![]() Designed to give users complete control over their data. Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. These are only a few of the many, many options available to you to personalize the app just for you. Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports. Packed full of options to allow you to take total control of your finances. Perform these tasks and more in any of the 150+ different currencies available. Track and monitor your individual investments and your investment portfolio as a whole. Generate a variety of customizable reports and budget to keep your spending on target. Track all of the financial accounts you might have including banking, credit cards, investments and others. But once that process is complete, Moneydance categorizes any new items as they’re added to your ledger.SEE Finance lets you manage all of your financial accounts in a single place and gain control over your finances. In order for this feature to work, you need to take the time to map data you imported or entered by hand to specific categories. The Infinite Kind have enhanced Moneydance’s budgeting capabilites, now making it possible to take data from your checkbook ledger to use as a starting point for your budgets. In order to get them back into shape you have to resize the window to make them look right. So, for example, if you had to stretch your window a bit in order to see all your data in the checkbook ledger, all the graphs and their associated text will looked stretched and out of shape. As was the case with transactions in the registers, graphs in Moneydance weren’t as good as they could have been largely because they lose their shape when Moneydance’s main window isn’t exactly the right size. The application offers over 25 reports and graphs to help you track your financial information, including reports for missing checks, current net worth, and budget tracking. Similarly, you can use the same field as a calculator similar to how you use Spotlight for calculations. Simply type a number for a dollar amount, and the name of who you made the payment to, say, 2.65 Peet’s Coffee, and Moneydance opens a small Quick-Entry window you can use to edit or enter the transaction. There is also a new Quick Entry option that lets you use the application’s search field to create new transactions. You can now link PDF files and other image documents to any transaction in Moneydance, allowing you to include receipts for purchases with their transactions. Personal Capital handle with ease and which should be available in Moneydance as well. Even though my bank offers the option to download information on my mortgage accounts, Moneydance doesn’t support this feature. Setting up online banking is simple and I was able to connect to my banks and download transactions in a matter of minutes. Moneydance offers automatic downloads of your banking data, but in order to use this feature you’ll have to subscribe to your bank’s download service, which, in the case of my banks, means I have to pay each of them a fee. You can resolve this by resizing the window, but this is less than optimal. This does two things: it moves the place you clicked in the ledger away from your cursor and, often, info appearing in the ledger window gets compacted so that the ledger text appears underneath the little blue dot indicating that the transaction has not been accepted. When this sidebar opens, rather than expanding out to the right as a normal sidebar might, Moneydance’s sidebar expands in, and resizes the ledger portion of the window. ![]() When you click the unconfirmed transaction, a new sidebar appears on the right displaying details for the selected transaction. Each displays a small dot in the description field indicating that they’re waiting for you to confirm them. Newly downloaded transactions that you’ve yet to confirm appear in the main window. When entering category information, adding new categories from the category field rarely worked correctly. While entering transactions in Moneydance is easy, I did encounter some unexpected behavior. The second line is for other details such as transaction category and associated check number. The first line displays the specifics of each transaction, including the date, how the transaction occurred (check, transfer, EFT, etc.), who the transaction was paid to, how much the check was for, and your account balance. You add and edit your banking data in what looks like a double-lined checkbook ledger. The Moneydance interface will be familiar to anyone who has ever used any computer-based financial app. Home Page gives you at-a-glance access to all your financial information.
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