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Lion-sized Personal Finance Software for Mac

Will Your Personal Finance Software for Mac Run on OS X Lion?


Not all Mac personal finance software is compatible withe OSX Lion due to changes in technology. This list tells you which are Lion-ready.

Do you use Lion-compatible software that should be listed here? Let me know on Facebook, Twitter or Google+.

List will be updated as software titles become a Lion-compliant.

iBank 4

iBank 4 has all the personal finance features you need and easy to use account registers.
iBank 4 is a copyright of IGG Software, LLC
iBank 4 is currently my favorite fully featured personal finance software for Mac. When I reviewed iBank, I liked the clean appearance and found it to be very easy to use. The integrated browser that imports transactions from banking sites is handy when your bank doesn't offer direct download. On July 11, 2011 iBank 4 confirmed that it is fully compatible with Mac OS X Lion.

Quicken Essentials for Mac

Quicken Essentials Mac personal finance software provides basic money management tools
Quicken Essentials Overview / Intuit
Quicken Essentials for Mac is ready to roll on OSX Lion, but there are some caveats if you've been using the software on a pre-Lion computer.

If you've been using QEM on a non-Lion computer, you'll need to update with the latest Quicken Essentials patch before you upgrade your OS to Lion or use your current installation on a new Mac. If you've been using Quicken for Mac 2005, 2006 or 2007 you also need to convert your data to switch to Quicken Essentials.

If you're perfectly happy with Quicken Mac 2007 but thought you needed to use Quicken Essentials, look down further on this list for an update that lets you keep your current software.

You Need A Budget (YNAB)

Screenshot by Shelley Elmblad
You Need A Budget is another of my favorite Mac software picks, due to its finessed budget tracking capabilities. YNAB runs on Adobe Air, so compatibility with Lion is built in.


Moneydance personal finance software for Mac, Windows and Linux
Moneydance Home Page
Screen shot by Shelley Elmblad
I hear a lot of chatter online about Moneydance being a great choice for Mac personal finance software. I like the reports this software churns out, among other features. I picked up a Tweet from Moneydance on July 7, 2011 confirming Lion-readiness.

SEE Finance

Customizable personal finance software for Mac.
Scimonoce Software LLC
The SEE Finance web site confirms compatibility with Lion. I haven't tried SEE Finance yet myself, but intend to do so soon. The feature that caught my attention is the ability to track stocks, mutual funds, ETFs and other investments, and loan tracking. SEE Finance also promises to be totally customizable.

Learn More About SEE Finance

Quicken Mac 2007

Quicken Mac 2007 Lion OSX updgrade.
Quicken Mac 2007
Image courtesy of Pricegrabber.com
Yes, it's five years old, but enough Mac users prefer it to Quicken Essentials for Mac that an upgrade has been released to let Quicken Mac 2007 run on OSX Lion. Get the details and the link here: Where to Find Lion Compatible Quicken Mac 2007 Link.

CheckBook and CheckBook Pro

CheckBook software for mac
Splasm Software
A representative from Splasm Software, developer of CheckBook and CheckBook Pro, confirmed on July 14, 2011 that both of these software titles are compliant with OS X Lion. I will take this software for a test drive later on, but for now, CheckBook looks like decent basic personal finance tool. CheckBook Pro adds advanced search features, scheduled transaction reminders and easier editing, among other features. Both versions offer a free trial.

Learn More About CheckBook and CheckBook Pro

Liquid Ledger 2

Liquid Ledger is fully featured Mac personal finance software.
Liquid Ledger is a trademark of Modeless Software, Inc.
Update 09/07/2011: The Liquid Ledger home page says it's Lion-compliant, but some of my readers have reported that it's not. If you choose to give Liquid Ledger a try, be aware that you may be looking for another option after you install it. Liquid Ledger has not responded to inquiries submitted, and the only way to contact is through the bug reports form on the site.

Liquid Ledger 2 has some great features, like batch commands that modify multiple transactions at once, seamless handling of multiple currencies between accounts and check printing. The Liquid Ledger web site announced compatibility with Lion.

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