Keeping track of one’s personal finances is not particularly easy, especially if you are using multiple checking and savings accounts, venture into different investments and you also need to function on a budget. When you first launch the Moneydance app you must specify if you want to import data from another app or create a new document and the account type. Depending on your decisions, Moneydance displays different elements in its main window. The best part is that Moneydance also includes a Graphs and Reports area that can help you analyze your spending patters by automatically generating various types of charts: account balance, asset allocation, currency history, expenses, income, income and expenses, net worth and much more.
Moneydance's simple, intuitive interface makes taking care of your finances a breeze. Save time and money with online banking and bill payment. Moneydance makes it easy to set and trace budgets, and reminds you of upcoming bills to keep you up-to-date.
Online banking and bill payment
Pay your bills in seconds without picking up a pen or licking a stamp. Moneydance can synchronize your records with transactions downloaded from your bank, with support for OFX, QFX, or QIF files. Moneydance sets up effortlessly with hundreds of banks that support OFX standards. And We're adding more all the time.
Manage your budget
Moneydance makes it easy to set and manage budgets. Moneydance will compare your actual income and expenses to what you had planned and show you where your accounts are over or under budget.
Stay on schedule
It's easy to plan ahead by scheduling recurring or future transactions including bills, loan payments, and paychecks. Moneydance shows all your upcoming or overdue bills and automatically calculates principal and interest payments for mortgages and other loans.
Track your portfolio
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.
Generate useful reports and graphs, quickly
Moneydance generates a variety of reports and graphs detailing information about your accounts. Built-in reports and graphs include: Budget, Missing Checks, Net Worth, Account Balances, Cash Flow, Transactions, Cost Basis, Income vs. Expenses, and VAT/GST. Moneydance can remember commonly used reports and graphs and make them accessible with a single click.
Import data from Quicken and Money
Moneydance will import your data from Quicken or MS Money, or any other program that exports data using the QIF format.
Protect your privacy - and your peace of mind
Moneydance allows you to encrypt and password-protect your data for increased security and privacy. With Moneydance, you will not be bombarded with advertisements nor have your personal information shared without your explicit consent, period.