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Moneydance
Moneydance
3.9
0.0
Moneydance free download for Mac

Moneydance

Personal finance manager.

3.9
Based on 93 user ratesRead reviews & comments
$49.99
One-Time Purchase
Buy Now

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 2022.5

Updated on Aug 15 2022

  • Moneydance+. Now with a single click, you can seamlessly download all of your transactions from tens of thousands of banks and credit card accounts. It even works with PayPal and Wise.com! Moneydance+ accesses an order of magnitude more banks than Moneydance has ever supported, and we’re excited to roll it out initially for US and Canadian bank and credit card accounts, with EU, UK and investment support soon to follow.
  • iCloud Drive Syncing. For years, we’ve heard that many Apple customers would prefer to drop Dropbox and sync using the iCloud Drive that was built-in to their Macs. With this update, Moneydance for Mac can finally do precisely that. We’ll be releasing updates to the iPhone and iPad apps shortly. Dropbox syncing will still be available, but there will be an even more seamless sync setup experience for people immersed in the Apple ecosystem.
  • Finally, we’ve noticed how many customers loved Kevin Stembridge’s Money Foresight extension, which helps you budget and predict balances based on transaction reminders. It’s a great way to plan because most people’s expenses are regularly recurring, and scheduling income and expenses using reminders provide the best balance forecast possible. With Kevin’s help, we’ve incorporated the feature into the Foresight tools within Moneydance. Check it out for a beautiful new way to plan your financial life!
View older Moneydance updates

Information

License

Shareware

Size

123.6 MB

Downloads

69712

App requirements

Try our new feature and write a detailed review about Moneydance. All reviews will be posted soon.

What customer like

Social media integration
Security
Regular updates

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
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0.0
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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.
monty-3
monty-3
Jan 17 2017
2017.2
2.0
Jan 17 2017
2.0
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!
gmgregmao
gmgregmao
Jan 13 2017
2017.2
3.0
Jan 13 2017
3.0
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.
Philtobias
Philtobias
Jan 10 2017
2017.2
4.0
Jan 10 2017
4.0
Version: 2017.2
Very good online banking and personal finance app. Been using it since a purchase here in 2011.
GymW
GymW
Nov 14 2016
2017
3.0
Nov 14 2016
3.0
Version: 2017
I have used Moneydance for several years now and frankly it seems to have been better in previous years than it is now. Here are my issue with the 2017 version, the latest released version at the time of writing this comment:

- No method of archiving and starting a new year. A users entire history is opened up each time the product is used, exposing its entire history to corruption. This also over time can significantly reduce the performance of the program.

- Random file corruption in large user files. Data occasionally exhibits random changes in large files that are several years old. It can take many hours to locate and correct the issue, especially when it affect account balances. However it is not as bad as Quicken 2007 historically was when I used it.. Much of this could be resolved by implementing archiving so that a user could work with smaller files and previous data would not be involved as much.

- Major, fee based, releases tend to be released, in my opinion, without adequate quality control. This results in buggy products on release which can create issues and frustration. Users then effectively become beta testers.

- The GUI is very inconsistent at times. A button that is present in a location in one type of account may be located in a different place in another type of account. This can create confusion.

- Memories of categories, description, and tags cannot be edited or deleted. If a user makes a mistake and enters the wrong info into one of these fields, it can stay memorized in the file forever. The only way to get rid of it is to start over with a new file.

- Security transactions are very convoluted.
- Credit card balances alway display as negative. This while technically correct can be confusing when reconciling an account.

- Built in bill pay is very slow and their error message are often cryptic.

- It is very difficult to create an adjustment when balances are off, even by a slight amount, with creating special categories and techniques to account for these adjustments as every penny has to be assigned a category to track it. This is good accounting in theory but in real life things happen that conflict with this theory and with Moneydance, there is no allowance for that. You might need this kind of detail for a business but not for home finance.

- The investment action for Interest in investment transactions can only be as Miscellaneous Income. The action for interest cannot be added or change and the program has no specific action for investment interest.

Editing Securities and values can be a very complex operation which requires multiple windows and is not very intuitive.

- There is no built-in ability to print or export Schedule A or Schedule B reports for submitting with your income taxes. Existing reports have to be customized and edited to accomplish this in order to get an approximation of what is needed.

- Creating next years budget from a previous year can be a complex process with a great deal of steps in order to create an accurate and useful tool.


- Some of the useful tools are only supported via 3rd party extensions, some of which are fee based and not always kept up-to-date along with limited documentation.

Support for the product is limited to e-mail or community forums. There is no chat line or phone support, even for bug workarounds, time critical situations, or database corruption, not even on a paid basis and there are no current plans I know of to implement this.

- Automatic backup to off-site services, such as cloud servers, while possible, is not supported. Like the issue above this is particularly worrisome give the entire data file is exposed every time the program is used.

- I have been informed by Tech Support that the deletion of information from an existing file will actually increase the file size due to the way deletions are logged and handled. This issue precludes the idea of copying a file to archive the data and then deleting existing information in the copy to start a new year, with the intent of reducing the file size.

Banktivity used to be know as iBank and seems to be having increased development lately. At one time Moneydance was a more complete product. Now I am not so sure. I have never used Bankivity but will consider it in my evaluations, along with Quicken, which is under new management, for a Moneydance replacement unless Infinite Kind shortly releases an update that corrects some of these issues.

Moneydance, if it were not for these issues, would be my hands down choice as the premier personal finance solution for the Mac. Unfortunately, right now, this is not the case.
gilles-francia
gilles-francia
Jul 21 2016
2015.7
5.0
Jul 21 2016
5.0
Version: 2015.7
Moneydance is very great and complete program. I try during 1 month ALL competitors, and I tell you is the most professional on the market
computerpreacher
computerpreacher
Dec 16 2015
2015.6
5.0
Dec 16 2015
5.0
Version: 2015.6
AWESOME PROGRAM! I used to be a windows user for 30 years, I used Quicken and MS Money for those 30 years. When I switched to MAC< I bought Quicken for Mac 2015. It was a terrible program. The program would constantly import transactions randomly from all over the date range, which caused me to have to hunt the problems down. Quicken 2016 was worse. So I purchased MoneyDance. What a great program! The App even works which allows me to input Data when I am traveling. Quicken's app NEVER worked properly. The Customer service is fast via email. I am thrilled! I do not know what folks with bad reviews are doing with the program, but for me I could not be more pleased!
sk8xnick
sk8xnick
Aug 18 2015
2015.5
5.0
Aug 18 2015
5.0
Version: 2015.5
I been using money dance for more that 2 years now. I use it for small business and it is perfect for me. Multiple currencies, detailed reports and excel export - all what I need with very user-friendly interface. Why MD instead of other soft? - Cuz it is light in all meanings. Even when I had my HDD die (OSX), I so easily got my DB from it in one single file. No back ups or anything was done, jus 1 file. It was so crucial. The easiness and simplicity of creating categories with currencies and accounts really matters. But you notice that MoneyDance is best soft only after you use it a while. I can say I can rely on it and know that all data are stored securely!
Croberts
Croberts
Aug 16 2015
2015.5
4.0
Aug 16 2015
4.0
Version: 2015.5
I've tried about every personal finance package out there, and keep coming back to Moneydance which I've used for nearly a decade. Great balance between features and ease of use, and it handles multiple currencies very well. One thing sorely needed: A way to create and easily find a backup of your data. Then it'd get five stars from me.
leeladisky
leeladisky
Jul 27 2015
2015.5
5.0
Jul 27 2015
5.0
Version: 2015.5
Great software, phenomenal support - great and constantly on top of things. Better than Quicken, for sure.
drivy
drivy
May 6 2015
2015.3
1.0
May 6 2015
1.0
Version: 2015.3
Do NOT update this software. If you do, they will ask for more money (even though the software itself bugs me about updating every time I hope it), and hide your file of the former version so it is no longer accessible. The software in everyday use is good enough, but I'm so pissed about this scam, I'm about ready to switch back to Quicken! Thank god for time machine, or I'd have lost the past two years of data. Go to hell Moneydance.
$49.99
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