Good app though not totally user friendly
Good point is connection between devices (iMac, IPhone, iPad). Also good search and reports possibilities. I've been using Money since 2019 and the app has evolved a lot since then, for the better. I don't use direct connection with my banks, thus avoiding the monthly fees. The point of having your own financial app is to organize your transactions your own way, with consistent categories that you will recognize and remember. Banks each set categories their own way, often not relevant. So I enter my transactions myself and check against my banks monthly statements. The app is complete and complex and implies quite a learning curve. The main problem of the interface is problaly due to modern standards: small typeface and unclear writing fields (I'm and old folk and the 2001 application I was using before (Quicken) would now look primitive, but was far clearer). The worst is probably the confusion between categories and the transfer function, and the transaction programming function which is far, far too complex,like a programmer on the run.
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Rules!
Why is it so complicated to make a rules like any other expense management app? We need to be able to select a transaction and create a rule for it without having to go the settings menu, look for the transaction and create a rule for it, it will make my life much easier! Also the bank connections are not stable i have to reconnect all my banks after 2 weeks proximity and it’s very slow to connect each time!
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Response from developer
Thanks for your feedback! We do our best to add all banks that our users need but, naturally, this takes time. We hope that otherwise you are happy with the app until your bank becomes available! If you have trouble using any of the features, please email us at support@jumsoft.com! Thanks!
A good programme but slow
This is a good programme for keeping track of my accounts but editing the payments is very slow to update and sometimes the edit change isn't implemented, Adding a new account to the list is. confusing ie Clicking "add account" from the menu bar doesn't add the new account entered??