Money
Money tracks accounts, spending, budgets, and investments on Mac and iOS. It supports automatic transaction downloads from supported financial institutions, statement imports, and iCloud account sharing for collaborative viewing and editing.
Money helps you manage personal finances, from daily transactions and budgets to investment portfolios. You can track multiple accounts and currencies, categorize and tag transactions, and reconcile your records against statements from financial institutions.
For supported financial institutions, Money can download transactions and update accounts automatically. You can also import statements in CSV, QIF, OFX, QFX, or MT940 format, with import rules to simplify future imports. A scheduler prepares recurring transactions for one-click confirmation.
Budgets and visual reports help you review income, expenses, savings, and progress toward financial goals. Reports can use transaction tags to focus on particular types of spending or income. Investment tracking covers securities transactions, current and historical portfolio values, and profits and losses as part of your overall net worth.
Money uses iCloud to sync accounts across your Mac and iOS devices. You can also share selected accounts with a partner so both people can view and edit them.