Money by Jumsoft

jumsoft.com ↗

Apple personal budgets with shared accounts and scheduled transactions

SI Score
80/100
Pricing
Not confirmed
Free plan
Not confirmed
Sign-up required
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Money by Jumsoft homepage

What it does

Jumsoft's Money app organizes personal accounts, category budgets and income-versus-expense reports on Mac and iOS. Selected accounts can be shared through iCloud for joint editing. Paid purchase options are available, and bank records can be imported from files or through Direct Downloads.

Turn recorded spending into a budget

Open Budget in the Mac sidebar and add income or expense categories with their target amounts. Set the period to a week, two weeks, month or year, and choose its starting date. The gear control selects which accounts and tags count toward the plan and whether transfers are included.

Everything Else groups spending that has no budgeted category yet. Add a category from that section when it deserves its own allowance. For example, tagging expenses for a renovation lets the budget focus on that project across several ordinary categories.

For existing history, import CSV, QIF, OFX, QFX or MT940 files. Import rules can apply repeatable changes as new records arrive. The scheduler prepares recurring transactions for confirmation when they belong in the register.

Paid access and bank downloads

The publisher lists paid app access and separate Direct Downloads purchases. Direct Downloads depends on support for your financial institution.

Strengths

  • Automatic backups retain earlier copies for up to eight weeks
  • Currency exchange rates can be entered manually as well as updated automatically

Best for

  • Apple users sharing selected household account records

Sources