Money (software)

Money is a personal finance management tool for Mac OS X by Jumsoft. The latest major release, version 3.0, was released in 2008. Money is designed for accounting and budgeting as well as for creating inventory lists and invoices, and is primarily marketed to small business and home users. The application is also used for investment management, as it offers a Portfolio feature displaying share information, security quote history, market indices, and the market value of a user’s share portfolio. Money does not support the traditional double-entry accounting and is based on separate cash, bank, investment, and other accounts.[1]

Stable release
4.4 / December 12, 2012 (2012-12-12)
Operating systemMac OS X
TypePersonal finance

Money is a part of Jumsoft’s Home Business Trio bundle of business management applications.[2] Versions for iPhone[3] and iPad[4] are available for free at iTunes Store.


The first version of Money was released in 2003[5] and contained very basic tools for entering financial transactions and performing analysis. It was designed for Mac OS X 10.2 and 10.3, and was mainly intended for the U.S. market. In 2006, Money 2 Beta was launched, featuring a substantially expanded range of functions. The new version introduced budgeting, visual reports, scheduled transactions and transfers among accounts, as well as multiple currencies. Less than a month after the beta version appeared, Jumsoft released a stable version 2.0. Version 3.0 was launched in 2008 and added budget and investment portfolio monitoring, inventories, and invoices to the list of features.

Major Releases[6]
Version Release date Notable Features
1.0 December 2003
1.3 April 2004 Scheduled transactions, subcategories, transaction types
2.0 November 2006 Smart accounts, reports, budgets, transfers, bank and payee management
2.1 December 2006 WebBank, reconciliation
2.2 February 2007 .Mac backup, PDF reports
2.3 March 2007 Loan accounts
2.4 October 2007 Portfolio and investment accounts
2.5 November 2007 Leopard compatibility, Address Book integration, vCard import
3.0 July 2008 Invoices, Budget Monitor, multiple currencies, CSV import, inventory, Portfolio Summary
3.1 October 2008 Taxes, transaction Cover Flow, custom reports
3.3 April 2009 Invoice template editor
3.4 August 2009 iPhone synchronization
3.5 April 2010 iPad synchronization
3.6 May 2010 Full-featured reconciliation

Language availabilityEdit

Money is available in the following languages: English, French, German, Italian.[7]


External linksEdit