From what you describe Quicken sounds like complete overkill.
Maybe, but I’ve been using it since it was first offered and it has tons of data that I periodically access. It also generates reports that are easy and clear, and a great help at year-end when I’m preparing next year’s budgets.
Numbers could easily handle your task and with some design on your part provide even more analytical tools than Quicken.
I’ve been using Excel for a very long time (right after it replaced MultiPlan) and, again, it does everything I need it do without learning something new. In fairness, I have periodically taken a look at Numbers for spreadsheet stuff since it was first released and remain unimpressed.
This stodgy old leopard does not wish to change its spots.