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MoneyCoach Features

Featured budgeting tool

New

Category Budgets for monthly spending control

Plan spending around the categories and subcategories you already use, then adjust your month with top-ups, transfers, rollover, and rebalancing. Classic Budgets remain available for users who prefer the original setup.

Explore Category BudgetsCompare budgeting options
MoneyCoach Category Budgets screenshot

MoneyCoach Features

Budget & Money Management Tools

Discover MoneyCoach's comprehensive suite of personal finance features designed to help you manage your money, track expenses, create budgets, and achieve your financial goals. From advanced budgeting tools to multi-currency support and family sync, explore how MoneyCoach simplifies money management.

  • Create monthly budgets for real spending categories and subcategories, then adjust them with top-ups, transfers, rollover, and rebalancing.

    Category Budgets

    Create monthly budgets for real spending categories and subcategories, then adjust them with top-ups, transfers, rollover, and rebalancing.Read More ↗

  • Use MoneyCoach manually without connecting a bank. Add accounts, import CSV files, and keep control over every transaction.

    Budget Without Bank Linking

    Use MoneyCoach manually without connecting a bank. Add accounts, import CSV files, and keep control over every transaction.Read More ↗

  • Track spending quickly on iPhone with Quick Entry, widgets, Shortcuts, Apple Watch, categories, and reports.

    Manual iPhone Expense Tracking

    Track spending quickly on iPhone with Quick Entry, widgets, Shortcuts, Apple Watch, categories, and reports.Read More ↗

  • Start alone, then invite your partner with Family Sync when your shared categories and goals are ready.

    Budgeting for Couples

    Start alone, then invite your partner with Family Sync when your shared categories and goals are ready.Read More ↗

  • Connect your bank accounts to MoneyCoach and automatically import your transactions. No more manual data entry!

    Online Banking For EU Users

    Connect your bank accounts to MoneyCoach and automatically import your transactions. No more manual data entry!Read More ↗

  • Share your data with your spouse, partner or any family member using different Apple IDs. Securely using iCloud.

    Family Sync

    Share your data with your spouse, partner or any family member using different Apple IDs. Securely using iCloud.Read More ↗

  • Ask Siri about anything and receive intelligent answers based on your financial situation.

    Apple Intelligence [Beta] ✨

    Ask Siri about anything and receive intelligent answers based on your financial situation.Read More ↗

  • MoneyCoach is available on every Apple device. Sync your data between your iPhone, iPad, Mac, Apple Watch, HomePod and Apple Vision Pro.

    Sync Everywhere

    MoneyCoach is available on every Apple device. Sync your data between your iPhone, iPad, Mac, Apple Watch, HomePod and Apple Vision Pro.Read More ↗

  • Create custom shortcuts and automation routines that leverage the full power of MoneyCoach's functionality.

    App Intents Support ✨

    Create custom shortcuts and automation routines that leverage the full power of MoneyCoach's functionality.

  • Track and manage your credit card accounts. Set up payment reminders so you never have to pay card interests and more.

    Manage Credit Cards

    Track and manage your credit card accounts. Set up payment reminders so you never have to pay card interests and more.Read More ↗

  • Automatically import transactions from Apple Pay / Wallet via a Shortcut Automation.

    Apple Pay Integration

    Automatically import transactions from Apple Pay / Wallet via a Shortcut Automation.Read More ↗

  • Quick access from the Control Center to add new expenses, income and transfers.

    Control Center Shortcuts ✨

    Quick access from the Control Center to add new expenses, income and transfers.

  • Add transactions to any of your categories from any of your MoneyCoach accounts directly from the Home Screen.

    Interactive Widgets

    Add transactions to any of your categories from any of your MoneyCoach accounts directly from the Home Screen.Read More ↗

  • MoneyCoach is perfect for those who have accounts in multiple currencies. See much is your Net Worth, converted in real time.

    Multi Currency

    MoneyCoach is perfect for those who have accounts in multiple currencies. See much is your Net Worth, converted in real time.Read More ↗

  • Create a custom goal and start your journey towards achieving it. Buy that dream console, laptop, car or even house. MoneyCoach is here to help.

    Customizable Smart Goals

    Create a custom goal and start your journey towards achieving it. Buy that dream console, laptop, car or even house. MoneyCoach is here to help.Read More ↗

  • The brand-new, modern, and stunning app icon for MoneyCoach supports icon tint customization.

    Icon Tint Support

    The brand-new, modern, and stunning app icon for MoneyCoach supports icon tint customization.

  • Create shortcuts to quickly add your routine transactions or ask Siri about your Net Worth.

    Siri Shortcuts

    Create shortcuts to quickly add your routine transactions or ask Siri about your Net Worth.

  • Export your transactions, accounts and more as a beautiful PDF file or helpful CSV file.

    Export Transactions as PDF & CSV

    Export your transactions, accounts and more as a beautiful PDF file or helpful CSV file.Read More ↗

  • Quickly glance at your remaining budget to limit yourself from overspending or motivate yourself to save more money and achieve your dreams faster.

    Widgets & Live Activities

    Quickly glance at your remaining budget to limit yourself from overspending or motivate yourself to save more money and achieve your dreams faster.Read More ↗

  • Attach additional information like: Images, PDFs, notes, keywords, you name it, to a transaction you have entered in MoneyCoach.

    Attachments

    Attach additional information like: Images, PDFs, notes, keywords, you name it, to a transaction you have entered in MoneyCoach.

  • One-tap is all you need to import your Apple Card statements as a CSV file. MoneyCoach will then automatically import and categorize your Apple Card transactions.

    Import Apple Card CSV

    One-tap is all you need to import your Apple Card statements as a CSV file. MoneyCoach will then automatically import and categorize your Apple Card transactions.Read More ↗

  • Select multiple transactions to quickly bulk edit them. You can quickly delete them or change the date, change the account and even change their category in one fell swoop.

    Bulk Edit Transactions

    Select multiple transactions to quickly bulk edit them. You can quickly delete them or change the date, change the account and even change their category in one fell swoop.

  • A series of curated financial lessons that will teach you from the basics of managing your money with budgets to how you can prepare for an eventual emergency in the future.

    MoneyCoach Academy

    A series of curated financial lessons that will teach you from the basics of managing your money with budgets to how you can prepare for an eventual emergency in the future.

  • We tried to keep the same feeling as the iPadOS version, with some extra macOS features built on top which makes the app feel more at place in large displays.

    Clean Overview

    We tried to keep the same feeling as the iPadOS version, with some extra macOS features built on top which makes the app feel more at place in large displays.Read More ↗

  • The new Main Menu allows you to reach everywhere and do almost everything in the app. We also replaced the tab bar with a sidebar for a better and faster navigation flow.

    Easy Navigation

    The new Main Menu allows you to reach everywhere and do almost everything in the app. We also replaced the tab bar with a sidebar for a better and faster navigation flow.

  • Right-click on the many different elements and you will get context-specific actions you can quickly execute on the spot. Hide cards, edit or delete transactions, budgets and more.

    Context Menus

    Right-click on the many different elements and you will get context-specific actions you can quickly execute on the spot. Hide cards, edit or delete transactions, budgets and more.Read More ↗

  • You can customize MoneyCoach to your liking. Show or hide the Overview cards, sort them how you like, change the theme, app icon and more.

    Highly Personalizable

    You can customize MoneyCoach to your liking. Show or hide the Overview cards, sort them how you like, change the theme, app icon and more.Read More ↗

  • In most of the screens we’ve added sidebars which completely transform and improve drastically how you navigate in the many different tabs.

    Sidebars

    In most of the screens we’ve added sidebars which completely transform and improve drastically how you navigate in the many different tabs.

  • We love Dark Mode so we completely redesigned MoneyCoach to fully support a true Dark Mode. It looks stunning!

    Dark Mode

    We love Dark Mode so we completely redesigned MoneyCoach to fully support a true Dark Mode. It looks stunning!

  • Quickly add new expenses, incomes, transfers and so much more with keyboard shortcuts. Of course, you can always set up your own.

    Keyboard Shortcuts

    Quickly add new expenses, incomes, transfers and so much more with keyboard shortcuts. Of course, you can always set up your own.

  • MoneyCoach has full support for the Touch Bar on MacBooks that offer that. Quickly navigate in the app or add new transactions with just one tap.

    Touch Bar Support

    MoneyCoach has full support for the Touch Bar on MacBooks that offer that. Quickly navigate in the app or add new transactions with just one tap.

  • In MoneyCoach you can import your data from any previous app or a bank statement via CSV.

    Import & Export CSV

    In MoneyCoach you can import your data from any previous app or a bank statement via CSV.Read More ↗

  • Receive Bill Reminders & Money Insights notifications so you are always on top of your financials

    Smart Notifications

    Receive Bill Reminders & Money Insights notifications so you are always on top of your financials

  • MoneyCoach requires no login* so your data is always secure. Access the app via TouchID or FaceID.

    Private & Secure

    MoneyCoach requires no login* so your data is always secure. Access the app via TouchID or FaceID.

  • Manually backup or restore your data wherever and whenever you want. Perfect when you get that new fresh Apple device.

    Backup & Restore

    Manually backup or restore your data wherever and whenever you want. Perfect when you get that new fresh Apple device.Read More ↗

  • Understand where your money goes with the help of the detailed reports. Filter which accounts you want to see or hide those you don't want.

    Detailed Reports

    Understand where your money goes with the help of the detailed reports. Filter which accounts you want to see or hide those you don't want.Read More ↗

  • With MoneyCoach on your Apple Watch, you can quickly and easily add new transactions, check your balances and see what’s coming up next.

    Apple Watch App

    With MoneyCoach on your Apple Watch, you can quickly and easily add new transactions, check your balances and see what’s coming up next.

  • The calendar is a great way to see what’s coming up next. You can quickly add new transactions, check your balances and see what’s coming up next.

    Helpful Calendar

    The calendar is a great way to see what’s coming up next. You can quickly add new transactions, check your balances and see what’s coming up next.Read More ↗

  • Keep track of all your payees and companies you do business with. This feature is perfect to track how much money you spent, loaned or owe a specific payee or company.

    Persons & Companies

    Keep track of all your payees and companies you do business with. This feature is perfect to track how much money you spent, loaned or owe a specific payee or company.Read More ↗