Prospects is a personal finance application that allows users to manage their finances via extensive account monitoring capabilities and budgeting.
Prospects provides up to three ViewPoints that provide instantaneous information about an account via graphs and tables. It allows users to group accounts into Binders which provide immediate feedback on assets, liabilities, and overall growth. Prospects contains many other features as well, such as a Budget Advisor, the ability to learn rules as you edit transactions, custom rules, scheduled transactions and reminders, reconciling
Prospects provides up to three ViewPoints that provide instantaneous information about an account via graphs and tables. It allows users to group accounts into Binders which provide immediate feedback on assets, liabilities, and overall growth. Prospects contains many other features as well, such as a Budget Advisor, the ability to learn rules as you edit transactions, custom rules, scheduled transactions and reminders, reconciling
What's New
Version 1.2.8:
- Fixed issue with applying rules where reference number option did nothing; this now looks at the Num field.
- Fixed some stability issues.
- New Search Report that allows for quick and powerful searching of transactions.
- New import preference that allows you to have Prospects ask or automatically delete a file after it has been imported.
Requirements
Intel/PPC, Mac OS X 10.5 or later
Intel/PPC, Mac OS X 10.5 or later
(10)
| Downloads:7,020 |
| Version Downloads:1,790 |
| Type:Home Personal : Personal Finance |
| License:Demo |
| Date:02 Jul 2010 |
| Platform:PPC 32 / Intel 32 / OS X |
| Price: $25.00 |
Overall (Version 1.x):   |
| Features: |
| Ease of Use: |
| Value: |
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Prospects is a personal finance application that allows users to manage their finances via extensive account monitoring capabilities and budgeting.
Prospects provides up to three ViewPoints that provide instantaneous information about an account via graphs and tables. It allows users to group accounts into Binders which provide immediate feedback on assets, liabilities, and overall growth. Prospects contains many other features as well, such as a Budget Advisor, the ability to learn rules as you edit transactions, custom rules, scheduled transactions and reminders, reconciling of accounts, filtering transactions, full keyboard navigation/editing in the transactions table, memorized payees, transaction attachments, categories, split transactions, transfers, QIF/OFX/QFX importing and QIF exporting.
Prospects has a trial license option that allows you to obtain a free 21 day trial license that removes the 100 transaction limit for evaluation purposes.
Prospects provides up to three ViewPoints that provide instantaneous information about an account via graphs and tables. It allows users to group accounts into Binders which provide immediate feedback on assets, liabilities, and overall growth. Prospects contains many other features as well, such as a Budget Advisor, the ability to learn rules as you edit transactions, custom rules, scheduled transactions and reminders, reconciling of accounts, filtering transactions, full keyboard navigation/editing in the transactions table, memorized payees, transaction attachments, categories, split transactions, transfers, QIF/OFX/QFX importing and QIF exporting.
Prospects has a trial license option that allows you to obtain a free 21 day trial license that removes the 100 transaction limit for evaluation purposes.
+37
Vandulus reviewed on 25 Aug 2011
That said there were a number of little, annoying bugs that could easily have been fixed to make it an even better app.
Unfortunately, the developer seems to have abandoned the app as it hasn't been updated in over a year and the Prospects website has also been neglected by the developer.
+398
Marineblue reviewed on 24 Feb 2011
Having switched to a (UK) bank that at least offers downloadable statements, I tried about a dozen different apps to manage them. Mileage varied from weird to hateful, especially for the official App Store offerings. Arguably, the last "Big Crash" happened because people struggle to look after their money. So why is is so difficult (in UK) to get your own financial data and look after it?!
Prospects appears to work for me, a few days in. Great UI, potentially great reporting, no niggles, recognises categories straightaway, very Mac-like. Shares/stocks not an option, but having seen the hoops iBank wants me to jump through for holding a mixed GBP/USD portfolio, kind of a relief. I've created a Savings account and will input monthly yields.
I don't often write reviews, but this hidden gem clearly needs some light shining on it. The Mac banking software sector is essentially a joke, save for this.
Gave 4.5 because the demo-license system was broken, which coupled with the fairly infrequent updating, makes a new purchaser a tad reluctant...
Received an email from the developer acknowledging the demo-license problem, but no actual demo-license...!
The upside, very available at an excellent price from http://www.themacbundles.com/
(to whom I am in no way affiliated).
Dazfromoz reviewed on 09 Jul 2010
It was designed by someone who was unsatisfied with what else was out there at the time; not a big software company out to make a lot of money. Because of this, there has been very little marketing of Prospects, so most people seem to find it only after doing a bit of searching.
Data entry is simple, budgeting, transfers, reconciling, scheduled transactions with reminders are all adequate. But the thing that makes it stand out - GUI and charts - is in a class of its own. The GUI is very customisable, and the main screen can show up to 3 charts at once, which gives a good grasp of your financial situation. The "My Prospects" summary screen is also rich with data.
During 2009 updates were few and far between, and some thought the product had been abandoned. This did not really concern me as it was already doing most of what I needed, with one exception - ability to mine data for reporting. But 1.2.8 brings the addition of a custom "search" report. This gets over the 12 month limitation of some of the charts. It brings fully customisable reporting, and includes the option of a chart in the report, a nice touch.
I don't want to sound like the Prospects/Motimotion marketing department, but since they seem to lack one, I'm happy to blow their trumpet. Check out the free trial, the full version is reasonably priced too. It's a pleasure to support indie software developers, especially when they really get something right.
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P1NN4CL3 reviewed on 11 Mar 2009
Budgeting features tend to turn me off many of the apps, where either they weren't intuitive or not attractive in their presentation. Prospects budget manager was nice in that it can be toggled on or off, and even swapped out with more detailed segmented information like individual spending per category, balance tracking, and monthly summaries.
The charts tend to be robust with drop down submenus, and multiple methods of sorting through data. This makes it easy to track and compare spending and saving habits in side by side segments.
The Prospects home page is a series of easy to read charts tracking total assets versus liabilities, and a month by month breakdown of how your total net worth has changed over time. All of these graphs are quite visual and can be viewed at any time without the need to run them as reports.
Importing OFX, QFX, and QIF from my banks has gone smoothly, although there currently is no automated "connect to bank" feature in the program. I've had no problems with any of the calculations, and all of the features that are in, seem to work.
Currently, there is no support for investment data, no direct-connect, and no bill pay so be careful if those are "deal breaker" features for you in a financial application. I've found that what Prospects does do, it does very well however. I look forward to many solid releases to come.
+1
danio reviewed on 08 Mar 2009
For a first release product, which is being fairly rapidly developed this is a great application. It almost meets my requirements exactly, but, will meet them within a short space of time based on where development is going.
The developer seems friendly and responsive person, which is a great reason to support an application and help shape it's future with suggestions that have a chance of being heard and seriously considered.
I've used the application for about a week and have made the move in my mind from iBank. I've also used Moneydance which is nice but doesn't feel like a Mac application. Moneywell is a nice application but it doesn't fit the way I work.
Prospects is a good application with a greater future I think! Well worth consideration as your main financial application.
+36
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