Money - Track & Budget Finance 4+

Budgeting, Saving, Investing

Jumsoft

    • 4.1 • 232 Ratings
    • Free
    • Offers In-App Purchases

Description

Say goodbye to financial stress and hello to financial freedom with Money. Track budgets, expenses, portfolio, and more, all in one easy-to-use app for Mac and iOS.

"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.

What’s New

Version 8.0.13

• Dividend transactions improvements
• Transfer Scheduled transactions improvements
• Payee name in transactions fixes
• Tag location in transaction note fixes
• Tag chooser scroll fixes
• Various UI/UX enhancements
• Other minor fixes and improvements

Ratings and Reviews

4.1 out of 5
232 Ratings

232 Ratings

ianjukes ,

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 support@jumsoft.com!

Digruntled of Rainham ,

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 support@jumsoft.com and we'll do our best to help! Thanks!

PegasusSK ,

Very Disapointing

I find this version of money from jumpsoft far too complicated for the basic needs of a family accounting system in my opinion. If you are a bookkeeper or trained accountent I am sure it is pretty good. However not for me. It is also disapointing that one cannot use the earlier versions of money on updated Apple hardware. They now without makeing it obvious get you to use this version and after you have carried out 100 transations without letting you know at the begining sudenly stop all additional transactions. So the time you have tried to learn this version is wasted. One month is not long enough to experiance this more complicated version of money. You now have to pay for the updated version at a cost of arround £50 a year. It is typical of companies dangeling the fishing line and when you bite they then stop the service unless you pay. Why carnt all developers of apps be open and up front with their fees and costs before you spend hours and hours trying to learn new software. They should allow at least 3 months of unlimited use to see if it suited for you before start charging.

Subscriptions

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

App Privacy

The developer, Jumsoft, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

More By This Developer

Toolbox for Pages: Templates
Graphics & Design
Toolbox for Keynote: Templates
Graphics & Design
Toolbox for Microsoft Word
Productivity
Toolbox for Microsoft Office
Graphics & Design
Toolbox for MS PowerPoint
Productivity
Toolbox for Google Slides
Productivity

You Might Also Like

MoneyWiz 2024 Finance Tracker
Finance
Expenses: Spending Tracker
Finance
Banktivity
Finance
Debit & Credit
Finance
Pocket Expense 6
Finance
Accountit: Budget Tracker
Finance