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To download Money by Jumsoft from the Mac App Store, you need a Mac with OS X 10.6.6 or later. Learn More.

Money by Jumsoft

By Jumsoft

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Money by Jumsoft presents a powerful, comprehensive, and intuitive system designed to help you keep control of your financial life. Oversee your account balances, track your income and spending, keep budgets, and have your data synced among your Mac, iPhone, and iPad via Dropbox. Do it all in a straightforward and stylish interface.

Convenient income and expense tracking
• Multiple types of accounts (bank, cash, investment, etc.)
• Multi-currency support
• Reconciliation of accounts and individual transactions
• Straightforward way of managing categories and payees
• Enter transactions by category or payee
• Print checks
• Transfer and split payments
• Make notes and add attachments
• Various options for sorting, labeling, and searching
• List and grid views

Easy budget planning
• Multiple budget capability
• Various budget periods, including one-time budgets
• Average spending amounts to help set realistic budget limits
• Progress bars for each budget category
• Color indications and alerts for low and exhausted budgets
• Recurring budgets

Smart scheduler
• Advance planning of expenses, income, and transfers
• Handle recurring transactions, such as utility bills
• Reminders about pending scheduled transactions
• Automatic payment capability

Advanced reports
• Multiple report types
• Easily changeable report parameters
• Various options for report customization
• Pie and bar charts
• Printing and emailing capabilities

Investment tracking
• Investment accounts
• Portfolio feature allows following all investment accounts
• Charts depicting history of portfolio and individual stocks
• Automatically updated tables of top gainers and losers in the market, major world indices, and currency rate fluctuations

Cloud storage and syncing
• Document storage on Dropbox
• Syncing with Money for iPhone and iPad (requires iOS 6 or later)

More handy features
• Multiple-user capability
• Password protection
• Streamlined interface

What's New in Version 4.5.5

• Fixed issue with investment account filters in reports
• Fixed issue with the settings in Portfolio view
• Fixed crash following document duplication after QIF import
• Fixed issue with refreshing the scheduled transactions list
• Fixed issue of the scheduler date picker
• Fixed crash when opening some documents from Dropbox
• Fixed separator bug in CSV import and export
• Fixed category selection issue on Mavericks
• Fixed loan balance bug
• Fixed issues with MT940 import
• Fixed currency duplication issue
• Fixed issue of blank export window
• Fixed check transaction issue in OFX import
• Fixed bug in displaying Iranian Rial amounts
• Fixed decimal point issue in the share number field of investment accounts
• Other minor improvements and bug fixes


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Customer Reviews

I’m sure it has its place…

I’m sure this is a great piece of software but none of my banks support the OFX format for automatic import of the banking information per online banking. And, after I manually imported the information after downloading it from the banking website into Money, the numbers did not add up.

I pre-scheduled all my payments — simply for budget purposes — and nothing popped up. I’ve benn reading the manual and, to be honest, I just don’t have the time to deal with this software; for me it’s too time consuming to learn it. I was hoping for a simple point-and-click/import banking information/schedule transaction so I can always check my account’s standing on- and offline but that did not work out as planned.

Again, I am sure this is a great piece of software but I am very reluctant at this point to even keep it on my Mac because It would take me an entire weekend to figure out. I think a “huge” disappointment is the website because the support section has not answered a single questions. The manual does but it’s about an inch thick when printed.


I really like that I can access this from my iPhone, iPad, and Mac, but every time they do an update I end up losing data, getting duplicate data, or having some strange glitch between the different devices. I generally like the interface, but at this point I feel like I’m being punished for doing the very thing this was supposed to enable for me: Manage and watch my finances closely. When they switched from iCloud to Dropbox I lost almost everything and sent a request for support with no response. I want to support small businesses so wish I could endorse this product, but buyer beware. If my mood right now—facing my sixth or seventh loss of data in 1.5 years—was accurately reflected in the rating, it would be 1 star, but like I said I generally like the interface . . . when it works.

What Quicken Should Have Been

Loved using Quicken for the Mac when it was relevant. Money replaces that app no problem and comes with DropBox, iPhone and iPad syncing. Migrating data to my new laptop was as easy as AirDroping my Money file from one machine to the next. Great App!

Money by Jumsoft
View in Mac App Store
  • $38.99
  • Category: Finance
  • Updated: Jun 09, 2014
  • Version: 4.5.5
  • Size: 18.7 MB
  • Languages: English, French, German, Italian
  • Seller: Jumsoft

Compatibility: OS X 10.7 or later, 64-bit processor

Customer Ratings

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