Moneydance

Moneydance is user-friendly personal finance software that is embedded with essential features such as online banking and bill payment, account management, and budgeting and investment tracking. With Moneydance, users can manage multiple currencies and practically operate any financial task with ease. Moneydance’s online banking feature helps users to automatically download transactions and send payments online from several financial institutions.

Moneydance is capable of automatically sorting, organizing and cleaning up downloaded transactions. It enables users to see the summary and outline of their finances. Moneydance shows information such as account balances, upcoming and overdue transactions and reminders, and exchange rate information.

Users of Moneydance can access and take charge of any transaction’s register or reconcile any account against a statement by clicking on the specific account or choose from the drop-down account list.

Moneydance offers users a reminder through which they can automatically record any transaction. Users can generate visual reports of income and expenses and set the graph type, the date range, and any specific settings for the type of graph desired through Moneydance’s advanced graphing tool. Pop-up balloons display more information about the data being graphed as the user move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files.

Moneydance provides users with an account register which can be used to enter, edit, and delete transactions in any account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. In addition, Moneydance enables users to set up a payment schedule for single or recurring transactions.