This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Customize and rearrange the data to get the overview of your finances that you need.
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications. View the full list of supported direct-download banks at http://moneydance.com/fi
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.
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.
You can set up a payment schedule for single or recurring transactions so you’ll never miss a payment.
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.
Set spending targets for categories per month, week or any other interval. 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!
Enable file syncing to share a data file and all updates across multiple computers. Whether sharing with your partner or an accountant, syncing your data will provide secure efficient access to your accounts from any computer or mobile device.
NATURAL LANGUAGE TRANSACTION ENTRY
Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing “1.23 sta” will display a transaction entry panel with the name Starbucks, category “Coffee”, today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history. Confirm and record the suggested transaction with a single click or use the suggested interpretation as a starting point to edit the new transaction.
Attach images, PDFs, and other such files to transactions by dragging the file onto a transaction. Thumbnail versions of graphical attachments are shown inline in the register. Clicking an attachment thumbnail will open it in an appropriate application.
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, iPod touch, and Android.
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Track bank accounts, credit cards, investments, and more
Online banking and bill payment
Sync across all of your computers and devices
Schedule notes and transaction reminders
Easy budgeting and comprehensive graphs and reports