Moneydance
Moneydance
2019.3

3.3

Moneydance free download for Mac

Moneydance2019.3

20 June 2019

Personal finance manager.

Overview

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 2019.3:
  • Added option to show either the Welcome Window or the most recently opened file on startup
  • Fixed bug in the Welcome to Moneydance window which would sometimes cause the window to be unresponsive
  • Changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode
  • Tidy up buy/sell markers in security detail graph
  • Improved visibility of the selected date period in the budget manager when using the solarized dark theme
  • Minor tweak to downloaded transaction sidebar headers
  • Workaround for issue with Amazon-purchased keys not working in recent updates
  • Fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files
  • Fixes to importing specific QIF import files which specify an account header for a single account
  • Importing CSV and other delimited files now provides an option for when to merge transactions that seem like duplicates
  • No longer show security accounts in the QIF import settings as they just add clutter with no functional benefit
  • No longer add caret prefix to stock ticker symbols imported from QIF files
  • Allow for slightly different dates when eliminating duplicate transfers in QIF imports
  • QIF importer now uses 50 (instead of 70) as the year cutoff to determine whether the century part of the year is 19 or 20
  • Show the abbreviated list of available currencies in the currency override popup of the QIF import settings
  • Override downloaded credit card transactions with a transaction type of ‘payment
  • and negative amount to have a positive amount
  • Added a setting to ignore the OFX/QFX TRNTYPE in downloaded bank transaction amounts and rely solely on the sign of the amount

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How would you rate Moneydance app?

95 Reviews of Moneydance

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5
Arthur-Milholland
23 March 2019
Version: 2019.1

Most helpful

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.
(2)
5
glennbolton323
25 April 2020
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.
(0)
1
jamespierreny
02 April 2020
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...
(0)
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2
Dsp
26 November 2019
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.
(0)
5
Arthur-Milholland
23 March 2019
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.
(2)
Show comments (2)
5
carolefharris
09 September 2018
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.
(0)
5
l-214-282-3272
02 August 2018
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..
(0)
5
dslazar9
06 April 2017
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.
(0)
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2
monty-3
17 January 2017
Version: 2017.2
Disappointed in the 2017 "upgrade" as many of the issues documented in 2016 were not even fixed. Several big bugs and lack of features were not even addressed. So why switch to 2017 if it's essentially the same as 2016? It sure would be nice if developers fixed the bugs when releasing new versions that registered users have to purchase to upgrade. That might make it worthwhile. Who needs new features when the existing features don't work properly!
(0)
3
gmgregmao
13 January 2017
Version: 2017.2
I'm giving it 3 stars because the interface is weird and it seems not so intuitive. Will continue to test it but so far I am just thinking of it as a $US25 evaluation copy. I also evaluated SEE Finance $US39, and personally, it's more normal to use, as is Banktivity. Have read reviews on Quicken for Mac 2017 and will buy a copy ($US45 Amz.) to play with. I don't mind spending a few hundred bucks on finding the right fit for me, because I know it can save me thousands over the year.
(1)
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4
Philtobias
10 January 2017
Version: 2017.2
Very good online banking and personal finance app. Been using it since a purchase here in 2011.
(1)
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