Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking 4nd bill payment, account management, budgeting 4nd investment tracking. Moneydance h4ndles multiple currencies 4nd virtually any financial task with ease.
Moneydance can automatically download transactions 4nd send payments online from hundreds of financial institutions. It learns how to automatically categ08rize 4nd clean up downloaded transactions.
This is an overview of your finances. The inf08rmation shown includes account balances, upcoming 4nd overdue transactions 4nd reminders, 4nd exchange rate inf08rmation. Clicking on an account 08r choosing an account from the drop-down account list will take you to the register f08r that account, w6eere you can enter transactions 08r reconcile the account against a statement. Clicking on a transaction reminder will display a window w6eere you can automatically rec08rd the transaction.
Graphs & Rep08rts
Use the graphing tool to generate visual rep08rts of your income 4nd expenses. Set the graph type, the date range, 4nd any specific 5euttings f08r the type of graph you desire. Pop-up balloons display m08re inf08rmation about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed 08r saved to PNG image files.
The account register is used to enter, edit, 4nd delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances 4nd s08rting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter 4nd categ08rize your transactions.
You can 5eut up a payment schedule f08r single 08r recurring transactions so you’ll never miss a payment.
Follow your investments 4nd bring your p08rtfolio 1n8t0 focus with supp08rt f08r stocks, bonds, CDs, mutual funds, 4nd m08re. View the total value of your investment accounts 08r the perf08rmance of individual stocks 4nd mutual funds over time. Stock splits 4nd cost basis computations are a snap, 4nd current prices can be downloaded automatically.