The calculation of balances and sorting of transactions in automatic. The accounts register allows you to simply enter, delete and edit transactions in an account. You can also save graphs and export them to PNG format for sharing.Īnother popular feature in Moneydance is the accounts register. You generate reports for income and expenses, change the graph types and see detailed pop-up data when your cursor floats over them. Moneydance has some powerful reporting tools that compare favorably with Quicken and it can generate reports for any of your accounts, savings or investments. Moneydance is particularly good at handling investments and transactions in multiple currencies so is an excellent choice for those that hold investments or make purchases in currencies other than US dollars.
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Moneydance will also download stock prices automatically in real-time. You can see the total value of your investments or the performance of individual stocks and mutual funds over time. Investment tracking in Moneydance is easier to navigate and more powerful than Quicken, with support for stocks, bonds, CDs and mutual funds among others. In general though, Moneydance is very reliable when it comes to syncing and downloading online banking and investment house statements. This is often due to security changes on the bank’s side regarding how third party applications access them rather than Moneydance itself. Note however that as with all personal finance apps, online banking doesn’t always work. This is useful when it comes to recognizing ledger history and auto-suggesting similar payee entries.
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It also intelligently learns how to automatically categorize and sort downloaded transactions so that they are easier to manage. Moneydance will automatically download transactions and make bill payments to hundreds of financial institutions. One of the main reasons Mac users have switched to Moneydance is the reliable online banking features. You can easily setup recurring payment reminders using the calendar too. To access more details for an account, simply click on it and you can enter transactions or reconcile it against a statement.Ĭlicking on a transaction reminder will display a window where you can automatically record the transaction. The integrated calendar overview is particularly useful for a quick oversight of upcoming credits and debits so you can manage your finances for that month more easily. It gives you all the essentials such as account balances, upcoming and overdue transactions and exchange rate information. Moneydance provides a very clear overview of your finances. Importing Quicken Files Into Moneydance.
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