Money Personal Finance Manager 4+

Track Expenses, Budgets, Bills

Jumsoft

    • 4.2 • 892 Ratings
    • Free
    • Offers In-App Purchases

Description

Manage your finances effortlessly with Jumsoft Money. Track expenses, budget smartly, and achieve your financial goals with ease!

"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 8.0.25

• Stocks price download fixed
• Search before and after date fixed
• Crash with Smart Rules fixed
• Several crash fixed
• Performance improvements
• Various UI/UX enhancements
• Other minor fixes and improvements

Ratings and Reviews

4.2 out of 5
892 Ratings

892 Ratings

Notthemoma ,

Nice for all Apple devices, Easy to work with.

Great budget app that works on all my devices. Features that really help keep a budget inline. It links to accts. you want or manually enter those you don’t. Has a scheduler to always know your plan of income and expensive. Several features. I also like the ability to make groups out of accts. you've added (loans or credit cards; cc) making a total owed to that group and/or individual accounts. Now the downside; it be nice if this app had an opt to show available credit on an acct.; according to the limit you’ve entered. Also, the scheduler does not link to the actual income or expense as it downloads in to your linked bank accounts thereby not picking up when you made the payment. You can select a scheduled item to pay immediately but not that it’s already paid according to an item in your bank acct. Maybe, a little vague, but unless you have the app you wouldn't know what I'm talking about. So let's just say it requires some manual reconciling to make the scheduler gel to the actual transactions. I still have a bit of cleanup to do to get the budget and reports to make sense. I'm sure it's because of the categories things have fallen in. I'm not even close to a finance whiz. However, after evaluating a lot of other apps that work on all my devices seamlessly this wound up the best for someone like me. Simple and customizable. So I appreciate the work that went into it, because I was an I.T. tech before retiring.

IceTrain. ,

Wish I’d tried it earlier!

I was interested in Money 5 since its launch, but was reluctant to spend $25 (I think it was more right after launch) without an ability to try it. Not to mention some initial reviews looked discouraging. Now it’s free to try and boy I wish I’d got it earlier: the interface is a joy to look at, all the important transaction info is right there, and it’s actually readable without squinting all the time. I have several bank accounts both local and international - Money’s Direct Downloads works great with them all! Before this I had another (popular!) finance app, but I was not able to connect to my account in Asia, so I guess Jumsoft really did their homework with bank support. I really don’t understand the negativity in some reviews - Money is brilliant at what it does.

Suggestion: I’d love to have a share account with my wife. We have a family account so it would be great to be able for us both to manage it (we use different Apple ID accounts).

Overall, solid five stars from a happy user! Keep it up!

Llamperouge3 ,

Great App!

I love the app for keeping track of purchases manually. Its easy to put money through several accounts without it getting confusing like all the other money tracking apps are.

Income being zelled into one account then transfered to another....it's usually so hard to show in other apps.

Especially credit cards - adding transactions and then paying it off through different accounts.

One thing id work on is how fast the system updates when switching from the computer to the app.
You really have to reload them on both systems for the new stuff to appear.

the second thing is to make the app a bit easier to Adjust the total amount. on the computer all i have to to is edit the dollar amount but the phone only gives me the option to reconcile the account - which never does what I want it to do.

Overall this app is very customizable in the most important ways - category's and the types of accounts you can add.

The simple red and green colors to tell income vs expense is great

and how the system remembers past categories that you made along with how the system auto fills the restuarants/shops name and location so in several months your not wondering when and where you went to this one place.

I would make the reports a bit better and have a few more pieces of information.

also I do pay for the full version

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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