Money - Your Financial Planner 4+

Jumsoft

    • 4,5 • 11 arviota
    • Ilmaiset
    • Tarjoaa ostoja apissa

Kuvaus

"Excellent" - Mac|Life magazine.
Featured in the App Store's "Apps We Love" section!

Take control of your finances with the sleek new Money app! Utilizing a vast Direct Downloads network, Money provides access to over 50,000 financial institution connections spanning 57 countries, simplifying the task of managing your finances!

Easily oversee your accounts, create budgets and goals, effortlessly generate insightful reports, and schedule transactions - all updates will seamlessly synchronize across your devices via iCloud. Money seamlessly integrates with the latest Macs, iPads, or iPhones, showcasing cutting-edge features within an elegant and intuitive interface.

Now you can experience Money for free and see if it meets your needs!

Key Features:

Convenient Tracking of Income and Expenses:
• Manage various 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 recognition
• Transfer and split payments
• Easy tagging, note-taking, and attachment options

Effortless Budgeting and Savings Goals:
• Advanced budget categories with customizable periods
• Averaged amounts for setting realistic budget limits
• Easy tracking of budget category progress
• All expenses are accounted for, including unbudgeted items
• Convenient budget tracking by accounts, transfers, and tags
• Multiple Budgets: Manage your finances effortlessly by creating and tracking multiple budgets for different areas of your life.
• Savings Goals: Plan for the future and achieve financial milestones by setting up savings goals within the app.

Intelligent Scheduler:
• Intuitive scheduling of income, expenses, and transfers
• Seamless management of recurring transactions such as utility bills or loan payments
• Quick access to pending scheduled transactions
• One-click payment capability
• User-friendly calendar view for enhanced usability

Comprehensive Reporting:
• Access to 15 different report types
• Highly customizable parameters for tailoring reports to your needs
• Beautiful visual data representation through colorful charts and graphs
• Various report sharing options

Investment Tracking:
• Effortless tracking of profit and loss for your portfolio or individual stocks
• Automatic downloads of dividends and stock splits
• Real-time updates on values
• Visual representation of current and historical portfolio and stock values
• User-friendly stock addition and management with automatic data detection

iCloud Integration:
• Simple and intuitive setup
• Secure data synchronization across devices
• Additional layer of security in case of device loss
• Share and manage accounts with others

Future-proofing:
• Modern user interface
• 64-bit architecture
• Touch ID / Face ID support
• Notification Center Widget
• Split-screen multitasking on macOS and iOS
• Local data backups for enhanced data security
• Direct Downloads

Money is available as a free download, allowing users to test the app without commitment. The free version is limited to 100 transactions; exceeding this limit will require a Money Premium subscription, which includes Direct Downloads, to continue using the app.

Uutta

Versio 8.0.17

• Split view improvements
• Scheduled transactions improvements
• Payee icon fixes
• Connections to financial institutions improvements
• Several crash fixed
• Performance improvements
• Various UI/UX enhancements
• Other minor fixes and improvements

Arviot ja arvostelut

4,5/5
11 arviota

11 arviota

SamiPaju

Great expense tracker but...

I installed Money to find a replacement for YNAB4, as I have no need for any bank integrations. So I cannot comment on how well those work.

What I like is the iCloud sync, a clear UI, and being able to quickly record transactions on the mobile app.

There are, however, things I really dislike:

1)The scheduler is super flimsy to use. It's way too easy to accidentally make duplicates and editing scheduled items is a pain. I would suggest not displaying all future payments as separate items, but instead just show one instance of each scheduled item and make it immediately apparent how often that payment repeats itself.

2) Clearing and reconciling accounts is poorly designed. First of all, the icons for each status are not immediately clear. Second, reconciled transactions should be locked from future edits. A small accident can really mess up your record keeping. Again, I would suggest looking into YNAB4 for how to better implement this.

Tilaukset

Direct Downloads Yearly
Direct Downloads Yearly
Best Budget Tracker & Bills Organizer
Ilmainen kokeilujakso
Direct Downloads Monthly
Direct Downloads Monthly
Income,Expense,Budgets, Debit&Credit Manager
Ilmainen kokeilujakso

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