Money Manager EX is the desktop personal finance suite that puts you back in charge of your money. Track every dollar across every account — checking, savings, credit cards, cash, e-wallets, investments — set monthly and annual budgets, schedule recurring bills, follow your stock portfolio, and produce real reports your accountant could actually read. Already a Quicken or Mint user? Money Manager EX imports your QIF and CSV files directly, so you can switch in an afternoon instead of starting over from scratch.
| Feature | Money Manager EX | Quicken Classic | Mint (now shut down) | Other sellers |
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| One-time payment — owned forever | Yes | $35.88+/yr | Discontinued | Maybe |
| No bank login required — your data stays private | Yes | Wants login | Required | Maybe |
| USB or CD — buyer's choice at checkout | Yes | Download only | — | One format |
| Native Windows, macOS and Linux | Yes | Win & Mac only | Web only | Windows only |
| QIF import — bring your Quicken data straight over | Yes | Yes (native) | Limited | Maybe |
| Investment / stock portfolio tracking | Yes | Premium tier | Basic | Maybe |
| Bring Your Own Cloud sync (Dropbox, Drive, OneDrive) | Yes | Their cloud only | Their cloud only | Maybe |
| Install on unlimited computers — no activation | Yes | Limited seats | — | Maybe |
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Income & expense tracking
Log every transaction across every account with payees, categories, statuses, and notes. Powerful search and filtering — by payee, category, amount, date range, account, or any combination. Attach the receipt PDF, the invoice JPG, or the contract DOCX directly to the transaction.
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Budget planning
Set monthly and annual budgets by category. The dashboard shows actual vs. planned spend in real time — Housing 90% of budget, Food 65%, Transportation 70%. Drill into any category to see exactly where the money went. Adjust mid-month, roll forward, or copy budgets year over year.
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Multiple accounts & currencies
Checking, savings, credit cards, cash, e-wallets, term deposits — every account in one place. Each account can use its own currency, and Money Manager EX handles the cross-rate conversions so your net worth always rolls up to a single number.
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Recurring transactions
Schedule rent, utilities, salary, subscriptions, loan payments — anything that repeats. Money Manager EX enters them automatically on their due date so the dashboard always reflects reality. Get a reminder before the bill posts so nothing surprises you.
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Financial reports & charts
Income vs. expenses, budget overview, top expenses, cash-flow forecasts, net-worth over time, category breakdowns. Built-in standard reports plus a General Report Manager with custom SQL queries, LUA scripts, and HTML/JavaScript front-ends for power users who want their own dashboards.
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Investment tracking
Track stocks, ETFs, mutual funds, and bonds across as many portfolios as you like — NasdaqGS, NYSE, HKEX, LSE, anywhere. Watch realized and unrealized gains, average cost, market value, and commission rolling up to your total net worth. Fixed assets supported too, with optional annual appreciation/depreciation rates.
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📉 Cash-flow forecast
See your upcoming income and expenses charted forward — scheduled bills, recurring salary, planned purchases — so you know exactly when an account will dip and can plan around it.
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☁️ Bring your own cloud
Store your database file in Dropbox, Google Drive, OneDrive, iCloud Drive — anywhere you already trust. Sync across devices without surrendering your financial data to a third party.
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📥 QIF & CSV import / export
Moving from Quicken? Import your QIF straight in. Coming from a spreadsheet? CSV works. Going somewhere else later? Export your full history to QIF, CSV, or HTML at any time. Your data is yours.
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📎 Attach receipts & documents
Attach any file — PDF, JPG, DOCX, anything — to a transaction, account, or asset. Tax-time receipts, warranty PDFs, and signed contracts live alongside the records they belong to.
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🛠️ Custom SQL & Lua reports
Write your own reports with raw SQL queries against the database, Lua functions for calculations, and HTML + JS for the front-end. Power-user heaven without leaving the app.
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🌐 30+ language translations
English, German, French, Spanish, Italian, Portuguese, Polish, Russian, Chinese, Japanese, Arabic, Hebrew, and many more. Use Money Manager EX in the language you actually think in.
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🪄 Setup wizard
First-launch wizard walks you through creating accounts, currencies, and your initial categories — be capturing transactions inside ten minutes.
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🏷️ Payees, categories & tags
Build your own structured taxonomy — payees for who, categories for why, tags for additional grouping (vacation, side gig, kid's college, etc.). Slice your finances any way you need.
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🏠 Households
Track joint and personal accounts, plan monthly budgets, schedule recurring bills, and own your household finance records forever — no monthly fee, no bank-account linking.
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🔄 Quicken switchers
Done with the yearly Quicken renewal? Export your data to QIF, import it here, and walk away owning the program. Years of history come with you intact.
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👋 Mint refugees
Intuit shut Mint down — but your financial life didn't stop. Money Manager EX gives you the dashboard, the categories, and the budget tracking, all on your own machine.
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📈 Investors
Track stock portfolios on any exchange, fixed assets, and net-worth over time — see your full financial picture, not just the brokerage statement.
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.exe installers (Windows 10 and 11).dmg and native Apple Silicon arm64 .dmg.AppImage plus distribution packages| Operating system | Supported versions |
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| Windows | Windows 10 and 11 — both 32-bit and 64-bit native installers |
| macOS | native Intel .dmg and native Apple Silicon arm64 .dmg (M1 / M2 / M3 / M4) |
| Linux | Most major 64-bit distributions |
| System | 1 GHz CPU, 1 GB RAM, 200 MB disk space — runs comfortably on older hardware |
| Drive | USB port (USB option) or CD-ROM drive (CD option) |
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1
Plug in your media
Insert the USB or CD into any Windows, Mac or Linux machine.
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2
Run the installer for your OS
Pick Windows, macOS, or Linux — the step-by-step PDF walks you through it with screenshots. The wizard launches on first run.
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3
Add your accounts & start tracking
Create accounts, set your first budget, and add your first transactions — or import your Quicken QIF and you're caught up instantly.
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