# MoneyBeans

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by Moneybeans Services Private Limited.)

- Source: https://appshunter.io/ios/app/moneybeans/id1631349750 (this page in markdown: same URL + `.md`)
- Developer: [Moneybeans Services Private Limited](https://appshunter.io/developer/1631349752)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2022-06-29
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/moneybeans/id1631349750/reviews.md

## What is MoneyBeans?

MoneyBeans is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online mutual fund investment
- Advanced capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/moneybeans/id1631349750/reviews.md

### 5/5 — Convenient and good

*2024-04-10*

Recommended .. easy to use .. good platform

## Frequently asked questions about MoneyBeans

### What types of financial assets can I track with MoneyBeans?

MoneyBeans allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I download reports from MoneyBeans?

Yes, MoneyBeans offers complete portfolio report downloads, including all assets. You can also download transaction statements for any period and one-click statements of account for any Asset Management Company in India.

### Does MoneyBeans support online investing?

Yes, MoneyBeans enables you to invest online in any Mutual Fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring complete transparency in your investment process.

### What financial calculators are available in MoneyBeans?

MoneyBeans includes a suite of useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

### How does MoneyBeans handle security for login?

MoneyBeans offers easy login via your Google email ID, leveraging Google's secure authentication protocols. This provides a convenient and secure way to access your financial information.

### Is MoneyBeans available on Android devices?

MoneyBeans is available for both iPhone and iPad devices. The app is designed to provide a seamless experience across Apple's mobile ecosystem.

### How often is MoneyBeans updated?

The latest version of MoneyBeans is 1.9.2, last updated on May 7, 2026. While the last update date is in the future, indicating potential for regular updates, users can expect ongoing improvements and feature additions.

### Does MoneyBeans have ads?

No, MoneyBeans does not contain advertisements. The app is completely free to use and does not display any ads, ensuring an uninterrupted user experience.

## Version history (last 5 releases)

### 2.0.1 — 2026-08-18

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 1.9.3 — 2026-07-14

General update.

### 1.9.2 — 2026-05-07

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 1.8.2 — 2026-04-30

General update and bug fixes

### 1.8.1 — 2026-01-28

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-19.*