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Money - Budget & Finance

Money - Budget & Finance

Get your finances on track with the gorgeous new Money! Empowered with a pack-leading Direct Downloads coverage, Money offers over 50,000 financial institution connections across 57 countries to make your finance tracking a breeze!

Oversee and control your accounts, plan budgets, easily generate informative reports, and schedule transactions. All this is presented in a sleek and intuitive interface, while iCloud keeps everything in sync across your devices.

You can now try Money out for free and see if it's right for you!

Feature overview:

Convenient income and expense tracking
• Multiple account types (bank, cash, credit card, loan, investment, etc.)
• Support for multiple currencies and cryptocurrencies with automatic rate updates
• Reconciliation of accounts and individual transactions
• Automated payee and category discovery
• Smart accounts and smart data import (QIF, QFX, OFX, CSV, MT940)
• Transfer and split payments
• Multiple transactions edit
• Two different views to keep track on your transactions
• Easily assign tags, take notes, and add attachments

Easy budget planning
• Advanced budget categories with custom periods
• Amount averages to help set realistic budget limits
• Easy progress tracking of budget categories
• Nothing gets past you - unbudgeted items are also accounted for
• Easily track budget by accounts, transfers, tags

Smart scheduler
• User-friendly planning of income, expenses, and transfers
• Easy handling of recurring transactions such as utility bills or loan payments
• Quick access to pending scheduled transactions
• One-click payment capability
• Convenient calendar view for improved usability

Rich reports
• 15 different report types
• Super-easy and powerful parameters to customize reports
• Beautiful visual representation of data using colorful charts and graphs
• Various report sharing capabilities

Investment tracking
• Easy profit/loss tracking for your portfolio or individual stocks
• Automated downloads of dividends and splits
• Constantly updated values
• Visual representation of current and historic values of portfolio and individual stocks
• User-friendly addition and management of stocks
• Automatic discovery of stock data

iCloud
• Simple and intuitive setup
• Secure data synchronization between devices
• Extra layer of security in case of device loss

Future-proofing
• Modern UI
• 64-bit architecture
• Touch Bar support
• Notification Center Widget
• Split-screen multitasking on macOS and iOS
• Local data backups to keep your data safe
• Direct Downloads with over 50,000 FI connections (available in automatically renewable one-month or one-year subscription plans*)

*Payment will be charged to iTunes Account at confirmation of purchase or 24-hours prior to the end of free trial period or scheduled service renewal. Subscriptions are renewed automatically unless canceled at least 24-hours before their scheduled renewal. Users can Manage Subscriptions, and turn off auto-renewal by going to the user’s Apple ID Account Settings after purchase. Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription.

What's New

• New: Table view can now display the Account column;
• Improved: Better recognition of stock codes across international markets;
• Fixed: Recurring transactions report did not include Loan account payments;
• Fixed: Transfer transactions sometimes displayed incorrect amounts in Future Forecast report;
• Fixed: Amounts in report printouts went out of bounds when using very long Payee names;
• Fixed: Payee suggestions were sometimes displayed even with location access disabled;
• Fixed: Refunds were sometimes displayed incorrectly in reports;
• Fixed: Duplicating transactions sometimes caused empty splits to appear;
• Fixed: Notification Center widget sometimes displayed incorrect scheduled transactions;
• Improved the accuracy of various translations;
• Fixed a couple of crashes reported by the users;
• Various other fixes and optimizations here and there to make Money run even faster and smoother.

Noteworthy from recent releases:
• Transaction filters in accounts: time, status, parameters;
• Feast your eyes on the new condensed Table view with data columns and custom transaction sorting! Enable it in the View section of the menu bar.
• Money Premium 1-year plan now comes with a one-month free trial. Try out the best Direct Downloads functionality on the App Store with more than 50,000 financial institution connections in 57 countries!
• macOS Mojave Dark Mode integration.

Having trouble or found something that you think needs fixing? Email us at support@jumsoft.com!

Screenshots