- MONEYDANCE FOR MAC REVIEW LICENSE KEY
- MONEYDANCE FOR MAC REVIEW UPGRADE
- MONEYDANCE FOR MAC REVIEW SOFTWARE
- MONEYDANCE FOR MAC REVIEW TRIAL
- MONEYDANCE FOR MAC REVIEW PC
It would be really nice to be able to create your own custom reports but you can tweak some of the stock reports by filtering out accounts and the level of detail. Are they ugly? Yes but they do provide a fair amount of data.
There are over 20 stock graphs and reports covering net worth, budgets, transactions and investment history. It’s a bit confusing and doesn’t provide much in the way of data, but it’s tracking it dynamically nonetheless. You need to manually setup each of your securities (aka your different funds, or stocks) and then it will map them from there. You can manually track your investments or if your provider is one of Moneydance’s supported financial institutions you can import it directly from your broker. This is the Achilles heel of many of the applications and they usually choose to avoid it outright.
MONEYDANCE FOR MAC REVIEW SOFTWARE
I have to admit I was excited at the prospect of another piece of software actually providing the capability to track my investments. There isn’t really the concept of monthly balances either so if you want to carry your car maintenance budget over month to month and show it’s balance that’s not going to happen. It’s not a zero based budget I’m afraid so it takes a bit more additional work to figure out how much income you have to work with and then map that to your budget. This is then what will display on the Budget Homepage and will readout at the top of Moneydance showing you how you are doing for the month. You hit the + or ““ keys to enter and remove transactions, specify an interval and a date range. That’s right lets dig into the budgets! For a piece of software that lists as it’s credo as the most intuitive personal finance software they must not have been talking about the Budget Manager. This puts Moneydance as one of the few standalone software packages that lets you do that without an additional fee. One thing you can do is import your transactions both from a downloaded file as well as import directly from your financial institution. I know it’s nitpicky but you just can’t tab through the register to create a new transaction you have to hit the new transaction button or find it under the File menu. No real surprises here the interface works great and includes the pertinent information for any sort of transaction including date, check #, memo, categories and payment or deposits. Moneydance like most every personal finance software package utilizes an input page similar to a paper check register for entering in expenses and income. On the left you have access to some of the different screens including checking registers, budgets and reports.
You home page is a no nonsense dashboard that includes a calendar, reminders, account balances, net worth calculation and interestingly enough exchange rates for various currencies.
MONEYDANCE FOR MAC REVIEW UPGRADE
In the 2010 version the help file lists as one of the bullet points “How to Upgrade to Moneydance 2008.” It might be easy to infer that the help system has not been updated for some time. So if you are looking for a specific feature you’ll need to drill down into the multiple chapters to get at your information. What is unfortunate about the help provided is that it’s not searchable nor indexed. A getting start guide or some quick video tutorials would be a nice touch for new users but the interface is straightforward enough that you can brute force your way through the learning process. There is also quite a bit of useful information on the Moneydance website at. A theme you’ll see when working with Moneydance but it’s more than enough to get you going. It’s not extensive nor is it particularly pretty. Documentationīelieve it or not there is a useful help file included with the software.
MONEYDANCE FOR MAC REVIEW TRIAL
Buy or download a free trial copy at the Moneydance purchase page.
MONEYDANCE FOR MAC REVIEW LICENSE KEY
Later you can purchase a license key and turn your trial into the full blown version. The great feature is that you can download a trial copy and make sure you like it. The software is available only to purchase online.
MONEYDANCE FOR MAC REVIEW PC
Since Moneydance is written in Java it supports PC, Mac and Linux which is great news for those not on a PC or those moving from one platform to another. It’s an interesting motto so I thought I’d put that to the test. Moneydance bills themselves as the most intuitive personal finance application.
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