#Moneydance review for free
#Moneydance review download

This means you can view your checking, savings, CDs, mutual funds, stocks, bonds, and upcoming liabilities-all on one page. The homepage offers a summary of all accounts you link to Moneydance.

You can see all financial accounts in one dashboard.

This allows you to see where you spend the most money and where you might need to cut back.

Moneydance creates categories for your expenses.

This eliminates the risk of human mistakes. Now your transactions are automatically synced as they occur. If you don't want to manually enter your transactions, you can link your bank account to Moneydance.

You can automatically sync your bank account.

The calculations are done for you, and the program also has an auto-complete function that takes care of entering the information for repeat transactions. You set up your accounts and start recording your transactions. Because its ledger looks much like a checkbook register, there isn't a large learning curve to use the program. You can simply click on 'upgrade' to find out what specials are available to you at any given time. Other times, they offer a promotion, such as 50% off if you are a current customer.

#Moneydance review for free

Sometimes they offer the upgrade for free for current customers. Sometimes Moneydance does offer promotions for the latest update. If you choose to use the older version in the future, that's your choice. There are no subscription fees and your service doesn't stop at the end of 12 months. It costs $49.99 to purchase the Moneydance program, and you can use this program for as long as you want. You can see an overview of your financial worth as well as individual looks at each account to see how they perform. Investments: You can track your investments in CDs and mutual funds as well as investments in the market, including stocks and bonds.The nice thing, though, is that you don't have to do the math-it calculates everything for you automatically. Many users find it user-friendly, since it looks just like a checkbook register.

Account registers: You can enter, edit, and delete line items on your account register.

You can also print or save the graphs if you wish. You can also create reports exclusive to certain expense categories so you can see where your cash goes.

Customized reports: You can create reports that detail every aspect of your financial life.

Get alerts: Do you pay bills late and then grumble as you pay the late fee? Moneydance allows you to set up alerts to help you put an end to those late payments.

With this feature, you can view your upcoming bills on the calendar on your home page.

Online bill pay: You can set up your bills for automatic payment through Moneydance.If you happen to go over your budget, the graph turns red, giving you a quick visual of where you stand. As you near your allotted budget, it turns yellow to encourage you to proceed with caution. If you haven't spent anything yet, the graph remains green. Once you set your budget, Moneydance shows you where you stand with color-coded graphs. Budgeting: If you have a hard time staying within your designed budget, Moneydance may help.Moneydance offers the following features: You can choose to enter your categories manually or import your old informant on a QIF file (Quicken file).

#Moneydance review download

You can download Moneydance right to your computer and begin setting up your accounts immediately. It offers the features many consumers look for, including online banking, online bill payment, budgeting, and tracking investments.ĭoes it deliver what it promises? We help you determine this answer below. You can even access your bank information on your mobile device while on the go. You can link your bank account and let the transactions download automatically, or you can enter them manually. With a little prodding, though, you'll see that the program is as automated as you will let it be. With Moneydance, you can track your bank accounts, credit cards, loans, and even your investments.Īt first glance, Moneydance looks like a big checkbook. Moneydance is one of the many budgeting tools out there that not only balance your checkbook, but help you effortlessly track your spending and income. Today, it's all about automation, which can be good news for those who look at a check register as if it's in a foreign language. The days of manually balancing a checkbook are slowly fading away.