Comments on: Roundup: Financial Management Apps for iPad

By: Tony

Tony — Tue, 12 Oct 2010 10:58:51 +0000

Like another commenter, when I migrated from Windows I looked at the field of apps and found MoneyDance fit my needs.

The review being for iPads means only I need something that I can easily integrate with MoneyDance on my Mac. From my perspective, there is a missing category for an iPhone/iPad app, a simple check register that can connect to several different back ends. An application that can import in transaction history/payees and allow simple desktop syncing.

When traveling, I don’t need all the features of my desktop. I can hit my bank’s website to pay bills. I have Bloomburg (sp) for portfolio management. What I need is a check register. If it incorporated expense tracking then the app would meet more people’s needs.

Thanks for a good article.

By: Dave Greenbaum

Dave Greenbaum — Tue, 12 Oct 2010 01:35:56 +0000

This was about iPad apps, not apps that can be emulated to work on the iPad. Lots of finance apps out there on the iPhone, but a surprising lack on the iPad. Developers: get cracking the field is wide open.

By: Wgoosey

Wgoosey — Tue, 12 Oct 2010 01:24:02 +0000

You missed the best iPhone Finance app out there. Paper Finance is really great on the phone and quite usuable as a 2 x app on the iPad while the developer works on the iPad version. Really nicely done.

By: Dave Greenbaum

Dave Greenbaum — Tue, 12 Oct 2010 00:10:44 +0000

No problem with disagreement, but this was more focus on the iPad functionality. I’ll be visiting desktop apps shortly, but you have to agree Moneydance isn’t very mac-like.

Since most of my bank accounts are internet enabled, I found it difficult to track expenses since I couldn’t download data. If I were doing receipts and such by hand I’m sure it has better value.

By: Dave Greenbaum

Dave Greenbaum — Tue, 12 Oct 2010 00:07:27 +0000

I’m working on an article about the desktop apps. Investment tracking is so much more complex when you have to deal with dividends, cost basis etc. Personally I haven’t found an app I love yet on the desktop and none of the apps I looked at on the iPad did more than simply tell you the status of your portfolio.

By: WaltN

WaltN — Mon, 11 Oct 2010 22:43:08 +0000

I’m going to disagree with you on your opinion of Moneydance. When I switched to the Mac, I was looking for an app with the functionality of Quicken on Windows. Quicken Mac just didn’t hack it. I found Moneydance and haven’t looked back. The OS X version handles everything, including investments. The iPad version is good for keeping track of expenses, etc. on the road but does not track investments. When I get back home, everything synchs up nicely. I like it – but then I’m an admittedly anal CPA. ;<)

By: David Bressler

David Bressler — Mon, 11 Oct 2010 21:10:41 +0000

Hi,

Nice article, and thanks for the details about what works/doesn’t so we can make our own decisions.

I’m finding all these products severely lacking when it comes to investment accounts – tracking stocks, funds, dividends and such.

Any recommendations on that front?

Thanks!

David