Moneydance

Moneydance is here to make managing your personal finances way easier! If you’ve got multiple checking and savings accounts, investments, and a budget to stick to, this app has your back.

Getting Started with Moneydance

When you first fire up Moneydance, it asks if you want to import info from another app or start fresh. You’ll need to choose the type of account too. Based on what you pick, the main window will show different options for you.

Setting Up Your Accounts

If you go for a standard account setup, Moneydance automatically creates checking and savings accounts for tracking all your transactions. You can easily handle deposits and payments, plus it comes with tons of categories for income and expenses!

Analyzing Your Finances

The coolest part? Moneydance has a Graphs and Reports section that helps you analyze where your money goes. It can create different charts for things like account balance, asset allocation, currency history, expenses, income, net worth, and so much more!

Personalizing Your Experience

You can tweak everything to fit your needs by heading over to the Tools menu. Here’s where you get to manage all your accounts—whether they’re bank accounts, credit cards, investments or loans. You can also switch currencies or adjust exchange rates!

Your Financial Dashboard

The Home panel in Moneydance shows off your current account balances, total net worth, latest exchange rates, a calendar of events, reminders for bills coming up or overdue items—and even tracks this month’s expenses!

A Wealth of Tools at Your Fingertips

This app packs in loads of finance management tools and predefined categories that make handling transactions super easy! Navigating through the app isn’t too tough either; if you're ever unsure about something though, feel free to check out the online documentation.