Moneydance

Moneydance is a handy personal finance management tool that makes keeping track of your money a lot easier. If you have multiple checking and savings accounts, investments, or just want to stick to a budget, this app has got your back!

Getting Started with Moneydance

When you first open Moneydance, it asks if you want to import data from another app or start fresh with a new document. Depending on what you choose, the main window shows different options.

Create Your Accounts

If you go for a standard account setup, Moneydance will automatically create checking and savings accounts for you. This is where all your transactions will be recorded. The app supports both deposits and payments and comes with plenty of categories for your income and expenses.

Analyze Your Spending

The coolest part? Moneydance includes a Graphs and Reports area that helps you analyze your spending patterns. It can generate various charts like account balances, asset allocation, currency history, expenses, income reports, net worth and more! It's super helpful for understanding where your money goes.

Customize Everything!

You can easily personalize everything by going to the Tools menu. Here’s where you can manage all sorts of accounts—like bank accounts, credit cards, investments, loans—and adjust categories as needed. Want to change the base currency or set up reminders? You can do that too!

Your Financial Snapshot

The Moneydance Home panel shows you the current balance for all your accounts at a glance. You’ll also see your net worth, the latest exchange rates, a calendar with reminders for overdue items or upcoming bills, plus monthly expense summaries.

A Lot of Tools at Your Fingertips

With all these features and predefined categories in Moneydance, managing transactions becomes way easier. It might take some time to get used to everything inside the application. If you're curious about more features or need help navigating through it all, check out the online documentation. It’s super helpful!