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Moneydance for Mac

Personal finance manager.

$49.99
In English
3.9
Based on 95 user rates

Moneydance 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 version 2022.6

  • Fix category filtering in advanced search window
  • Moneydance+ setup window refresh button now fully reloads connections, accounts, and then connection metadata
  • Process synced mobile transaction updates in the same order they were made
  • Reduce volume of cash register sound by 50%
  • If a window’s remembered location is outside the virtual screen bounds, reset it to the default (centered) location
  • Update to file selection on macOS Monterey and Ventura to again show bundles as single files instead of folders, and to allow selection of all Moneydance files, including much older versions
  • Fixed bug that sometimes prevented full disconnection of a Moneydance+ account
  • Enabled the close-window button on the window shown when printing checks
  • Fixed the Help->Register Moneydance menu not appearing even if Moneydance wasn’t registered/activated
  • Prevent inefficient processing in Moneydance+ status updates when a connection isn’t available
  • Periodically checks for reminders to auto-commit instead of checking only when opening a file
  • Now shows the number of decimal places for a currency or security in their info window
  • Disconnected banks are now no longer shown in the Moneydance+ accounts window
  • Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn’t show updates performed on the desktop
  • Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window
  • Hide inactive accounts from the Moneydance+ Setup account picker popup menu
  • The Download buttons on account registers no longer show entries for disabled/removed connections
  • Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account
  • When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency.
  • Fix a bug resulting in a blank window being displayed in certain circumstances
  • Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app
  • Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed
  • Added an option to the security account settings window to indicate that the account is inactive
  • Hide inactive securities from the investment account security detail view, unless there are shares owned or were otherwise active recently
View older Moneydance versions

Moneydance for Mac

$49.99
In English
Version 2022.6
Try our new feature and write a detailed review about Moneydance

What customer like

Performance
Price
Regular updates

What needs improvements

Bug fixing
Customization

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

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3.9

(99 Reviews of Moneydance)

  • Comments

  • User Ratings

ash-f
ash-f
May 13 2024
2022.6
5.0
May 13 2024
5.0
Version: 2022.6
This is a fine personal finance app. it has necessary features and is easy enough to use. One time purchase license option and cross platform support is big advantage over other popular apps.
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.
ash-f
ash-f
May 16 2024
2022.6
5.0
May 16 2024
5.0
Version: 2022.6
mikemink1
mikemink1
Feb 21 2024
2022.6
5.0
Feb 21 2024
5.0
Version: 2022.6
gary-22
gary-22
Jan 21 2022
2022.2
3.0
Jan 21 2022
3.0
Version: 2022.2
hannahkominsky67
hannahkominsky67
May 18 2021
2021
4.0
May 18 2021
4.0
Version: 2021
marrygarry001
marrygarry001
May 12 2021
2021
5.0
May 12 2021
5.0
Version: 2021
rodcallen
rodcallen
Nov 26 2020
5.0
Nov 26 2020
5.0
Version: null
jkelly329
jkelly329
Jul 21 2020
1.0
Jul 21 2020
1.0
Version: null
glennbolton323
glennbolton323
Apr 25 2020
5.0
Apr 25 2020
5.0
Version: null
jamespierreny
jamespierreny
Apr 2 2020
1.0
Apr 2 2020
1.0
Version: null
Dsp
Dsp
Nov 26 2019
2.0
Nov 26 2019
2.0
Version: null
Arthur-Milholland
Arthur-Milholland
Mar 23 2019
5.0
Mar 23 2019
5.0
Version: null
Red Deb
Red Deb
Dec 24 2018
3.0
Dec 24 2018
3.0
Version: null
carolefharris
carolefharris
Sep 9 2018
5.0
Sep 9 2018
5.0
Version: null
T Bellows
T Bellows
Aug 29 2018
4.0
Aug 29 2018
4.0
Version: null
l-214-282-3272
l-214-282-3272
Aug 2 2018
5.0
Aug 2 2018
5.0
Version: null
j-heidingsfelder
j-heidingsfelder
Jul 2 2017
4.0
Jul 2 2017
4.0
Version: null
isdn
isdn
Apr 23 2017
4.5
Apr 23 2017
4.5
Version: null
dslazar9
dslazar9
Apr 6 2017
5.0
Apr 6 2017
5.0
Version: null
monty-3
monty-3
Jan 17 2017
2.0
Jan 17 2017
2.0
Version: null
gmgregmao
gmgregmao
Jan 13 2017
3.0
Jan 13 2017
3.0
Version: null
chikega
chikega
Jan 11 2017
5.0
Jan 11 2017
5.0
Version: null
Philtobias
Philtobias
Jan 10 2017
4.0
Jan 10 2017
4.0
Version: null
GymW
GymW
Nov 14 2016
3.0
Nov 14 2016
3.0
Version: null
gilles-francia
gilles-francia
Jul 21 2016
5.0
Jul 21 2016
5.0
Version: null
computerpreacher
computerpreacher
Dec 16 2015
5.0
Dec 16 2015
5.0
Version: null
sk8xnick
sk8xnick
Aug 18 2015
5.0
Aug 18 2015
5.0
Version: null
Croberts
Croberts
Aug 16 2015
4.0
Aug 16 2015
4.0
Version: null
leeladisky
leeladisky
Jul 27 2015
5.0
Jul 27 2015
5.0
Version: null
drivy
drivy
May 6 2015
1.0
May 6 2015
1.0
Version: null
Sherpa
Sherpa
Mar 13 2015
4.0
Mar 13 2015
4.0
Version: null
Full Score
Full Score
Mar 10 2015
3.0
Mar 10 2015
3.0
Version: null
MDUser
MDUser
Jan 30 2015
5.0
Jan 30 2015
5.0
Version: null
steh1uk
steh1uk
Jan 28 2015
5.0
Jan 28 2015
5.0
Version: null
csaborio
csaborio
Jan 23 2015
2.5
Jan 23 2015
2.5
Version: null
Ckueny
Ckueny
Jan 19 2015
1.0
Jan 19 2015
1.0
Version: null
Wrtcedar
Wrtcedar
Jan 15 2015
3.0
Jan 15 2015
3.0
Version: null
Kitmos
Kitmos
Jan 12 2015
1.0
Jan 12 2015
1.0
Version: null
anonymous-dingo-826
anonymous-dingo-826
Jan 11 2015
5.0
Jan 11 2015
5.0
Version: null
rp-1
rp-1
Dec 22 2014
4.5
Dec 22 2014
4.5
Version: null
Calguy
Calguy
Nov 28 2014
4.5
Nov 28 2014
4.5
Version: null