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. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen.
Graphs can also be printed or saved to PNG image files. View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports.
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. Moneydance will help you set a target and stick to it! Whether sharing with your partner or accountant, syncing your data will provide secure efficient access to your accounts from any computer.
For example, typing "1. The description, category and account are filled in based on your history. Clicking an attachment thumbnail will open it in an appropriate application. Changes are synced instantly and securely with your desktop. This includes a per-account editable list of entries as well as the option to include recent entries from either the same account or all accounts.
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Privacy Statement. Moneydance The Infinite Kind. Continue Cancel. Free Trial. See System Requirements. Available on PC. Description 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. Show More. People also like. DeskCalc Adding Machine Free. GPX Player Free.
GPS Routes Free. Features Manage bank, credit card, investment, loan, and asset accounts Complete investment account management with performance tracking Serious privacy: your information is never shared with anyone, period.
Online banking with over a thousand banks with more coming soon Fully encrypted data files End-to-end encrypted syncing Complete multi-currency support Download currency rates and security prices Extensive customizable graphs and reports Drill-down into expense categories Machine-learning categorization of downloaded transactions Double-entry accounting made accessible Envelope-based budgeting Scheduled transactions Loan payment reminders with amortization Every amount field is also a calculator and currency converter Sync with mobile devices over a doubly-encrypted channel Security and currency price histories, including stock splits Import files from every possible format: QIF, OFX, QFX, OFC, CSV, etc.
Export every piece of information to every sensible format. With complete access to your own data, you'll never be locked in to Moneydance. Moneydance makes any financial task easy with online banking and bill payment, account management, budgeting, investment tracking, multi-currency, as well as detailed graphs and reports. Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions.
This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. 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. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files. The account register is used to enter, edit, and delete transactions in an account.
It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions. You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.
When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop.
Available for free in the app store for your iPhone, iPad, and iPod touch. Now also available for your Android device free on the Play Store! 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.
We offer a free trial of Moneydance, which is fully functional but limited to entering up to manually entered transactions.
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