While it’s true that Moneydance doesn’t do anything that surprises you, it also doesn’t do anything that wows you. Originally open source, it’s now closed source and is marketed as The Most Intuitive Financial Application. Moneydance has been around for over a decade.
Review Of Moneydance Trial Version OfMoneydance uses strong end-to-end encryption, meaning the only people who can see your data are yourself and your bank.Editors' note: This is a review of the trial version of Moneydance for Mac 2015.2. These services keep your login information and access your financial transactions. The data transfer was easy and fast.Most financial software provides the "service" of uploading your online banking login information to their (or worse, a third party's) cloud service. I read every review about Mac financial programs and I found Moneydance had the features I wanted and I could transfer my old Quicken data over. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more.I was a 20 year Quicken user, so I was very hesitant to use a different program for our finances (even though I was not happy with Quicken the past few years). Manage your money, accounts, budget, investments, online banking, and more Moneydance is powerful personal finance and budgeting software.Moneydance is a complete personal financial management application that protects your privacy while not skimping on features.Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance.Moneydance can download transactions and send payments through hundreds of financial institutions. The summary screen is an overview of your entire financial picture. Scrivener: A Mac app designed by writers for.![]() Keep up-to-date with partners or accountants over end-to-end encrypted channels for the ultimate security.Type a transaction description into the search field to have Moneydance cleverly fill in the details. Use the highly acclaimed "envelope method" to specify expenses for each period and your status is shown with over-budget items highlighted.Enable syncing to share your data across computers or mobile devices. View your up-to-the-minute budget status right in the toolbar, on the summary screen or in graphs and reports. Easily save graphs and reports to images or html files, or memorize their settings for quick access.Set spending and income targets for categories per month, week or any other interval. Mouse over regions of graphs or double-click on report cells to reveal details. 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.* Added progress indicators and status descriptions to all non-instantaneous import processes, and made long-running imports cancelable* Performance improvements of long imports* When importing QIF files from the file chooser, double-clicking a file, or using drag-and-drop, use the currently selected account as the default import destination if the account type is even remotely compatible with the file* Fix default destination account selection for QIF files with "liability" accounts* Improved handling of quoted fields in tab/comma/etc delimited text file imports* Updated report viewer with improved auto-sized column and report widths* Updated Brazilian-Portuguese translations (thanks Heitor Moreira da Silva!)* Remove amount sign override for downloaded transactions marked as 'payment' in credit card accounts* Improve embedded browser compatibility with some banking sites* Now uses new method for calculating cost and gain for average cost securities, taking stock splits into account* Tweaks to custom https/TLS used for online banking connections* Switch most cost and gain reports and graphs for Average Cost securities to use the new calculation method* Improved report printing clarity, column sizing, and spacing* Improved text colour contrast in merge-transaction confirmation panel* Improved register scroll position behaviour, including making it dependent upon the sort order* When importing downloaded accounts or transactions, the account matching window now has the option to skip subsequent confirmation windows after selecting the destination account* Improved color theme editor, with more descriptive labels for each color* Differentiate document file icons from the app icon* Improved encoding of commas and large numeric values in tab-delimited report exports (and copying to clipboard)* Date changes on mobile transactions will apply to both normal and tax dates* Fixed recording of loan account reminders to avoid possible extra zero-amount split when there is no escrow amount* Fixed printing of account and category lists* Added intermediate thawte CA certificate for internally-managed connections to Voya* Hide the overdue section on summary screen if there are no overdue reminders* Allow automatic category guessing to use transfer accounts as categories if the similarity threshold is high enough* In cost calculations account for the possibility that a non-zero number of shares adjusted for splits could be zero* No longer include inactive accounts in the batch-change-account account selector* Increase buffer size when exporting a backup/archive to significantly speed up shutdown* Ignore invalid security/currency prices/rates when importing from a QIF file rather than abort the import* More fully reset sync parameters in old files when loading a file from an archive/backup* Fix bug when importing Quicken Essentials for Mac files that contained blank category names* Fix bug in which VAT/GST was applied to reminder transactions even when the checkbox was unselected* Improved window layout and highlight colors for selected files in the Welcome Window* Graph/report date range and grouping options now include fiscal years and quarters* Fixed bug in which undo actions in the python/moneybot window didn't apply to text edits* Workaround Magic Mouse issue which made selecting accounts from popups or displaying the date picker very difficult* Remove extraneous historical prices from the base currency upon loading* Fixed long-standing bug which prevented mouse cursor feedback to show when register columns are resizeable* Transaction register bug fixes and tweaksOverall this app is outstanding, but I give 4 stars, not 5, because I think there is still much room for improvement. Changes are synced instantly and securely with end-to-end encryption across all of your devices.* Added detailed check number popup settings, accessible by selecting Edit List from the popup list. Attachments are stored fully encrypted, but clicking its icon will decrypt and open it appropriate application.Use the (free) Moneydance mobile app while on the go to record or edit transactions and view balances. Bottom line is Moneydance is my preferred financial management program, but a Moneydance and Personal Capital marriage would produce the perfect financial management offspring that would far outshine them both.Tried to move over from Jumsoft Money, whose version 5 is not for me. I also wish the mobile companion app had more features, but it functions pretty well enabling categorization of recent transactions on the move. I am just mildly annoyed that I need to manually update my TSP account and the Zillow market value for my home and my credit card transactions are not automatically downloaded. It does well enough to make it quite useful, but I was hoping for something as polished as the free Personal Capital app, which is outstanding in its own right but Moneydance still outperforms Personal Capital by enabling unlimited categories, envelope budgeting, etc. Best video program for macThe Category field should simply populate the working category list in the program, and show the field correctly filled-in for imported transactions. Their online help forums keep mentioning installing extensions from third parties and so forth to improve this issue, but the Mac App Store version doesn’t have freewheeling Extension installation capabilities. Despite my every effort, the Category field on my large CSV files is ignored and a default category is swapped in. Not every financial institution uses QIF, and moving from other programs like Jumsoft Money often requires CSV. But Moneydance has mystifying issues with CSV import of transaction categories.
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