Version: 2008
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Moneydance 2008r2

  • Quick specs
  • Price: Free to try (100-transaction trial, some features disabled); $39.99 to buy
  • Operating system: Windows 95/98/2000/XP/NT
  • Date added: September 26, 2008
  • Total Downloads: 8,274
  • Downloads last week: 3
  • See full specifications
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CNET editors' review

Reviewed by: CNET staff on June 01, 2009

This easy-to-use financial management program minimizes data entry by connecting directly with your online accounts. Moneydance can give you a better understanding of your overall financial picture.

This download has a fairly simple look that will become familiar in a short time. Users instantly see their balance in the heart of the rectangular screen, a calendar to the right, and reminders above that. In the brown and green header users can cycle through options to manage their funds, such as transfers, accounts, extensions, and more. All the options are easy to access and fairly intuitive to understand.

Where Moneydance steps ahead of most of its competition is data entry. Many simple financial programs require users to manually enter every dollar that comes in and out of their various holdings. Moneydance has the capability to hook into your various bank accounts and draw the information for you. This is a great option for users who have their finances spread around in various accounts and have a difficult time getting an overall picture.

There's a 100-use trial limitations and some of the numerous features are disabled, but you can still get a good sense of this effective money manager. Moneydance beats out its competition by aiming for the online banking crowd. Seeing this in practice makes us wonder why more programs don't do the same.

Publisher's description

From Reilly Technologies :

Moneydance is an easy-to-use personal finance manager. Whether you want to organize your finances, manage your budget, track your portfolio, or just automatically balance your checkbook, Moneydance is the solution for you. Moneydance's simple interface makes tracking your finances a snap, and advanced features include online banking and bill payment, portfolio tracking, graphing and reporting, and transaction reminders.

The second 2008 release has a large number of bug fixes and feature improvements, including the option to store online passwords in the data file when encyrption is enabled, a new display of cash balance, number of shares and value of shares to investment accounts on the home page, and currency symbols and (Expenses) label in cash flow report.

What's new in this version:

The second 2008 release has a large number of bug fixes and feature improvements including the option to store online passwords in the data file when encyrption is enabled, a new display of cash balance, number of shares and value of shares to investment accounts on the home page, and currency symbols and (Expenses) label in cash flow report.

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