Money Pro
Money Pro® is the next generation of the 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.
Calendar
- Mark days on the large calendar when your bills are due.
- Schedule recurring bills with custom periodicity.
- Filter transactions by selecting dates on the calendar.
Today view
- Take a glance at the bills due.
- When you 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, or next week).
Budgets
- Create budgeted entries 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 the 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 the 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 imported transactions.
Online Banking*
- Connect your banks and download your data.
- Stick to your budget much easier.
- Money Pro categorizes transactions downloaded from the banks.
* GOLD subscription required
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.
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 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 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 backs up 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 your home budget and 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 both services: Money Pro Sync and Online Banking.