Taking control of your personal budget
If you want to invest in a high-end task management app for Mac, Things is worth the price. However, there is a free trial available if you don’t want to pay right away. Quicken for Mac gets a lot of attention, but if you aren’t using Windows then Quicken is a poor deal: In the last several years support has dropped off and the lack of compatibility just isn’t.
MoneyWell is a personal finance package built around the concept of envelope budgeting. It's designed to keep you from overspending by using proactive budgeting techniques. It also helps you direct your extra money to debt reduction and savings so you end up with a nice cash buffer for emergencies and a more stress-free life.
Spend only what you have in your buckets.
Too many other financial tools rely on end of the month budget reports to keep your spending in line, but by that time it's too late to fix anything. We call this regret-based budgeting, where you print reports and then regret not sticking to your plan. It's a broken system that most people can't use. With MoneyWell, there's one simple rule: Spend only what you have in your buckets.
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Three Simple Steps to Financial Freedom
It's easy to reduce debt and increase savings with MoneyWell. By getting into the habit of only spending what you have in your buckets, you'll find yourself less stressed about money.
![Money App For Mac Money App For Mac](/uploads/1/1/9/8/119877790/304228372.jpg)
Each pay period, simply follow three simple steps:
- Assign deposits to your income buckets
- Fill expense buckets using income buckets
- Assign withdrawals to your expense buckets
Easily track all your accounts.
Multiple accounts across multiple banks? Not a problem! View everything in one place with a clean, native Mac app. MoneyWell supports importing all the standard formats as well as auto-downloads for those institutions that support Direct Connect.
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Envelope-based budgeting.
MoneyWell was designed from day one to do envelope budgeting—it isn’t just a feature we tacked on as a checklist item. At its core, MoneyWell is a budgeting system to help you eliminate debt and grow wealth.
Interactive reports
MoneyWell was designed to give you great financial feedback in every view, but when you need to share information with others, reports are a great tool. With our 2.0 release, you can create and save reports that have different content, totals, groupings, date ranges and watch the report change as you adjust these settings. Zoom in and review them in the main window or go old school and print a paper copy.
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Beautiful graphs
Graphs are available for nearly every list to give you the big picture. Headers above each list give summary information along with quick totals for selections. Every visual has been crafted to help you see exactly what you need right where you are.
Best-in-class currency support
No other finance app allows you to record a transaction in one currency, store it in an account register in a second currency, and assign it to a budget bucket in a third. Only MoneyWell gives you the flexibility to keep your budget in check no matter where you live or travel.
When you set the currency on your transaction, MoneyWell automatically looks up the exchange rate based on the currency of your selected account. If your bucket has a third currency, it does the same for that.
Since exchange rates are rarely perfect, MoneyWell also allows you to set the exact amounts for all three currencies and keeps those stored within each transaction.
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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.
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.
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.
![Mac Mac](/uploads/1/1/9/8/119877790/938362722.jpg)
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 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.
Money Pro
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
Money Pro Guide
Best Money App For Mac
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.