Get your finances on track with the gorgeous new Money! Your day-to-day finance management will no longer be a chore with the beautiful and comprehensive suite of powerful features that is Money!
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.
Convenient income and expense tracking
• Multiple account types (bank, cash, credit card, loan, investment, etc.)
• Support for multiple currencies with automatic rate updates
• Reconciliation of accounts and individual transactions
• Automated payee and category discovery using Foursquare
• 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 using Yahoo! Finance
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
• Direct Downloads
What’s New in Version 5.1
• Added 256-bit AES data encryption and password authentication functionality to protect your data;
• Added Running Balance – now you can track your account balance every step of the way;
• Improved sync reliability;
• Fixed various interface and functionality issues reported via the ‘Contact Support’ section;
• Fixed the issue that caused Portfolio Market Value to be calculated incorrectly in Investment Accounts;
• Fixed the issue that sometimes caused stocks from London Stock Exchange to be calculated incorrectly;
• Fixed the issue that caused manually entered stock values to disappear after restarting the app;
• Fixed the issue that caused some transactions entered in ’today’ to display as ‘tomorrow’;
• Fixed the issue that sometimes caused the app to delete only one side of a transfer transaction;
• Fixed the issue that caused the app to return an empty recurring transaction report;
• Fixed the issue that caused some transactions to lose tags after merging them;
• Fixed the issue that sometimes caused a crash when changing frequency in Budget;
• Improved the overall performance and stability of the app.
Compatibility: macOS 10.12 or later, 64-bit processor
Home Page – http://www.jumsoft.com/money/
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