Thank you InfiniteKind for creating a software that works as promised, making it easy to track finances in multiple entry points, and not charging us every year for 'promised fixes' like other softwares. It works across my Mac, Windows 10, and iOS devices. I don't use DropBox for anything else, so it's nice to not have another resource hogging app on my laptops just for one app.Īs far as MoneyDance, it's easy to set up, manual downloading of QFX works for me, and the ability to set my preferences makes MD2019 so easy to use and personalized to me. THEN I discovered the DropBox direct connect feature (Well done, MoneyDance!) and that now allows all my laptop and mobile devices to share MoneyDance. I also installed the iOS app and connected DropBox.and hated the 3 device free level limit since I share this with my wife for entry. I've looked at MoneyDance before and was thrown off by the simple interface but with the need for Envelope style budgeting that is native on Mac, I did the Trial.and was very pleased. It works, but slow and some of the features crash the software. Entering transactions is easier with the payee auto-complete feature this reduces the number of keystrokes necessary for entering many similar transactions.Ĭomplicated path, but I started with Quicken in the 90's, went to MS Money, back to Quicken, switched to Mac so got MoneyWell, then Banktivity 6, then to YNAB, then to Quicken Mac.and with the missing rollover features, did a desperate install of Quicken Windows via Crossover on Mac. It is visually similar to a paper checkbook register, except the calculation of balances and sorting of transactions is all done automatically. Account Register - This is used to enter, edit, and delete transactions in an account.

Reminders and Scheduled Transactions - Transactions and notes can be easily scheduled to remind you when they are coming up or are past due.

Graphs can also be printed or exported to image image files.

Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Set the graph type, the date range, and any specific settings for the type of graph you desire. Account Graphing - Use the graphing tool to generate visual reports of your income and expenses.Moneydance learns how to automatically categorize and clean up downloaded transactions. Online Banking - Moneydance can automatically download transactions and send payments online from hundreds of financial institutions.Moneydance's easy-to-use interface sets it apart from other financial software. Moneydance is a full-featured 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.

Moneydance software review