Moneydance for mac 2014 review

With Moneydance, you can track your bank accounts, credit cards, loans, and even your investments. At first glance, Moneydance looks like a big checkbook. With a little prodding, though, you'll see that the program is as automated as you will let it be. You can link your bank account and let the transactions download automatically, or you can enter them manually.

You can even access your bank information on your mobile device while on the go. It offers the features many consumers look for, including online banking, online bill payment, budgeting, and tracking investments. You can download Moneydance right to your computer and begin setting up your accounts immediately. You can choose to enter your categories manually or import your old informant on a QIF file Quicken file.

If you have a hard time staying within your designed budget, Moneydance may help. Once you set your budget, Moneydance shows you where you stand with color-coded graphs. If you haven't spent anything yet, the graph remains green.

Moneydance Review: Is It Good?

As you near your allotted budget, it turns yellow to encourage you to proceed with caution. If you happen to go over your budget, the graph turns red, giving you a quick visual of where you stand. Online bill pay: You can set up your bills for automatic payment through Moneydance. With this feature, you can view your upcoming bills on the calendar on your home page. 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. Customized reports: You can create reports that detail every aspect of your financial life.

You can also create reports exclusive to certain expense categories so you can see where your cash goes.

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You can also print or save the graphs if you wish. Account registers: You can enter, edit, and delete line items on your account register. Many users find it user-friendly, since it looks just like a checkbook register. The nice thing, though, is that you don't have to do the math—it calculates everything for you automatically. You can track your investments in CDs and mutual funds as well as investments in the market, including stocks and bonds.

You can see an overview of your financial worth as well as individual looks at each account to see how they perform. There are no subscription fees and your service doesn't stop at the end of 12 months. If you choose to use the older version in the future, that's your choice. Sometimes Moneydance does offer promotions for the latest update. Sometimes they offer the upgrade for free for current customers. You can simply click on "upgrade" to find out what specials are available to you at any given time. Moneydance is user friendly.

Moneydance review: Personal finance Mac app offers good tools with a few UI quirks | Macworld

Because its ledger looks much like a checkbook register, there isn't a large learning curve to use the program. You set up your accounts and start recording your transactions. 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 can automatically sync your bank account. If you don't want to manually enter your transactions, you can link your bank account to Moneydance.

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Now your transactions are automatically synced as they occur. This eliminates the risk of human mistakes. Moneydance creates categories for your expenses. This allows you to see where you spend the most money and where you might need to cut back. You can see all financial accounts in one dashboard. The homepage offers a summary of all accounts you link to Moneydance.

This means you can view your checking, savings, CDs, mutual funds, stocks, bonds, and upcoming liabilities—all on one page. Moneydance has a mobile app that syncs with the desktop version automatically. No matter where you look at your accounts, whether the desktop, iOS app, or Android app, you will see the same up-to-date information.

You can also make manual changes via the app, such as adding transactions or changing your budget. You can track your investments with your budget.

Bottom line

Usually you can track just your investments or just your budget, not both. Moneydance makes it possible to do it all. You can set Moneydance to download prices, compute cost basis for you, or just give you a summary of your investments. You can set up as many accounts as you wish. If you want to keep your accounts separate, you can have as many accounts as you see fit. Maybe you have a business budget and a personal budget. Keeping them separate is a good idea. You can also merge all of your finances together into one large budget.

You can customize your reports. You are in charge of what you see. If you want reports strictly on your spending, you can run those. If you want reports that show cash flow with income and spending, you can do that as well. With the click of just a few buttons, you can get your hands on the information you need the most. It may be easier to track your finances with the visual reports.

Mac Personal Finance Software Review 2014 - Best Mac Accounting .

Some users are just visual learners. Having access to color-coded graphs and easy-to-read visuals can help some people understand their finances better. Seeing quickly where you overspend can get you started on making changes in your financial life to stop overspending and start saving. Setting up online banking is simple and I was able to connect to my banks and download transactions in a matter of minutes.


But this feature has limitations. These are basic features that apps like iBank 5 and online services such as Mint. You can now link PDF files and other image documents to any transaction in Moneydance, allowing you to include receipts for purchases with their transactions. Simply type a number for a dollar amount, and the name of who you made the payment to, say, 2.

Similarly, you can use the same field as a calculator similar to how you use Spotlight for calculations. The application offers over 25 reports and graphs to help you track your financial information, including reports for missing checks, current net worth, and budget tracking. So, for example, if you had to stretch your window a bit in order to see all your data in the checkbook ledger, all the graphs and their associated text will looked stretched and out of shape.

In order to get them back into shape you have to resize the window to make them look right. In order for this feature to work, you need to take the time to map data you imported or entered by hand to specific categories. Moneydance Personal Finance Software. Top Choice: Our favorite online-based business accounting apps. Change Apple Watch app grid to list view. At a Glance.