Money - Track & Budget Finance 4+

Budgeting, Saving, Investing

Jumsoft

    • 4.2 • 111 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
111 Ratings

111 Ratings

kit4short ,

Nice interface but lacks useful functionality of other money type apps

I have been a user of Banktivity for some time, but as an Australian user, it doesnt really support an interface to our banks. It's also quite expensive for the limited functionality I use.
When I first used Money, I was and am impressed, particularly with the easy interface to my bank.
The real frustration though is It's inability to make mass changes to account transactions. For example, I noticed that some transactions had the incorrect category (20 ), but the software does not enable the user to select all 20 and then select to change the category.
Hello developer, I think this should be a must have feature - to be able to condition payee, category, tags etc as a batch process.

Grey spender ,

Money 4 to Money 6 WOW

I started with Money 4 back around 2010 and found it did all my household needs. The scheduler and forecasting graph gave me complete control of my finances.
Eventually Money 4 fell apart and I was faced withh the agonising decision of - what next. The reviews of 5 didn't impress me so I held off. The reviews of 6 were varied when it arrived but I had to go somewhere and took the plunge. Before starting I texted their support and with simple instructions managed to transfer my complete system with absolutely no pain.
Of course I dont have portfolios and have my own budgetting techniques. I also enter data directly from my bank pp and dont use the auto download - so I have had a really good system for my needs that was a vast improvement on V4.
Of course there were some differences in the interface but I texted Jumsoft and they replied in 24 hours solving my little stupidities. I can't speak highly enough of their support

Henry-Oz ,

Good App but needs improvements

It is a simple app and works well, however the bank synch doesn't work well for Australian users. My aussie bank is listed, so tried a couple of times synch but realised some transactions skipped.
So using old school manual import which works well, however by doing this I don't get the fancy payees icon.
I'd love to see more customisations in the reports, the main reason I use is for taxes reports.

Developer Response ,

We are sorry to hear you had trouble connecting to your bank. Please email us at support@jumsoft.com and we'll do our best to help you!

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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