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 5.3.5

• Fixed and improved downloading and importing Web Connect files;
• Improved error handling with Direct Downloads accounts;
• Imported transactions will now be displayed in the same order as the statement;
• Improved CSV import field recognition and saving for later import attempts;
• Investment transactions should now be imported from CSV more reliably;
• Running balance will no longer become incorrect due to pending transactions;
• Pressing Cmd + N in transaction popover now adds a new transaction;
• Smart Accounts can now be printed (File > Print in the menu bar);
• Fixed the issue that caused Money Basic activation to get disabled without internet connection;
• Stock price editing is now more reliable in cases when automatic prices are not available;
• Money will no longer freeze when changing Budget periods;
• Thailand stocks are now automatically displayed in Thai Baht currency;
• Other bug fixes and performance improvements.

Major news in 5.3:
• Direct Downloads with over 50,000 financial institution connections;
• Local data backups for extra security (available in Preferences);
• Added popular cryptocurrency support;
• Money now speaks Portuguese;
• Money is now free to try before purchasing!

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.

Ratings and Reviews

3.3 out of 5

12 Ratings

12 Ratings

Wish I’d tried it earlier!

IceTrain.

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!

Lots to like

OmniHeX

My main problem with most finance trackers is that I get hyped to use them for a while until I forget to record one transaction, then another, and then I quit after a while. When I saw Jumsoft have added Direct Downloads into Money, I thought I’d give it another try. I love it so far: transactions are downloaded automatically every day and I no longer have to concern myself about remembering to record my expenses everywhere I go. If only they'd come up with something to also keep track of cash in my pocket automatically :-) All things considered - great app: lovely design, easy to use, very useful budgets! 5/5!

Much improved!

Arcadepi

Been using the new Money on my iPhone for a while and decided to give this one a try since it’s free now. Setup was as easy as it can get - all my data was instantly synced via iCloud. The interface is bright and clean, consistent between devices so getting around on Mac was virtually the same as on my iPhone. The bank connection required some initial tinkering with, but it suggested creating import rules based on my choices, so it seems like a one-time setup. I think I’ll go for a yearly plan when my monthly subscription ends.

Information

Seller
Jumsoft
Size
19.8 MB
Category
Finance
Compatibility
Languages
English, French, German, Italian, Japanese, Korean, Portuguese, 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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