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]

Money
Developer(s)Jumsoft
Stable release
4.4 / December 12, 2012 (2012-12-12)
Operating systemMac OS X
TypePersonal finance
Websitehttp://www.jumsoft.com/money/

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.

History

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

Language availability

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

References

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