Moneydance for Mac
Personal finance manager.
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Moneydance overview
Moneydance is a full-featured 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. Moneydance's easy-to-use interface sets it apart from other financial software.
Features
- Online Banking - Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Moneydance learns how to automatically categorize and clean up downloaded transactions.
- Account Graphing - 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 exported to image image files.
- Reminders and Scheduled Transactions - Transactions and notes can be easily scheduled to remind you when they are coming up or are past due.
- Account Register - This is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, except the calculation of balances and sorting of transactions is all done automatically. Entering transactions is easier with the payee auto-complete feature; this reduces the number of keystrokes necessary for entering many similar transactions.
What’s new in version 2022.6
- Fix category filtering in advanced search window
- Moneydance+ setup window refresh button now fully reloads connections, accounts, and then connection metadata
- Process synced mobile transaction updates in the same order they were made
- Reduce volume of cash register sound by 50%
- If a window’s remembered location is outside the virtual screen bounds, reset it to the default (centered) location
- Update to file selection on macOS Monterey and Ventura to again show bundles as single files instead of folders, and to allow selection of all Moneydance files, including much older versions
- Fixed bug that sometimes prevented full disconnection of a Moneydance+ account
- Enabled the close-window button on the window shown when printing checks
- Fixed the Help->Register Moneydance menu not appearing even if Moneydance wasn’t registered/activated
- Prevent inefficient processing in Moneydance+ status updates when a connection isn’t available
- Periodically checks for reminders to auto-commit instead of checking only when opening a file
- Now shows the number of decimal places for a currency or security in their info window
- Disconnected banks are now no longer shown in the Moneydance+ accounts window
- Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn’t show updates performed on the desktop
- Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window
- Hide inactive accounts from the Moneydance+ Setup account picker popup menu
- The Download buttons on account registers no longer show entries for disabled/removed connections
- Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account
- When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency.
- Fix a bug resulting in a blank window being displayed in certain circumstances
- Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app
- Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed
- Added an option to the security account settings window to indicate that the account is inactive
- Hide inactive securities from the investment account security detail view, unless there are shares owned or were otherwise active recently
Moneydance for Mac
$49.99
In English
Version 2022.6
What users say about Moneydance
Ease of use: 5.0
I like the ease of use. Tracking my investments (Brokerage account, IRAs, CDs), daily is a couple clicks. Multiple credit cards, checking and savings accounts with categories I create and summaries are simply tracked and searchable. Visually appealing and informative graphs for expenses, net worth, etc are built in. I easily made graphs (e.g. utilities usage) on whatever date ranges or from whatever selected accounts I desire. Reconciling my accounts with statements is easy.
Features: 5.0
Having the app on my iPad as well as my laptop are synced without me being a IT wizard. I don't use the features to automatically sync with the banks, but may try it in the future.
Other user ratings:
Value | 5.0
Reliability | 5.0
Customer support | 5.0
Write a detailed review about Moneydance
What customer like
Price
Regular updates
Support
What needs improvements
Bug fixing
Customization
(100 Reviews of Moneydance)
Comments
User Ratings
Jul 16 2024
Version: 2022.6
I recently had a great customer service experience with Moneydance. We are all trained to expect bad service, black hat tactics to discourage refunds, etc. I got the trial version but couldn't test past the limited transactions of 100. Then I bought the full package and imported several years of transactions from my prior financial software. I found my Mac M1 was using more RAM than usual for a program but it worked great. The only problem was that it didn't run the exact financial reports I needed to run. I contacted customer support and they responded within 24 hours. I told them my issues and requested a refund. Maddy was courteous and offered to help address my issues, but I opted to take advantage of their 90-day no-questions refund. Then less than 24 hours later, I got the refund notification. I wish other companies were so responsive like Moneydance, I almost want to work for them, send in a resume. Pro Tip: You can import more than 100 transactions on the trial version to test the reports you can generate. I love the no-subscription option Moneydance offers and recommend the program to anyone interested. Just make sure you test it out and it meets your exact requirements.
May 13 2024
Version: 2022.6
This is a fine personal finance app. it has necessary features and is easy enough to use.
One time purchase license option and cross platform support is big advantage over other popular apps.
May 18 2021
Version: 2021
My father wants to have this app. It's like a present from me.
Nov 26 2020
Version: 2021
Was a long time user of Microsoft Money but when MS stopped developing / supporting the software I spent a long time researching alternative programmes. Eventually I decided to settle on purchasing MoneyDance. Best decision I have made as MoneyDance has satisfied all my requirements. Easy to use and regularly updated free of charge. Budget options excellent and the programme is very customisable. Only grip is my inability to use the software on my iPad / iPhone with regard to keeping the database synchronised. Otherwise highly recommended.
Jul 21 2020
Version: 2019.3
Somehow my application of Moneydance crashed and when it opened all data was lost. My backup files are gone, so all my data from 2017 to now (July 2020) are gone. I tried to contact support, however they only have an online form and have yet to answer me. Do NOT buy this app, look elsewhere.
