Moneydance 2022

Moneydance 2022 for PC and Mac

Written by The Infinite Kind Limited

  • Category: Finance
  • Release date: 2022-05-26
  • Licence: $49.99
  • Software version: 2022.3
  • File size: 121.62 MB
  • Compatibility: Available on Windows 11, Windows 10, Windows 8, Windows 7, Vista and Mac OS 10, 11 10.11
  • How it works | What is Moneydance 2022?

Whatʹs Great

1. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more.

2. Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance.

3. Moneydance can download transactions and send payments through hundreds of financial institutions.

Moneydance 2022 for PC and Mac Screenshots

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Moneydance 2022 Features and Description

Key Features

Latest Version: 2022.3

  • Licence: $49.99

  • What does Moneydance 2022 do? Moneydance is a complete personal financial management application that protects your privacy while not skimping on features. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more. ∞ PRIVACY Moneydance encrypts your data file on your computer and uses strong end-to-end encryption for syncing. Moneydance has no advertising, and we do not collect any analytics or other data. ∞ SUMMARY SCREEN The summary screen is an overview of your entire financial picture. Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance. ∞ ONLINE BANKING Moneydance can download transactions and send payments through thousands of financial institutions. It learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications. Please note that some banks charge a monthly fee for their services. ∞ ACCOUNT REGISTERS The account register is used to add, edit, and delete transactions in an account. Balance calculations and transaction sorting are done automatically. Payee auto-completion makes it ridiculously easy to enter and categorize your transactions, while the quick-search field helps find those needles in the haystack. ∞ INVESTMENTS Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices are automatically. ∞ REMINDERS Easily schedule future or recurring transactions so you'll never miss a payment. ∞ GRAPHS/REPORTS Generate visual reports of your income, expenses, budgets, and investments. Flexible parameters let you customize your reports by period, tags, categories, accounts, and more. Mouse over regions of graphs or double-click on report cells to reveal details. Easily save graphs and reports to images or html files, or memorize their settings for quick access. ∞ BUDGETS Set spending and income targets for categories per month, week or any other interval. View your up-to-the-minute budget status right in the toolbar, on the summary screen or in graphs and reports. Use the highly acclaimed "envelope method" to specify expenses for each period and your status is shown with over-budget items highlighted. ∞ SYNC Enable syncing to share your data across computers or mobile devices. Keep up-to-date with partners or accountants over end-to-end encrypted channels for the ultimate security. ∞ NATURAL LANGUAGE TRANSACTION ENTRY Type a transaction description into the search field to have Moneydance cleverly fill in the details. For example, typing "1.23 sta" will suggest a transaction at Starbucks with the "Coffee" category and the last account you used at Starbucks. ∞ ATTACHMENTS Attach images, PDFs, and other files to transactions by dragging them into the register. Attachments are stored fully encrypted, but clicking its icon will decrypt and open it appropriate application. ∞ MOBILE Use the (free) Moneydance mobile app while on the go to record or edit transactions and view balances. Changes are synced instantly and securely with end-to-end encryption across all of your devices.​

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    Software Installation Requirements

    PC Compactibility/Requirements for Installation

    Compactible OS list:
    1. Windows 11
    2. Windows 10
    3. Windows 8.1
    4. Windows 7
    5. Windows Vista

    Requirements for MacOS Installation

    Intel, 64-bit processor, OS X 10.7 or later.

    Compactible OS list:
    1. OS X 10.10: Yosemite
    2. OS X 10.11: El Capitan
    3. macOS 10.12: Sierra
    4. macOS 10.13: High Sierra
    5. macOS 10.14: Mojave8
    6. macOS 10.15: Catalina
    7. macOS Big Sur (macOS 11)


    Moneydance 2022 - Is it safe to download?

    Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you

    Software Reviews and Critisims

    • By Polikujyhyhtgrrf

      Works for me

      I had been using Quicken but was frustrated when it worked so poorly on Windows. So I switched to Moneydance. It does everything I need - which is to track income and expenditures. Creating all the categories is time consuming. Sometimes less intutive than I would like, but it works great. And there is tech support, even long after I purchased it. I do not use it to track investments - that’s too complicated for me. But it keeps banking and as many credit cards as you want. It lists assets and liabilities (inc. mortgage). And the tools for income and expenses are helpful at tax time. I finally had to ask for tech support to be able to increase the font size for viewing each register. Hint - it’s in Preferences! - I never would have found it. I like it and will continue using it. I recommend it.

    • By adestefidelis

      CSV issues

      Tried to move over from Jumsoft Money, whose version 5 is not for me. I’ve got multiple bank and credit card accounts with large archival CSV files ready to go. But Moneydance has mystifying issues with CSV import of transaction categories. Not every financial institution uses QIF, and moving from other programs like Jumsoft Money often requires CSV. Despite my every effort, the Category field on my large CSV files is ignored and a default category is swapped in. Their online help forums keep mentioning installing extensions from third parties and so forth to improve this issue, but the Windows App Store version doesn’t have freewheeling Extension installation capabilities. This is dumb. The Category field should simply populate the working category list in the program, and show the field correctly filled-in for imported transactions. End of story. Simple stuff. No hacks or gymnastics. I welcome feedback from the developer, because I’m exhausted reading forum help posts from their users. That isn’t “help”, though it’s the only Help link accessible from the software. Just fix it.

    • By AnneMarieR

      A few flaws and hiccups, but allover good

      I was looking for a replacement of my old Microsoft Money, which still runs on my Windows 10 computer, but not on my Windows. I found Moneydance and downloaded the free trial for Windows. I like it, always takes a few days to get uased to new programs, but I think I will keep it. So I purchased through the App store for my PC and even syncing with my Windows PC works great now. My only problem is, if you purchase through the App store you do not get a confirmation email with a license key, means I can not register the Windows version. I hope customer service will fix that for me, then I am all together happy with my purchase.

    • By Thrivin

      Excellent and secure for home bookkeeping

      I love Money Dance. I have struggled with Quicken in the past and was very unhappy everything is online. Security was my biggest concern. I switched the first of the year and am delighted with the change. It is so much simpler to use than Quicken. They have great support. I have found it easy to find answers in their database and they will respond by email if you have something you can't figure out. Most bank and credit card transactions have downloaded easily once I figured out the system. My only frustration is that Categories many times do not download correctly so I have to change all of those. I highly recommend this app for secure home book keeping.

    • By hank_pdx

      Great financial software; online connectivity can be difficult to set up

      I’ve been using MoneyDance since 2014. I use it primarily to track and reconcile expenses from my bank and credit cards, and to a lesser extent as budgeting tool. It has an intuitive interface and loads of features. The one area for improvement is connectivity with online banking. It works, but is not straightforward to set up. When I first started using the software, it took me a while to get it working. I suspect the fussiness of this aspect of the software is the cause of some of the negative reviews related to connectivity. Overall, it’s a great product and I would definitely recommend it.