Moneydance is an excellent choice for those who want a complete view of their financial situation ... If you’re looking for a holistic approach to managing your money, Moneydance could be the perfect fit.
Moneydance is an easy to use and full-featured personal finance app that doesn't compromise your privacy. With Moneydance, your data is private, encrypted, and never shared.
Moneydance makes any financial task easy with online banking and bill payment, account management, budgeting, investment tracking, multi-currency, as well as detailed graphs and reports.
Online Banking
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions.
Summary
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.
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.
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.
Reminders
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.
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 or iPad. Now also available for your Android device free on the Play Store!
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.
We offer a free trial of Moneydance, which is fully functional but limited to entering up to 100 manually entered transactions. We also have a 90 day money back guarantee if you're not happy with Moneydance for any reason.