Moneydance mac reviews pdf#
Moneydance mac reviews download#

There is also a new Quick Entry option that lets you use the application’s search field to create new transactions.

Moneydance mac reviews pdf#

You can now link PDF files and other image documents to any transaction in Moneydance, allowing you to include receipts for purchases with their transactions. These are basic features that apps like iBank 5 and online services such as and Personal Capital handle with ease and which should be available in Moneydance as well.

Moneydance mac reviews download#

Even though my bank offers the option to download information on my mortgage accounts, Moneydance doesn’t support this feature. Setting up online banking is simple and I was able to connect to my banks and download transactions in a matter of minutes. Moneydance offers automatic downloads of your banking data, but in order to use this feature you’ll have to subscribe to your bank’s download service, which, in the case of my banks, means I have to pay each of them a fee. You can resolve this by resizing the window, but this is less than optimal. This does two things: it moves the place you clicked in the ledger away from your cursor and, often, info appearing in the ledger window gets compacted so that the ledger text appears underneath the little blue dot indicating that the transaction has not been accepted. When this sidebar opens, rather than expanding out to the right as a normal sidebar might, Moneydance’s sidebar expands in, and resizes the ledger portion of the window. When you click the unconfirmed transaction, a new sidebar appears on the right displaying details for the selected transaction. Each displays a small dot in the description field indicating that they’re waiting for you to confirm them. Newly downloaded transactions that you’ve yet to confirm appear in the main window. When entering category information, adding new categories from the category field rarely worked correctly. While entering transactions in Moneydance is easy, I did encounter some unexpected behavior. The second line is for other details such as transaction category and associated check number. The first line displays the specifics of each transaction, including the date, how the transaction occurred (check, transfer, EFT, etc.), who the transaction was paid to, how much the check was for, and your account balance.

You add and edit your banking data in what looks like a double-lined checkbook ledger. The Moneydance interface will be familiar to anyone who has ever used any computer-based financial app. Home Page gives you at-a-glance access to all your financial information.