You can even export form data to excel!

3. Data extraction

Want to extract specific data from your documents? Data extraction is a useful tool for that! Say you want to extract your salary figures and deductions from a scanned pay slip. You can use the OCR (Optical Character Recognition) tool in PDFelement to read and extract this kind of data and use it in your personal budgeting software and for other relevant purposes.

4. Edit PDFs like you would in a word processor

If your documents are in PDF, it is useful to be able to make edits to them in the same way that you would in a Word document. PDFelement has the PDF editing tools that let you tweak anything you want on your PDF documents. If for instance, you want to edit financial reports in PDF, PDFelement will let you do so with ease through features like Intelligent Paragraph Recognition, instant spell check, coupled with font and style matching.

5. Protect Files with password

Last but not least, there is the matter of security. PDFelement can help you secure your PDF documents through passwords that limit others from gaining access. The tool also lets you restrict editing rights to the document, even if a person is authorized to access it. You can restrict your document permissions including printing, editing, and copying of content.

Free Download or Buy PDFelement right now!

Free Download or Buy PDFelement right now!

Buy PDFelement right now!

Buy PDFelement right now!