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What are the functions of the Money Pro for mac tool

2025-03-29 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > Internet Technology >

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This article mainly introduces what functions the Money Pro for mac tool has, which is very detailed and has a certain reference value. Friends who are interested must finish reading it!

Mac which personal financial management tool is easy to use?

Money Pro is a powerful and easy-to-use comprehensive personal financial management application. Money Pro is the next generation of wealth management apps (more than 2 million downloads worldwide).

Money Pro Chinese version feature Calendar

Mark the date when the bill is due in the big calendar.

Set up repetitive billing for customizable cycles.

Filter deals by selecting a date in the calendar.

Today's View

Take a quick look at due bills.

Quick approval when a transaction occurs.

Money Pro can predict transactions that are not manually scheduled for the day.

Bill due notice

A comprehensive reminder system can remind you of bills that are about to expire.

The quick rescheduling option can help you deal with bills due tomorrow, within 3 days, and next week.

Budget

Create budget entries for income and expenditure and specify budget limits for each entry.

You can set different budget limits for each time period. This feature is very useful if you plan to reduce your expenses month by month.

Start adding each of your deals to see the developments and overall changes in each category.

An intuitive indicator for monitoring budget overruns

Select the categories to analyze and instantly view the generated budget trend chart

Budget transfer

You can set up the budget balance in the current period to be transferred to the next budget period.

If you overspend in a previous period of time, budget transfers automatically limit your expenses.

Check ledger

You can set up an unlimited number of accounts (checks, savings, credit cards, etc.) at the same time.

Set the transaction to be easy often or once.

Balance change history

Additional fields for managing records, including payee, description, cheque number, and classification (personal / travel expenses).

Attached to the receipt and photo

Account reconciliation

You can record the transaction and settle it later (reconciliation).

Automatically calculate the available balance and settle the balance.

Import bank statement

Import transaction history to keep your account up-to-date (supporting files: .ofx, .csv).

Money Pro can understand how you classify transactions and can predict which category the deal to import belongs to.

Split transaction

You can split the deal into multiple categories. This feature is useful when you shop in a large mall and pay for multiple products at the same time.

Calculators and currency converters

Calculate the amount when planning the budget

Currency can be quickly converted when entering a transaction.

Search

You can search for transactions by amount, category, description, payee, etc.

Detailed report

Income / expenditure

Cash flow

Trade

Assets / liabilities (net worth)

Expected balance

Daily / weekly / monthly / annual trend chart

Many custom options

You can customize the cycle when making budget and billing plans (weekly, fortnightly, monthly, etc.)

The structure of income / expenditure categories and subcategories can be adjusted as needed.

Use more than 1500 built-in icons to customize accounts and categories.

Use photos to create your own unique icons.

ICloud

Money Pro uses iCloud to synchronize data (iPhone, iPad, Mac) across all your devices.

Backup data

Money Pro automatically backs up your data at all critical moments.

You can also create backups manually.

Multiple description files

You can set up multiple profiles to track your family budget and small business respectively.

More

Print and export to pdf, qif, csv format

Password protection

Support multiple currencies and update exchange rates automatically

These are all the contents of the article "what are the functions of Money Pro for mac tools?" Thank you for reading! Hope to share the content to help you, more related knowledge, welcome to follow the industry information channel!

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