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The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Yes, the app is sold separately for each platform. The iOS app can be used on both iPhone and iPad. If you are already a Money Pro user (iPhone/iPad, Mac, Windows) and use PLUS or GOLD subscription.

Manage money like a pro

bill planning, budgeting, keeping track of accounts and more

Money Pro

Money Pro^® is the one place for bills, budgets and accounts to manage your money properly. If you have a spending side to you this expense tracker is just what you need. Money Pro works great for home finance management, control of travel budget and even for tracking business expenses. The app exists from 2010 on iOS/Mac (over 2.5 mln downloads worldwide) and now is available on Windows.

Money Pro is a simple tool to track and manage your finances with ease and deep understanding. It will help you cut spending, achieve financial goals and become financially free.

Calendar

• 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.

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).

Budgets

• Create budgeted entries, both for your income and expenses, and indicate budget limits for each entry.
• You may 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.

Budget rollover

• 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.

Checkbook register

• 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.

Account reconciliation

• You can record transactions and clear them later on (reconcile).
• Automatically calculated available balance and cleared balance.

Split transactions

• 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.

Search

• Search transactions by amount, category, description, payee, etc.

Detailed reports

• Income/Expenses
• Cash flow
• Transactions
• Assets/Liabilities (net worth)
• Projected balance
• Net Worth
• Trend chart for days/weeks/months/years

Multiple profiles

• You can set multiple profiles and track your finances separately for home budget and your small business.

Manage money like a pro

bill planning, budgeting, keeping track of accounts, sync and more

Money Pro

Money Pro^® is the one place for bill planning, budgeting and keeping track of your accounts. Easy sync and iPhone/iPad versions combined in one app. Money Pro works great for home budgeting and even business use.

Money Pro is the next generation of Money app (over 2 million downloads worldwide). Money Pro is a Universal app. Pay once and use it on your iPhone and iPad.

Connect to your bank and download your data. Money Pro automatically categorizes transactions downloaded from the bank.

Calendar

• 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.

Today view

• 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).

Budgets

• Create budgeted entries, both for your income and expenses, and indicate budget limits for each entry.
• You may 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.

Budget rollover

• 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.

Checkbook register

• 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.

Account reconciliation

• 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, .csv).
• Money Pro learns how you categorize transactions and predicts categories for the transactions being imported.

Online Banking*

• Connect your banks and download your data.
• Stick to your budget much easier.
• Money Pro categorizes transactions downloaded from the banks.

* GOLD subscription required

Split transactions

• 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

• Search transactions by amount, category, description, payee, etc.

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 1,500 built-in icons.
• Create your own unique icons using photos.
• Extra themes are available.

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Detailed reports

• Income/Expenses
• Cash flow
• Transactions
• Assets/Liabilities (net worth)
• Projected balance
• Net Worth
• Trend chart for days/weeks/months/years

iCloud

• Money Pro uses iCloud to keep your data in sync on your iOS & Mac devices.

Money Pro Sync* (cross-platform & family sync)

• Sync your financial data on all of your devices (iOS, Android, Mac, Windows).
• Track expenses together with your family members or partners.
• Get notifications in real time not to overspend your family budget (business budget).

* PLUS or GOLD subscription required

Backups of your data

• Money Pro automatically backups your data at all critical moments.
• You can create backups manually as well.

Multiple profiles

• You can set multiple profiles and track your finances separately for home budget and your small business.

More

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• Optimized for iPhone X
• Print and Export to pdf, qif, csv formats
• Password protection
• Multiple currencies support & automatic update of exchange rates

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Subscriptions

• PLUS subscription includes Money Pro Sync (required for Profile's owner only).
• GOLD subscription provides two main services: Money Pro Sync and Online Banking.