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. Moneydance can download transactions and send payments through 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. See for the full list of supported banks. 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. Any downloaded data is imported and cleaned up automatically. No need to jump out to a browser, download files, and then manually load them. The account register is used to add, edit, and delete transactions in an account. 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.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more.īalance calculations and transaction sorting are done automatically. #Using a backup of moneydance mac how to.
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