Money for iDevices

To use Money on your iDevice (iPhone, iPad, or iPod Touch), you will need to download a copy of Jumsoft Money, available on iTunes App Store for free. Jumsoft Money for iDevices works as a stand-alone application to let you track your accounts and transactions on the go, and it can sync data with Money for Mac via Wi-Fi.

Syncing
  1. Switch both your Mac and your iDevice (iPhone, iPad, or iPod Touch) into Wi-Fi mode.
  2. In Money on your iDevice, go to the Settings panel.
  3. Select Sync > Set New Library. A four-digit code will appear on the screen.
  4. On your desktop version of Money, click on the name of your iDevice under the Devices icon that appears in the Listbar.
  5. Type in the iDevice Library code in the blank field that appears.
  6. Once the link between the two devices has been established, select Sync on your desktop version of Money to transfer data to your iDevice.

The first time you synchronize Money applications, the transaction categories are transferred from your computer to your iDevice. If you require additional categories in the iDevice version of Money, you can create them by selecting Settings > Categories.

All data (accounts, transactions, bills, payees, categories, and securities) is synced between the iDevice and desktop Money applications. Therefore, if you delete an account from the iDevice, it will also be deleted from your computer when you next synchronize the two. You can restore the content of both versions of Money to a date prior to a selected synchronization by clicking the Restore button in the desktop Money.