Money Help

About Money

Keep track of financial transactions, create budgets, generate reports, manage investments.

Main Window

View, add, edit, sort, and remove transactions, categories, budgets, and more.

Features

Manage accounts, scheduled transactions, reports, budgets, investments, categories, and payees.

Accounts

Choose among five types of accounts, add and manage transactions.

Transactions

Add and manage transactions.

Scheduler

Add and manage scheduled transactions.

Reports

Create multiple types of income/spending reports over different periods.

Budgets

Set maximum spending and minimum income limits over different periods, track current progress.

Investments

View stock information, current and historic market values of stock portfolio, major world's indices, and currency rate fluctuations.

Categories

Add, rate, manage, or remove categories and subcategories.

Payees

Add, manage, or remove payees.

Importing and Exporting

Import QIF, OFX, QFX, and CSV files, export QIF and CSV files, set up direct downloads from financial institutions.

Syncing

Sync with iDevice version.

Preferences

Optimize the functions of the application, choose currencies, set taxes, create import rules, set a password.

Currencies

Choose default and operational currencies, download exchange rates.

Security

Set a password to protect your data file.

Backup

Back up data to hard drive.