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
• 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*)

*Subscription is renewed automatically at the end of its current term unless canceled at least 24 hours before the start of the new term.

What's New

Version 5.3

This is the one you've been waiting for:
• Direct Downloads with over 50,000 financial institution connections;
• Local data backups for extra security (available in Preferences);
• Added popular cryptocurrency support;
• Money is now free to try before purchasing!

What else is new:
• Addressed issues which prevented some investment values from downloading;
• You can now enter your own values to investments;
• Fixed the issue, which prevented reconciling transactions on start/end dates;
• Addressed various interface issues like misplaced buttons and interface elements;
• Made a bunch of performance improvements so Money should feel quicker and smoother;

Money has now transitioned to a free download model allowing users to test the app before buying. Existing users will automatically receive Money Standard activation, so Money will continue to work normally with lifetime unlimited accounts and transactions. The Money Premium subscription with Direct Downloads is available separately. New users can choose between Money Standard one-time purchase and Money Premium subscription with Direct Downloads.

In case you have any issues with the app, email us at support@jumsoft.com.

Customer Reviews

version 5.03, much improved

Accountant 1

This is an update to a prior review. The data transfer from version 4 has been improved. If Converting from version 4 it is best to delete all accounts/catagoties that are preloaded in the updated version. This will eliminate the doubling of many accounts and set up the accounts in the new the same as the old. After import check all balances against the old. It is possiable that if a transaction was entered incompletely in the old system it will come accross funny. Also TRANSFERS from accounts catagorized as Investments in ver 4 might be doubled. I believe the latest release fixed this, but hey are easy to identify in Version 5 as a ? will appear to the left of the transaction. I was able to simply delete these and all worked fine. Considering I transfered years of data I have to say it went pretty well. Any time spent “cleaning up” your data prior to import will be beneficial. After using the new version for a while I must say I like it and the program functions well. The interface with the Cloud is fantastic and seamless. The customer support team is working hard to fix any bugs and is open to customer feed back. Overall I would say the new version is clean and well written.

Virtually Useless

klkl77

I have been using a previous version of Money for years. Loved it as it was so highly customizable. Loved the scheduler tab for upcoming bills that showed everything listed simply without having to scroll through a calendar with all my other appointments etc. And preparing reports for monthly budget meetings and for the accountant come tax season was so simple. Loved the detail & customization available. And having the ability to attach files such as receipts to transactions was wonderful. I do bookkeeping for multiple entities and having the ability to keep all of these separate businesses in their own file with passwords was perfect. This new version is nothing more than what I could do with a spreadsheet budget template which makes it virtually worthless to me. There are no separate files for multiple entities & everything has been basically dumbed down. I cannot waste my time with this. I could probably make do, adjust, & live with it, if I could have separate files for different entities. That doesn’t appear to be an option any longer which makes this useless for me. I have contacted Jumsoft requesting a refund. The last time I had an issue it was days before I got any sort of reply. This will definitely be my last attempt at any apps by this company.

What a disaster!

None18759642

I have been using Money by Jumsoft for years, having adopted it after Microsoft Money was wound down (running that in bootcamp). Now this upgrade is a joke which appears to have been designed for the financial skills of a three year old. The app ONLY support the USD as a base currency (you know….it’s a big planet with other countries out there) and reconciliation is a mess. My accounts, which were organized by type in version 4.7.5 are now randomly listed based on the “next transaction date”. You can no longer sort transaction by ascending or descending date in the ledge but must instead run a stupid report. How irrelevant is that! This is a horrible version but sadly the only one supported in High Sierra so my days with Jumsoft have finally come to an end. I’m off to find something that actually works for people with more than a rudimentary understanding of the now over 500 year old double entry system of accounting. Sadly, in the absence of a trial version for version 5.X I’ve now spent $25 which immediately became apparent had been wasted. I have been taken.

Developer Response

Thanks for sharing your feedback. Money has a powerful multi-currency functionality, please email our support team at support@jumsoft.com so we could help you improve your experience with the app!

Information

Seller
Jumsoft
Size
19.7 MB
Category
Finance
Compatibility
Languages
English, French, German, Italian, Japanese, Korean, Russian, Simplified Chinese, Spanish
Age Rating
Rated 4+
Copyright
© Jumsoft
Price
Free

Supports

  • Family Sharing

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

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