![]() ![]() Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Investments Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. Reminders You can set up a payment schedule for single or recurring transactions so you’ll never miss a payment. The payee auto-complete feature makes it easier to enter and categorize your transactions. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. Account Registers The account register is used to enter, edit, and delete transactions in an account. Moneydance lets you take your finances mobile, providing an intuitive interface designed specifically for Android which enables you to enter your transactions at any time, no matter where you are. Graphs can also be printed or saved to PNG image files. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Set the graph type, the date range, and any specific settings for the type of graph you desire. Using ACE Money Transfer for money transfers. Graphs & Reports Use the graphing tool to generate visual reports of your income and expenses. I decided to take advantage of a free trial offered by Moneydance. ![]() ![]() Clicking on a transaction reminder will display a window where you can automatically record the transaction. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Summary This is an overview of your finances. It learns how to automatically categorize and clean up downloaded transactions. Online Banking Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Moneydance handles multiple currencies and virtually any financial task with ease. Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking. ![]()
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