Moneydance 2017

Developer: The Infinite Kind Limited

Current Version: 2017.4

Last Updated: 1 month ago

Download Size: 101.3 MB - Download

Description:

Moneydance is a complete personal financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and much more.

∞ HOME PAGE
This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.

∞ ONLINE BANKING
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications. View the full list of supported direct-download banks at http://moneydance.com/fi Please note that some banks charge a monthly fee for download and bill payment services.

∞ ACCOUNT REGISTERS
The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.

∞ INVESTMENTS
Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically.

∞ REMINDERS
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.

∞ GRAPHS/REPORTS
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files.

∞ BUDGETS
Set spending targets for categories per month, week or any other interval. View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports. Use the highly acclaimed "envelope method" to specify expenses for each period and your to-the-minute status is shown with over-budget items highlighted. Moneydance will help you set a target and stick to it!

∞ SYNC
Enable file syncing to share or collaborate on a data file across multiple computers. Whether sharing with your partner or accountant, syncing your data will provide secure efficient access to your accounts from any computer.

∞ NATURAL LANGUAGE TRANSACTION ENTRY
Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing "1.23 sta" will display a transaction entry panel with the name Starbucks, category "Coffee", today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history.

∞ ATTACHMENTS
Attach images, PDFs, and other such files to transactions by dragging the file into the register. Clicking an attachment thumbnail will open it in an appropriate application.

∞ MOBILE
When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad and iPod touch.

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Release Notes:

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.4 brings further improvements including:

* Restored 'best match' indicator to the downloaded transaction confirmation interface. Use command+enter to confirm a downloaded transaction with the highlighted action
* Fixed bug in Python scripting
* Detect slow extensions and log performance information (locally)
* Fix bug preventing Dropbox syncing from working properly when the sync folder grows beyond 2000 updates
* Improved detection of duplicate downloaded transactions

A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank.

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Most Helpful Reviews

5/5
Version 14.5
Review by Rob6300

Excellent Quicken Replacement - I converted from PC to Mac about a year ago and have been using Moneydance since then. It is an excellent replacement for the PC version of Quicken (the Mac version is horrible and very basic). I use Moneydance to track 6 checking/savings acts, 7 credit cards, and about a dozen investment accounts and have had no problems. It is easy to use and has great functionality. There is also an app for the iPhone that allows you to enter simple transactions on the go if you sync via Dropbox. It was very easy to set up the app and it is very convenient. I highly recommend Moneydance.

Found helpful by 47 out of 48 people
1/5
Version 14.3
Review by JC_52

Not happy - I have used Quicken for many years and have been using 2007 since it was released. I was hoping Moneydance would have met my needs. It works fine as a checkbook. I had a great deal of trouble with my investments. My wife and I have the same mutual fund in our separate IRA accounts and Moneydance adds all the share together and then reports the total in both accounts. Since I have a similar situation in my 401k accounts, the totals were all incorrect. I tried renaming mutual funds to fool money dance, but ultimately I gave up. Online support will answer an inquiry with a question a week later, then after that question I never received a response. I wish I had been able to use a trial version first instead of paying $50 for Moneydance. I gave up and trashed it.

Found helpful by 29 out of 37 people

More Reviews for Current Version

4/5
Version 2017.4
Review by Anoels

Good…Could Be Great - I use Moneydance as a backup for my 12 year old PC Quicken program…it’s adequate for such needs.

Found helpful by 0 out of 0 people
3/5
Version 2017.4
Review by GT07945

Its ok - Overall its one of the better budgeting apps available for mac. However, keep this in perspective because the competition leaves a lot of be desired. To its credit, it does provide enough budgeting, investing, and reporting tools that most would be satisfied. Its drawbacks are a bland UI and a major printing issue that has been going on for well over 6 months. There have been atleast two updates since the problem emerged and the app still isnt fixed. I have been a user for a few years but the inability to address this problem dooms the app.

Found helpful by 0 out of 0 people
3/5
Version 2017.4
Review by GT07945

Its ok - Overall its one of the better budgeting apps available for mac. However, keep this in perspective because the competition leaves a lot of be desired. To its credit, it does provide enough budgeting, investing, and reporting tools that most would be satisfied. Its drawbacks are a bland UI and a major printing issue that has been going on for well over 6 months. There have been atleast two updates since the problem emerged and the app still isnt fixed. I have been a user for a few years but the inability to address this problem dooms the app - im going elsewhere.

Found helpful by 0 out of 0 people
5/5
Version 2017.4
Review by Annoyingrandomname25447

Great app - I’ve been using it for years, does a great job of tracking everything I need, along with quick & easy transaction download for various accounts.

Found helpful by 0 out of 0 people
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