Money - Budget & Finance Tracker 1.5/5

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Money - Budget & Finance Tracker

By Jumsoft
Supported Devices : Mac OS

Release Notes

12/06/2017 | Version : 5.1.3 | Size : 15.0 MB
• Fixed various interface and functionality issues reported via the 'Contact Support' section;
• Fixed an issue of negative zero balance with multi currency;
• Fixed an issue that caused visible transactions in widget when security is enabled;
• Fixed an issue, of payee sorting when location services is turned off;
• Fixed an issue, which caused two Account Adjustment categories;
• Improved the overall performance and stability of the app.

New features added in 5.1.2:
• Added Korean localization;

New features added in 5.1:
• Data encryption and security;
• Running balance

If you are experiencing issues with the app or have suggestions, feel free to email us at

15/05/2017 | Version : 5.1 | Size : 15.0 MB
We are excited to launch the first feature release for Money! Welcome Money 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.

If you are experiencing issues with the app or have suggestions, feel free to email us at

29/03/2017 | Version : 5.0 | Size : 20.1 MB


***Summer sale! Now 20% off for a limited time!***

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.

Feature overview:

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

• Simple and intuitive setup
• Secure data synchronization between devices
• Extra layer of security in case of device loss

• Modern UI
• 64-bit architecture
• Touch Bar support
• Notification Center Widget
• Split-screen multitasking on macOS and iOS
• Direct Downloads (coming soon!)


Categories :
#28 : Top Grossing Mac Applications [Finance]
#59 : Top Paid Mac Applications [Finance]

Screenshots Mac OSX :

Screenshots Mac OSX Screenshots Mac OSX Screenshots Mac OSX Screenshots Mac OSX Screenshots Mac OSX


Finance , Productivity

Comments and Ratings for Money - Budget & Finance Tracker

Huge leap away from the old app (5.1.2)
07/06/2017 08:18:35 3/5 By doperfries
I used to really like the old version of Money. I liked the budgeting bars so you could see where you were at, and I liked having my assets shown as part of my net worth. These two features appear to have been lost along the way, unless of course I didn’t read the manual. The layout is very clean, a bit too clean for my liking, however it feels like was made this millenium which the previous version clearly wasn’t. As this is very early release i’m hoping it will gain features and creases will be ironed out. I’ve already spotted a couple of bugs like Total not changing straight away when a transaction is entered etc.

Oh dear (5.0.4)
13/05/2017 15:11:17 1/5 By Badooku
DO NOT BUY this. They have ruined the product.

An awful step backwards (5.0.4)
12/05/2017 12:24:58 1/5 By riwanczuk
How many ways can I dislike thee? Too many to count! What a tragic step backwards from version 4. Where do I start? No running totals, abysmal use of screen real estate, information details for the selected transaction has gone, information fields like transaction numbers have disappeared, too many clicks to do any operation, categories and payees are made more difficult to edit by hiding them in preferences (preferences??!! I ask you!), entering any transaction is now more time consuming to do - hate it, hate it, hate it - Money for dummies. I am going back to the version 4 and pray that I don’t hit any bugs and it still works in future OS releases. The choice of finance software on Macs is woeful and Jumsoft Money was the best of a limited selection - not any more, Jumsoft have managed to propel themselves towards the bottom of the pile. Would give this version no stars if that were an option.

Still in beta (5.0.3)
18/04/2017 06:10:27 2/5 By johnoroel
I have been using Money 5 for 2 weeks now, having migrated data from Money 4. Intitially, it was a disaster and I could not believe Jumsoft would release such a failure of an app. I applied my patience and persevered through a couple of updates, hoping things would be fixed. I should say I have kept my Money 4 version running at the same time as I cannot risk loss of data or functionality while Money 5 gets fixed. This review is my objective assessment of where the app is currently. So. What are the good points? Well, the interface is, as many others have pointed out, more modern looking. Secondly, Jumsoft have addressed some bugs fairly quickly and the app now starts up much faster than Money 4 or the early version of Money 5. Unfortunately, that’s about it. Addressing bugs is something that should be done anyway so the only positive point about the new version in use is the interface (and that has some issues - see below) and it is not worth upgrading just for that. What are the problems? For me, there are two major problem areas that mean Money 5 is not suitable for daily use yet: 1 Lack of functionality a) Data is kept in iCloud but it is not visible anywhere so cannot be backed up in any way. You have no control over your data files b) Reports are a complete mess. I vcannot reproduce my vital reports and the ‘manual’ is more or less useless c) There are missing settings that are in Money 4 - General, Backup, Secuiorty, Taxes, Calendar - if you use any of these, then you are stuck d) Nothing can be customised - fonts, information etc, controllable in Money 4 in Settings, cannot be changed e) No security exists - you cannot set a password to prevent access to your data f) ‘Reconcile account’ results in a mess as starting balances cause balance adjustments to be added, resulting in incorrect balances g) Download icons for payees sounds like a nice idea but it takes an age and the icons are frequently incorrect yet there is no way to fix this or add your own icons instead h) Data migration will migrate transactions and accounts but not reports. It is non-intuitive. i) Sync is now only iCloud - no Dropbox. It deos seem fast but you have no control over the data files 2 Lack of information a) There is no running balance, which is vital, as many others have said. b) No ‘reconciled balance’ is shown for any account c) There is no longer an ‘Overview, showing net worth and all account balances in one place d) All transactions are either ‘Today’ or ‘Recent’ - I can see no useful point to this e) Scheduled payments appear in the same list as transactions, which is confusing There are numerous other smaller issues and some areas (investments) I do not use so I cannot comment. My overall impression is that we users were being used as beta testers in the first couple of weeks and that the app is incomplete. Theer are too many missing elements compared with the previous version - I am not talking about ‘nice to haves’ but vital functionality. Until the app has that functionality, I would advise anyone to avoid it and stick with Money 4.

Loses account entries - now fixed, but still problems (5.0.3)
13/04/2017 05:47:43 2/5 By PSTyke
When I first installed Money 5 and imported my accounts from Money 4, the import lost the last six months of mu account entries. With perseverance I solved the problem. I completely unistalled Money 5 and then re-installed. I then imported my accounts from Money 4 again and this time the import was good. However, there are still problems with this app. 1. Sometimes does not save a new entry or does not save all the data for that new entry. You then have to edit the entry to make sure all the data is there. 2. The app has crashed a couple of times and reports have been sent to Apple. 3. If there is no syncing with the iPad app then you have to switch off iCloud on both apps. You then switch iCloud on the Mac OS app first, then switch iCloud on iOS app second. This seems to get both apps talking and syncing with each other. It worked for me. Just imported my Money 4 account file into the Money 5 app and the import has LOST the last six months of entries on every bank and credit account. Not a very good start for an app that is supposed to make home accounting simple.

Issue with scheduler (5.0.2)
12/04/2017 10:44:02 1/5 By ShepshedIan
Updated from v3. Duplicated all enttries in scheduler and restarted those which had passed their total number of entries required, changing payment to continuous. V3 much easier to use.

A Lot Better (5.0.2)
12/04/2017 02:35:15 3/5 By richspedds
This is so much more ‘modern’ than the last version but does require the following to make it even better :- 3rd party access to the icloud (I havent got the time to put my wifes receipts in as she is not part of my iCloud!). Running daily total. Automatic downloads. Please sort Jumsoft. Thanks

Not a good upgrade... (5.0.1)
08/04/2017 05:36:15 2/5 By twodogron
After using Jumsoft Money for many years this particular upgrade is the most disappointing I have ever experienced...... The lack of a running balance makes any financial software a joke coupled to the fact that the developers have taken away the "4 Week" scheduling option makes it almost impossible to use as a serious stand alone finance package. Come on Jumsoft, look after your long term supporters PLEASE !!!!!! NO EXCUSES !!!

This is not a good upgrade (5.0.1)
08/04/2017 03:30:51 1/5 By Cycle Cat
I have persevered trying to use it, I got a refund but bought it again however I’m keeping Money 4 at the moment because there are too many shortcomings and software bugs with the new version that even the 5.01 has not improved anything that I have noticed. What was a really good application, Money 4, has been compromised in my opinion, by the desire to make the interface and display look more “modern". There is just so much missing: - No running balance - No ability to show reconciled or unreconciled transactions - No local backup, it has to be in the iCloud - Extremely limited report capability - No ability to schedule transactions on a 4 weekly basis - No easy way to search for a transaction or group of transactions the list is endless... In summary it looks pretty but it just doesn’t come close to offering what Money 4 provided.

06/04/2017 06:34:09 1/5 By Miserable middle aged git
Very disappointed with this upgrade. As one of the previous reviewers has said, the changes are purely cosmetic in many ways. The worst change is that you cannot see a running balance. This is such a basic feature of any financial package that I just can’t believe it has been left off. I need to know the daily balance to ensure that when things are getting a bit tight in one of my accounts I can move money in to ensure I do not get into debt. This upgrade is little more than usless and not fit for purpose. I’m also annoyed that there is no mention of the change in features on the web site before you spend £25. This app is like buying a car and then being told that it no longer has wheels. Do not buy !!!

Still not useable don’t upgrade yet (5.0.1)
05/04/2017 13:13:49 1/5 By rraiszadeh
I used to use Money 4. It was great except its problematic syncing via Dropbox. I was so confident about the greatness of the new version that I even did not check the reviews. I upgraded to ver 5 yesterday to find it crashed whenever I scrolled through the transactions. Today Sumsoft released ver 5.0.1 and I thought the problems were solved. But after updating I found I could not see any transactions in my accounts that are saved in the iCloud. The account list is empty despite it shows the balance of the account in the left menu. I have informed Jumsoft and I am waiting for the update. I also cannot understand why Jumsoft has removed so many useful customization options. In this regard I agree with the other reviewers. I hope the next update makes me to increase the rating for this previousely great software.

Disappointed (5.0.1)
05/04/2017 05:17:19 1/5 By RobinA299
I upgraded from version 4.7.5 yesterday. I had used Microsoft Money for many years and settled on Jumsoft Money some years ago after moving to a Mac. I was pretty confident of the upgrade to 5.0.1 and have been particularly looking forward to iCloud sync. Because of my familiarity with the earlier version I didn’t do much research into the new version. I can only say that I am seriously disappointed. Features such as a running balance on the account record are no longer there, I can no longer select to display just reconciled or unreconciled transactions, or payments or outgoings. There are some nice, but purely cosmetic changes such as downloading icons for transaction payees. I am a bit mystified by the display which claims to show just 2 types of transactions — “Today” and “Recent”; “Today” is showing transactions over a week old and “Recent” shows all the rest, back to 1995! Reporting now seems to be much reduced and not particularly editable. I am sorry to say that the new version seems to have become much like many other personal finance apps that are comsmetically appealing, but devoid of useful content. I shall be searching for alternatives and Bankivity and Money Dance are currently near the top of the list. In the meantime I shall be continuing to use version 4, which was not overwritten and is still functional. I regret spending the £24 on the new version, but I guess I just need to put it down to experience and move on.

Works OK (5.0.1)
04/04/2017 09:14:11 3/5 By dartmoor bogtrotter
Main reason I upgraded from money 3 was for synching over iCloud which works fine. It would be good if synch status was always visible and appears a bit slow. Importing was OK once I realised it didnt deal with split transactions properly. Interface is not as customisable as previous and is main reason only 3 stars. I havent got my head around reconciling yet as its not at all intuitive. Entering transactions is OK but its more of a chore for transfers between accounts. Possible but have to scroll down a list of all categories and T is a long way down the alphabet. There is no running balance unlike the previous version (which I found useful) only the final balance including any future transactions entered.

Intuitive Interface? Not A Bit Of It!! (5.0)
03/04/2017 05:58:49 1/5 By DevonExpat
Oh, good, I thought when I was informed that the previous iOS version would not run for much longer and certainly not after the next iOS update; Fortunately, on visiting the Jumsoft website, there was an upgrade with promises for my satisfaction! How I was deceived! The difficulty encountered when trying to move my data from Dropbox to iCloud - nothing intuitive about that! The problems encountered when carrying out ‘Pay’ actions on one device only to find duplicates (paid and unpaid) synchronised to all devices - nothing intuitive about that! And don’t get me started on the rest of the facilities that are now missing from what had been a moderately useable Money 4 on my iMac; others have already given very clear criticism of what has been dumbed down or omitted. And to charge an apparently discounted amount of £23.99 for the MacOS version is bordering on criminal! I too shall be demanding a refund for both apps!

Lost functionality (5.0)
03/04/2017 03:29:54 2/5 By SimonEdCon
Have used money for many years and was looking forward to upgrade in particular iCloud funtionality for iPhone (which you have to pay for as an extra) The icloud files don’t display within iCloud. Schedular completely messed up, 4 week frequency lost and converts to weekly, Scheduled events don’t pay automatically and future payments show up in respective account so there are years of future payments in the current account. Automatic recognition of classification of last pay meant has gone. I could go on and wonder why we have been charged for this downgrade. Just hope that they put things right soon. On the otherhand support do reply within one day.

This should be called a “Downgrade" (5.0)
01/04/2017 08:14:53 1/5 By Procrastinator-in-chief
This new version feels as if Jumsoft decided that Money 4 was too complicated (which it wasn’t), so in order to make it look easier for new customers, they’d dumb down the interface, slim down the number of options so there was less to figure out, and call the whole thing an upgrade. It isn’t. This is Money Lite with half of its previous functionality missing. If you have found your way into many of those really useful things that Money 4 offered to make it efficient and productive to use, the likelihood is it’s the most useful half of the features you rely on that has been removed. When I imported seven years of back data across a dozen different accounts, none of the current balances were right - they were off not by pennies but thousands or more. Trying to see where it might have gone wrong was impossible, as it is no longer presents the running balance so you can tally it with what your bank statement says at different points in time. Amazing but true - an accounts package that only ever shows you what it thinks is the current balance, with no way of going tracing back though how it reached that. There are so many other essential features that are missing or that have been translated into something that is no longer as useful or as versatile as before. Reports are a shadow of what they were, as they miss the capability to put several periods side by side, or even group income and expense by category rather than subcategory. Think of anything where you might have picked someting from an options menu and you will find it’s been removed from version 5. Pretty much all of those options menus have been gone - and have not been replaced by anything else. I am disappointed to see a product that I’ve found so useful over the last four or five years veer off course like this. It’s so far away from what I could use now that I’ve asked for a refund, and will wait a few months to see if it improves. If it doesn’t I’ll sadly have to look for something else.

It's a downgrade (5.0)
01/04/2017 03:39:04 1/5 By Galexa
Another new app that does less than it's previous version. Just one example, csv export has been removed. Look on their website for a 'what's new in this version' and currently, you won't find a list of new features probably because there aren't any. It's a UI polish (yes, everything is bigger) and a dumbing down.

A promising update with refinements (5.0)
30/03/2017 13:54:46 4/5 By Shetland_Andy
I also have used money 3 money 4 and now money 5, I would not go as far as to say it was awful as another reviewer has mentioned, it does require a slight adaption to the previous layout and way of working in the application but it is an improvement, there are planned features mentioned on their website such as direct downloads of bank statements/financal records, although it does not mention which banks, I am hoping for a broad range of British accounts from banks to credit cards etc. I am grateful the developers have updated an application i have used for many years to analyse my spending, and for making the ios versions compatible with newer operating systems without slowing my iphone down as the previous version used to highlight that it may slow my device down, so this is good! Things I like about the new version: Being able to download Payee Icons for common transaction which will then display the company logo on the left. (takes a good while though) Clicking on the i in the transaction and it will show similar transaction with dates and amounts so you can trace how often you spend money in a particluar place at a glance, fantastic! (In the ios versions your tap the transaction, then tap the transaction name again to display previous similar recent transactions). The reports are definitely and improvement and can be analysed as spent by category spent by payee, tags or spent by date all just by clicking a button and by month its much faster than having to custom edit dates to create graphs and pie charts in money 4. The scheduler looks much more pleasing to set payments in advance using the calendar view. Being able to group accounts into folders e.g. keep all business related investments loans etc in a separate area to personal finance transactions in the side bar. Things I dont like: Not having an option to sync with dropbox, or Onedrive, preferably dropbox, not sure why this feature has been removed. Crashed intially due to importing money 4 which put scheduled payment information in and automatically displayed them as payed, missing transaction info which when I tried to enter crashed the app. Deleting the transactions cleared the issue, so importing previous version data may cause some hiccups. I would like to see a feature to schedule reminders about payments without actually automatically adding them to my account. The flatter design, its harder to see the icons which have very muted colours, but thats the way  is going I prefer the older Apple styling which was clearer to read, and see icons in the finder but thats a change we all have to get used to in Apple’s wisdom. It doesnt have to be all Skeuomorphism, just a little bolder and stronger lcons to make it more pleasing to the eye and easier to see quickly. I’ll update my review as I use more functions, I have the mac desktop version and the iphone and iPad apps.

Dissapointed (5.0)
30/03/2017 04:57:18 2/5 By b@cc1
Dumbed down user interface. Ability to create and save custom reports removed. User interface only displays a few transactions due to oversized font (unable to change a customisation optiosn very limited). Unique features of previous versions sadly removed. Very disaapointed to have paid a large amount for no gain. Now just another personal finance app like all the others.

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