"Excellent" - Mac|Life magazine.
Featured in App Store's "Apps We Love"!
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!
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
• 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
• 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
• 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
• Simple and intuitive setup
• Secure data synchronization between devices
• Extra layer of security in case of device loss
• Share and maintain accounts with others
• 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.
• Fixed an issue that prevent multi-factor authentication protected accounts from connecting;
• Fixed an issue that caused "Client error 422" for some connections;
• Fixed an issue that caused transactions with annual recurrence scheduled after the 28th day of the month to disappear.
New in version 6:
• Shared Accounts: maintain accounts with family and friends;
• Completely revamped iCloud sync: much quicker and more reliable than ever;
• Various interface improvements to improve visibility and consistency with macOS;
• Investment data will be downloaded quicker and more reliably than ever!
Having trouble or found something that you think needs fixing? Email us at firstname.lastname@example.org!
Ratings and Reviews
Constantly improving — getting better
Ugh. I bit the bullet and purchased the Direct Downloads, imported transactions, set everything up. Then when the 5.3.3 update installed it wiped all my transactions!? I can still see them on the iPad and iPhone versions but nothing on my Mac. Nada. Plus I have a product with TESCO Bank which I have set up with Direct Downloads, but it just doesn’t work. It goes through the process of connecting to the bank but nothing downloads. Too many bugs at the moment to trust this software with financial data—and to pay almost £5 a month for connectivity to your bank is just not worth it. If the software was rock solid reliable then maybe. Come on Jumsoft. You’ve got a great user experience. Now back it up with quality.
**1st Update** They fixed the disappearing transactions issue in 5.3.4 so I have increased my rating to 3 stars. I have a lot of hope for this software (love the UI design) but am still nervous that Jumsoft does not have adaquate testing procedures on their software before releasing it. For example, the direct downloads for TESCO Bank still don’t work. With financial data at stake they need to be more thorough with their testing and get fixes out quicker.
**2nd Update** The direct downloads with TESCO Bank are now working.
Developer Response ,
Thanks for your updated review! We are happy to hear you were able to get everything running smoothly! If you run into any trouble, just email us at email@example.com!
More impressed now
Happy user of Money for many years. Then came Catalina, so had to upgrade to the laterst version. Not straightforward, but eventually got there. It now takes ages to load the accounts, and ages to add a new entry (but see below for an update). The option to automatically pay items from the Scheduler seems to have gone, so each one has to be manually accepted. The freedom to customise standard reports seems to have gone (though the standard reports give results quickly).
Not such a happy user now Imagine I'll be looking for an alternative before long.
UPDATE - the speed problem was with a degraded telephone line affecting internet - for some reason the place it showed up most strongly was in Money.
Developer Response ,
We're sorry to hear that! If you have trouble using any of the app's features, please email us at firstname.lastname@example.org and we'll do our best to help! Thanks!
Inaccurate Data Importing
I downloaded this app following a review in Mac Format magazine, however I have been unable to import any accounts data accurately. I have ried to import electronically from my online banking service. Once the import had been completed, I checked it against the online account and found that the balance in Money didn't match the balance on the online account. Checking back on historic transactions, I couldn't find a single point where the Money app balance matched the online balance. Another problem I experienced was that I wasn't given the opportunity to define a period for which I wanted transactions to be downloaded.
So I deleted the account from the app and tried to do a manual import from an Excel csv file. This didn't work either as the app didn't recognise the income and deposit entries into the account, treating them all as withdrawals. I have spent several hours trying to reconcile the discrepancies but have now given up and will be cancelling my subscription before the free trial ends.
Developer Response ,
We are sorry to hear you had difficulties importing your data. Please click Help > Report a Problem and get in touch with our tech support team. They will provide you with all the assistance you need!
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
- 27.8 MB
- Requires iOS 11.0 or later.
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 10.12 or later.
English, French, German, Italian, Japanese, Korean, Portuguese, Russian, Simplified Chinese, Spanish
- Age Rating
- © Jumsoft
- In-App Purchases
- Direct Downloads Monthly £4.49
- Direct Downloads Yearly £44.99
- Money Standard £23.99
Up to six family members will be able to use this app with Family Sharing enabled.