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Moneydance
Moneydance
2021.1
3.8
0.0
Moneydance free download for Mac

Moneydance for Mac

21 May 2021

Personal finance manager.

What is Moneydance for Mac

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's easy-to-use interface sets it apart from other financial software.

Features
  • Online Banking - Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Moneydance learns how to automatically categorize and clean up downloaded transactions.
  • Account Graphing - Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or exported to image image files.
  • Reminders and Scheduled Transactions - Transactions and notes can be easily scheduled to remind you when they are coming up or are past due.
  • Account Register - This is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, except the calculation of balances and sorting of transactions is all done automatically. Entering transactions is easier with the payee auto-complete feature; this reduces the number of keystrokes necessary for entering many similar transactions.

What's new in Moneydance

Version 2021.1:
  • Overhaul to Python extension support. It is now possible to build and package extensions to Moneydance that are fully implemented in Python. Further, Python extensions can declare supported entry points, allowing extensibility for deeper integration
  • Native interface including automatic switching between dark and light mode on macOS, obeying the system setting for auto-hiding scroll bars
  • New preferences tab with appearance settings, including the ability to select any font you like and change the color theme without requiring a restart
  • Fixed crashes on macOS when using multiple monitors
  • Fixed conflict with the macOS 11 (Big Sur) open-documents-in-tabs setting
  • Fixed highlighting of future transactions in the register
  • Fixed issue with saving the relative base currency for securities
  • Improved settings for check number popup and auto-completion, including the ability to have account-specific settings
  • Fixed error when generating a budget report in certain circumstances
  • Handle invalid dates properly when reading OFX
  • Fixed bug when importing or un-archiving a file when the main moneydance window is not yet open
  • Fixed bug in automatic updating of online banking connection parameters
  • Skip shared folder metadata files with dot prefixes when scanning for sync updates
  • Resolve some summary screen drawing errors after importing or syncing
  • The account properties editor now shows the correct name for the summary/root account
  • Enable (end-to-end encrypted) tunneling for OFX exchanges with certain banks. This permits connections to financial institutions with special security requirements, such as Schwab and Fidelity
  • Restored custom TLS layer settings for connections requiring custom tweaks (including Fidelity)
  • Ensure that all currency snapshot information is included in JSON exports
  • New file encoding options in QIF import settings window
  • Ensure that the destination account is remembered when importing QIF files info new accounts
  • Fixed bug that often caused currency inconsistencies when the base currency was changed
  • Properly handle http proxy success responses
  • Tweaks to OFX support to allow connections using minimal http headers
  • Securities displayed under investment accounts on summary page now show the configured security suffix rather than “Shares”
  • Fixed window title when showing details of summary account
  • Sidebar tweaks, including fixing header row indentation
  • Update popup date picker to respond to color scheme changes and pick a date on mouse-up rather than mouse-down
  • Updated certain native libraries to enable code signing on the mac, avoiding scary warnings for Python-based extensions
  • Set moneydance_extension_loader variable in Python extensions that refers to the extension’s class loader
  • Obey minbuild and maxbuild extension requirements at runtime (not just install time)
  • Fixed bug when sorting by the check number column
  • Miscellaneous internal graphics/UI improvements
  • Improve account/category selector when editing a transaction assigned to an inactive category or account
  • Don’t add an escrow split to auto-commited loan transactions if the escrow amount is zero
  • Fixed bug in which the the sync base folder wasn’t being created when setting up syncing on a new Dropbox Folder
  • Fixed horizontal alignment of printed report titles
  • Fixed font selection in printed reports
  • Obey text file encoding parameter header in OFX 2 XML headers
  • Fixed OFX header processing in OFX2 files
  • Summary page stock prices panel now shows full price rather than currency value
  • Fixed warning banner colors when an unverified extension is loaded
  • Fixed sorting and grouping issue in Investment Transactions and Transaction Filter reports
  • Fixed parent account name display in parent setting for credit card, liability, and loan account information
Moneydance for Mac Old Versions
Try our new feature and write a detailed review about Moneydance. All reviews will be posted soon.

What customer like

Security
Regular updates
Social media integration

What needs improvements

Bug fixing

Moneydance qualities

Value
5.0
Ease of use
5.0
Features
5.0
Reliability
5.0
Customer support
5.0
Write your thoughts in our old-fashioned comment
MacUpdate Comment Policy. We strongly recommend leaving comments, however comments with abusive words, bullying, personal attacks of any type will be moderated.
0.0
(0 Reviews of )
There are no reviews yet
hannahkominsky67
hannahkominsky67
May 18 2021
2021
4.0
May 18 2021
4.0
Version: 2021
My father wants to have this app. It's like a present from me.
rodcallen
rodcallen
Nov 26 2020
2021
5.0
Nov 26 2020
5.0
Version: 2021
Was a long time user of Microsoft Money but when MS stopped developing / supporting the software I spent a long time researching alternative programmes. Eventually I decided to settle on purchasing MoneyDance. Best decision I have made as MoneyDance has satisfied all my requirements. Easy to use and regularly updated free of charge. Budget options excellent and the programme is very customisable. Only grip is my inability to use the software on my iPad / iPhone with regard to keeping the database synchronised. Otherwise highly recommended.
jkelly329
jkelly329
Jul 21 2020
2019.3
1.0
Jul 21 2020
1.0
Version: 2019.3
Somehow my application of Moneydance crashed and when it opened all data was lost. My backup files are gone, so all my data from 2017 to now (July 2020) are gone. I tried to contact support, however they only have an online form and have yet to answer me. Do NOT buy this app, look elsewhere.
glennbolton323
glennbolton323
Apr 25 2020
2019.3
5.0
Apr 25 2020
5.0
Version: 2019.3
Complicated 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 works, but slow and some of the features crash the software. 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. 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. 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 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. As 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. It works across my Mac, Windows 10, and iOS devices. That's a big score for my family. 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 just works.
jamespierreny
jamespierreny
Apr 2 2020
2019.3
1.0
Apr 2 2020
1.0
Version: 2019.3
I am having so much difficulty with the following things: (1) deleting accounts (I am actually unable to press on the delete button option under the Accounts tab, as that option remains grey and unclickable); and (2) I am unable to print any reports (whenever I press on the print button in order to print a report, the entire program freezes). I am very upset with this software so far. Currently feeling like I threw away $49, honestly.... If anyone can help with these issues I wouldn't greatly appreciate it...
Dsp
Dsp
Nov 26 2019
2019.3
2.0
Nov 26 2019
2.0
Version: 2019.3
Cons: QIF import is a disaster. Doesn’t give option to saves files in place you want. Investment requires installing plugin and not intuitive. Pros: Nice UI. Has decent side bar list.
Arthur-Milholland
Arthur-Milholland
Mar 23 2019
2019.1
5.0
Mar 23 2019
5.0
Version: 2019.1
I am always cautious about upgrading to a greatly-rewritten program, but I did go from MD2017 to MD2019 and it was smooth. MD runs on both PC’s and Macs and uses the same data structure on each platform, which is why I changed to it in 2008. IMO, if another one has come along, it cannot be superior. Moreover, Support is first-rate, too.
carolefharris
carolefharris
Sep 9 2018
2017.8
5.0
Sep 9 2018
5.0
Version: 2017.8
I can’t say enough about Moneydance customer support. My credit card changed banks and nothing went smoothly. The biggest problem was not being able to download transactions to Moneydance. I set up an online chat with Moneydance and had an immediate reply from Jenny. Her detailed email replies worked me through, step by step, what I needed to do. Moneydance is a great program, and their employees are knowledgeable, patient, responsive and caring.
l-214-282-3272
l-214-282-3272
Aug 2 2018
2017.8
5.0
Aug 2 2018
5.0
Version: 2017.8
I'm an old Microsoft Money user. Well, you know how long they've been gone.....I moved to MD and have been pleased for many years. I too recently had an issue with syncing after my iPhone had to be reset. Ian quickly resolve my issue and I up and running again. When tax time rolls around all my data is easily found..
dslazar9
dslazar9
Apr 6 2017
2017.2
5.0
Apr 6 2017
5.0
Version: 2017.2
I have been happily using Moneydance since 2010. I used Quicken on my PC for ten years prior to that. Quicken for Mac was a nightmare. Moneydance is the only program that can e-pay directly from the ledger on a Mac. Upon getting a new Mac last week I had a problem moving my data to the 2017 version on my new MacBook Pro. Tech support from this company was outstanding. After a few troubleshooting emails that did not help, Jenny, from Tech support inhabited my computer and helped me move my data. This company stands by their product.
$49.99Buy Now
3.8
0.0
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License: 
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