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.

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

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.