Money Pro Lite: Finance

Finance | Business

iOS

Manage money like a pro. Сhange your spending behavior for good.

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 for business use. Money Pro is the next generation of Money app (over 2 million downloads worldwide).

FEATURES

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 can 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).
- Money Pro learns how you categorize transactions and predicts categories for the transactions being imported.

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.

Detailed reports
- Income/Expenses
- Cash flow
- Transactions
- Assets/Liabilities (net worth)
- Projected balance
- Trend chart for days/weeks/months/years

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 1,400 built-in icons.
- Create your own unique icons using photos.

iCloud
- Money Pro uses iCloud to keep your data in sync on all of your devices.

Family budget sync
- Connect two devices over bluetooth/wifi and sync your data directly.

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

More
- Optimized for iPhone X
- Notification Center Widget
- Password protection
- Backups of your data
- Print and Export to pdf, qif, csv formats
- Multiple currencies support & automatic update of exchange rates
- Import data from CSV

User Guide
- http://ibearmoney.com/pro

Important! The free version cannot be synced with the paid one. Also, Money Pro Premium subscription is required to unlock the full Money Pro experience.