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Best Personal Finance Software 2019 - Programs for Mac, Windows PCs
The best way to avoid liability is to learn your trade well and keep accurate records on LessAccounting. Concentrate on building your business not communicating with the IRS. As a sole proprietor, the IRS will not even know you exsist until after you file your first personal income tax return.
A lot of people choose to be sole proprietors because it’s an exciting way to explore their potential. And sole proprietors who use cloud accounting experience even more freedom with their work. Need more time to prepare your taxes for 2015? As a sole proprietor of a business or a single-member LLC, you can request a six-month extension from the IRS, but your request must be received by April 18. Best free accounting software of 2018. Mac, iPad and Android. For many businesses and sole traders, all you really need is a simple spreadsheet. Which is the Best Accounting Software? All things considered, the unique requirements of your company dictate which is the top accounting software for your business. If you want to get a more complete picture of the tools that interest you, read our full reviews or sign up for free trials to the ones that interest you. Canstar Blue research finalised in July 2018, published in July 2018. Which accounting software is best for my business? Ultimately, it will come down to your individual needs – and budget – particularly if you’re operating as a sole proprietor, or small business, as well as your spending habits and which industry you operate in.
We spent over 60 hours testing 20 personal finance apps and programs to find the best budgeting and money management tools. Our choice for the best personal finance software is Quicken Premier. It combines the best budgeting tools with easy-to-use tax reporting. It can track your investments by letting you compare your portfolios with the market, as well as allowing you to track fund fees and set retirement goals. Quicken Premier is the most complete program we reviewed and a good choice for anyone looking to get a better handle on their finances.
Best OverallQuicken Premier
Quicken Premier connects quickly to your bank accounts and easily tracks your spending and your investments. It offers useful budgeting tools like online bill pay and budgeting alerts.
Best ValueQuicken Starter
When looking at the number of features available versus the cost, we found the Quicken Starter hits the sweet spot. It has the same budgeting tools as Quicken Premier but doesn’t track investments.
Best Mobile AppBuxfer
Buxfer is the best mobile app we reviewed. It’s incredibly easy to keep track of your spending and set up alerts for when you deviate from your budget. It is one of the easiest programs to use that we reviewed.
Product | Price | Overall Rating | Connectivity | Budgeting | Reporting | Personal Investing | Noteworthy Feature | Best For | Options & Functionality | Bank & Credit Union Accounts | Credit Card Accounts | Investment & Retirement Accounts | Works on PC & Mac | Browser-Based | Mobile Apps | Budgeting Simplicity | Online Bill Pay | Budget Alerts | Track Remaining Budget | Copy Budget to Next Month | Goal Tracking | Net Worth Overview | Spending Reports | Cash Flow Reports | Personal Investing Reports | Tax Reports | Export to Tax Program | Portfolio Overview | Track Performance | Display Asset Allocation | Compare Portfolio to Market | Track Fund Fees | Retirement Goals | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Quicken Premier | View Deal | 4.5/5 | 8.3 | 10 | 10 | 10 | Portfolio X-Ray | Investment Management | 100% | 100% | ✓ | ✓ | ✓ | - | - | ✓ | 100% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | PC Only | ✓ | ✓ | ✓ | ✓ | PC Only | ✓ | ✓ | ✓ |
Moneydance | View Deal | 4/5 | 8 | 8.3 | 8 | 6 | P2P Lending Accounts | Reporting | 80% | 85% | ✓ | ✓ | ✓ | ✓ | - | ✓ | 100% | ✓ | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | ✓ | - |
Buxfer | View Deal | 4/5 | 10 | 7.5 | 5 | 4 | Links to PayPal | Forecasting Budget | 100% | 70% | ✓ | ✓ | ✓ | ✓ | ✓ | Android, iOS & Windows | 100% | - | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | ✓ | - | - | - |
Quicken Starter | View Deal | 4/5 | 7 | 9.5 | 7.8 | 1.3 | Snap & Store Receipts | Simple Budgeting | 100% | 100% | ✓ | ✓ | - | PC | - | ✓ | 100% | ✓ | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | ✓ | - | - | - | - | - | - | - |
Banktivity | View Deal | 3.5/5 | 7 | 7 | 9.3 | 4 | Apple Watch App | Reporting | 90% | 80% | $ | $ | $ | Mac | - | iOS | 100% | ✓ | - | ✓ | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - | - | - |
CountAbout | View Deal | 3.5/5 | 9.8 | 5.8 | 5.5 | 3 | Customizable Categories & Tags | Simple Budgeting | 100% | 80% | Premium | Premium | Premium | ✓ | ✓ | ✓ | 80% | - | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | - | - | - | - |
Mvelopes | View Deal | 3.5/5 | 9.8 | 6 | 5.5 | 1 | Financial Coaching | Envelope Budgeting | 100% | 80% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 75% | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - | - | - | ✓ | - | - | - | - | - |
Moneyspire | View Deal | 3.5/5 | 7 | 7.5 | 5.3 | 6 | Print Checks | Paying Bills | 75% | 75% | Plus | Plus | Plus | ✓ | - | iOS | 80% | Plus | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | ✓ | - | ✓ | - |
YNAB | View Deal | 3.5/5 | 8 | 7 | 4.8 | 1.3 | Works with Amazon Alexa and Apple Watch | Budgeting | 75% | 65% | ✓ | ✓ | - | ✓ | ✓ | Android, iOS & Amazon Echo | 100% | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - | - | - | - | - | - | - | - | - |
BankTree | View Deal | 3.5/5 | 7.5 | 5.3 | 6.3 | 9 | Supports Multiple Currencies | Investment Management | 75% | 80% | $ | $ | $ | PC | - | ✓ | 70% | - | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | ✓ | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | - |
iFinance | View Deal | 3/5 | 6.3 | 7 | 5.5 | 3 | Apple Watch App | Tracking Multiple Budgets | 65% | 80% | ✓ | HBCI support required | ✓ | Mac | - | iOS | 80% | German banks only | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | - | - | - | - |
MoneyLine | View Deal | 3/5 | 6.3 | 4.8 | 6.3 | 2 | Transaction Management | Simple Budgeting | 75% | 80% | ✓ | ✓ | ✓ | ✓ | - | - | 90% | - | - | ✓ | - | - | ✓ | ✓ | ✓ | ✓ | - | - | ✓ | - | ✓ | - | - | - |
Best Overall
Quicken Premier
Best tools for managing investments
Pay your bills through Quicken
Since it is a desktop app, you must be at your computer to use it
Our pick for the best personal finance software is Quicken Premier. Quicken is one of the most well-known names in personal finance, and it is constantly updating its software with new features.
The version of Quicken Premier we tested was incredibly easy to connect to any bank to track finances.
When you connect the program to your account, it will import your transactions and categorize them automatically. If something is incorrect, you can edit it. The categories are used to help you organize your budget. Quicken color-codes your budget, green for within budget and red for over budget. The program sends alerts when you approach or exceed your budget. Quicken gives you multiple options for setting up your budget. You can keep the same limit each month, or direct any unused amount to roll over into the next month.
Where Quicken Premier stands out is in its tools for managing investments. If you own stocks or other securities, this is the best choice for you. Its tools analyze your portfolio and compare its performance with the market. You can also create retirement goals and use the calculator to evaluate your finances and determine what you need to save toward your retirement goals.
When you connect the program to your account, it will import your transactions and categorize them automatically. If something is incorrect, you can edit it. The categories are used to help you organize your budget. Quicken color-codes your budget, green for within budget and red for over budget. The program sends alerts when you approach or exceed your budget. Quicken gives you multiple options for setting up your budget. You can keep the same limit each month, or direct any unused amount to roll over into the next month.
Where Quicken Premier stands out is in its tools for managing investments. If you own stocks or other securities, this is the best choice for you. Its tools analyze your portfolio and compare its performance with the market. You can also create retirement goals and use the calculator to evaluate your finances and determine what you need to save toward your retirement goals.
Best Value
Quicken Starter
Lowest cost of any of the programs we reviewed
Can use the app to save receipt information
Doesn’t work on Mac
Quicken Starter is a scaled-down version of Quicken’s personal finance software. With a cost of $39.99, this is among the lowest-cost programs we reviewed.
This is our best value option because it gives you the same useful budgeting tools as Quicken Premier.
Quicken Starter connects directly to your accounts and imports your balances and transactions, automatically categorizing them. You can manually adjust the categories if default tags don’t match your budget.
Budgets are easy to create and can be divided into categories to track how much you spend on groceries, rent and other items. You can set up email or text alerts for when you approach or exceed your budget limit in a certain category. The Quicken mobile app also lets you check on your budget from your phone. You can also use the app to take pictures of receipts and add those to your records.
Quicken Starter has no tools for monitoring or tracking your investments. You can’t import information about your investments or use any of the tools for tracking fees or creating retirement savings goals. If you just want a personal finance program to track your spending and manage a budget, not having those investment tracking features shouldn’t be a deal breaker.
Quicken Starter connects directly to your accounts and imports your balances and transactions, automatically categorizing them. You can manually adjust the categories if default tags don’t match your budget.
Budgets are easy to create and can be divided into categories to track how much you spend on groceries, rent and other items. You can set up email or text alerts for when you approach or exceed your budget limit in a certain category. The Quicken mobile app also lets you check on your budget from your phone. You can also use the app to take pictures of receipts and add those to your records.
Quicken Starter has no tools for monitoring or tracking your investments. You can’t import information about your investments or use any of the tools for tracking fees or creating retirement savings goals. If you just want a personal finance program to track your spending and manage a budget, not having those investment tracking features shouldn’t be a deal breaker.
Best Mobile App
Buxfer
Buxfer Pilot$1.99
Buxfer Plus$3.99
Buxfer Basic
Easy-to-use mobile app
Shared-expense tracking lets you divide costs with roommates, friends or family
You can’t create savings goals
Having a mobile, web-based personal finance program makes it easy to track your spending and expenses from anywhere.
Once you create an account with Buxfer and download the app, you can connect it your bank and credit card accounts. Once connected, your balances and transactions are added to Buxfer and automatically categorized. You can also edit the information if the automatic categorization isn’t accurate.
Creating a budget with Buxfer is easy. You set an overall spending limit for each week, month and year you intend to budget. You can use the categories to further refine your budgeting. The budgets are color-coded. One advantage of being primarily app-based is that you can always have your budget available and reference it when you’re out shopping. Buxfer also has shared-expense tracking, which lets you send money to others, especially useful if you split rent or utilities with roommates.
Buxfer offers simple reports that help you visualize your spending. You can use the pie charts to determine what percent of your income you spend on various categories. Line graphs give you a quick view of your income versus your expenses. One drawback of Buxfer is that you can’t set up savings or retirement goals.
Creating a budget with Buxfer is easy. You set an overall spending limit for each week, month and year you intend to budget. You can use the categories to further refine your budgeting. The budgets are color-coded. One advantage of being primarily app-based is that you can always have your budget available and reference it when you’re out shopping. Buxfer also has shared-expense tracking, which lets you send money to others, especially useful if you split rent or utilities with roommates.
Buxfer offers simple reports that help you visualize your spending. You can use the pie charts to determine what percent of your income you spend on various categories. Line graphs give you a quick view of your income versus your expenses. One drawback of Buxfer is that you can’t set up savings or retirement goals.
Best for Investors
Moneydance
Connects to brokerage accounts, letting you monitor your assets
Doesn’t send alerts when you approach a budget limit
If you have investments and brokerage accounts, Moneydance is one of the best options for you.
This program has tools to help you track your investments and monitor the progress of your portfolio. It syncs to your brokerage account and shows your balances and trades. In addition, it has reports that let you track your transactions and the performance of your investments. Moneydance is an easy-to-use program that lets you categorize your spending so you can see how much you spend and what you spend it on. You can also sync to your bank and P2P lending accounts to directly import your transactions.
Best for Envelope Budgeting
Mvelopes
Mvelopes Basic$4
Mvelopes Plus$19
Mvelopes Complete$59
Easy to set up and import transactions
Mvelopes is one of the best programs if you practice envelope budgeting.
With this method, you split your budget into envelopes marked with categories such as groceries, bills or entertainment. You then purchase items with money from the envelope category they fall under. Mvelopes lets you track your expenditures by assigning them to digital envelopes. When you exceed a spending limit, the envelope balance changes to red, and the program prompts you to address the situation by adding funds or letting it stay negative. This is a good way to visualize your spending and track where your money goes. One drawback is it doesn’t send you an alert when you go past a limit.
Why Trust Us?
We’ve reviewed personal finance software for 12 years. For this most recent update, we spent 60 hours using 20 programs before settling on the best 10. You may notice that some newer apps don’t appear in our reviews. We chose not to include free services like Mint or Personal Capital, though we may reconsider in future updates.
We did look at both of these programs. Mint is one of the most popular personal finance apps. It also offers a free credit score and has a wide range of alert options. Personal Capital doesn’t have budgeting tools, but it lets you track all your accounts and is very well-suited to people with investments they want to track.
How We Tested
To test these programs, we purchased or downloaded complete trials and used them to create budgets, connect to a bank account and monitor how well each program performs. We found that setting up your budgeting software can take some time, so be sure to give yourself an hour or possibly more. The best programs connect automatically to your bank, credit card or investment accounts directly. A few require you to import through Dropbox or another intermediary. Our Options & Functionality Score reflects this; anything with an 80 percent or above is easy to connect.
Once our transactions were imported, we let the program categorize them for us and began creating budgets. We noted the tools each program has to simplify the budgeting process, and whether you can copy the budget from month to month and set up recurring payments.
To make sure we tested these programs for all manner of financial scenarios, we also looked at the tools for monitoring investments. Many of the programs at least give you an overview of your portfolios and track their performance. The more extensive personal finance programs allow you to compare your portfolio to the rest of the market.
How Much Does Personal Finance Software Cost?
Personal finance software can cost as little as nothing or as much as $130 – much depends on what you want your software to do and if you prefer using an app, an online portal or a program downloaded to your computer. There are free apps like Mint and more robust apps like You Need A Budget, which costs $6.99 a month. If you have investments or need more complicated budgeting and accounting tools, a program you download may be your best choice. These usually cost around $50 to $130.
How to Choose a Personal Finance Software
Canadian Accounting Software For Mac
Before settling on a personal finance program, take stock of what you need it for and how you’ll use it. Everyone’s financial situation is different, and some of these programs may not suit all your needs.
Basic Budgeting
If you need to get a handle on your finances and track your spending, each of these programs offer something for you. A budget can be as simple or complex as you need. You may want to simply track your total spending, or you may want to divide it into a range of categories. Some people like the envelope budgeting method, which allows you to set aside money each month for specific items or goals. Mvelopes is a good program that utilizes this method.
If you need to get a handle on your finances and track your spending, each of these programs offer something for you. A budget can be as simple or complex as you need. You may want to simply track your total spending, or you may want to divide it into a range of categories. Some people like the envelope budgeting method, which allows you to set aside money each month for specific items or goals. Mvelopes is a good program that utilizes this method.
Goal-oriented Budgeting
If you’re budgeting because you want to save toward a goal, say a down payment on a home or for retirement, many of the programs offer tracking tools that let you set aside an amount each month and track your progress. Using personal finance programs to manage your budget can help you find areas you’re overspending in or ways you can cut back your spending to make your goals.
If you’re budgeting because you want to save toward a goal, say a down payment on a home or for retirement, many of the programs offer tracking tools that let you set aside an amount each month and track your progress. Using personal finance programs to manage your budget can help you find areas you’re overspending in or ways you can cut back your spending to make your goals.
Tracking Investments
Not everyone invests money in the stock market, but if you do, you’ll need a program that can cover the full breadth of your financial picture. Many of the programs we tested integrate with your financial firm and can at least give you a top-level look at your portfolio. The best let you track your performance and compare your portfolio with the market. If investment tracking isn’t what you need, you can find a lower-cost program with the budgeting features you’re looking for.
Not everyone invests money in the stock market, but if you do, you’ll need a program that can cover the full breadth of your financial picture. Many of the programs we tested integrate with your financial firm and can at least give you a top-level look at your portfolio. The best let you track your performance and compare your portfolio with the market. If investment tracking isn’t what you need, you can find a lower-cost program with the budgeting features you’re looking for.
Best Free Personal Finance Apps
Most of the personal finance programs we reviewed cost money to download or sign up for, and a few have monthly subscriptions. If you’re just starting to budget and track your finances, take a look at some of these free apps: Office for mac free 2018.
Mint: This is a free budgeting app developed by Intuit, the same company responsible for Quicken. Mint is free to download and use. Once you install it, you sync it to your bank and credit card accounts, and it pulls all that information into one main dashboard. Mint categorizes your transactions, so you can check your bank and credit card balances at a glance. It even goes a step beyond and lets you check your credit score and investment performances as well as your home’s value.
Mint automatically creates a budget for you, though you can adjust it depending on your needs. You can also set up alerts to tell you if you’ve gone beyond your budget or have a bill coming up. One drawback of using a free app like Mint is you get ads and promotional offers.
Clarity Money: This is a relatively new app, owned by Goldman Sachs. It's very similar to Mint in that it syncs to your bank accounts, tracks spending and sends alerts when you have a bill due. However, it stands out by monitoring your subscriptions to services and websites, and it can cancel them for you. Clarity Money gives you a good picture of your finances, but if you need more in-depth budgeting tools, it may not be as useful.
PocketGuard: This is a basic app that tracks your spending. It doesn’t have many additional features and may not be good for reconfiguring your entire budget, but it’s a useful way to see how much money you have on hand.
Related Product Reviews
For this category, we looked for accounting software for very small businesses – or microbusinesses – such as freelancers, consultants, sole proprietors, and individuals operating e-commerce and home-based businesses. While price is always a consideration, we felt it was especially important for this use case, and we looked for software that was both inexpensive and highly capable. We wanted to find a scalable application that businesses can continue to use as they grow, with options for upgrading to higher plans and integrating with other business applications. We also wanted it to have a mobile app that helps busy business owners keep up with their accounting tasks when they’re on the go.
After much research and analysis of accounting software, we recommend Zoho Books as the best accounting software for really small businesses in 2019.
Why Zoho Books?
Competitive Pricing
Really small businesses don't need complicated, pricey accounting software; rather, they need affordable software that can grow with their businesses. Zoho Books is a simple online accounting software application that syncs with your accounts and covers all the basics, allowing you to create and send invoices, track time and expenses, and generate reports.
Like many accounting software companies, Zoho Books offers three pricing plans. If you choose to pay annually rather than monthly, you receive a discounted rate.
- The Basic plan costs $9 per month or $90 per year. It supports one user (and an accountant) and allows you to add 50 contacts to the system. With this plan, you can reconcile transactions, create invoices, track expenses, and manage projects and time sheets.
- The Standard plan costs $19 per month or $190 per year. It supports two users (and an accountant) and allows you to add 500 contacts to the system. In addition to the Basic features, you can use the software to track bills and vendor credits, add reporting tags to your transactions and print checks.
- The Professional plan costs $29 per month or $290 per year. It supports 10 users, up to 5,000 transactions and allows you to add an unlimited number of contacts to the system. In addition to the Standard features, you can use the software to create sales orders, purchase orders and manage inventory.
- Additional users cost $2 per month or $20 per year. If you need to add extra users to your account, you can do so, no matter which plan you use.
- Snail Mail credits cost $2 each. If your customers prefer hard copies of your estimates or invoices and you don’t want to print them out and mail them yourself, you can purchase Snail Mail credits and have Zoho send them for you. Mail sent to customers in the US costs one credit and takes five business days to arrive. Mail sent to international customers costs two credits and takes between 10 and 15 days to arrive.
- Auto-scans costs $5 per month or $50 per year. This add-on feature scans the documents you upload – such as receipts or vendor invoices – and uses the data to create new transactions. It supports up to 50 scans per month.
Although other top accounting software providers offer similarly priced starter plans, you need to consider which software has the specific features your business needs in the lowest plan or at the best price. For example, consider the following three features to see how Zoho Books stacks up against other top accounting software:
- Contacts: Zoho Books' $9 Basic plan allows you to add 50 contacts to the system. With FreshBooks' $15 Lite plan, you can only bill up to five active clients. Xero's $9 Early plan is even more restrictive, limiting you to five invoices and five bills per month. However, QuickBooks Online's $10 Self-Employed plan doesn't have a limit on this feature.
- Tracking billable hours: You can track time and add billable hours to invoices using Zoho Books' Basic plan. FreshBooks' Lite plan can do this also, though it costs $6 more per month. QuickBooks Online's Essential plan, which costs $35 per month, offers this functionality. Xero’s Established plan has this feature, but it costs $60 per month.
- Tracking inventory: Although you'll need Zoho Books' Professional plan to get its inventory management features, you'd need QuickBooks Online's Plus plan for this functionality, which costs $60 per month. Although Xero's Early plan has this feature and at $9 would be the best deal, you're limited to five invoices per month, so you'd probably need to upgrade to Xero's $30 Growing plan. FreshBooks doesn't support inventory at all.
Ease of Use
Based on our research, many users find that Zoho Books is an easy-to-use accounting software application, even for the most accounting- and tech-challenged small business owners. To see for ourselves, we signed up for a business account.
Setting up an account is easy. Simply enter your business name, contact information and password, and you're good to go. Next, you select the modules you want and can opt to fill out tax information and connect your payment processing account.
Zoho Books' dashboard has absolutely no clutter, and we easily found our way around the system using the sidebar menu, which is separated by task in an intuitive, logical way; it also collapses into icons when not in use, giving you more screen real estate. It offers at-a-glance views of your business's financial performance, with widgets for receivables and payables with current and overdue amounts, top expenses, projects with billable hours and expenses, bank and credit card accounts, and a cash flow chart.
To try Zoho Books yourself, consider signing up for a free 14-day trial – no credit card is required. You can also learn more about using this accounting software by watching the company's webinars and tutorial videos. How to do a mail merge on microsoft word 2018 for mac.
Time-saving Features
Accounting can be one of the most time-consuming aspects of running a business. It was no surprise, then, that the small business owners we spoke with said the most important thing they look for in accounting software are features that help them save time. Zoho Books' automation and online payment features meet this requirement.
Automations. Zoho Books saves you time by automating your workflow. You can set up the software to automatically perform tasks like sending recurring invoices and payment reminders, tracking expenses and notifying you when your bills are due. You can set up bank rules to automatically categorize transactions when they're imported each day from your bank feed and when you're reconciling your accounts, the software identifies possible matches.
Invoicing. You can convert sales orders or estimates to invoices with a couple of clicks, edit the invoice as needed and drag and drop lines to rearrange them. You can send them immediately or schedule them to be sent at a later time. The software keeps an audit trail, so you can see which transactions are linked and the date, time, and username of when they were created or changed.
Online payments. You can connect your account with popular payment gateways like Authorize.net, Braintree, PayPal, Square, Stripe, WePay, Worldpay, and 2Checkout, so your customers can instantly pay their invoices online. This is an efficient way for you to receive funds and keep track of paid and unpaid invoices. Plus, it provides your customers with a convenient, hassle-free way to pay for products and services.
Mobile app. Like many accounting software, Zoho Books has a mobile app, so you can do your accounting on the go. What makes Zoho Books' app different is that it's available on more devices than most, running on the iPhone, iPad, iMessage, Apple Watch, Android phones, tablets and smartwatches, and Windows Phones. With the app, you can manage invoices and estimates, track payments and expenses, upload receipts, run reports, and view your dashboard for at-a-glance insights. It supports multiple users and you can control the data they're able to access.
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Time-tracking and project-management tools. These features are included with all Zoho Books plans and allow you to create tasks and track billable hours. You can bill based on project hours, task hours, staff hours or at a fixed cost. You can also budget hours per project, task or staff.
Keyboard shortcuts. If you prefer to type a quick shortcut rather than navigate through the menu or use the quick create menu, you can do so with this software.
Customer Service
Zoho Books offers email, live chat and 24-hour phone support five days a week in the U.S., the U.K. Australia, India and several other countries. You can also find help online using Zoho Books' searchable knowledgebase and customer forums.
When you call Zoho, you're greeted with menu options to reach different parts of the company – sales, tech support, billing and payment, or corporate – so you know you're actually contacting representatives in the right department.
The sales rep we chatted with was friendly and eager to answer all of our questions about the software. The best browser for mac 2018. There was no pressure to sign up for the service, though the rep mentioned the 14-day trial if we wanted to give Zoho Books a test run before purchasing a paid plan.
Other Benefits
Zoho Books has a client portal that your customers can use to accept, decline, and discuss estimates; view and pay invoices; and download account statements. If your work is project-based, you can share project details such as tasks and logged hours. This may be a particularly helpful feature for businesses that work closely with their clients on projects. If you want feedback from your customers, you can set up the portal to allow them to review your services.
Invoice customization is easy. Sixteen templates are available and each allows you to choose from multiple fonts and select any color for several elements. You can add a logo and background image, select which fields are included, and edit field text. The templates allow you to choose a different display language, which is a useful feature if you have international customers. Templates for other documents such as estimates, credit notes and payment receipts are also available.
Best Accounting Software For Mac
Zoho has its own suite of business apps that you can connect to this accounting software, though some cost extra. It has customer relationship management (CRM) software, email marketing and social media marketing solutions, spreadsheet editors, and other productivity tools.
Accounting Software For Mac 2018
Like its competitors, Zoho Books integrates with third-party productivity apps and business solutions, including Google Apps, Square point-of-sale (POS) system, several credit card processors, and tax services Tax1099.com, and Avalara. It also has a Zapier integration, which allows you to connect to more than 1,000 third-party apps.
Limitations
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Although Zoho Books is packed with features and is easy to use, it has some drawbacks. For instance, it doesn't include payroll services. This may not be a big deal for really small businesses, but it may become an important consideration if your business is growing and you plan to hire employees. Currently, the only payroll task you can perform on Zoho Books is preparing and printing 1099s for independent contractors using the tax services mentioned above.
Ready to choose your accounting software? Here's a breakdown of our complete coverage: