BudgetInMind
Know your finances. Save Money
Only for Mac
Free · In-App Purchases
The powerful and easy-to-use financial software, to enter, analyze and control your financial destiny
BudgetInMind is a powerful account management system that can track all your finance and provides in-depth analysis of your financial situation as well as fully integrated forecasting capabilities.
With BudgetInMind, you can efficiently insert all your financial transactions into one place, accelerate your book entry using effective scheduler and shortcut workflow, analyze your spending trends, create realistic and manageable forecast, check your bank account balances against bank statements, see how your wealth is spread across your assets, monitor your liabilities, manage stock trades, use multiple currencies, create multiple users for separate accounting, and save your finance in a portable library.
BudgetInMind lets you keep history of all your accounts for better trending and make the accounts entering workflow a trivial and rewarding task...
WE MAKE ACCOUNTING EASY FOR YOU
• One Place to gather all your data
• No cumbersome windows. Most actions are one click away from were you are
• No need to be well versed in the accounting language. You name your accounts the way you want, we handle the complexity.
ADAPTS TO YOUR LIFESTYLE
• Handles multi-user and multi-currency
• Adapt account visibility to each user, year or currency
• Create the structure you want, that adapts to your personal situation
• Go deep or stay generic, name your accounts the way you want
ENTER YOUR TRANSACTIONS IN A SNAP
• Advanced entry workflow for fast entry.
• Use scheduler for recurring entries.
• Use Shortcuts for frequent entries.
• Duplicate existing entries as a template.
• CSV Import/Export module to speed up historical data entry.
IMPORT YOUR BANK CSV FILE DIRECTLY INTO BUDGETINMIND
• Automatic Reconciliation
• Automate Entry
• You have control over new insertion
AIRDROP FILES BETWEEN MAC and iPAD
• Leverage OS X 10.10 and iOS 8 capabilities to seamlessly transfer files between devices
• No need to store your sensitive financial data in the Cloud to benefit from easy sharing
• With AirDrop tightly integrated into BudgetInMind, stay local, keep you data safe, and share it when you want on any of your devices directly from the application
ACCESS ALL YOUR ACCOUNTS
• One-click access to view any account
• See all your banks, savings, investments
• Access all your assets & liabilities
• Verify what the bank tells you. Not the reverse
POWERFUL BUDGET ANALYSIS
• Once Entered, Analyze.
• Drilldown. Aggregate.
• See graphic trends.
• Access transactions easily.
• Create your own forecast
ADVANCED TRADING WORKFLOW
• Keep track of your shares, stocks, 401K, etc.
• We handle the cost basis for you.
• Centralize your trading assets.
NEED FOR MORE CONTROL?
• Level 2 users easily according to each one's forecast.
• Merge book entries made by 2 users on 2 different versions of the same file.
• Automatically aggregate all users or all currencies.
• And much more...
SUPERB & COMPREHENSIVE DOCUMENTATION
• Comprehensive documentation readily available in the Mac help system.
• Includes tips and accounting principle tutorials.
more This update adds a series of improvements, and addresses overall stability and performance, including:
- Added to the Ultimate version a new account analysis view with a global graphical view of the weighted ratio of accounts (Voronoi, etc.). Select an account and see variations of this account throughout the years.
- Fixing the recalculation of all the account balances (go to Settings (⌘ , ) then Account tab),
- Fixing the language used in some Report sections that could be sometime incorrect.
- Improved exchange rates download view and process
- Improved number formatting in the Bank Importer
- Improved help access from the Menu and within the App.
- Several improvements for overall stability and better compatibility to latest Liquid Glass design and OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.2.0 31 Aug
This update adds a series of improvements, and addresses overall stability and performance, including:
- Fixing the location of the month selector control in some views.
- Fixing an issue preventing saving some cached data.
- Several improvements for overall stability and better compatibility to latest Liquid Glass design and OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.1.1 8 Mar
This update adds a series of improvements, and addresses overall stability and performance, including:
- Ability to merge budget or balance sheet analysis by currency and/or user. In advanced mode, currency merging creates conversion reserves to understand balance sheet variation related to exchange rates.
- Saving filtering parameters in the Analysis view, allowing you to stay on the same view after changing user, year or currency.
- Added in the Ultimate version: analysis of changes at the Balance Sheet level (Assets and Liabilities), with Sankey diagram and automatic analysis of changes in Assets and Liabilities.
- Several improvements for overall stability and better compatibility to latest Liquid Glass design and OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.1.0 21 Feb
This update adds a series of improvements, and addresses overall stability and performance, including:
- Several improvements for overall stability and better compatibility to latest Liquid Glass design and OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.0.3 17/10/2025
BudgetInMind 2.0 is now under a subscription model, allowing to change versions of the software based on your individual needs. All users that purchased the application version 1.X recently will continue to enjoy it for 1 year from the date of purchase.
This update adds a series of improvements, and addresses overall stability and performance, including:
- Several improvements for overall stability and better compatibility to latest OS version
- Fixing a bug preventing the display of the bank summary in the lite version
- Adding for Ultimate version capacity to select Sankey colors for Color Blindness impairment.
And recent update for 2.0.0
- Adding the new subscription system with the 4 versions: Lite, Premium, Trading and Ultimate
- Adding new analytics features and views for the Ultimate version
- Improving ‘new file’ wizard by automatically creating initial bank accounts balance (set to 0).
- User can now decide on the appearance mode, whether system, dark or light
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.0.2 29/09/2025
BudgetInMind 2.0 is now under a subscription model, allowing to change versions of the software based on your individual needs. All users that purchased the application recently will continue to enjoy it for 1 year from the date of purchase.
This update adds a series of improvements, and addresses overall stability and performance, including:
- Several improvements for overall stability and better compatibility to latest OS version
- Adding the new subscription system with the 4 versions: Lite, Premium, Trading and Ultimate
- Adding new analytics features and views for the Ultimate version
- Improving ‘new file’ wizard by automatically creating initial bank accounts balance (set to 0).
- User can now decide on the appearance mode, whether system, dark or light
- Fixing a bug preventing addition of Journal entries
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.0.1 13/08/2025
BudgetInMind 2.0 is now under a subscription model, allowing to change versions of the software based on your individual needs. All users that purchased the application recently will continue to enjoy it for 1 year from the date of purchase.
This update adds a series of improvements, and addresses overall stability and performance, including:
- Several improvements for overall stability and better compatibility to latest OS version
- Adding the new subscription system with the 4 versions: Lite, Premium, Trading and Ultimate
- Adding new analytics features and views for the Ultimate version
- Improving ‘new file’ wizard by automatically creating initial bank accounts balance (set to 0).
- User can now decide on the appearance mode, whether system, dark or light
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
2.0.0 13/08/2025
This update adds a series of improvements, and addresses overall stability and performance, including:
- Several improvements for overall stability and better compatibility to latest OS version
- Improving user leveling by selecting the right operation when there is only one entry for that month
- Fix issues preventing proper downloading of stocks
- Fix some rendering issues that could show dark background
- Fix an issue with the year display in the journal
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.1.4 31/05/2025
This update adds a series of improvements, and addresses overall stability and performance, including:
- Several improvements for overall stability and better compatibility to latest OS version
- Removing the internal notification system
- Improving drag and drop capabilities
- Fixing printing color issues
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.1.3 06/03/2022
This update adds a series of improvements, and addresses overall stability and performance, including:
- Moving compatibility support to the latest OsX 10.15
- Several improvements for overall stability and better compatibility to latest OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.1.2 05/11/2020
This update adds a series of improvements, and addresses overall stability and performance, including:
-Adding support to the new ‘Dark Mode’
-New color management system to ensure compatibility between standard and ‘Dark Mode’
-Adding filename in the login window
-Add capacity to upload stock quotes
-Corrected a minor issue preventing update of the Favorites in the navigation panel
-Several improvements for overall stability and better compatibility to latest OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.1.1 06/11/2018
This update adds a series of improvements, and addresses overall stability and performance, including:
- Adding a favorite tag to accounts to allow the display preferred accounts in the navigation pane
- Removing all deprecated frameworks and classes, and changed minimum OS version to 10.12
- Improved support for App Transport Security issue and HTTPS connections
- Corrected Stock and Currency download APIs
- Improved overall look, changing all icons to more modern flat design versions
- Corrected a minor issue where the reconcile tag was not removed in some cases
- Several improvements for overall stability and better compatibility to latest OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.1.0 07/07/2017
This update adds a series of improvements, and addresses overall stability and performance, including:
-Adding a new notification module that displays information in the Notification Center
-Corrected a minor issue that prevented filtering with decimal numbers using comma.
-Fixing App Transport Security related issues, and removing bank WebConnect window
-Improved the Account browser panel display rendering.
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.0.10 08/12/2015
This update adds a series of improvements, and addresses overall stability and performance, including:
• Corrected a minor issue that prevented importing years before 2000 in the Bank Importer view.
• Changed the Copy (Command-C) into a Duplicate (Command-D) shortcut in the Bank Importer view.
• Corrected an issue that could cause the application to crash in rare cases when changing a view or loading a new file.
• Increased the size of the month selection widget view in the Scheduler view to ensure month names are properly displayed.
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.0.9 18/03/2015
This update adds a series of features and improvements, and addresses overall stability and performance, including:
• Adding the sharing button to share files using AirDrop.
• Enhances the user interface to prevent rare cases where the content view would not immediately update after a change of User, Year or Currency.
• Corrected a minor issue that prevented the use of the “comma” as the decimal separator in the trading section of the book entry view.
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.0.8 31/10/2014
This update adds the following series of features and improvements:
- Adding a new bank CSV import view to directly import bank files into BudgetInMind.
- Adding Drag & Drop capability from any view to external applications such as Numbers, Excel, Word, …
- Adding Verification level filter to the toolbar to quickly see what is verified.
- Adding automatic saving of user graph preference in the account view.
1.0.7 19/08/2014
This update adds a series of features and improvements, and addresses overall stability and performance, including:
- Adding a second finance API to download historical stock quotes in case the default API does not report stocks in a given geography (For instance to access JSE stock exchange).
- Adding a new view to present Balance Sheet & Income Statement in 2 columns mode.
- Adding the option to lock a book entry, preventing it from being erased or tampered with when the verification level is set to “Bank Statement”.
- Adding the option to select the default year to open (between the latest one and the current year).
- Application will reopen in full screen mode if it was closed while in full screen.
- Fixed minor issues in the printing module, and user controller module.
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
1.0.6 04/06/2014
This update enhances the user interface to prevent rare cases where a horizontal scrollbar could fail to appear in certain views.
In case of issues or questions, please contact us at support@softurion.com or visit our forum at http://forums.softurion.com/en
1.0.5 20/11/2013
This update addresses overall stability and performance, including the following:
- Tightens checks prior to book entry insertion to prevent rare cases where the App could crash in certain circumstances after an erroneous entry was made
- Add automatic file integrity check for a quick fix of any database that has erroneous entries
- Correct typo in CSV import window to clarify liaison account import process
- Soften checks in CSV import to allow uppercase userId
- Correct number formatting (percent) in finance module
In case of issues or questions, please contact us at support@softurion.com or visit our forum at http://forums.softurion.com/en
1.0.4 23/10/2013
This update addresses overall stability and performance, including the following:
- Corrects an issue where the App could crash in certain circumstances when selecting an Account from the Account toolbar button.
- Corrects language localization on a protected subclass in the Account Leveling view
- Adds capability to change protected subclasses name in the preference window, for instance to change names to uppercase
In case of issues or questions, please contact us at support@softurion.com or visit our forum at http://forums.softurion.com/en
1.0.3 02/10/2013
This update adds a series of features and improvements, including:
- CSV import/export capability to speed up historical data entry in your file.
- Navigation pane now displays the sum of all visible bank accounts.
- Adding telephone, address and comment fields for each Supplier account in the inspector panel.
- Possibility to hide the Tiers column in the book view to simplify display.
- Selecting the payment type in the book entry automatically places the 1st operation cell in edit mode.
- Adding a warning sheet prior to Scheduler insertion to prevent unwanted insertion.
- Adding more choices to the scheduler periodicity.
1.0.2 16/09/2013
This version of BudgetInMind fixes an issue that could cause the application to crash when running on Mac OsX 10.6 (Snow Leopard).
It also enhances the rendering of some images for users on Mac 10.6.
1.0.1 16/08/2013
This update adds a series of improvements, and addresses overall stability and performance, including:
- Added to the Ultimate version a new account analysis view with a global graphical view of the weighted ratio of accounts (Voronoi, etc.). Select an account and see variations of this account throughout the years.
- Fixing the recalculation of all the account balances (go to Settings (⌘ , ) then Account tab),
- Fixing the language used in some Report sections that could be sometime incorrect.
- Improved exchange rates download view and process
- Improved number formatting in the Bank Importer
- Improved help access from the Menu and within the App.
- Several improvements for overall stability and better compatibility to latest Liquid Glass design and OS version
In case of issues or questions, please contact us at support@softurion.com or visit our enhanced support site at http://www.softurion.com/support/en/
more Version 2.2.0 31 Aug
Data Not Collected The developer does not collect any data from this app.
