Prospects
Prospects 1.2.8
Your rating: Now say why...

(10) 3.65

Personal finance budgeting solution.   Demo ($25.00)
Add to my Watch List
Email me when discounted
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
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



MacUpdate - Prospects




  • Pecunia
    +6

  • iCompta
    +2

  • iFinance
    +1

  • MacTheRipper
    +1

  • Money
    +1

  • Moneydance
    +1
Prospects User Discussion (Write a Review)
ver. 1.x:
(10)
Your rating: Now say why...
Overall:
(10)

sort: smiles | time
burypromote

+37

Vandulus reviewed on 25 Aug 2011
I've been using Prospects to manage my finances for years and found it was the least intrusive when it came to entering and editing transactions. The reports gave a lot of useful information about spending versus income and budget tracking. Version 1.2.8 runs fine for me under Lion after turning off the remember application windows option.

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.
[Version 1.2.8]


burypromote

+398
Donperreault commented on 22 May 2011
The developers lack of updates would prevent any purchase from me.
[Version 1.2.8]


burypromote

Marineblue reviewed on 24 Feb 2011
Wow, finally, after searching the hills for some decent Mac banking software...I find this!

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).
[Version 1.2.8]


burypromote

Dazfromoz reviewed on 09 Jul 2010
I've been using Prospects since the end of 2008. I tried all the others at the time, and still regularly look at other releases (including Moneywell, iBank, Quicken Essentials, YNAB, Squirrel, you name it) and still feel this comes up trumps.

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.
[Version 1.2.8]


burypromote
Motimotion Llc (developer) commented on 14 Mar 2010
I'm sorry you had problems importing 3 years of data. If you have a minute, could you describe the problem (i.e. did Prospects crash or import it incorrectly)? If you'd like, you can email support or reply here - thanks! Mike
[Version 1.2.7]


burypromote

+17
Donkeyotay commented on 30 Jan 2010
Have just tried to import 3 years worth of accounts from Moneydance using qif. Prospects doesn't seem to be able to handle it.
[Version 1.2.6]


burypromote

+3
Someone commented on 29 Oct 2009
It appears that the app is dead at this point.
[Version 1.2.6]

4 Replies

burypromote

+3
Someone replied on 29 Oct 2009
Posted to soon -- It appears that the app may be dead at this point which is a shame. It is a great program, and I hope that I am wrong.
burypromote
Mephit replied on 14 Jan 2010
What makes you think the application is dead? It was last updated just 6 months ago.
burypromote

+3
Someone replied on 16 Feb 2010
That was based on the fact that the developer stopped replying to the support forum and emails for assistance. As of 1/1/10, it looks like he is back and ready to give it another go. I moved on to something else already though.
burypromote
Mephit replied on 16 Feb 2010
I was unaware of the communications issues. I'm glad to hear the author has started talking again. Especially since I haven't moved on to another application!
burypromote
+2

+2

P1NN4CL3 reviewed on 11 Mar 2009
Prospects is the best financial application out right now for Mac. Like many others, I must have downloaded the the trial versions of every Mac financial app out there including Cha-Ching, iBank, Moneywell, Squirrel, Money, Moneydance and even the beta for Quicken Financial Life. None of these quite did it for me, and could not combine at-your-finger-tip information, and ease of use in the same way Prospects does.

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.
[Version 1.2.3]


burypromote

+1

danio reviewed on 08 Mar 2009
I've purchased a number of the financial apps available for the Mac; looking for something that fits. They either have too many features, not enough features, are overly complex, look hideous or are unstable.

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.
[Version 1.2.3]


burypromote

+36
Odysseus commented on 02 Mar 2009
How is this different or better than MoneyWell?
[Version 1.2.3]

1 Reply

burypromote

+9
teszeract replied on 02 Mar 2009
I'm pretty glad to see Moneywell becoming a standard to compare against. I will try this application though.
There are currently no troubleshooting comments. If you are experiencing a problem with this app, please post a comment.

There are currently no ratings. Write a comment or review now.

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:
Stability:
Displaying 1-10 of 20
1 2 >
-
-
-
Please login or create a new
MacUpdate Member account
to use this feature
Watch Lists are available to
MacUpdate Desktop Members
Upgrade Now
Install with MacUpdate Desktop.
Save time moving files & cleaning
up space wasting archives.
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.


- -