– Style! Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. – Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance 2017 brings big improvements including the following highlights: In addition to the minor improvements, we’ve also got a host of big changes over Moneydance 2015!Īs usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. This update includes visual improvements and bug fixes, including faster performance and more reliable conversion of sync settings and other data from older versions of Moneydance. Available for free in the app store for your iPhone, iPad and iPod touch. Changes are synced instantly and securely with your desktop. When you’re on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Clicking an attachment thumbnail will open it in an appropriate application. The description, category and account are filled in based on your history.Īttach images, PDFs, and other such files to transactions by dragging the file into the register. For example, typing “1.23 sta” will display a transaction entry panel with the name Starbucks, category “Coffee”, today’s date under the last account to have a transaction for Starbucks. Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. Whether sharing with your partner or accountant, syncing your data will provide secure efficient access to your accounts from any computer. Moneydance will help you set a target and stick to it!Įnable file syncing to share or collaborate on a data file across multiple computers. Use the highly acclaimed “envelope method” to specify expenses for each period and your to-the-minute status is shown with over-budget items highlighted. View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports.

Set spending targets for categories per month, week or any other interval. Graphs can also be printed or saved to PNG image files. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Set the graph type, the date range, and any specific settings for the type of graph you desire. Use the graphing tool to generate visual reports of your income and expenses. You can set up a payment schedule for single or recurring transactions so you’ll never miss a payment. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. The payee auto-complete feature makes it easier to enter and categorize your transactions.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The account register is used to enter, edit, and delete transactions in an account. View the full list of supported direct-download banks at Please note that some banks charge a monthly fee for download and bill payment 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 automatically download transactions and send payments online from hundreds of financial institutions. Clicking on a transaction reminder will display a window where you can automatically record the transaction. 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. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Moneydance is a complete 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 2017 reconcile report