Moneydance for Windows is easy to use for the best personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting, and investment tracking. Moneydance handles multiple currencies and virtually any financial task with ease.
Moneydance is a reliable finance management software, which allows you to record transactions, monitor expenses, and generates statistics graphs. The application features useful tools that facilitate online banking, bill payment, managing several accounts, monitoring budget evolution, and investments.
This is a feature-packed application, with an intuitive interface and several graphs generating tools. The program allows you to manage several accounts at the same time, create your own investments portfolio, as well as record transactions.
You can set up your online net banking tool, online bill payment and gather information from your general account website. You can easily reconcile each account by specifying the end statement and observing the evolution of the budget balance.
Each entry can be marked as unconfirmed, cleared as well as finalized payments in the past 30 or 60 days. The program allows you to monitor payments in several currencies, securities, and tax settings.
Moneydance For The Best Personal Finance Software Features
Moneydance for PC 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.
Graphs and Reports
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.
Moneydance’s main window displays a dashboard indicating the current balance of the investment accounts, exchange rates, and a calendar of upcoming events. You can mark payments you need to transfer or general reminders, the software prompting notifications each time an event draws near. Overdue instances are also listed in the reminders area.
The program features several areas: the dashboard, the financial manager, which you can manually edit, and the graphs/reports zone. The data accumulated over time is centralized and transposed into graphic charts or reports. the monthly account balance, asset allocation, currency history, expenses, income, and net worth are instantly generated charts.
This software allows you to import, but also export information to various types of files, including specific QIF financial data storage format, tab-delimited files, XML, and Moneydance own file type. You need to specify the time period of the exported data, as well as the currency in which you wish to convert the values. A powerful searching tool is also at close hand.
Pros And Cons of the Best Personal Finance Software
|Supports online banking||No support for attaching documents and files|
|Provides graphs and readouts||Not as intuitive as Quicken|
|Tracks your bill schedule||Not very good at handling split transactions still|
|Pays bills automatically||Doesn’t support attaching files and documents|
|Imports Quicken files||Java interface not very slick|
|Operating System||Windows: Windows 7, 8, 10
Mac: Mac OS X 10.7 and higher version
|Processor||1 GHz Processor.|
|Memory||2 GB RAM|
|Storage Space||300 MB Free Hard Disk Space|
|Software Name||Moneydance Software For Windows V 2020.1|
|File Size||132 MB|
|Languages||English, Italian, French, Spanish, Polish, Chinese, German, Japanese|
|Developer||The Infinite Kind|
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