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NotePlan VS ProperSoft

Compare NotePlan VS ProperSoft and see what are their differences

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NotePlan logo NotePlan

Make plans inside an individual markdown note for every day in your calendar. Use it as a journal for your daily tasks and plan todos in advance. For Mac, iPhone and iPad.

ProperSoft logo ProperSoft

Convert transaction files to a format your accounting software imports. Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable.
  • NotePlan Landing page
    Landing page //
    2022-06-25
  • ProperSoft Landing page
    Landing page //
    2023-08-20

Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers.

NotePlan features and specs

  • Markdown Support
    NotePlan supports Markdown, allowing users to write notes in a clean and easy-to-format manner.
  • Calendar Integration
    It integrates seamlessly with your calendar, providing a consolidated view of notes, tasks, and events.
  • Task Management
    Users can manage tasks and to-do lists directly within the app, making it great for productivity.
  • Cross-Platform Sync
    NotePlan offers cross-platform syncing, enabling access to notes on macOS, iOS, and iPadOS devices.
  • Daily Notes
    The concept of daily notes helps in journaling and keeping track of daily activities.
  • Tagging System
    An efficient tagging system helps in organizing and finding notes quickly.
  • Quick Capture
    The quick capture feature enables jotting down thoughts and tasks swiftly.

Possible disadvantages of NotePlan

  • Price
    NotePlan is not free and may be considered expensive for casual note-takers.
  • Learning Curve
    The extensive features might require some time for new users to learn and adapt.
  • Limited Platform Availability
    Itโ€™s only available on macOS, iOS, and iPadOS, leaving out Windows and Android users.
  • No Web Access
    There is no web access, which can be a limitation for some users who prefer browser-based tools.
  • No Collaboration Features
    NotePlan lacks robust collaboration features, which makes it less suitable for team projects.

ProperSoft features and specs

  • Wide Range of Format Support
    ProperSoft supports numerous financial formats such as QIF, QFX, OFX, OFC, PDF, CSV, and more, allowing users to easily convert and manage their financial data between different software applications.
  • User-Friendly Interface
    The software is designed with a straightforward and intuitive interface, making it accessible to both beginners and advanced users for ease of navigation and operation.
  • Comprehensive Help Resources
    ProperSoft provides extensive help resources, including detailed guides and customer support, to assist users in effectively using the software and resolving any potential issues.
  • Multi-Platform Availability
    The tools from ProperSoft are available on Windows, Mac, and even as online services, offering flexibility and convenience for users across different platforms.

Possible disadvantages of ProperSoft

  • Cost
    While ProperSoft offers a range of useful features, the software is not free and can be considered expensive compared to other financial software, which might deter some users.
  • Limited Free Trial
    The free trial version of ProperSoft tools has limited functionality, which may not fully allow potential customers to evaluate the software's capabilities before purchasing.
  • Occasional Bugs
    Users have reported encountering bugs or glitches occasionally, which can disrupt workflow, although these issues are typically addressed by the company's support team.

Analysis of NotePlan

Overall verdict

  • Overall, NotePlan is a good choice for those who prefer a minimalist yet powerful tool for managing notes and tasks. It effectively caters to individuals looking for a cohesive system that integrates note-taking with scheduling, making it a viable option for personal and professional productivity needs.

Why this product is good

  • NotePlan is a well-regarded productivity tool because it combines the functionalities of note-taking, to-do lists, and a calendar in a single application. Its strengths include seamless integration with macOS and iOS, Markdown support for note formatting, and an intuitive interface that makes it easy to manage tasks and notes. Users appreciate its focus on personal productivity and the ability to link notes with tasks and calendar events, which aids in organizing projects and daily plans efficiently.

Recommended for

    NotePlan is particularly recommended for users who are deeply embedded in the Apple ecosystem and prefer using apps that offer robust integrations with iOS and macOS. It is ideal for people who like using Markdown for note-taking and those who want a lightweight app that can manage tasks and notes simultaneously in a linked manner. Additionally, individuals who value a clean, distraction-free interface for productivity will likely find NotePlan to be a good fit.

NotePlan videos

NotePlan 3 Review

More videos:

  • Review - Noteplan 3 - Link your Notes with Apple's Reminder and Calendar App
  • Review - Walkthrough of NotePlan 3 โ€” Notetaker, calendar, digital bullet journal all in one app
  • Review - The Best Bullet Journal App | NotePlan 3 Review

ProperSoft videos

Convert transaction files to a format your accounting software imports

More videos:

  • Tutorial - CSV2QBO (Windows): Convert CSV/Excel to QBO format and import into QB
  • Tutorial - How to use Bank2QBO
  • Tutorial - How to use ProperSoft PDF2QBO and convert a PDF file to QBO (Web connect) format
  • Tutorial - Import General Journal Entries From CSV Excel into Quickbooks Desktop
  • Review - Bank2QBO (Mac): Convert CSV/Excel/PDF/OFX/QFX/QBO/QIF/MT940/STA to QBO/IIF/CSV
  • Tutorial - How to use ProperSoft PDF2QBO converter and convert PDF files to QBO (Web Connect) format
  • Tutorial - CSV2QBO (macOS): Convert CSV/Excel to QBO format and import into QB

Category Popularity

0-100% (relative to NotePlan and ProperSoft)
Note Taking
100 100%
0% 0
Accounting
0 0%
100% 100
Productivity
100 100%
0% 0
PDF Tools
0 0%
100% 100

User comments

Share your experience with using NotePlan and ProperSoft. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, NotePlan seems to be more popular. It has been mentiond 36 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

NotePlan mentions (36)

  • Ask HN: YAML or Markdown for Personal Notes?
    Https://noteplan.co, if you're on a macOS/iOS device. - Source: Hacker News / about 1 year ago
  • Ask HN: What Process/Applications Do You Use for Todo/Knowledge Management?
    I'm using NotePlan (https://noteplan.co) and loving it. It's a macOS/iOS app (there's a somewhat limited Web version). IMO, the best balance between PKM and task manager/calendar management. I've also tried Amplenote (https://amplenote.com) that has some of the features you want but the tagging concept lost me. - Source: Hacker News / over 1 year ago
  • Ask HN: How do you manage ideas, tasks, notes and other stuff?
    I've been using NotePlan (https://noteplan.co) with the Projects + Reviews plugin. It's been a game changer for me. The (almost) perfect combination of tasks + notes. I also manage my personal stuff with it. It's a paid macOS app but, IMO, worth every penny. - Source: Hacker News / over 1 year ago
  • Information flow - how I capture the notes
    Noteplan and Plume - not a Markdown, more Apple notes competitors. - Source: dev.to / almost 2 years ago
  • Twenty, a modern CRM alternative to Salesforce
    Consider https://legendapp.com/ or https://noteplan.co/ for nice note integration with your calendar. You could easily create a list of contacts in these systems and trigger various events (singular and recurring). - Source: Hacker News / about 2 years ago
View more

ProperSoft mentions (0)

We have not tracked any mentions of ProperSoft yet. Tracking of ProperSoft recommendations started around Mar 2021.

What are some alternatives?

When comparing NotePlan and ProperSoft, you can also consider the following products

Obsidian.md - A second brain, for you, forever. Obsidian is a powerful knowledge base that works on top of a local folder of plain text Markdown files.

PDFShift - Convert any HTML documents to high-fidelity PDF using a single POST request

Evernote - Bring your life's work together in one digital workspace. Evernote is the place to collect inspirational ideas, write meaningful words, and move your important projects forward.

All PDF Converter - All PDF Converter is an all-in-one PDF conversion software.

Timestripe - Goal-oriented planner

PDFtoWord Converter - Simplest solution for converting PDF to editable Word documents.