The final stand out feature is the investment tracking, it can load stock prices daily and create charts to instantly see the current value of any included investments, presenting a great solution for keeping a clear idea of the state of your investments. It includes limited integration with certain online banking systems and also includes a mobile app that syncs with the many software and allows you to add transactions wherever you are. With Visual Budget, easily manage your personal and business accounts using powerful, advanced analysis and consolidation features. Also found are some great budgeting tools, you can set the period to weekly, monthly, quarterly or annual. Transaction reporting is particularly comprehensive and includes the ability to track all kinds of expenditure including recurring and transfers, reports for all transactions and even attach media files to those transactions, so you can attach a picture of an object with the transaction details, great for insurance purposes.

A wonderful personal finance package that has a wealth of features, but notably excels in two areas, transaction tracking and stock reporting.

Personal finance software for mac