Money:Your Best Budget Planner for PC and Mac

Software Reviews and Criticism

• 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 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.

  
  
• By Anonymousghj

  Promising but does not explain "Free" as in trial

  Initially I was looking for an application to manage my finance without having to link my personal bank accounts. I stumbled across money and at first I saw the user interface looking clean, reporting feature useful, and of course the offline feature to manually add my transactions. At first, the application looks promising by providing everything that I could need and best price of all "free." I spent the last 4 hours entering my transactions and bank information into the application. During the last 4 hours i've dealt with the bugs of the application crashing but also had the idea that the app was "free" so why shoud I complain right? Come to find out after several hours later and transactions I would be prompted to subscribe for me to continue. Had I known this up front - I would have stayed away in the first place instead of wasting my time. I get it - its a business and its a decent app. For other people who dont mind paying for it kudos to you to as well. I don't see anything wrong with paying for services like this. The problem I have is not being aware of it in the first place and after several hours later being prompted to pay. Please let future customers know that this is a trial for "x" amount of transactions.

  
  
• By OmniHeX

  Lots to like

  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!

  
  
• 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.

  
  

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