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Best Personal Finance Software For Mac

Top picks for Personal Finance Software available for mac

9.8

SpotScore

Master your money, wherever you go.

5.0

Excellent

Compatible with Mac

Free Trial available, Try Now

Freemium not available

Starts from $2.99/month when yearly

8.9

SpotScore

Plan your finances, save more, worry less.

No ratings available

Compatible with Mac

Free trial not available

Freemium

8.8

SpotScore

Take control of your finances with ease.

3.2

Good

Compatible with Mac

Free trial not available

Freemium not available

Money Dashboard offers custom pricing plan

How we score these products

Every product here is scored on the same 10-point SpotScore scale, built from pricing, feature and deployment data we maintain, plus ratings collated from public review sources.

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Top rated

List of the Best Personal Finance Software For Mac as of November 2026

9.8

SpotScore

Quicken - Personal Finance Software

Quicken

Master your money, wherever you go.

Best for: SMB teams · Mid-market · Enterprise

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What is Quicken?

Quicken is the personal finance software that makes it easy to set and manage personal finances. Its a mobile apps give users the ability to access their finances everywhere, anytime – whether they're at home or on-the-go. With tools like enterprising budgeting and bill reminders, Quicken gives ...

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Free TrialTry Free →·

Starts from $2.99/month when yearly

8.9

SpotScore

PocketSmith - Personal Finance Software

PocketSmith

Plan your finances, save more, worry less.

Best for: SMB teams · Mid-market · Enterprise

Try for Free

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What is PocketSmith?

PocketSmith is personal finance software for building a comprehensive financial plan, tracking spending habits, monitoring credit usage, and avoiding overdraft fees. It supports complex payment planning and includes tools for projecting future healthcare costs. Plans are available at a fraction ...

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8.8

SpotScore

Money Dashboard - Personal Finance Software

Money Dashboard

Take control of your finances with ease.

Best for: SMB teams · Mid-market

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What is Money Dashboard?

The Money Dashboard is the easy way to budget, track and analyze expenses in life. The Money Dashboard syncs wirelessly with all major banking institutions in Canada through SecureMoney, secure software. ​User can access account anywhere-on smart phone, online or on desktop. Record transactions ...

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Money Dashboard offers custom pricing plan

8.7

SpotScore

Moneydance - Personal Finance Software

Moneydance

Take control of your finances effortlessly.

Best for: SMB teams · Mid-market

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What is Moneydance?

Moneydance is a money management software. It is an easy-to-use, free financial planning package designed to help people create savings and retirement programs that fit their lifestyle and budget. Four modules control everything from banking and investments to auto expenses and entertainment, ...

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8.6

SpotScore

MoneyWiz - Personal Finance Software

MoneyWiz

Take control of your finances and reach your goals.

Best for: SMB teams · Mid-market

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What is MoneyWiz?

MoneyWiz Personal Finance Software is for those who want to maximize their financial potential and lead a happy and stress-free financial life. MoneyWiz is an advanced yet easy-to-use personal financial management system that will provide with all the tools needed to monitor the financial ...

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8.4

SpotScore

Banktivity - Personal Finance Software

Banktivity

Take control of your finances with ease and style.

Best for: SMB teams · Mid-market · Enterprise

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What is Banktivity?

Banktivity is a personal finance software with easy to use tools for tracking expenses, income, and payments. Featuring an incredibly user-friendly interface, Banktivity also includes banking calculators for determining the best payment dates. With its unique automatic day-counting feature, ...

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Free TrialTry Free →

8.1

SpotScore

iFinance - Personal Finance Software

iFinance

Manage money effortlessly, anytime and anywhere.

Best for: SMB teams · Mid-market

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What is iFinance?

iFinance is a cloud based personal finance software that helps people manage their money from anywhere. This software has been designed to work with any Smartphone or computer for a personal finance experience that puts in control of money. Features include counting cash, tracking spending ...

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Actual - New SaaS Software

Actual

Efficiently manage your money with ease.

Best for: SMB teams · Mid-market

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What is Actual?

Introducing Actual – your all-in-one finance management tool that guarantees accurate and secure tracking of your finances. Say goodbye to automation and take manual control with our easy-to-use, local-first, and 256-bit AES encrypted application. With a fast and intuitive dashboard, you can ...

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Free Trial·

Starts from $4/Month

Frequently Asked Questions About Personal Finance Software

Stuck on something? We're here to help with all the questions and answers in one place.

The features most commonly offered by Personal Finance Software on Spotsaas are Spend Tracker, Budgeting, Financial Dashboard, Transaction History, Reports, Expense Groups. Most buyers prioritize ease of use, reporting, and integration capabilities. Start with what covers your core workflow before comparing advanced features.

Personal Finance Software pricing varies widely, from free plans to enterprise contracts. 15 products on Spotsaas offer a free plan or trial, including Quicken, Spendee, You Need A Budget. Paid plans typically start around $10–$50/month per user. Check individual product pages for current pricing.

The top rated Personal Finance Software based on verified user reviews and SpotScore are Goodbudget, Miza, Money Minx. These consistently score highest on ease of use, feature depth, and customer support quality. Ratings are updated monthly based on real buyer feedback.

To choose the right Personal Finance Software, start by listing your must-have features, commonly Spend Tracker, Budgeting, Financial Dashboard, Transaction History, Reports, Expense Groups. Then filter by team size, budget, and integrations you already use. Compare at least 3 options and use free trials to test before committing. Spotsaas lets you compare side-by-side in minutes.

Yes. 15 Personal Finance Software on Spotsaas offer a free plan or free trial. Popular free options include Quicken, Spendee, You Need A Budget. Free plans typically cover core features for small teams; paid upgrades unlock advanced reporting, integrations, and support.

The best Personal Finance Software for small businesses are affordable, quick to set up, and scale without complexity. Top picks for small teams are Quicken, Mint, Albert. Look for per-user pricing, no long-term contracts, and strong onboarding support to minimize ramp-up time.

About the reviewer

Rajat Gupta is the founder of Spotsaas, where he has built software research covering 25,000+ products across CRM, HR, AI, and finance. He applies hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].