Click to expand.In my case, in these days of 'identity theft' I just will not trust all of the log-ins and passwords to all of my valuable financial accounts to Intuit or any other software for that matter. I just once a month, go to the website for my financial transactions (primarily credit cards) and download a QIF file and then manually IMPORT these QIF files into the proper account in Quicken 2007. Since I primarily use my credit cards for most of my financial transations, I have them all imported into Quicken for all of my needs!
To modify these reports, click on the modify button when the report is open. These reports may be even more useful with the 'paid 'and 'billing status' added. Click on the customize button and from the display tab, find the box containing column headings. Place a check next to.
I did this for years in Quicken Deluxe 2002 and Quicken '98 before that until I was required to update to Quicken 2007 when Macs switched to the Intel processor. Earlier in this thread I said I had settled on Moneydance. I am currently using Quicken for Windows in a Windows XP virtual machine on our home server, but Quicken expires this April and the new Quicken for Windows won't run on Windows XP. Moneydance's Quicken import took a couple of hours to clean up the conversion errors and I found deficiencies in its handling of investments. So I decided to try Quicken for Mac 2016. The import was flawless and it seems to have all the features I used in Quicken for Windows. It is noticeably slower, has a cleaner interface that often requires more keystrokes to get the job done, and won't work with the database on my server to share across multiple systems.
But we decided to go with it to minimize disruptions. If they put the promised effort into Quicken for Mac it will assuredly be a winner. I'm the new product manager for Quicken Mac and I'd like to provide some background and answers to questions many of you have. 1) Why don't you just improve Quicken Mac 2007 - Quicken 2007 was built before Mac OS X and is based on Mac technology that Apple no longer supports such as QuickTime. If you're a software developer you'll know that building on top of a code base that is that ancient is nearly impossible and fruitless so we can't just pick up from where that product left off. 2) Why does Quicken Essentials suck?
- Quicken Essentials was a complete rewrite of Quicken from the ground up that uses the latest Mac technology and was to be used as a platform for future Quicken Mac development. It's difficult to rebuild all of the functionality that was in the original Quicken overnight and so the Essentials product was born and was supposed to be for first-time or basic users. It was never designed and should never have been marketed as a replacement for Quicken 2007. The goal was to continue to build on this version until it had the depth of what long time Quicken users expected. I would also argue that it didn't really 'suck' but instead lacked the feature set that many Quicken users wanted and expected and kind of got a bum rap. 3) Why doesn't Intuit just release a product that is equivalent to Quicken Windows on the Mac?
Does Intuit hate the Mac? - Building a product from scratch that has the functionality of a 30 year old product in a few years is impossible. After Quicken Essentials was released and Mint was purchased, Intuit decided to kill Quicken Essentials because the Mac market was small and shrinking and all development was stopped. Companies don't do things out of spite.
Management at the time looked at the numbers and the Mac desktop market didn't look that promising compared to the opportunity that the web-based Mint offered. This is why the functionality of Quicken for Mac is so far behind. No work was done for 3+ years. The reality is the Mac market changed over that time. Quicken sales continued to be strong and after Apple released the iPhone, Mac sales started to sky rocket.
In the Summer of 2012 we were given the go ahead to create a team and to start working on Quicken for Mac again but by then all the original Quicken Essentials developers had left and there was a lot of knowledge lost. The team had to be rebuilt and everything had to be re-learned. This takes time. This effort eventually became Quicken for Mac 2015. The goals for 2015 were to modernize the app to appeal to new users, focus on mobile and add investment functionality that would separate it from Mint and begin to add back the functionality that loyal Quicken users wanted.
We were also able to convince management to change the way revenue was accounted for and to adopt a subscription model which in turn allowed us to continue adding features through out the year to speed legacy feature delivery. This is why features like Bill Reminders, Calendar View, and Net Worth reports were added after the original 2015 product was released for free to customers. Of course, the team is building everything from scratch so it takes time. Despite the many negative things said about Quicken for Mac 2015 it was an unmitigated financial success. Quicken for Mac 2016 was released last Summer and added bank bill pay and the team continues to work on more legacy features for 2016 customers. The current Quicken for Mac team is very passionate about building a great product and to deliver the functionality long time loyal Quicken users want. We're working hard to add back all the features the previous versions have but it takes time and quite frankly we don't want to necessarily add it back in the exact same way it appeared in the legacy products even though I know many of you would prefer that.
The reason is that the new Quicken Mac has to meet the personal finance needs of customers today who bank in a lot different way than they did 30 years ago. For example, people don't write checks very much any more. Quicken needs to continue to attract new users including millennials or the product won't grow, sales will stall and if that happens the product will be put back into a precarious position. We have to build a modern personal finance product and not a clone of an old one.
4) Is this private equity purchase good for customers? - Absolutely. Quicken was a small business for Intuit compared to QuickBooks and TurboTax and would never get the attention it needed. The new Quicken company that is being spun out will care only about one thing: Quicken. Mac customers are already benefiting from this focus. The plan is to ramp up hiring of Mac developers to speed delivery of legacy functionality.
Our CEO believes in the business and our new mission so much that he personally invested in the new company. It makes sense to shop around and to look at alternatives. I'm not trying to persuade you to give Quicken Mac another chance but I simply wanted to provide some history, context and the current state of the product. Hopefully this answers some of your questions.
If you are interested in sticking with Quicken Mac, I highly encourage you to engage with us directly and be a part of the Quicken community working together to design future versions of Quicken Mac. Click to expand.Appreciate your posting. I sincerely hope that the new Quicken company will be a big success! I have now switched to a different product (after having been a Quicken user for many years), but I will keep an eye on how Quicken develops. A couple of questions: - Do you intend to continue Intuit's 'sunset' policy (i.e. Planned obsolescence after a few years)?
I have no problem paying for updates every year or so, but I prefer to do it because of product improvements rather than being forced due to deliberately disabled functionality. Will I be able to use Quicken without linking my data to an online account of any kind, like the 'Intuit ID' that Quicken for Windows forced me to use since the 2014 version? I like to keep my financial data strictly local, away from any cloud accounts.
I also much prefer the 'direct connect' method to perform online transactions directly with my banks (as opposed to scraping through an intermediary like in 'express web connect'), so I hope Quicken will continue offering this as an option. Appreciate your posting. I sincerely hope that the new Quicken company will be a big success! I have now switched to a different product (after having been a Quicken user for many years), but I will keep an eye on how Quicken develops.
A couple of questions: - Do you intend to continue Intuit's 'sunset' policy (i.e. Planned obsolescence after a few years)? I have no problem paying for updates every year or so, but I prefer to do it because of product improvements rather than being forced due to deliberately disabled functionality. Will I be able to use Quicken without linking my data to an online account of any kind, like the 'Intuit ID' that Quicken for Windows forced me to use since the 2014 version? I like to keep my financial data strictly local, away from any cloud accounts. I also much prefer the 'direct connect' method to perform online transactions directly with my banks (as opposed to scraping through an intermediary like in 'express web connect'), so I hope Quicken will continue offering this as an option. : I am pleased to hear that Quicken will be a priority for the group that is now working on it, even though I have started using QuickBooks instead (it isn't nearly as user friendly.) One thing I have been experiencing with Quickbooks is that it cannot download bank information from all the sources (e.g.
Costco MasterCard in Canada). Interestingly, I had no issues with downloading the info when using Quicken, however I wasn't able to find any way to successfully convert the data or transfer it, I recognize that this may be an issue on their end, however I wondered if there was anything that you could do from your end (or perhaps pass it on to the current team working on it). 1) Why don't you just improve Quicken Mac 2007 - Understandable. 2) Why does Quicken Essentials suck? - No, it sucked, and you need to stop tying to defend it. Simple basic features were missing, others didn't work, support was abysmal, and it was never improved.
The reason it failed financially is because it sucked. This product burned so many of us that we've never remotely considered giving you a second chance.
Why should we believe anything that you say now? 3) Why doesn't Intuit just release a product that is equivalent to Quicken Windows on the Mac? Does Intuit hate the Mac? - We still write checks, either manually or via online bill pay and balance/reconcile accounts every month. Are you saying you're going to eliminate the basic register function that's existed for hundreds of years?
We do not want to, and will not give you, access to our remote accounts from your web servers, and will not allow you to hold any of our financial data online. Will there be a completely client-bank mode available that does not route through any of your infrastructure? 4) Is this private equity purchase good for customers? - Exactly how many developers are now on the Mac product? Going from 1 to 2 doesn't count. Are you going to have US based support that answers in a timely manner and doesn't just read from a useless script? I'm the new product manager for Quicken Mac and I'd like to provide some background and answers to questions many of you have.
1) Why don't you just improve Quicken Mac 2007 - Quicken 2007 was built before Mac OS X and is based on Mac technology that Apple no longer supports such as QuickTime. If you're a software developer you'll know that building on top of a code base that is that ancient is nearly impossible and fruitless so we can't just pick up from where that product left off. 2) Why does Quicken Essentials suck? - Quicken Essentials was a complete rewrite of Quicken from the ground up that uses the latest Mac technology and was to be used as a platform for future Quicken Mac development. It's difficult to rebuild all of the functionality that was in the original Quicken overnight and so the Essentials product was born and was supposed to be for first-time or basic users. It was never designed and should never have been marketed as a replacement for Quicken 2007.
The goal was to continue to build on this version until it had the depth of what long time Quicken users expected. I would also argue that it didn't really 'suck' but instead lacked the feature set that many Quicken users wanted and expected and kind of got a bum rap. 3) Why doesn't Intuit just release a product that is equivalent to Quicken Windows on the Mac? Does Intuit hate the Mac? - Building a product from scratch that has the functionality of a 30 year old product in a few years is impossible. After Quicken Essentials was released and Mint was purchased, Intuit decided to kill Quicken Essentials because the Mac market was small and shrinking and all development was stopped. Companies don't do things out of spite.
Management at the time looked at the numbers and the Mac desktop market didn't look that promising compared to the opportunity that the web-based Mint offered. This is why the functionality of Quicken for Mac is so far behind. No work was done for 3+ years. The reality is the Mac market changed over that time. Quicken sales continued to be strong and after Apple released the iPhone, Mac sales started to sky rocket.
In the Summer of 2012 we were given the go ahead to create a team and to start working on Quicken for Mac again but by then all the original Quicken Essentials developers had left and there was a lot of knowledge lost. The team had to be rebuilt and everything had to be re-learned.
This takes time. This effort eventually became Quicken for Mac 2015. The goals for 2015 were to modernize the app to appeal to new users, focus on mobile and add investment functionality that would separate it from Mint and begin to add back the functionality that loyal Quicken users wanted. We were also able to convince management to change the way revenue was accounted for and to adopt a subscription model which in turn allowed us to continue adding features through out the year to speed legacy feature delivery.
This is why features like Bill Reminders, Calendar View, and Net Worth reports were added after the original 2015 product was released for free to customers. Of course, the team is building everything from scratch so it takes time. Despite the many negative things said about Quicken for Mac 2015 it was an unmitigated financial success. Quicken for Mac 2016 was released last Summer and added bank bill pay and the team continues to work on more legacy features for 2016 customers.
The current Quicken for Mac team is very passionate about building a great product and to deliver the functionality long time loyal Quicken users want. We're working hard to add back all the features the previous versions have but it takes time and quite frankly we don't want to necessarily add it back in the exact same way it appeared in the legacy products even though I know many of you would prefer that. The reason is that the new Quicken Mac has to meet the personal finance needs of customers today who bank in a lot different way than they did 30 years ago. For example, people don't write checks very much any more. Quicken needs to continue to attract new users including millennials or the product won't grow, sales will stall and if that happens the product will be put back into a precarious position. We have to build a modern personal finance product and not a clone of an old one. 4) Is this private equity purchase good for customers?
- Absolutely. Quicken was a small business for Intuit compared to QuickBooks and TurboTax and would never get the attention it needed.
The new Quicken company that is being spun out will care only about one thing: Quicken. Mac customers are already benefiting from this focus. The plan is to ramp up hiring of Mac developers to speed delivery of legacy functionality. Our CEO believes in the business and our new mission so much that he personally invested in the new company. It makes sense to shop around and to look at alternatives. I'm not trying to persuade you to give Quicken Mac another chance but I simply wanted to provide some history, context and the current state of the product. Hopefully this answers some of your questions.
If you are interested in sticking with Quicken Mac, I highly encourage you to engage with us directly and be a part of the Quicken community working together to design future versions of Quicken Mac. I'm the new product manager for Quicken Mac and I'd like to provide some background and answers to questions many of you have. It makes sense to shop around and to look at alternatives. I'm not trying to persuade you to give Quicken Mac another chance but I simply wanted to provide some history, context and the current state of the product. Hopefully this answers some of your questions.
If you are interested in sticking with Quicken Mac, I highly encourage you to engage with us directly and be a part of the Quicken community working together to design future versions of Quicken Mac. Click to expand.Marcus, I appreciate your post and I wish your new company success.
However, you have to keep in mind that Intuit has severely damaged the Quicken name for most Mac users. Many of us have moved on to products that are quite frankly better than Quicken ever was. For me personally, I've found much success with iBank / Banktivity. I say this as someone that has used Quicken since the beginning in the Apple days.
I'm pleased to see a renewed focus on this product for the Mac side, but I still see that your commitments have stopped short of even bringing parity with the PC version. From my perspective, parity with the PC version is the minimum table stakes that would be needed to even consider this product again. Given that you currently have a lesser product than alternatives and that you charge more for it, I see a rather uphill battle for you.
It also seems rather unlikely that you'd be able to restore trust in that product name anytime soon. It will take years of solid Mac product commitment and delivery to move the needle here. Again, I wish you luck, but I think I speak for many when I say that your company has a lot of convincing to do in order to get people to switch back to your product. Quicken for Mac 2016 was released last Summer and added bank bill pay and the team continues to work on more legacy features for 2016 customers. The current Quicken for Mac team is very passionate about building a great product and to deliver the functionality long time loyal Quicken users want. We're working hard to add back all the features the previous versions have but it takes time and quite frankly we don't want to necessarily add it back in the exact same way it appeared in the legacy products even though I know many of you would prefer that. Click to expand.First thing you can do is add feedback for Quicken for Mac 2016.
The send feedback link in Quicken 2016 lands in a Quicken for Mac 2015 page. And pressing the submit button doesn't seem to do anything. Let me leave some feedback here:. Automatic backups, which are zipped (cuts the size in half). If I pause entering the digits in a date, it assumes I'm starting over. Example, 1 (pause) 6 gives '6' in the field, not '16'. My investment accounts are linked to cash accounts.
This apparently is not supported in Quicken for Mac as they aren't linked. Entering in a dividend now requires two entries, the second for the cash transfer, and entering the cash transfer requires adding a split containing only one item (!) the transfer.
In Quicken for Windows I had bonds at $1/share rather than 'Quicken Shares' (a $1000 bond would be entered as 1000, not 10 Quicken Shares). Import into Quicken for Mac messed everything up - I had to edit all purchases, sales, and bond prices, for all my history in order to make reports look correct. Even worse, often adding prices or editing existing prices, the new prices would not 'take' and I'd have to edit repeatedly. When a mutual fund issues a dividend and capital gains, I now have to make separate entries for the dividend, short term, and long term capital gains rather than a single entry. And of course the third or forth entry for the transfer to the cash account. I'm having to use a separate spreadsheet for my annual budget.
A monthly budget is useless for me when most expenses I have are annual, semi-annual, or random, but I know what I need to spend for the year. I wanted to combine some categories to simplify things, however the bulk edit will only change categories for transactions not in splits. What do I do for my 839 split transactions?. Why do I have to log into Quicken.com. As far as I know I'm not storing any financial information online. Or is this some sort of DRM scheme?. I want to be able to access Quicken data stored on my server from different computers.
I can't seem to do that. I don't want to trust my data to an online service. I almost switched to MoneyDance, in fact I've purchased a copy. I ended up not going to it because its handling of investments is actually more primitive and caused more import problems than Quicken for Mac. So I have to reluctantly give Quicken for Mac the nod for best out there.
And I sure hope you do reach feature parity over time. At $75 Quicken 2016 (Mac) is outrageously expensive. Couple that with the fact that I got very tired of being blackmailed into buying a new copy (Windows) every 3 years, it was just not worth the annoyance and expense so I bolted. Switched to MoneyDance, which I admit is probably not that useful for people trying to track investments, but is fine for my mundane everyday transactions. I would consider Quicken again but only if they: 1)significantly improve the Mac version, 2)lower the price, 3)stop the 3 year upped requirement, 4)all of my data and transactions are independent of Quicken servers.
Click to expand.I've had a sad, on-again off-again relationship with Intuit. Back in the 90's, probably 95 or 96, I switched from spreadsheets to Quicken. I was a Windows user at the time. But then I found that transactions more than a couple years old where being silently dropped! So I switched to Microsoft Money.
Then when I went to being Mac based I kept a Windows PC running that I accessed with Microsoft Remote Access, then eventually virtualized on a Mac mini server. When Microsoft dropped Money, I was forced to Quicken again. Which luckily no longer drops old transactions. Go forward to the present and the latest Quicken won't run on my Windows XP virtual machine. I also switched from Turbotax to H&R Block TaxCut when Intuit added DRM that made it impossible to do my taxes on one system and print the return on another.
Luckily H&R Block hasn't pulled the plug.
Budget Touch uses the envelope model of budgeting. Set aside money for your standard expenses, then know how much you have left to enjoy. Enter your expenses, and view your account and envelope balances while on the go. You can also get reports, see graphs, list your transactions, and much more. Budget Touch can be used stand alone or synced with the desktop version of Budget (Mac or Windows) via WiFi. When used together Budget and Budget Touch are an unbeatable combination to help you manage your money, stay out of debt, and save for the fun things in life.
Features: - Beautiful and fluid interface on iPad takes full advantage of the large screen. Password protected with strong AES-128 encryption of your data. Fast transaction entry: Select from a list of previous entries or type a new entry, enter an amount, and touch save. It's that simple.
Transaction support for deposits, checks, debits, ATM, charges, refunds, and credit card payments. Create transactions in single envelopes or split them between multiple envelopes. Enter your income to a single envelope or use the split deposit to manually distribute it.
Transfer money between envelopes or accounts. View transactions in accounts or envelopes. Organize your transactions by month, quarter, or year.
Create as many bank accounts, credit card accounts, envelopes and envelope groups as you want to categorize your expenses. Customize your accounts and envelopes with built in icons. Set spending limits for your envelopes and see graphically how you are doing. See account balances, envelope balances, net balances, and a running balance with your transactions. Bank accounts can be reconciled (balanced) against bank statements.
Get graphs and reports for expenses, deposits, budgets, and many more. Export your data via email in either tab-separated, QIF or OFX format. Export reports in HTML format. Print reports on iOS 4.2 or later. Pay Source System (Paid Add On) - Define your income and have Budget Touch calculate how much to put towards each envelope. Automatically distribute your income to your envelopes. Recurring Transactions (Paid Add On) - Schedule future transactions and be reminded when they are due.
App icon is badged to show the number of due or overdue transactions. On iOS 4 and later, the badge is updated even when Budget Touch is not running. Languages: US English, British English, partial German translation Requirements: Compatible with iPad, iPhone and iPod Touch Requires iOS 4.3 or later Sync with Mac requires Budget v6.3 or later Sync with Windows requires Budget v5.0 or later. V1.6.1 added: + iPhone 5 support.
+ iOS 7 compatibility fixes. + Other minor fixes. V1.6.2 added: + Fixed crash on sync from some desktop versions of Budget. + Fixed display of bank accounts on iPad when launching in landscape orientation. V1.6.3 adds: + iOS 8 compatibility fixes.
+ Fixed express transaction creation + Fixed minor memory leaks. + Many minor fixes and cosmetic enhancements + Improved 64-bit support for iPhone 6 and 6 Plus. V1.6.4 adds: + Fixed start up and sync issues for 64-bit hardware (iPhone 5s, 6, 6 Plus, iPad Air, iPad Mini). + Restored tap on info icon of bank account to show all account transactions on iPhone/iPod Touch.
1.6.3 Oct 8, 2014. V1.6.1 added: + iPhone 5 support. + iOS 7 compatibility fixes. + Other minor fixes. V1.6.2 added: + Fixed crash on sync from some desktop versions of Budget.
+ Fixed display of bank accounts on iPad when launching in landscape orientation. V1.6.3 adds: + iOS 8 compatibility fixes.
+ Fixed sync issue due to changes in IOS 8 + Fixed express transaction creation + Fixed minor memory leaks. + Many minor fixes and cosmetic enhancements + Improved 64-bit support for iPhone 6 and 6 Plus. 1.6.2 Oct 22, 2013. + Added the ability to set which envelopes show in each account (associated envelopes) and settings are also synced with the desktop. + Graph area now has a data table below it containing the exact info graphed. You can drag the table header up/down to show/hide more of the table. + Added Retina display version of all icon pack images.
+ Items on balance window are sorted by effective date. + Budget report now shows the amount budgeted to the envelope, and if the Pay Source System has been purchased also shows the amount allocated to the envelope. + Reminder list is now grouped by 'Over Due', 'Due', or 'Scheduled'. + Pay details: when you have allocated more money than your income, now displays this in red text with the word 'Overallocated'. When leaving the edit pay sources screen, now only saves the file if a change was made.
Fixed default transaction type for bank account transfers. Fixed setting a reminder on a transfer transaction. Fixed recording a check transaction after starting with a default of debit type transaction. Fixed cycling of pay number on record pay screen. Fixed an issue with the save file format not always keeping enough timestamp data. This could have affected the sync process if things were changed both on the desktop and on a mobile device in the same minute. Fixed some minor memory leaks.
iPhone/iPod Touch: Fixed button at top of graph area that lets you pick what bank account or envelope to display info for. 1.5 Jul 29, 2011. New Paid Add-On: Recurring Transactions to schedule future transactions and be reminded when they are due. Most reports now have a date range selector.
New tax report to summarize transactions tagged as tax-affecting. Pay Systems add-on: new pay entry screen where all pay sources are listed and can be recorded quickly. iPad UI: The grip for moving the toolbar up and down has been redrawn. Express Transaction Entry: Tap and hold any transaction to create a new one just like it.
Bug Fixes: - Fixed redrawing problem on the balance screen after tapping a transaction then scrolling. Fixed display of selected row for editing in pay details screen. Fixed pay distribution based on current date. Fixed occasional incorrect warning about deleting synced transactions when deleting a non-synced transaction.
Fixed several issues with the iPad UI's control panel. Fixed multitasking issue when returning to Budget Touch if you have set a password. 1.4 Nov 18, 2010. Reports can now be printed on iOS 4.2 or later. iPad UI: The balance button on bank accounts is now slightly larger and thus easier to tap.
Bug Fixes: - Fixed setting document when recording a pay. Fixed copying of the transaction pay amounts so the future Profit/Loss report will work properly. Fixed crash on iPhone/iPod Touch running iOS 3.x when user taps-and-holds on graph screen. Fixed account history display problem with a transaction that was edited from a single envelope transaction to a split. Fixed possible integrity 2 error caused by deleting a bank account which had a pay source which was in use. Fixed problem with saving/restoring transactions paying off a credit card account.
Fixed possible integrity 1 error when editing a transaction paying off a credit card account. 1.3.2 Oct 18, 2010. Cleaner, easier to read look for split transaction envelope rows.
Moved transaction type to the top row of the transaction editor. iPad: Added a thumb to the toolbar to slide up or down so you can view more envelopes or fewer envelopes as desired. iPad: Transaction editor is wider giving you more room to edit parts of the transaction. Fixed possible crash or integrity error when deleting transactions.
Fixed possible crash when converting a group envelope to a standard envelope in the envelope editor. Lots of minor fixes. 1.3.1 Aug 26, 2010. All new iPad user interface included for no additional cost!
- On new iPad interface, or on iPhone/iPod Touch running iOS 4+, can tap and hold on graph to choose bar display or line display. On iOS 4+ if a password is set for Budget Touch, if the app is inactive (backgrounded) for more than thirty seconds then the password screen is displayed when returning to Budget Touch. Bug fixes: - Fixed integrity error 1 (actually an integrity error 2 misreported) which occurred when moving an envelope with pay details between groups, or when deleting envelopes with pay details.
The report named 'Balances' now shows all envelopes whether or not their parent group is open in the Budget tab. Fixed picker on graph tab to not include group envelopes twice. Fixed display of rows in envelope editor to be correct in all cases. Fixed possible crash when hitting Done in sync window due to multithreading issues when running on iOS 4. Fixed several very small memory leaks. 1.2.1 Jul 23, 2010.
Version 1.2.1: - Fixed integrity error 1 which occurred when editing a single-envelope transaction (only occurred in v1.2). The report named 'Budget' calculates the average column correctly and no longer shows info on the group envelope lines (because envelopes in the group can have different budgeted frequencies). Version 1.2: - In most editing screens there is an info button to get more explanation regarding each option. Graph tab allows you to choose which envelope or account to display info for.
In landscape mode on iPhone/iPod Touch or any time on iPad, the transaction list displays a running balance column. Can search for history transactions with specific text. Tap and hold on the Net amount of an envelope to see the envelope's contents in all bank accounts.
Most individual bank account and envelope settings are now synced with desktop document instead of being forced to desktop settings. On Actions tab, moved Reset App into the Settings table to make room for the new Add-Ons button where you can preview and purchase extra features.
New Paid Add-On: Pay sources can be defined for your income, and envelopes can use the pay source deposits to automatically receive a portion of that income for budgeted expenses. This is the pay sources and pay details system from Budget on the desktop. Improved editing amount clear button look and behavior. New app icon! - Some high-res images for iPhone 4. Sync process uses much less memory, allowing larger data files to be synced to older devices.
Fixed the split envelope screen to have the correct split amounts initialized properly and always remember the split info. Fixed a bug in editing amounts where you could sometimes not enter a zero. Fixed a bug where pickers (icon, transaction type, etc) would sometimes have the wrong thing initially selected. Fixed crashing bug on iPad in landscape mode when in the Budget tab, after having used the navigation back buttons. Minor fixes for saving names of envelopes and accounts with special characters.
1.2 Jul 16, 2010. In most editing screens there is an info button to get more explanation regarding each option.
Graph tab allows you to choose which envelope or account to display info for. In landscape mode on iPhone/iPod Touch or any time on iPad, the transaction list displays a running balance column. Can search for history transactions with specific text.
Tap and hold on the Net amount of an envelope to see the envelope's contents in all bank accounts. Most individual bank account and envelope settings are now synced with desktop document instead of being forced to desktop settings. On Actions tab, moved Reset App into the Settings table to make room for the new Add-Ons button where you can preview and purchase extra features.
New Paid Add-On: Pay sources can be defined for your income, and envelopes can use the pay source deposits to automatically receive a portion of that income for budgeted expenses. This is the pay sources and pay details system from Budget on the desktop. Improved editing amount clear button look and behavior. New app icon! - Some high-res images for iPhone 4.
Sync process uses much less memory, allowing larger data files to be synced to older devices. Fixed the split envelope screen to have the correct split amounts initialized properly and always remember the split info. Fixed a bug in editing amounts where you could sometimes not enter a zero.
Fixed a bug where pickers (icon, transaction type, etc) would sometimes have the wrong thing initially selected. Fixed crashing bug on iPad in landscape mode when in the Budget tab, after having used the navigation back buttons. Minor fixes for saving names of envelopes and accounts with special characters. 1.1.1 May 20, 2010.
This is the first version that runs on both iPad and iPhone/iPod Touch. We are working on a new iPad user interface for the next update. Bank accounts can be reconciled (balanced) against bank statements. Added 2 new transaction types, account transfers and credit card payments. Added export via email for all reports. Data on the device is now encrypted with AES-128 encryption. Can section history list by months, quarters, or years.
Added setting to use larger font for transaction display. Tapping a row in a bank account picker, envelope picker, or icon picker now selects that row as expected.
If password is left blank, will automatically skip past the password prompt on launch. Added British English and more complete German translation. Several minor bug fixes for improved stability. 1.0.1 Jan 5, 2010. V1.6.1 added: + iPhone 5 support. + iOS 7 compatibility fixes.
+ Other minor fixes. V1.6.2 added: + Fixed crash on sync from some desktop versions of Budget. + Fixed display of bank accounts on iPad when launching in landscape orientation. V1.6.3 adds: + iOS 8 compatibility fixes.
+ Fixed express transaction creation + Fixed minor memory leaks. + Many minor fixes and cosmetic enhancements + Improved 64-bit support for iPhone 6 and 6 Plus. V1.6.4 adds: + Fixed start up and sync issues for 64-bit hardware (iPhone 5s, 6, 6 Plus, iPad Air, iPad Mini). + Restored tap on info icon of bank account to show all account transactions on iPhone/iPod Touch. Brownsue, Outstanding app I've been using this app for almost two years. We do a monthly budget every month, and this app enables us to manage our money within the budget. I used various excel spreadsheets and tried several other apps before settling on this one.
It does everything we need for it to do. It is customizable, and it syncs between our desktop, laptop and iPads. We have been following the Dave Ramsey plan for over four years, and this app has been very instrumental in helping us reach our goals.
I've never written an app review before, but this app is truly outstanding. Love, love, love it! Edited 05/16: I have now gone from Windows to Mac version. The Mac version required a little time to learn, but it is even better than the Windows version which I thought was awesome.
Now set up with three bank accounts, and it works great. I have contacted support a few times during the transition, and the support is wonderful.
Brownsue, Outstanding app I've been using this app for almost two years. We do a monthly budget every month, and this app enables us to manage our money within the budget. I used various excel spreadsheets and tried several other apps before settling on this one. It does everything we need for it to do. It is customizable, and it syncs between our desktop, laptop and iPads.
We have been following the Dave Ramsey plan for over four years, and this app has been very instrumental in helping us reach our goals. I've never written an app review before, but this app is truly outstanding. Love, love, love it! Edited 05/16: I have now gone from Windows to Mac version. The Mac version required a little time to learn, but it is even better than the Windows version which I thought was awesome. Now set up with three bank accounts, and it works great. I have contacted support a few times during the transition, and the support is wonderful.
Drs75, Love the desktop version but needs a little ore I have been using the desktop version of Budget for a few years now. I really love the program but the major downfall of this app is that you can't sync between devices unless you have the program open and are hooked up to wifi.
I admit I don't use this app as much as I probably should but the fact is that when I am out and about and I spend money from one category and my husband spends money from that same category, there is no way to sync that envelope. Every month I have to make major adjustments to my envelopes because we overspent in different categories. I am not at my desktop every day and usually only balance my desktop budget about every two weeks. I started using another budgeting app (YNAB) that syncs between devices in real-time, but the features in that other program seem elementary compared to the Budget desktop version.
I would definitely give it 5+ stars if there was a way to sync between my phone and my husband's phone. Drs75, Love the desktop version but needs a little ore I have been using the desktop version of Budget for a few years now. I really love the program but the major downfall of this app is that you can't sync between devices unless you have the program open and are hooked up to wifi. I admit I don't use this app as much as I probably should but the fact is that when I am out and about and I spend money from one category and my husband spends money from that same category, there is no way to sync that envelope. Every month I have to make major adjustments to my envelopes because we overspent in different categories. I am not at my desktop every day and usually only balance my desktop budget about every two weeks. I started using another budgeting app (YNAB) that syncs between devices in real-time, but the features in that other program seem elementary compared to the Budget desktop version.
I would definitely give it 5+ stars if there was a way to sync between my phone and my husband's phone. AJsAWiz, Fantastic App! I use Budget on my Mac and Budget Touch on my iPhone and iPad. And have been using the Mac version for many years. I was very excited when Budget Touch, for the iPhone and iPad hit the App Store.
It syncs very well between my Mac and devices. I really like the envelope method for budgeting and it fits my needs to a “T”. A few of my favorite features are the physical layout, the ability to sync and I like being able to change amounts so easily.
I’ve had to contact support at Snowmint about a couple of problems I experienced. The replies were fast and the solutions effective.
I give their support an “A+”! I also use Quicken which is excellent for managing my funds.
But for maintaining a budget with the flexibility I need Budget has been my “go to”app. I couldn’t imagine getting along without it! AJsAWiz, Fantastic App! I use Budget on my Mac and Budget Touch on my iPhone and iPad. And have been using the Mac version for many years. I was very excited when Budget Touch, for the iPhone and iPad hit the App Store.
It syncs very well between my Mac and devices. I really like the envelope method for budgeting and it fits my needs to a “T”. A few of my favorite features are the physical layout, the ability to sync and I like being able to change amounts so easily. I’ve had to contact support at Snowmint about a couple of problems I experienced. The replies were fast and the solutions effective. I give their support an “A+”! I also use Quicken which is excellent for managing my funds.
But for maintaining a budget with the flexibility I need Budget has been my “go to”app. I couldn’t imagine getting along without it!