![]() Mouse over regions of graphs or double-click on report cells to reveal details. Flexible parameters let you customize your reports by period, tags, categories, accounts, and more. Stock splits and cost basis computations are a snap, and current prices are automatically.∞ REMINDERSEasily schedule future or recurring transactions so you'll never miss a payment.∞ GRAPHS/REPORTSGenerate visual reports of your income, expenses, budgets, and investments. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. 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.∞ INVESTMENTSFollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. Balance calculations and transaction sorting are done automatically. No need to jump out to a browser, download files, and then manually load them.∞ ACCOUNT REGISTERSThe account register is used to add, edit, and delete transactions in an account. ![]() Any downloaded data is imported and cleaned up automatically. Please note that some banks charge a monthly fee for their services.Moneydance 2019 introduces an embedded browser so that you can download transactions from any bank with a web site from within the app. See for the full list of supported banks. Send online payments, for banks that support them, directly from scheduled transaction notifications. It learns how to categorize and clean up downloaded transactions. Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance.∞ ONLINE BANKINGMoneydance can download transactions and send payments through hundreds of financial institutions. Moneydance uses strong end-to-end encryption, meaning the only people who can see your data are yourself and your bank.∞ SUMMARY SCREENThe summary screen is an overview of your entire financial picture. These services keep your login information and access your financial transactions. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more.∞ PRIVACYMost financial software provides the 'service' of uploading your online banking login information to their (or worse, a third party's) cloud service. What does Moneydance do? Moneydance is a complete personal financial management application that protects your privacy while not skimping on features.
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