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Moneydance software11/7/2023 Use the (free) Moneydance mobile app while on the go to record or edit transactions and view balances. Attachments are stored fully encrypted, but clicking its icon will decrypt and open it appropriate application. For example, typing "1.23 sta" will suggest a transaction at Starbucks with the "Coffee" category and the last account you used at Starbucks.Īttach images, PDFs, and other files to transactions by dragging them into the register. Type a transaction description into the search field to have Moneydance cleverly fill in the details. Keep up-to-date with partners or accountants over end-to-end encrypted channels for the ultimate security. Use the highly acclaimed "envelope method" to specify expenses for each period and your status is shown with over-budget items highlighted.Įnable syncing via iCloud Drive or Dropbox to share your data across computers or mobile devices of any platform. View your up-to-the-minute budget status right in the toolbar, on the summary screen or in graphs and reports. Set spending and income targets for categories per month, week or any other interval. Easily save graphs and reports to images or html files, or memorize their settings for quick access. Mouse over regions of graphs or double-click on report cells to reveal details. Flexible parameters let you customize your reports by period, tags, categories, accounts, and more. Generate visual reports of your income, expenses, budgets, and investments. Stock splits and cost basis computations are a snap, and current prices are automatically.Įasily schedule future or recurring transactions so you'll never miss a payment. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Payee auto-completion makes it ridiculously easy to enter and categorize your transactions, while the quick-search field helps find those needles in the haystack.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. Balance calculations and transaction sorting are done automatically. The account register is used to add, edit, and delete transactions in an account. Please note that some banks charge a monthly fee for their services. Send online payments, for banks that support them, directly from scheduled transaction notifications. It learns how to categorize and clean up downloaded transactions. Moneydance can download transactions and send payments through over 11,000 financial institutions. Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance. The summary screen is an overview of your entire financial picture. Moneydance has no advertising, and we do not collect any analytics or other data. Moneydance encrypts your data file on your computer and uses strong end-to-end encryption for syncing. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more. That said, don't expect to use this app on your smartphone or tablet.Įditors' note: This is a review of the trial version of Moneydance for Mac 2014.Moneydance is a complete personal financial management application that protects your privacy while not skimping on features. It's a full-fledged personal finance manager with a slick interface, and while it does come with a price tag, its power and flexibility definitely make up for it. If you need to track your expenses on your Mac, look no further than Moneydance for Mac. While an iOS app is available, it is nowhere near as polished and powerful as the Mac version. The program's only major downside is the lack of decent mobile support. In terms of performance, you will be impressed with Moneydance's speed and relatively low demand for system resources considering its data processing features: it consumes only around 250MB of RAM. The app comes prepopulated with the most popular currencies, types of accounts, and expenses, but you can choose which types of prepopulated entries to show as well as create custom ones. Entry creation, which in the trial version is limited to 100 entries, is easy, though a bit overwhelming at first. To enjoy all its features, however, you will have to buy the premium version.įollowing a straightforward installation, Moneydance for Mac gives you the option to import previous databases or start from scratch. It covers everything you could want from a financial application - multiple account support, multiple currencies, printing, filtering, and more - all placed in a beautiful, well-designed interface. With its depth, plethora of options, and convenient report styles, Moneydance for Mac stands out as a professional financial software.
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