You can see an overview of your financial worth as well as individual looks at each account to see how they perform. Investments: You can track your investments in CDs and mutual funds as well as investments in the market, including stocks and bonds.The nice thing, though, is that you don't have to do the math-it calculates everything for you automatically. Many users find it user-friendly, since it looks just like a checkbook register. Account registers: You can enter, edit, and delete line items on your account register.You can also print or save the graphs if you wish. You can also create reports exclusive to certain expense categories so you can see where your cash goes. Customized reports: You can create reports that detail every aspect of your financial life.Get alerts: Do you pay bills late and then grumble as you pay the late fee? Moneydance allows you to set up alerts to help you put an end to those late payments.With this feature, you can view your upcoming bills on the calendar on your home page. Online bill pay: You can set up your bills for automatic payment through Moneydance.If you happen to go over your budget, the graph turns red, giving you a quick visual of where you stand. As you near your allotted budget, it turns yellow to encourage you to proceed with caution. If you haven't spent anything yet, the graph remains green. Once you set your budget, Moneydance shows you where you stand with color-coded graphs. Budgeting: If you have a hard time staying within your designed budget, Moneydance may help.Moneydance offers the following features: You can choose to enter your categories manually or import your old informant on a QIF file (Quicken file).
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You can download Moneydance right to your computer and begin setting up your accounts immediately. It offers the features many consumers look for, including online banking, online bill payment, budgeting, and tracking investments.ĭoes it deliver what it promises? We help you determine this answer below. You can even access your bank information on your mobile device while on the go. You can link your bank account and let the transactions download automatically, or you can enter them manually. With a little prodding, though, you'll see that the program is as automated as you will let it be. With Moneydance, you can track your bank accounts, credit cards, loans, and even your investments.Īt first glance, Moneydance looks like a big checkbook. Moneydance is one of the many budgeting tools out there that not only balance your checkbook, but help you effortlessly track your spending and income. Today, it's all about automation, which can be good news for those who look at a check register as if it's in a foreign language. The days of manually balancing a checkbook are slowly fading away.
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