Money - Track & Budget Finance 4+
Budgeting, Saving, Investing
Jumsoft
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- Free
- Offers In-App Purchases
Screenshots
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
Mostly does not work.
I’ve only tried this App on High Sierra. The interface is tidy - a much needed improvement from the initial version. However, there are bugs everywhere - it’s simply unusable. I’ve tried importing my CSV files that work well on various other platforms, but this App fails to work with the accounting format where brackets in sums denote expenses. I’ve written an AppleScript to correct that, but upon importing 1800+ transactions, the interface freaked out and didn’t allow me to mark them as reconciled more than a bunch at the time. I’ve tried the overall reconcile option (Shift + Cmd + R), but the input fields would disappear after a few seconds, or if I managed to confirm the reconciliation, it would assign adjustment transactions to seemingly random dates (not the one set). Furthermore, the App would still fail to do the math of the reconciliation correctly or mark the transactions as reconciled. Giving two stars, because the interface is very neat and the App has its heart in the right place, but can’t rate any better because it fails terribly at its purpose. I’ll be requesting a refund.
Developer Response ,
Thanks for your feedback. macOS High Sierra is still in beta as you tried it, so it is possible that some usability issues originate from there, hence it is not recommended to use beta-software on your main machines. Please email us at support@jumsoft.com so we could assist you!
Subscriptions
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
Information
- Provider
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Jumsoft has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- Address
- Ulonu g. 3 LT-08240 Vilnius Lietuva
- Phone Number
- +370 65510612
- algirdas@jumsoft.com
- Size
- 37.6 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 10.13 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, French, German, Italian, Japanese, Korean, Portuguese, Russian, Simplified Chinese, Spanish
- Age Rating
- 4+
- Copyright
- © Jumsoft
- Price
- Free
- In-App Purchases
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- Direct Downloads Monthly 7,99 €
- Direct Downloads Yearly 69,99 €
- Money Standard 229,99 €
Supports
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Family Sharing
Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.