Not every financial institution uses QIF, and moving from other programs like Jumsoft Money often requires CSV. But Moneydance has mystifying issues with CSV import of transaction categories. I’ve got multiple bank and credit card accounts with large archival CSV files ready to go. Tried to move over from Jumsoft Money, whose version 5 is not for me. Bottom line is Moneydance is my preferred financial management program, but a Moneydance and Personal Capital marriage would produce the perfect financial management offspring that would far outshine them both. I also wish the mobile companion app had more features, but it functions pretty well enabling categorization of recent transactions on the move.
#Moneydance 2016 update#
I am just mildly annoyed that I need to manually update my TSP account and the Zillow market value for my home and my credit card transactions are not automatically downloaded.
#Moneydance 2016 free#
It does well enough to make it quite useful, but I was hoping for something as polished as the free Personal Capital app, which is outstanding in its own right but Moneydance still outperforms Personal Capital by enabling unlimited categories, envelope budgeting, etc.
#Moneydance 2016 download#
I love how customizable it is but I wish it would more seamlessly download online account data. Overall this app is outstanding, but I give 4 stars, not 5, because I think there is still much room for improvement. Changes are synced instantly and securely with end-to-end encryption across all of your devices.
Use the (free) Moneydance mobile app while on the go to record or edit transactions and view balances.
Attachments are stored fully encrypted, but clicking its icon will decrypt and open it appropriate application. For example, typing "1.23 sta" will suggest a transaction at Starbucks with the "Coffee" category and the last account you used at Starbucks.Īttach images, PDFs, and other files to transactions by dragging them into the register. Type a transaction description into the search field to have Moneydance cleverly fill in the details. Keep up-to-date with partners or accountants over end-to-end encrypted channels for the ultimate security. Use the highly acclaimed "envelope method" to specify expenses for each period and your status is shown with over-budget items highlighted.Įnable syncing via iCloud Drive or Dropbox to share your data across computers or mobile devices of any platform. View your up-to-the-minute budget status right in the toolbar, on the summary screen or in graphs and reports. Set spending and income targets for categories per month, week or any other interval. Easily save graphs and reports to images or html files, or memorize their settings for quick access. Mouse over regions of graphs or double-click on report cells to reveal details. Flexible parameters let you customize your reports by period, tags, categories, accounts, and more. Generate visual reports of your income, expenses, budgets, and investments. Stock splits and cost basis computations are a snap, and current prices are automatically.Įasily schedule future or recurring transactions so you'll never miss a payment. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time.
Payee auto-completion makes it ridiculously easy to enter and categorize your transactions, while the quick-search field helps find those needles in the haystack.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. Balance calculations and transaction sorting are done automatically. The account register is used to add, edit, and delete transactions in an account. Please note that some banks charge a monthly fee for their services. Send online payments, for banks that support them, directly from scheduled transaction notifications.
#Moneydance 2016 how to#
It learns how to categorize and clean up downloaded transactions. Moneydance can download transactions and send payments through over 11,000 financial institutions. Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance. The summary screen is an overview of your entire financial picture. Moneydance has no advertising, and we do not collect any analytics or other data. Moneydance encrypts your data file on your computer and uses strong end-to-end encryption for syncing. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more. Moneydance is a complete personal financial management application that protects your privacy while not skimping on features.
0 kommentar(er)
