Money Pro

Money Pro is a comprehensive, cross-platform personal finance management application developed by iBear LLC. It is designed to be an all-in-one tool for tracking expenses, managing bills, creating budgets, and monitoring overall net worth.

It is available on macOS, Windows, iOS (iPhone/iPad), and Android, with synchronization features that allow you to manage finances across all your devices.

Key Features

Money Pro aims to replace multiple tools (like bill reminder, budget planner, and account tracker) with a single, integrated app:

• Bill Planning (Calendar View): A large calendar displays due dates for bills. You can schedule recurring bills with custom periodicity and set up notifications to ensure timely payment.

• Budgets: Allows the creation of budgeted entries for both income and expenses with customizable limits. It features Budget Rollover, which automatically transfers the leftover or overspent amount from one period to the next.

• Accounts Tracking: Manage an unlimited number of accounts (checking, savings, credit card, cash, assets, liabilities).

  • Import: Supports importing financial data from CSV and OFX files.

  • Online Banking (GOLD Subscription): Connects to banks to automatically download and categorize transactions.

  • Account Reconciliation: Allows you to record transactions and then clear them later to track available versus cleared balances.

• Detailed Reports: Provides deep insights into finances with reports on Income/Expenses, Cash Flow, Assets/Liabilities (Net Worth), and Projected Balance.

• Cross-Platform Sync (PLUS/GOLD Subscription): Money Pro Sync allows tracking expenses with other users (family/partners) and syncing data across all supported devices (iOS, Android, Mac, Windows).

Note on Subscriptions:

• The PLUS subscription is required for Money Pro Sync (cross-platform and multi-user tracking).

• The GOLD subscription includes both Money Pro Sync and Online Banking (bank connectivity).

Are you planning to use Money Pro for personal or business finances, or are you specifically interested in the Online Banking  features?