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Moneydance
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Review

Moneydance

Overview
Synopsis

Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking.

Category

Personal Finance Software

Features

• Online banking
• Summary
• Graphs and reports
• Account registers
• Reminders
• Mobile
• Investments

License

Proprietary

Price

• $49.99/ license

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Moneydance

What is best?

• Online banking
• Summary
• Graphs and reports
• Account registers
• Reminders

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.0
8.9
Features & Functionality
8.0
7.7
Advanced Features
7.9
8.4
Integration
8.1
8.0
Performance
8.1
8.1
Customer Support
7.9
8.0
Implementation
8.0
Renew & Recommend
9.1
Bottom Line

Moneydance is advanced private finance software with features such as online banking and bill payment, account management, and budgeting and investment tracking which allows users to take charge of single and recurring transactions and as well plan for the future.

8.0
Editor Rating
8.2
Aggregated User Rating
4 ratings
You have rated this

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.

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1 Reviews
  • Raina
    December 11, 2017 at 10:16 am

    Automatically download transactions and send payments online from hundreds of financial institutions.

    Company size

    Medium (50 to 1000)

    User Role

    Executive

    User Industry

    Manufacturing

    Rating
    Ease of use8.4

    Features & Functionality8

    Moneydance - easy to use personal finance software with many useful features: online banking and bill payment, account management, budgeting and investment tracking. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time.  

    Advanced Features8.4

    Integration8

    Training 8

    Customer Support8

    Implementation8

    ADDITIONAL INFORMATION
    It learns how to automatically categorize and clean up downloaded transactions and can handle multiple currencies and virtually any financial task with ease.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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