![]() ![]() Get this feature, and I truly believe Money Pro will be my de facto banking application.otherwise, I don't have the time to invest in it. The time spent entering transactions and/or reconciling with the banks is prohibitive. As someone who has 2 checking accounts, 3 savings ones, 3 credit cards, and numerous college, retirement, and investment funds plus I share these with another person (wife), Money Pro's lack of automatic banking retrieval and to a lesser extent bill pay, makes the daily use of this application nearly impossible. Add to this an iOS app that, IMHO, is the best integrated banking app for iPhones.the ease of using it and entering transactions puts Quicken's years-old solution to shame.īut I have one caveat and it's a big one for me. Money Pro is a very responsive application that is quite stable, has a very polished UI/UX, and accomplishes some common tasks with ease such as budget management and reporting. So I feel I have some real life experience with it. ![]() To address this Developer's request for direct reviews, I can state that I used Money Pro for last 6 months of 2016 in tandem with Quicken for Mac. Hard to believe that a missing balance header hasn't been reported previously and then deemed valuable enough for inclusion. I was hoping I'd simply overlooked some things and could get some assistance. I mean really - how often are weekends and holidays gonna roll around anyway? 2015.Įvidently that, like most other requests, weren't "in-demand" enough to include in an update. Not this one!Įven though it was requested in the forum in Sept. ![]() Other apps I've used automatically adjust for payments that fall on weekends or holidays. How do you release a financial app without a balance column?! That's when I discovered there's no category for "balance." I managed to figure out how to import my bank statement (the instructions are vague and erroneous).Īfter doing so you're asked to assign a category for each column of data. We review and implement the most valuable and in-demand features submitted by our users." "Their only comment was "You can share your ideas on our Forum. If you think they were thankful or even a bit concerned, you couldn't be more wrong. ![]() Then I quickly discovered more missing and/or confusing functions. Within 10 minutes of opening this app for the first time, I found a missing function related to income. I might accept that from a $5 app, but not when I'm paying thirty bucks! Good luck with that - there's nearly 800 threads for this app in the past 16 months. If you are getting a file parse error, please ensure you have the same file structure.Don't expect any support from this developer, they'll just instruct you to post in their forum and wait for other users to respond. This will allow you to go back to your original data if you decide to start the import over with different parameters.Īttached you may find a sample OFX file. Please note, that the app automatically creates a backup file before importing a CSV file. For example, if the CSV file has a category named "Food", you can match it to an existing category "Groceries", or create a new one. If necessary, the app will ask whether the accounts and categories in the file match the ones in the app. Please, keep in mind that it is not obligatory to assign value for each column, tap/click “Ignore column" to skip the column you don’t want to import. In case you select “Account" and “Account (to)", a transaction type will be automatically defined as “Money Transfer". Amount received: the amount received by the account you are transferring money to. Amount: the amount you transfer from the first account. Account (to): the account you are transferring money to. Account: the account you are transferring money from. Money Pro allows to import “Money Transfer" transactions, therefore the app has “Account" and “Account (to)", “Amount" and “Amount received" data types. Positive amounts will be identified as Income transactions while negative - as Expenses. The transaction type (Income/Expense) will be defined automatically based on the positive or negative value of a transaction. Use the button “Next" in the upper right corner to go to the next column. Start by assigning the data type to each column: “Category", “Amount", “Amount received", “Date", “Account", “Account (to)", “Description", “Agent", “Currency", “Check #", “Class", “Time". When importing a CSV file you have to specify the type of information for each column individually, if the app hasn’t determined it automatically. From now on, Money Pro will assign categories based on your choice. Tap/click the question mark icon next to the transaction and choose the right category. The apps are on the Files view.ĭuring import, you will be offered to assign categories to transactions. Follow this link to insert the file into the app. ![]()
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