Contact
Need help? Reach out to ModulMoney support:
Typical response time: 1–2 business days
Key Features
- Transaction management: add, edit and track income, expenses and transfers with smart autocomplete.
- Account hierarchy: organize your finances into Sections, Cash, Card and Bank accounts with optional PIN protection.
- Categories & tags: fully customizable categories, subcategories, icons, colors, and tags for flexible organization.
- Powerful reports: Income vs. Expenses, Category Breakdown, Category Over Time, Net Worth, Statistics, and Custom Reports.
- Receipt management: attach receipts to transactions with automatic folder organization.
- Import & Export: CSV import wizard with column mapping, CSV/PDF export, and full ZIP backups.
- 10 languages: English, French, Spanish, German, Italian, Croatian, Portuguese, Dutch, Swedish, Polish.
- Privacy-first: all data stored locally on your Mac — no cloud, no tracking, no account required.
Quick Start
- On first launch, choose the category groups that fit your needs.
- Open Settings and create your account structure (e.g., a Section with Cash and Card accounts inside).
- Select an account in the sidebar and start adding transactions.
- Categorize transactions — use autocomplete for recurring entries.
- Open Reports from the sidebar to analyze your finances.
- Optionally, attach receipts and set up automatic receipt organization in Settings.
Reports & Exports
- Income & Expenses: monthly evolution chart with savings tracking.
- Category Breakdown: pie chart and table showing where your money goes.
- Category Over Time: track spending trends over months across categories.
- Net Worth: visualize your financial health over time.
- Statistics: activity by weekday, top merchants, extremes, and more.
- Custom Reports: flexible filters on dates, accounts, categories, tags and transaction types.
- Export formats: PDF, JPEG, CSV.
Data Storage & Backups
All data is stored locally on your Mac using a secure database. No data is sent to any server. For backups:
- Use Settings → Import / Export → Export → Full Backup (ZIP) to create a complete backup.
- Restore anytime from a ZIP backup via the Import tab.
- Use Time Machine for additional protection.
See the Privacy Policy for details.
FAQ
Install & Updates
- Download from the Mac App Store.
- Updates are delivered via the Mac App Store.
- Enable automatic updates in System Settings or check the App Store's Updates section.
- Requires macOS 14 (Sonoma) or later.
Accounts & Categories
- Create Sections first (containers), then add Cash, Card or Bank accounts inside.
- Categories can be scoped to Personal, Professional, or All account types.
- Drag and drop to reorder categories and subcategories.
CSV Import
- The import wizard auto-detects delimiters and headers.
- Map columns to roles (Date, Description, Amount, Category, Tags).
- Duplicates are automatically detected and skipped.
Troubleshooting
Transactions Not Appearing
- Check active filters (type, category, search) at the top of the transaction list.
- Ensure you have the correct account selected in the sidebar.
- Use "Reset filters" to clear all filters.
Export Issues
- If export fails, verify file access permissions in System Settings → Privacy & Security.
- Ensure sufficient free disk space.
Performance & Stability
- Close unused apps, relaunch ModulMoney, and restart your Mac if needed.
- For large datasets, allow a moment for reports to load.
Report a Bug
Please include in your email:
- Clear description and steps to reproduce
- Expected vs. actual behavior
- Screenshots or video if possible
- System info: macOS version, Mac model
- Sample exports (sanitized) if relevant
Privacy
ModulMoney does not collect any personal data. All information stays on your device. See the Privacy Policy for details.
Compatibility & Requirements
- Minimum macOS: macOS 14 (Sonoma) or later
- Universal: Apple Silicon and Intel Macs
- No internet connection required
- No account or sign-up needed