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.
– 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.
– 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).
– Create budgeted entries, both for your income and expenses, and indicate budget limits for each entry.
– You can 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.
– 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.
– 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.
– 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).
– Money Pro learns how you categorize transactions and predicts categories for the transactions being imported.
– 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 transactions by amount, category, description, payee, etc.
– Cash flow
– Assets/Liabilities (net worth)
– Projected balance
– Trend chart for days/weeks/months/years
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 1,400 built-in icons.
– Create your own unique icons using photos.
– Money Pro uses iCloud to keep your data in sync on all of your devices (iPhone, iPad, Mac).
– You can set multiple profiles and track your finances separately for home budget and your small business.
– Print and Export to pdf, qif, csv formats
– Notification Center Widget
– Password protection
– Backups of your data
– Multiple currencies support & automatic update of exchange rates
OS X 10.10 or later, 64-bit processor