Money - Track & Budget Finance 4+

Budgeting, Saving, Investing

Jumsoft

    • 4.2 • 34 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

4.2 out of 5
34 Ratings

34 Ratings

AmirMasoudAbdol ,

Nicest that I've used!

I've tried (and paid for) many different expense trackers, those with shiney interfaces, with and without subscriptions, complicated and simple ones. Hands down, Money is just the nicest of them. The interface is snappy, and it feels agile.

It doesn't try to do everything for you, it doesn't over-interpret your data. It doesn't save your data somwhere and later change its policy to roll out a new feature based on the analysis of your data. I feel comfortable using it, and I enjoy it everyday.

P.S. The new list view is super handy!

pierocol ,

Excellent and easy to use to manage the finances of a family

Several years ago I faced the problem of finding a good alternative to Microsoft Money, which I was using by running Windows on virtual machine on a Mac. I found Jumsoft Money and I am very happy with it. It complies with the general Mac philosophy of being just simple and intuitive to use, yet it does exactly what is needed.
I particularly appreciate the support of Mantas and his team. Very kind and competent people who reply promtly to any request and even establish a nice human relation. KUDOS!

nraj35h ,

Decent App

App lets you import/ export data for 1 account at a time and this can be cumbersome when bringing in loads of data.

Budgets cannot be exported/ imported. There is a lot of emphasis on connecting bank account to subscribe. My preference is to do everything manual, which is also feasible with the app.

I found the reconcilation process a bit too tedious for my liking. Overall app is a decent choice if you are beginning with budgeting journey

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.

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