Screenshots

Description

Get your finances on track with the gorgeous new Money! Empowered with a pack-leading Direct Downloads coverage, Money offers over 50,000 financial institution connections across 57 countries to make your finance tracking a breeze!

Oversee and control your accounts, plan budgets, easily generate informative reports, and schedule transactions. All this is presented in a sleek and intuitive interface, while iCloud keeps everything in sync across your devices.

You can now try Money out for free and see if it's right for you!

Feature overview:

Convenient income and expense tracking
• Multiple 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 discovery
• Smart accounts and smart data import (QIF, QFX, OFX, CSV, MT940)
• Transfer and split payments
• Multiple transactions edit
• Two different views to keep track on your transactions
• Easily assign tags, take notes, and add attachments

Easy budget planning
• Advanced budget categories with custom periods
• Amount averages to help set realistic budget limits
• Easy progress tracking of budget categories
• Nothing gets past you - unbudgeted items are also accounted for
• Easily track budget by accounts, transfers, tags

Smart scheduler
• User-friendly planning of income, expenses, and transfers
• Easy handling of recurring transactions such as utility bills or loan payments
• Quick access to pending scheduled transactions
• One-click payment capability
• Convenient calendar view for improved usability

Rich reports
• 15 different report types
• Super-easy and powerful parameters to customize reports
• Beautiful visual representation of data using colorful charts and graphs
• Various report sharing capabilities

Investment tracking
• Easy profit/loss tracking for your portfolio or individual stocks
• Automated downloads of dividends and splits
• Constantly updated values
• Visual representation of current and historic values of portfolio and individual stocks
• User-friendly addition and management of stocks
• Automatic discovery of stock data

iCloud
• Simple and intuitive setup
• Secure data synchronization between devices
• Extra layer of security in case of device loss

Future-proofing
• Modern UI
• 64-bit architecture
• Touch Bar support
• Notification Center Widget
• Split-screen multitasking on macOS and iOS
• Local data backups to keep your data safe
• Direct Downloads with over 50,000 FI connections (available in automatically renewable one-month or one-year subscription plans*)

*Payment will be charged to iTunes Account at confirmation of purchase or 24-hours prior to the end of free trial period or scheduled service renewal. Subscriptions are renewed automatically unless canceled at least 24-hours before their scheduled renewal. Users can Manage Subscriptions, and turn off auto-renewal by going to the user’s Apple ID Account Settings after purchase. Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription.

What’s New

Version 5.6.10

• Up to 1 year of transaction history downloads for newly connected accounts.

Having trouble or found something that you think needs fixing? Email us at support@jumsoft.com!

Ratings and Reviews

4.0 out of 5
283 Ratings

283 Ratings

sgohlke55 ,

Huge improvement from v4

Initial impression... After a learning curve and having to reinstall & fix several issues on my own - did not want to wait the usual several days for Jumsoft help - I finally got the laptop app and iOS versions running with iCloud backup... so far it seems to be running seamlessly. Wow a huge improvement. There are more than several issues e.g. unable to adjust text size and display options are lacking. I could go into a lot more detail but that would take too much of my time. It is definitely worth the value to upgrade. BTW if you upgrade to Catalina and use v4 you will have issues.

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!

cheesecake 13 ,

Doesn't make sense

I was looking to replace another software package that I was using. I was even willing to deal with the fact that I can't share management with my spouse without being on the same device. Initially, it kept crashing, even after an update was pushed out stating it was supposed to fix the crashing. The automatic download for accounts is buggy. You need to be able to turn off the icon for the payee aspect. You have to use a time to order the transactions instead of just dragging them. The worst part of the application is the budgeting system. With other budgeting apps I used, an expenses and returns from a category is simple. You buy something under "clothing" then use the same category to return money to the pot. It's not so simple. I could work around the other things I call a problem, but this issue is at the core of what the software is supposed to do. I do not recommend people use this software at this time.

Developer Response ,

Thank you for your feedback. We are working on a Shared Accounts solution for Money so you can expect that in the not-too-distant future. Money is an advanced finance tracker so it can differ from some of the other software you might have used, but we are sure you will find the way it works convenient and intuitive over time. If you need our help with using any of its features, please email us at support@jumsoft.com! By the way, you might want to update your app to version 5.6.8 and see if that solves the crashing problem! Thanks!

Information

Seller
Jumsoft
Size
20.1 MB
Category
Finance
Compatibility

macOS 10.12 or later, 64-bit processor

Languages

English, Chinese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish

Age Rating
4+
Copyright
Price
Free
In-App Purchases
  1. Money Standard $24.99
  2. Direct Downloads Yearly $49.99
  3. Direct Downloads Monthly $4.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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