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Icon of program: Moneydance

Moneydance for Windows

  • Trial version
  • 3.1
    (18)
  • 27.4K
  • V 2024.4

Personal finance can be a dull, tedious process, and Moneydance promises to take the chore away from you. The application allows you to organize your finances, manage your budget, track your portfolio, or just automatically balance your checkbook.

The program's simple, intuitive interface makes taking care of your finances a breeze. It allows you to save time and money with online banking and bill payment. Moneydance also makes it easy to set and trace budgets, and reminds you of upcoming bills to keep you completely up-to-date.

Moneydance's insightful reporting and graphing tools illuminate your finances and show you where your money goes. You can track your portfolio and stay on top of your investments. The application even offers encryption and password-protection to ensure your privacy.

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.

Manage your budget

Moneydance makes it easy to set and manage budgets. The program compares 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 you may have.

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 from the Net.

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.

Also available in other platforms

Icon of program: Moneydance

Moneydance for PC

  • Trial version
  • 3.1
    (18)
  • 27.4K
  • V 2024.4

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