Moneydance 2024 for PC and Mac

Software Reviews and Criticism

• 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.

  
  

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