Classic Deluxe for Mac
Take control of your finances
Line by line, dollar by dollar, dig into traditional, category-based money management with Classic Deluxe.
Track your bills & spending trends. Get an annual budget based on your actual income & expenses, and customize it month by month, up to a year out.
From brokerage to retirement to private holdings, see your entire portfolio. Track performance by asset class or by your own custom tags — even across accounts.
Add your loan details and track outstanding debt with ease. Apply “what-if” tools and run different scenarios to pay down your loans faster and save on interest.
Generate tax reports automatically — itemized deductions, capital gains, and any customized reports you need. Export your data to TurboTax and make taxes easy.
Customize your views and reports any way you like, and even add your own tags. See your finances your way — across all your categories and accounts.
Classic Deluxe
#1 best-selling with 20+ million customers over 4 decades.
We protect your data with industry-standard 256-bit encryption.
Rest assured, we’ll never sell your personal data.
No hidden fees or annoying ads. What you see is what you get.
Deluxe is a great introduction to a more comprehensive & customizable view of your finances. Its main uses are to:
Create fully customizable 12-month budgets & track spending
Manage & reduce debt with “what-if” tools and calculators
Plan for retirement & secure your future with the Lifetime Planner
Easily reconcile accounts, ensuring down to the penny precision
Our Lifetime Planner includes “what-if” scenarios and projected calculations for your long-term plans. See how the choices you make can impact your retirement timeline — 401(k) and savings contributions, your retirement age, or even buying a new home. Plus, with a comprehensive view of your holdings and investment portfolio, you’ll always know where you stand when it comes to your retirement savings.
Of course! Make tax prep easy by generating the financial reports you need. Customize them any way you like, then export your data to TurboTax or email your reports to your accountant.