Moneydance Personal Finance Manager 14.2
Device: Mac OS
Category: Finance
Price: $49.99, Version: 14.1 -> 14.2 (iTunes)
Description:Moneydance is a complete personal financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and much more.
∞ HOME PAGE
This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
∞ ONLINE BANKING
Moneydance can automatically download transactions and send payments online from hundreds 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. View the full list of supported direct-download banks at http://moneydance.com/fi Please note that some banks charge a monthly fee for download and bill payment services.
∞ ACCOUNT REGISTERS
The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.
∞ 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 can be downloaded automatically.
∞ REMINDERS
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.
∞ GRAPHS/REPORTS
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files.
∞ BUDGETS
Set spending targets for categories per month, week or any other interval. View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports. Use the highly acclaimed "envelope method" to specify expenses for each period and your to-the-minute status is shown with over-budget items highlighted. Moneydance will help you set a target and stick to it!
∞ NATURAL LANGUAGE TRANSACTION ENTRY
Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing "1.23 sta" will display a transaction entry panel with the name Starbucks, category "Coffee", today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history. Confirm and record the suggested transaction with a single click or use the suggested interpretation as a starting point to edit the new transaction.
∞ ATTACHMENTS
Attach images, PDFs, and other such files to transactions by dragging the file onto a transaction. Thumbnail versions of graphical attachments are shown inline in the register. Clicking an attachment thumbnail will open it in an appropriate application.
∞ MOBILE
When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad and iPod touch.
What's New
* Fix date picker and ability to type while the graphical picker is active
* Fix category suggestion popover so that it doesn’t show categories/accounts that are not appropriate for the context
* Suppress create-new-category shortcut depending upon context
* Smoother scrolling on home page
* No longer show inactive categories in budgets
* Prevent budget columns from shifting position when the all/budgeted/active toggle is changed
* Added ability to create old style budgets (aka mixed interval budgets)
* Fixed bug that sometimes showed the new budgeting interface for old-style budgets
* Updated certificates to enable connections to Barclays SPIC
* Fixed bug in transaction filter reports based on filtering by categories
* Added next-30-days and next-month options to home page expense graph view
* Fixed account selector popup so that mousing over highlights the item under the cursor but doesn't actually change the selection until clicked
* Fixed bug preventing the main account selector popup from updating along with sidebar selection
* Fixed bug preventing budgets from opening in new windows
* Fixed date selection bug in monthly budget panel
* Fixed bug in which using the keyboard (or context menu) to delete splits in an edit-splits window would cause duplicate transactions to be recorded
* Fixed bug that would cause a freeze upon editing a stock split
* Updated certificates to allow connections to Mountain America Credit Union (and others)
* Fixed bug preventing display of stock splits in the security history window
Moneydance Personal Finance Manager