Money Manager Individual (Free/Plus/Pro)
Personal finance tracking in three plans, starting free.
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EFS Money Manager
Personal and business money management, with entry as simple as speaking a sentence.
Overview
EFS Money Manager tracks spending, budgets, cards and loans for individuals and small businesses. Transactions can be added in plain language through an iPhone Shortcut.
It comes in two editions: Individual for personal finances and Business for small companies.
Services
What EFS Money Manager covers
Money Manager Business (Starter/Growth)
Spend, budget and cash tracking for small businesses.
Natural-Language Entry (iPhone Shortcut)
Add a transaction by typing or saying a simple sentence.
Credit Card Bill Tracking
Card balances and due dates tracked so no bill is missed.
Loan Tracking
Loan balances, repayments and schedules in one place.
Budget & Custom Category Management
Budgets and categories set up the way you think about money.
How it works
A clear path from first call to results
Choose a plan
Start on the free plan or pick the edition that fits.
Set up
Add accounts, cards, loans and your categories.
Track
Record transactions in seconds, including by Shortcut.
Review
See where money goes and stay inside your budgets.
Plans
Choose the edition that fits
Start on the free Individual plan. For Plus, Pro and Business pricing, contact us and we will send current rates.
Ask about plansIndividual
FreeFree
PlusOn request
ProOn request
Business
StarterOn request
GrowthOn request
Related services
Works well with
Consultation
Talk to a chartered accountant about EFS Money Manager
Tell us about your business and what you need. A member of our team will reply to arrange a call.