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DESCRIPTION
Money helps people organize and manage their personal finances quickly and easily. It supports all the features required for personal or small-business accounting needs.
Features:
- Different Money Accounts: Your money comes and goes from your wallet, your bank account, your share trading account. How do you keep track of it all? Because Money supports so many different types of accounts, you can neatly capture every detail. Create separate accounts for your bank accounts, cash, credit cards, investments, and loans to balance your accounting with grace.
- Easy Budget Planning: For some, it's like breathing, but most people need help planning their budget. Trust us, this is actually simple with Money. Select different budgeting periods (from daily to annual) and set your target revenues and expenses. After a specified period, you can compare your targets with the actual outcome using Budget Monitor. Choose relevant categories for an even more profound analysis.
- Smooth Invoicing: Repeating the same information in every new invoice can be seriously frustrating. Click on Preferences and set up your contact information, company logo, Web site address - everything you want to include on every invoice. Create an Inventory list and your invoice will be ready before you know it. Using five different invoice designs, you will find it easy to send your clients a bit of fun along with the balance they owe you.
- Advanced Reports: Money features very fast report generation. Just select the account you need and relevant report components - text, charts, or an elegant combination of both. To make sure all your needs are met, Money offers eleven types of reports, including Spending by Category, Monthly Income and Expenses, Annual Budget, and more. With just a few clicks, your financial situation is right before your eyes.
- Portfolio Summary: Portfolio now has a brand new look to keep key information on one page. Follow all your investment accounts together with important market information for a well-rounded view. On the main page of Portfolio, you can see a table of your shares, a graph of a selected security's quote history, variations of Portfolio market values, and Major World Indices' Information. Be your own Portfolio Manager with minimal time and effort.
WHAT'S NEW
Version 3.4.5:
- WebBank downloads improved.
- CSV and QIF imports improved.
- Invoices items sorting improved.
- Reports improved.
- Up to 4 decimal numbers supported in Taxes.
- Other minor improvements and bug fixes.
REQUIREMENTS
Mac OS X 10.5 or later.
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| Money User Reviews (23 posts) | Write A Review |
 | Nov 24 2009 |
LEONLEDRAGON Simply the best... I have tried many - this software is clean - simple - include invoices and many options to simplify the tasks. Localisation also good (french - german).
(Version 3.4.5) | |
| [ Reply ] | |
| Jul 7 2009 |
GERRIT KRUIJER Have tried the version that comes with MacFormat (version 2.5.9) but had a problem when importing from Ibank. Data could not be saved. Multiple validation errors occurred, but no explanation what could be wrong. Cannot find any misstakes. Also, it would be nice to reconcile all transactions at once (tried to import a half year). I don't want to lose the information i have gathered.
(Version 3.3.3) | |
| [ 1 Reply - Reply ] | |
Replies:
 | Jul 10 2009 |
For troubleshooting saving problem we would need more info - what type of file it was, etc. Also there is a newer Money version - 3.x. There were many improvements compared to 2.x - with saving and import features. If you are on Leopard I suggest trying it. There is a possibility to reconcile multiple transactions just with one button click. LEt us know if you are still having problems with save or something else?
(Version 3.3.3) | |
| Jun 28 2009 |
LUPOWILK I recently bought this app. I give it a high 4,5 star. The missing of 0,5 are for some options wich are missing for me (like in investment tool i cannot add stock from my country). - easy to use (you will be able to work with this program very just few minutes after you use it) - budgeting is well done, there's a lot of categories which can be edited. - it can be used for tracking you small business (cause it has invoicing options) as well as Yo home finances - i really love all the option of tagging with different colors all the money flows - auto-reports based on You settings If You are looking for an easy to manage, functional program to manage Your finances, i recommend to try it first. But You will love it. (i recommend buying the business bundle wit other two good apps - they are worth!) I recommed it
(Version 3.3.2) | |
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| Apr 26 2009 |
KKRIMMER Someone said Money had "potential"... don't need an accounting program with potential, attracted to the interface but find tinybooks just plain works (with a look of 1980s software)... Maybe try next version, like the look.
(Version 3.3) | |
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| Mar 2 2009 |
RAIMIS As most users, I have tried many similar apps before settling on this one. Money was the first application that was able to configure the csv file to be imported (almost) correctly. It took a bit of cleaning afterwards, however. The import feature takes every comma as a field separator, even if the comma is in a text field enclosed with quotes. It would be better, if importing would work the way it works in in Bento. I use Money a simple expense tracking/analysis application, and it does the job nicely. I have used the trial period to its fullest, and bought the app without hesitation afterwards. It never crashed, and the user interface is pleasing. I would love to see the reports feature somewhat more fancy (iFinance comes to mind), but it works nicely. Categories/subcategories approach is simple and intuitive, you can add categories/subcategories on the fly. Excellent thing is the Spotlight-like search feature that helps filter the records and find the information quickly. It works somewhat slowly with more than 20 thousand records, but the simple solution I have found is to split the whole bookkeeping into yearly accounts. Overal I find Money very simple and intuitive to use, with enough features for a home budgeting needs and pretty interface. It is a stable and reliable application. I have not tried their support, as there was no need for it yet.
(Version 3.2.4) | |
| [ Reply ] | |
| Feb 8 2009 |
MILPAT It's the second time that I give 'money' from jumsoft a try. I'm looking for a Quicken replacement like lots of people !!! The first time, I couldn't schedule my paycheck because there was no schedule option for peoples that are paid every other week (meaning each two weeks). So this option was missing then ... what's the use of a finance software if you can't schedule your paycheck ? The second time, after seen that the 'Every other week' has been added, I tried to schedule my mortgage ... unfortunately, this apps only compute mortgage for the US ... and I'm not living in the US ... tried to contact the support ... it's been a month now and still no answer from them !!! I did my research on the web ... it seems that these guy (Jumsoft) doesn't offer very good support ... I'm not the only one in this situation ... from what I read, I wouldn't recommend buying any software from this company.
(Version 3.2.4) | |
| [ 1 Reply - Reply ] | |
Replies:
| Feb 9 2009 |
I agree there were problems with support a couple of years ago. Since then there were many changes in Jumsoft and now replies to users feedbacks are sent within 24 hours during workdays. I am sorry if you haven't received an answer, that means we didn't receive your email. Can you please resend it to info@jumsoft.com?
(Version 3.2.4) | |
| Dec 23 2008 |
DOUG.SHUMAN By far one of the best available personal finance programs for the Mac, and I've tried them all. Easy to use, updated regularly, and development responds promptly to email. While other similar packages focus exclusively on appearance, Money balances functionality with aesthetics to create a pleasing package sure to please the user.
(Version 3.2.2) | |
| [ Reply ] | |
| Dec 4 2008 |
ROTH I'm not saying this program isn't aesthetically pleasing, because it is. But what is interesting about a lot of finance applications, especially this one, is the need to copy iTunes. This program lacks its own identity.
(Version 3.2.1) | |
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| Oct 13 2008 |
DRAGONCE Simple, clear : accounts - easy invoicing - credit cards - transfers... all easy...
(Version 3.1.1) | |
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| Jan 29 2008 |
IGUY Very nice finance program for individuals. Frenquently updated, and I went with this software because of the way it presents reports.
(Version 2.5.5) | |
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| View all 23 posts >> |
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