The Infinite Kind Blog

Hello Moneydance fans!

Today marks the release of Moneydance 2024, our most ambitious update yet, filled with enhancements that will transform your personal finance management experience. As always, our updates are inspired by your feedback and our unwavering commitment to making Moneydance not just useful, but a joy to use.

Below are just a few of the improvements in this update!

Batch Change Amounts

Managing financial data often requires adjustments and corrections. With Moneydance 2024, you can now make these changes in bulk through a simple yet powerful feature: Batch Change Amounts. Want to reverse a bunch of transaction amounts? Just select them, choose Batch Change -> Amount from the register menu, and use the expression “{value} * -1”. Need to convert a selection of transactions from Euros to your local currency? Enter “{value} EUR”. This feature is designed to save you time and can be undone with just a click.

Searchable Accounts and Categories

Finding the exact account or category you need in the Accounts or Categories windows is now a breeze. Filter by name, type, currency, or security. Looking for all bank accounts? Type “Bank”. Need to find Apple shares across your investments? Just search “AAPL”. Plus, we’ve enhanced the usability of account hierarchies and added the option to hide inactive accounts, keeping your financial overview clutter-free.

Super-Powered Date Ranges

Your financial analysis just got sharper with more customizable date ranges. Alongside expanded predefined ranges like “Last 180 days”, you can now adjust the offset and size of most ranges. Shift them earlier or later, or extend them to capture multiple periods—perfect for when you need to compare your financial growth over time. And yes, your custom settings are remembered across graph and report sessions.

Enhanced Auto Backup Settings

Your data is precious, so we’ve upgraded our backup functionality. Moneydance 2024 allows you to keep multiple automatic backups per day, ensuring you never lose a single financial move due to a mishap or misplaced update.

Expanded Context Menus

Right-clicking (or control-clicking on Mac) in Moneydance now reveals more options than ever. Quickly add or remove accounts from the sidebar, edit details, reconcile transactions, adjust balances, or even open an account in a new window—all from the convenience of a context menu.

We believe that these new features will make managing your finances easier and more flexible than ever before. So why wait? Download the latest version of Moneydance today and experience the joy of finance management!

As always, we thank you for your support and enthusiasm. Your suggestions and feedback make all of this possible. Happy financial managing, and here’s to a prosperous year ahead with Moneydance 2024!

Warm regards,

Sean Reilly

Founder & Developer at Moneydance

We are thrilled to announce the release of Moneydance 2023.2, the latest update to our comprehensive personal finance software. This update includes a large number of small enhancements and various bug fixes to provide a smoother experience.

Available for immediate download for Mac, Windows, and Linux from our site.

We are thrilled to announce the release of the newest version of Moneydance, packed with convenient new features that will revolutionise the way you manage your finances!

With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or downloaded transactions. Automatically adjust your balance to match your statement or your most recent download with just a few clicks.

We’ve also improved our undo support, allowing you to effortlessly revert any unwanted changes. Whether it was an accidental deletion or a batch-change gone awry, you can get back to managing your finances without missing a beat.

And that’s not all! We’ve completely redesigned our register filter to make it even easier to find the transactions you need. It’s now more obvious which transactions are being shown. Filter by a specific date or age that you specify, or choose from preset ranges, or even by downloaded or cleared status.

We’re confident that these new features will make Moneydance your go-to finance management tool. So why wait? Download the latest version of Moneydance today and experience the future of finance management!

Upgrading from a previous version of Moneydance? If you’ve purchased Moneydance 2022 then this is a free upgrade, and if you’ve purchased any other previous version then you get it for half price!

We’re excited to announce the release of Moneydance 2022.6, the latest version of our powerful financial management software. Moneydance empowers individuals and families to keep track of their finances, make informed decisions, and stay on top of their goals! This new version of Moneydance makes it easier than ever for people to manage their money and take advantage of new capabilities to help them save and grow their finances. Read on to discover how the latest version of Moneydance can help you reach your financial targets!

Available for immediate download for Mac, Windows, and Linux from our site and the Mac App Store.

Everyone’s favourite personal finance software has been improving in leaps and bounds! Moneydance 2022 has significant new features, most notably the Moneydance+ service, which can seamlessly download transactions from over eleven thousand North American financial institutions. Thousands more are coming soon in the UK and Europe. We’re really excited about this, as the number of supported banks, the quality of downloaded data, connection security, and reliability are beyond what was possible with direct connections. Don’t worry if your bank still provides direct OFX connections; we will fully support them as long as your bank does.

The most recent update, version 2022.4, brings investment download support to Moneydance+ connections. Since a few major brokerages discontinued their support for direct OFX connections last year, this support restores many people’s ability to download their investments into Moneydance. So now you can have your investment accounts fully connected again for a complete and up-to-date view of your finances.

We know you’ll love the new features, especially the ease with which you can download and sync all of your transactions using Moneydance+. As we mentioned in our blog post on privacy in online banking, Moneydance+ is an add-on which requires a very low-priced subscription. There is a free trial, and it is cancelable at any time. Because running the service incurs a fee for us, and since we don’t sell ads or customer data, it’s necessary for us to cover our costs. You can still always purchase Moneydance with a one-off payment, and it’s yours to keep, forever, with no sunsetting of features or additional charges.

Available for immediate download from our site, the Mac App Store, and very soon from the Microsoft Store.

Welcome to the single most significant update to Moneydance in our twenty-three-year history! Rather than dump a giant list of changes in your lap, let’s start with our three tentpole features for Moneydance 2022:

• Moneydance+. Now with a single click, you can seamlessly download all of your transactions from tens of thousands of banks and credit card accounts. It even works with PayPal and Wise.com! Moneydance+ accesses an order of magnitude more banks than Moneydance has ever supported, and we're excited to roll it out initially for US and Canadian bank and credit card accounts, with EU, UK and investment support soon to follow.</p>
• iCloud Drive Syncing. For years, we've heard that many Apple customers would prefer to drop Dropbox and sync using the iCloud Drive that was built-in to their Macs. With this update, Moneydance for Mac can finally do precisely that. We'll be releasing updates to the iPhone and iPad apps shortly. Dropbox syncing will still be available, but there will be an even more seamless sync setup experience for people immersed in the Apple ecosystem.</p>

• Finally, we've noticed how many customers loved Kevin Stembridge's Money Foresight extension, which helps you budget and predict balances based on transaction reminders. It's a great way to plan because most people's expenses are regularly recurring, and scheduling income and expenses using reminders provide the best balance forecast possible. With Kevin's help, we've incorporated the feature into the Foresight tools within Moneydance. Check it out for a beautiful new way to plan your financial life!

We know you're going to love the new features, especially the ease with which you can download and sync all of your transactions using Moneydance+. We should mention up front that the use of the Moneydance+ features requires a reasonably priced subscription which includes a free trial and is cancelable at any time. Using Moneydance+ is purely optional and because running the service incurs a fee for us, and since we don't sell ads or customer data, the subscription was necessary. You can still always purchase Moneydance with a one-off payment, and it's yours to keep, forever, with no sunsetting of features. Oh, and there was also a metric ton of the usual minor improvements and bug fixes. We'd love to hear if you have any requests. Tweet at us! Available for immediate download from our site and very soon from the Mac App Store and Microsoft Store.