Money - Budget & Finance

Money - Budget & Finance for PC and Mac

Written by Jumsoft

  • Category: Finance
  • Release date: 2022-07-13
  • Licence: Free
  • Software version: 7.0.9
  • File size: 19.20 MB
  • Compatibility: Available on Windows 11, Windows 10, Windows 8, Windows 7, Vista and Mac OS 10, 11 10.12
  • How it works | What is Money - Budget & Finance?

Whatʹs Great

1. Oversee and control your accounts, plan budgets, easily generate informative reports, and schedule transactions - everything will be updated across your devices via iCloud.

2. Money fits right in with the latest Macs, iPads, or iPhones adopting all of the cutting-edge features and presents them in a sleek and intuitive interface.

Money - Budget & Finance for PC and Mac Screenshots

→   →   →   →   →   →   →   →   →  

Money - Budget & Finance Features and Description

Key Features

Latest Version: 7.0.9

  • Licence: Free
  • Rated 4.4/5 By 283 People

    What does Money - Budget & Finance do? "Excellent" - Windows|Life magazine. Featured in App Store's "Apps We Love"! 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 - everything will be updated across your devices via iCloud. Money fits right in with the latest Macs, iPads, or iPhones adopting all of the cutting-edge features and presents them in a sleek and intuitive interface. 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 • 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 • Share and maintain accounts with others Future-proofing • Modern UI • 64-bit architecture • Touch ID / Face ID • Notification Center Widget • Split-screen multitasking on PC and iOS • Local data backups to keep your data safe • Direct Downloads

    Download for MacOS - server 1 --> Free

    Download Money - Budget & Finance Latest Version

    Download and Install Money - Budget & Finance

    Download for PC - server 1 -->

    Download for MacOS - server 1 --> Free

    Thank you for visiting our site. Have a nice day!

    Software Installation Requirements

    PC Compactibility/Requirements for Installation

    Compactible OS list:
    1. Windows 11
    2. Windows 10
    3. Windows 8.1
    4. Windows 7
    5. Windows Vista

    Requirements for MacOS Installation

    Intel, 64-bit processor, OS X 10.7 or later.

    Compactible OS list:
    1. OS X 10.10: Yosemite
    2. OS X 10.11: El Capitan
    3. macOS 10.12: Sierra
    4. macOS 10.13: High Sierra
    5. macOS 10.14: Mojave8
    6. macOS 10.15: Catalina
    7. macOS Big Sur (macOS 11)


    Money - Budget & Finance - Is it safe to download?

    Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you

    Software Reviews and Critisims

    • By lydian1627

      Fantastic—with one caveat

      Very fluid and clean app with thoughful features, though management of attachments/receipts needs some work. 1) Currently, you can't see which transactions have attachments from the list/table views. You have to go into the edit menu of each transaction. 2) You can filter transactions that have attachments, which is great; however, it would also be useful to filter transactions that don't have attachments. For example, I might want to quickly look through items to make sure I didn't forget to upload a receipt for something. 3) Lastly, and most importantly, the csv export is great, but there is no option to include attachments with this batch export process. Again, you have to go in the edit menu of each transaction and export individually, which makes this app more of a data trap than I feel comfortable with. Receipts etc. are so important, and an app of this caliber needs to treat them as such. If this gets addressed, the app will be five stars for sure.

    • By 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 Microsoft ID accounts). Overall, solid five stars from a happy user! Keep it up!

    • By TMAC228


      I used Checkbook Pro from Splasm for years until I found Money. Money syncs across iOS devices and my PC via iCloud seamlessly. I've tried other apps that claim to do this and have found them buggy, but I've not had any sync issues with Money. It updates immediately upon opening the app on any of my devices. Not only am I pleased with syncing capabilities, but the interface is also one of the only ones I've found to be user-friendly and pleasant to work with. I hope this app doesn't go anywhere, because I'm very picky about what I use to keep track of my accounts and I'm very pleased with this app. I'm hoping to use it for years to come. Customer service is prompt and courteous. Good visualization tools for knowing where your money is going, and export features help with reports. Overall very happy with this app. Kudos to the creators, and thanks.

    • By r26862

      Simplicity at it's finest....

      Over the years I have used many personal software accounting programs to satisfy my desires but none offered simplicity and ease of use as Jumsoft's Money does. Money offers a simple ledger interface for your accounts, data import/export, syncs across multiple devices using iCloud, as well as your financial institutions. The new update offers improvements visually as well as functionally. Their Customer Service Team I've interfaced with on numerous occasions to point out issues I have experienced and these were resolved successfully. What I would like to see that no one else offers that I know of, is the capability to reconcile my account(s) via my iOS device. Currently, can only reconcile via PC in my case. Money is well worth the small investment for tracking your finances and improving your financial successes!

    • By 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.