Moneydance Personal Finance for Mac overview
Moneydance for Mac is a personal finance application for managing accounts, transactions, budgets, investments, online banking, bills, and financial reports. It is designed with privacy in mind, with data stored privately and encrypted.
Online banking
Moneydance can connect with hundreds of financial institutions to download transactions and send online payments.
- Automatically download transactions
- Send payments online
- Automatically categorize downloaded transactions
- Clean up downloaded transaction information
Account management
Account registers provide tools for recording and organizing financial transactions.
- Enter, edit, and delete transactions
- Automatically calculate account balances
- Sort transactions
- Reconcile accounts against statements
- Use payee auto-complete when entering transactions
Financial summary
The Summary section provides an overview of financial information.
- View account balances
- See upcoming and overdue transactions
- View reminders
- Access exchange rate information
- Open individual account registers
Reminders and bill payments
Moneydance supports scheduled transactions for managing recurring and one-time payments.
- Create payment schedules
- Set reminders for single transactions
- Set reminders for recurring transactions
- Automatically record transactions from reminders
Graphs and reports
The graphing tools can visualize income and expenses and generate financial reports.
- Select different graph types
- Set date ranges
- Adjust graph-specific settings
- View additional information while inspecting graph data
- Print graphs
- Save graphs as PNG image files
Investment tracking
The investment tools support portfolio tracking and investment performance monitoring.
- Track stocks
- Track bonds
- Track CDs
- Track mutual funds
- View total investment account values
- Monitor individual investment performance over time
- Handle stock splits and cost basis calculations
- Download current prices automatically
Privacy
Moneydance is designed to keep financial data private. The provided information states that user data is encrypted and never shared.
License
- Product: Moneydance Personal Finance
- Platform: Mac
- License type: Key
- Region: GLOBAL