It’s setup much like a regular checkbook, but it includes an auto-complete feature to handle recurring transactions.
You’ll be reminded when they come due, so you’ll never miss a payment.Īccount Registers - These enable you to either add or delete transactions or make other edits. Payment Reminders- With this feature you can schedule payments and recurring transactions. That will give you an opportunity to either enter transactions or to reconcile your account. From a single page, you can click on an account and go directly to it. It will provide you with account balances, payment reminders, and even overdue transactions. The Moneydance Summary- This feature provides you with a summary of everything going on in all of your financial accounts. You can also make payments directly from Moneydance. It enables you to access each bank account you have from the same platform. This can be especially beneficial for those who are visual learners.
The software uses charts and graphs, giving you a visual picture of what your financial situation looks like. Then it sorts your transactions by income or expense category.
The software enables you to automatically download your financial transactions for multiple accounts. The software is offered by an Edinburg, Scotland based company, The Infinite Kind, and was first launched in 1997. It can accommodate checking, savings, investments and retirement accounts, as well as credit cards and other loan accounts on the same platform. Moneydance is a personal finance and budgeting software tool that allows you to organize and track all your personal financial information. Next, we’ll take a high-altitude look at both budgeting software programs, and the specific features and benefits each offers. It can be particularly attractive if you either engage in foreign currency transactions on a regular basis or if you have one or more foreign-based financial institutions that you work with. Moneydance provides many of the functions of Quicken, but also as a few of their own. One other lesser-known competitor is Moneydance, a budgeting software that’s actually been around for more than 20 years. It’s a particularly strong budgeting software, with plenty of features and benefits to make your financial life easier.īut Quicken is hardly alone in the budgeting software space. Its also one of the most widely used, and commonly reviewed by financial websites. Quicken is one of the best known financial management systems available. This content has not been provided by, reviewed, approved or endorsed by any advertiser, unless otherwise noted below. We may, however, receive compensation from the issuers of some products mentioned in this article. Moneyspire also allows downloading of transactions directly from financial institutions via the Moneyspire Connect service.You can trust the integrity of our balanced, independent financial advice. Moneyspire can also manage accounts from multiple currencies, and automatically track exchange rates and transfers between foreign accounts.
Moneyspire has the ability to use its financial data files interchangeably between the Mac and Windows versions of the software, thus making the software a viable choice for people who use both PCs and Macs. It imports data from QIF, OFX, QFX and CSV files.
Professional looking invoices can also be created and tracked in the Pro edition of Moneyspire. The software tracks accounts, loans, bills, investments and budgets. The software is available in two versions, one for Windows and another for macOS. Moneyspire (formerly Fortora Fresh Finance) is personal finance software and small business accounting software developed by Moneyspire Inc.