By Axel Péju
Open the Mac App Store to buy and download apps.
Squirrel makes it easy to manage your finances. It provides you with powerful tools to analyze, control and keep track of your spendings. Meet Squirrel, your new personal finance assistant!
Intuitive transactions management
Add and edit transactions, create transfers, schedules and more in a polish and easy to use interface. Squirrel can automatically categorize and assign tags to newly added transactions based on your history. Organize your transactions and group them into folders, or automatically filter them with smart folders according to their account, description, amount, date… Keep your list uncluttered by hiding unused accounts, reconciled or past transactions.
Keep your financial data up to date across all your Mac and iOS devices. The iCloud support built into Squirrel provides automatic and seamless synchronization. So you can add transactions on the go, and analyze the resulting reports on your Mac. Or set up budgets at home, and review them anytime on your iPhone.
Analyze your expenses with dynamic and flexible reports. See the breakdown of your spendings by category. Select any of them directly from the chart to see more details with the corresponding tags, and check the evolution through time. Select one of the provided templates and print your reports or export them to PDF files.
Real multiple currency support
In Squirrel, exchange rates are automatically and dynamically calculated on a per transaction basis. When you create a transfer between your accounts, the latest exchange rate is automatically fetched from the Internet, and is used to calculate the value of the following expenses made in foreign currencies.
Schedules & forecasts
You can easily convert any transaction into a repeating event. Squirrel notifies you when one of your schedules is ready to be paid. Schedules can have dynamically calculated amounts, so they can represent credit card reimbursement or saving accounts interests. Enable forecasting to include previews of upcoming transactions in the ledger. The amount of scheduled transactions is automatically updated as other transactions change, and the history graph shows the resulting balance.
Keep your spendings under control
Set limits on your expenses. Know how much you can spend on dining out or theatre. Track your savings goals. Budgets allow you to follow the progress of any spendings or income.
Powerful and flexible importer
Squirrel's importer supports the standard OFX, QIF and CSV files, and can handle any number or date format. Retrieving transactions has never been this easy with automatic duplicate detection, and smart import rules.
Reconcile your accounts with your paper bank statement in a dedicated interface. You can drag and drop transactions to match the order of your bank statement. As you mark transactions as reconciled, Squirrel automatically update the post-statement balance.
What's New in Version 0.9.2
- Improved OFX importer
- Improved transaction name autocompletion
- Fixed an issue when adding a transaction while a filter is active
Update is lacking features
The latest version of Squirrel finally intagrated iCloud. Getting it to work on multiple devices isn't as easy it it should be. After hours of backups, import and exporting csv and qif files I moved my account to my new Mac. Though I'm afraid to launch iCloud on the second Mac as the program crashes often.
I agree with the previous comment. The developer is hard to reach and only operates via a twitter account and a blog.
This updated version changed the graphs so you can no longer adjust the timeframe you're viewing. So you can now only view 3 months of your finincial history at a time. Which is pretty useless when you want ot see the trend for, say 6 months or a year. Having all this data and no way to view it is frustrating. I'll probably abondon Squirrel and look for a more functional better maintained finicianal app.
Would not restore database from 0.8.6
I’ve been using Squirrel since 2011 and downloaded my original version from the website. Before upgrading I backed up all my information to a .squirrel and a .squirrelbackup file.
After I upgraded to 0.9.2 it pulled in an old squirrelbackup file from my home directory automatically. I tried to do a File > Restore Database to grab the correct backup but it gives me an error.
I would have lost 3 years worth of transactions if I hadn’t saved the old application on a backup drive. I was able to replace this new 0.9.2 version with my older 0.8.5 version and restore my database.
I also tried to export my data to QIF and OFX but the new version just hangs when I try to import that data.
Honestly just want my money back at this point. I am stuck with the old version and paid for a new version I can’t use.
No download from online accounts
In a world where all financial services are dealt with online, finance managements are expected to take advantage of this. Without that simple feature, this app is worthless to me.
- Category: Finance
- Updated: Feb 12, 2013
- Version: 0.9.2
- Size: 6.3 MB
- Languages: English, Bokmål, Norwegian, Dutch, French, German, Italian, Japanese, Korean, Simplified Chinese, Spanish, Swedish
- Seller: Axel Peju
- © 2012, Axel Péju
Compatibility: OS X 10.8.2 or later, 64-bit processor