Money - Track & Budget Finance 4+

Budgeting, Saving, Investing

Jumsoft

    • 4.2 • 17 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 8.0.11

• Scheduled investment transactions
• Add tag to multiple transactions without replacing notes
• Transaction split order sync
• Search by category improvements
• Scheduled payments improvements
• Budgets and goals fixes and improvements
• Various UI/UX enhancements
• Miscellaneous minor fixes and improvements

Ratings and Reviews

4.2 out of 5
17 Ratings

17 Ratings

Gary Omundsen ,

Worth the effort to upgrade

I have used the Jumsoft money app for many years. I am retired, and rely strongly on it’s ability to input transactions on the go on my iphone, and it’s syncing capabilities with the app on my Mac. The Money 4 app, after a few version releases, finally did everything I needed, and was quite reliable syncing via dropbox, but not perfect. I recently upgraded to this Money 5 version for both Mac and iPhone, and just love it! It required some time to get used to the new look and feel (it is quite different), but the end result is a finance tracking app that is very solid (now syncs with iCloud instead of dropbox), very fast, and easy to drill down. In fact, you can drill down to individual transactions via budgets and reports, and even via the payee and category listings. And it feels like a modern ios app now. Looks good too.
Very glad I made the decision to upgrade. The transition had a few issues that IO had to manually repair, but nothing major (eg it imported my payee list twice)

Developer Response ,

Thank you for your feedback! If you have any difficulties with the app, just email us at support@jumsoft.com, we'll be happy to help!

santhosh karthik ,

Best budget planner

Best free app for far. I track on my all spent money

callum9502 ,

Great app love it

Love this app

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, for example, based on 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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