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Readily import your financial data into the Transactions window, then go from there.
For the price of a happy-hour pint, SimpliBudget can cover the basics of financial planning and budgeting (including earmarking some funds for happy hour). The program features password protection, and iCloud syncing to other Macs or the $1.99 universal iPhone/iPad app. Support for QFX, QIF, and OFX file formats allows you to download and import your bank statements. And the simple interface makes it easy to tell where the lion’s share of your dough is going.
The app is solid, with just a few kinks to iron out. While instructional videos on the simplibudget.com web site help, it takes some trial and error to realize you have to switch over to the “Transactions” window to import your financial data. Some spelling errors also surfaced, and we wish we could changing categories by double-clicking and typing something new, instead of only choosing from a list.
The bottom line. While it’s not as robust as a full-service app like iBank ($59.99), for basic budgeting and expense tracking, SimpliBudget has you covered.
64-bit processor, OS X 10.6 or later
Easy to create a monthly budget. iCloud syncing to other Macs and iOS devices. Good tutorial videos on web site.
Some text-drawing/grammatical errors. Difficult to quickly change categories for imported transactions. Some trial and error involved in importing financial data into application.