It’s a quick and easy way to stay on top of what’s going on with your investments. The software also helps you with cost base calculations and stock split calculations. You can also set Moneydance to automatically download current prices. Customize your options and take advantage of the unique stock ID option to track tax series. You can also track your investment portfolio with Moneydance. Unfortunately, all past and current bills are listed, so some of them may be items you no longer pay or have changed. There’s also a handy list of bills you owe on the right, so you can quickly click and see what you usually pay. Your future bills are also presented on the home page when you open the software. This is one way to stay on top of what you owe-and when you owe it. In addition, Moneydance offers free bill payment. This sends you reminders about upcoming payments so you don’t miss them. Account remindersĪnother useful feature of Moneydance is the ability to create invoice reminders. Moneydance also allows you to organize all this data by account, which is useful if you use more than one mobile banking applications and brokerage accounts. Overall, it’s a similar budget system to the apps that it is Mint and PocketSmithand it’s great if you love books and organization. It’s a quick and easy way to see where you are in the month, and it’s right there when you first open the software. It’s color-coded so you can see which categories you spend the most on. You can quickly see how much you’ve spent so far this month. And when you get close to the limit in your categories, they turn orange to let you know you’re close.Īnother great feature of Moneydance is that you have a great home screen that helps you keep track of where you are. From there, it automatically categorizes expenses so you know how much you’re spending. The software can sync with hundreds of different banks and financial institutions to transfer your transaction history.
One of the main features of Moneydance is create budgets this way you will stay on track with your spending. What does Moneydance offer? Create budgets But if you like automatic updates and are interested in mobile access from anywhere, Moneydance can be a great option for keeping track of your finances – including your investments. I’ve never been keen on this as I prefer to enter data manually.
I enter my transactions manually, but it is also possible to update with your bank’s transactions, but you need to download and import them into Moneydance using OFX, QIF or QFX files).īy linking your accounts, you can also arrange for automatic updates of your transactions from your financial institutions.
The software looks like a ledger, and that’s one of my favorite things about it. It can help you create budgets, track bills, and view all of your financial accounts in one central dashboard. Moneydance is personal finance software available for Mac, Windows, Linux and mobile devices.
Here is mine full comparison between Quicken, Moneydance and Personal capital.
I’m pretty happy with Moneydance, and while it’s not as awesome as Quicken 2005, it’s the closest I’ve come to it, and I still like it better than the new Quicken for Mac 2017. The app can help you manage your investments, remember to pay bills on time and create budgets.Īfter browsing a few years ago I found Moneydance.
You can use it to manage up to 100 transactions for free or buy it outright for $49.99. Looking for an alternative to Quicken for Mac? Moneydance can be a great alternative for you.