MacMoneyMacMoneyMacMoney brings your accounts, bills, budgets, and reports into one clear dashboard — and connects you to a licensed Lonestar advisor the moment your finances raise a question software alone can't answer.
Keep track of your bank accounts, credit cards, loans, cash, and investments. Categorize spending and income with categories built for the way you actually budget — not the way a template assumes you do.
Set a budget so you don't overspend on the categories that matter, forecast your balance to head off overdrafts before they happen, and reconcile against your bank statement to catch errors early. When tax time or a big decision comes around, your reports are already built.
MacMoney isn't trying to be your bank, your budgeting cult, or your data broker. It's accounts, a budget, and a calendar that actually talk to each other — plus a quiet path to real advice when you want it.
One dashboard for net worth, account balances, and what's changed since last month — no spreadsheet required.
Checking, savings, credit cards, cash, and investments — unlimited accounts, reconciled against your bank statement.
Spending by category, income vs. expenses, net worth over time — built, filtered, and exported in a few clicks.
A real calendar with recurring reminders, so nothing is due before you knew it was coming.
Set it once, track it in real time, and see exactly where this month went sideways — if it did.
When the numbers raise a question — insurance, estate planning, selling a business — MacMoney connects you straight to a licensed Lonestar advisor.
Net worth, assets, liabilities, and every account balance — updated the moment you record a transaction, with nothing to refresh or recalculate.
A category-by-category view of where this month's money actually went, next to a budget that tracks itself as you spend — not just at month's end.
MacMoney quietly flags the moments worth a second opinion — like missing insurance coverage or an incomplete estate plan — right on your dashboard, with a direct line to a licensed Lonestar advisor.
The fundamentals, done properly, plus a direct line to a licensed advisor most software can't offer.
Categories, account types, colors, and column order — set up MacMoney the way you actually think about money, not the way a template assumes you do.
No forced account, no mandatory cloud sync. Keep everything local, or turn on sync when you're ready — the choice is always yours, not ours.
Desktop, laptop, the one in the home office — install MacMoney everywhere with a single personal license.
Support comes out of the same Carrollton, Texas office as Lonestar Business Advisors — a real area code, a real person, no offshore ticket queue.
That's where Lonestar Business Advisors comes in. MacMoney Premium quietly flags the moments worth a second opinion — and connects you directly to a licensed advisor, without leaving the app.
See Premium & Advisor PlansA 20-minute review of life, disability, and umbrella coverage against where your finances actually stand today.
Make sure your will, beneficiaries, and accounts in MacMoney actually agree with each other.
If your accounts include a business you own, find out what it's worth — and what would change that number.
No credit card required to get started. Premium and advisor add-ons are there for the moments the software alone can't cover.