If you have investment and retirement accounts, you can connect them to Buxfer.
#HOME FINANCIAL SOFTWARE FOR MAC 2017 SOFTWARE#
There are no personal investing reports or tax reports available with this financial software for Macs and although you can export your reports in a variety of formats, you cannot export them into any tax software.
However, there aren't as many reporting options as some of Buxfer's competitors. Buxfer includes a forecasting report of what you can expect in the future given your current spending and income levels. You can also view your income versus expenses as a line chart. The income and expense reports are illustrated as color-coded pie charts that allow you to quickly see your expense totals for each tag. Once you've assigned categories to all your transactions, your dashboard shows a breakdown of your expenses by category. Reportingīuxfer has basic reporting options, including spending and cash flow reports as well as a net-worth overview. A timesaving feature of this Mac financial software is that it allows you to copy your budget from one month to the next. If you go over your set limit, it turns red. As you approach your set limit, it turns orange. When you're well within your budget, it appears green. Each budget category is color-coded, so you can quickly see where you're at. This shared expenses system is unique to Buxfer.Īs you spend money and enter transaction information into this Mac financial software, it tracks your remaining budget to help you stay on top of your finances. However, you can share expenses with Buxfer, which means you can easily transfer money to your family and friends to pay your share of things like rent, food or other expenses. It also doesn't provide an online bill pay option. However, one feature Buxfer is missing is the ability to set up savings goals and to allocate money toward them. Once you've set up your budget, you can create reminders for payments and have them sent to your email. You can set automatic tagging rules so it tags transactions. The interface makes assigning categories easy. Budgetingīudgeting is another strength of Buxfer. You can also use Dropbox to set up automatic daily backups of your transactions. It has all of the same features as the online portal, making it one of the best apps of the products that we reviewed.
#HOME FINANCIAL SOFTWARE FOR MAC 2017 WINDOWS#
The mobile app is available for Android, Windows and iOS devices and doesn't require any additional setup. You can also easily connect with investment, retirement, credit card and PayPal accounts. Connecting your accounts is easy and only requires you to enter your account usernames and passwords as well as any other security authentication your banks require.īuxfer's process for connecting with your bank is one of the easiest to manage out of the personal finance software in our review.
After creating your Buxfer account, you can add any of your bank accounts, including checking, savings, and loan accounts, to the program and upload transactions.
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