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. I upgraded for $24.99 and am trying out the Moneydance+ service with the free trial.Moneydance is a complete personal financial management application that protects your privacy while not skimping on features. I hadn't upgraded in a while, and registered users either get a free upgrade or 50% off. So much for one-time purchase of MD! I still think it's worth downloading credit card transactions for $2/month, but we'll see. It doesn't connect to my main checking bank, but it works out for me to add transactions manually on that account because most of them are saved transactions that I have set up to populate monthly. I've had banking connections for my credit cards to download transactions. It's not the best on investment tracking, which I tried to make work for a time but now just manage directly through Fidelity. It doesn't have the slickest interface, but I've got it set up the way I want it and use it to forecast cashflow, manage my CCs and payments, and run spending reports. I've been an enthusiastic Moneydance user since 2016. This uses Plaid to connect your accounts. Options are to download manually using QFX format to import transactions, or update to MD 2022 and subscribe for $2/mo. Here's the link to one of the Moneydance support pages about it. This could be the result of a network problem, a proxy error, or misconfigured server.Įrror Description: : You'll get an error message stating:Ī communication or parsing error occurred. 6, Chase, Bank of America and other major institutions have disabled OFX connections to download transactions, which is what Moneydance uses.
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