Money Works For Mac

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Manage money like a pro

bill planning, budgeting, keeping track of accounts, sync and more

Money Pro® for Mac

Money Pro

Money Pro® is the next generation of Money app (over 2 million downloads worldwide).

Money Pro is the one place for bill planning, budgeting and keeping track of your accounts. Easy sync with iPhone/iPad versions. Money Pro works great for home budgeting and even for business use.


NOW! Online-Banking*

Connect to your bank and download your data. Money Pro automatically categorizes transactions downloaded from the bank.

* GOLD subscription required

Calendar

  • Mark days on the big calendar when your bills are due.
  • Schedule recurring bills with custom periodicity.
  • Filter transactions by selecting dates on the calendar.

Money Works For Mac

Today view

  • Take a quick glance at bills due.
  • When you actually have a transaction, approve it quickly.
  • Money Pro predicts transactions for the day that may not have been scheduled manually.

Bills due notifications

  • A whole system of reminders will alert you of upcoming bills.
  • Quick rescheduling option will help you deal with bills due (tomorrow, in 3 days, next week).

Budgets

  • Create budgeted entries, both for your income and expenses, and indicate budget limits for each entry.
  • You may set different budget limits for every period, which is useful if you plan to reduce your spending gradually month by month.
  • Start adding every transaction you have, and see progress of each category and the overall progress.
  • Monitor visual indicators for budget overspending.
  • Select the category you want to analyze and examine a budget trend chart generated on the fly.

Budget rollover

  • You can set budgets to transfer the leftover of the current period to the next budget period.
  • Budget rollover limits your spending automatically if you overspent in previous periods.

Checkbook register

  • Unlimited number of accounts in one place (checking, savings, credit card, etc).
  • Setting transactions as recurring or as one-time only.
  • Balance change history.
  • Additional fields for organizing your records including payee, description, check #, class (personal/business travel expenses).
  • Attachment of receipt photos.

Account reconciliation

  • You can record transactions and clear them later on (reconcile).
  • Automatically calculated available balance and cleared balance.

Import of bank statements

  • Import history of your transactions and keep your accounts always up-to-date (supported files: .ofx, .csv).
  • Money Pro learns how you categorize transactions and predicts categories for the transactions being imported.

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Online Banking*

  • Connect your banks and download your data.
  • Stick to your budget much easier.
  • Money Pro categorizes transactions downloaded from the banks.
Works

* GOLD subscription required

Money Works For Mac

Split transactions

  • You can split a transaction into multiple categories which is extremely useful when you shop at mega stores and pay for multiple items at once.

Calculator and currency converter

  • Calculate amounts when planning your budget.
  • Quick currency conversion when entering transactions.

Search

  • Search transactions by amount, category, description, payee, etc.

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Lots of options for customization

  • Custom periodicity is available for budgeting and bill planning (weekly, biweekly, monthly, etc).
  • Adjust the structure of income/expense categories & subcategories for your needs.
  • Customize accounts and categories with over 1,500 built-in icons.
  • Create your own unique icons using photos.
  • Extra themes are available.

Detailed reports

  • Income/Expenses
  • Cash flow
  • Transactions
  • Assets/Liabilities (net worth)
  • Projected balance
  • Net Worth
  • Trend chart for days/weeks/months/years

iCloud

  • Money Pro uses iCloud to keep your data in sync on your iOS & Mac devices.

Money Pro Sync* (cross-platform & family sync)

  • Sync your financial data on all of your devices (iOS, Android, Mac, Windows).
  • Track expenses together with your family members or partners.
  • Get notifications in real time not to overspend your family budget (business budget).

* PLUS or GOLD subscription required


Backups of your data

  • Money Pro automatically backups your data at all critical moments.
  • You can create backups manually as well.

Multiple profiles

  • You can set multiple profiles and track your finances separately for home budget and your small business.

More

  • Print and Export to pdf, qif, csv formats
  • Password protection
  • Multiple currencies support & automatic update of exchange rates

Subscriptions

  • PLUS subscription includes Money Pro Sync (required for Profile’s owner only).
  • GOLD subscription provides two main services: Money Pro Sync and Online Banking.

Money Works For Mac Desktop

Money Pro for Mac