Moneydance for Mac

Moneydance for Mac

Average User Rating:
3.3
out of 25 votes

Quick Specs

  • Version:
    2011.803
  • Total Downloads:
    15,269
  • Date Added:
    October 21, 2011
  • File Size:
    65.54MB
  • Downloads Last Week:
    91
  • Operating Systems:
    Mac OS X 10.4 Intel/PPC, Mac OS X 10.5 Intel/PPC, Mac OS X 10.6 Intel/10.7

Publisher's Description

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User Reviews
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Results 1-2 of 2

  • 1 stars

    "The 2014 Update is Awful"

    February 10, 2014   |   By vyotsukura

    Version: Moneydance 2014.2 (build 943)

    Pros

    The major problem in the 2012 version with mortgage calculations has been fixed. Other than that, there is little improvement that I can think of.

    Cons

    This version is a huge memory hog. My MacBook isn't the newest, but whenever I am running Moneydance, the whole OS slows down to a crawl. As soon as I quit Moneydance, things move noticeably faster. Overall, this is NOT an improvement. I'm now looking for a replacement. I would NOT recommend this software to anyone.

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  • 2 stars

    "Surprisingly basic - a real disappointment"

    January 04, 2014   |   By slewisoh

    Version: Moneydance 2014.2 (build 943)

    Pros

    Unexpected flexibility setting up a budget. For example, it was easy to set up items that are seasonal or occur at very specific times of the year. Reconciling accounts was much easier than SEE's process. I was able to accurately download activity from my bank, credit card, and investment companies. EXCEPT FOR INVESTMENT ACCOUNTS, it is easy to use the "Batch" feature to re-categorize transactions or move transactions that you accidentally downloaded to the wrong account. Unfortunately, transactions for my largest most active investment account transferred incorrectly during the migration and I had no way to move them to the correct account.

    Cons

    1) My transfer from PC-based Quicken to Mac-based Moneydance was nothing short of a nightmare. I spent DAYS tracking down errors. Investment accounts were especially problematic, as Moneydance doesn't handle transfers with the ease that Quicken does. I have yet to figure out how to download historical prices correctly.

    2) There is no ability to examine changes in net worth over time, nor can you go back and look at net worth at a particular point in time. You are pretty much limited to examining account balances as of the current date.

    3) When reporting split transactions, cannot view descriptions of each line item. I don't want to go back to the original transaction to see the breakdown.

    4) Employer matches 401k contribution with company stock. In Quicken, I used the "add shares" feature to account for these transactions. MoneyDance does not have this functionality.

    Summary

    I have no confidence that the tax basis information that was so carefully monitored and recorded in Quicken is correct in Moneydance.

    If your needs are limited to simply tracking banking and credit card activity, Moneydance is a viable option to Quicken. And it does a decent job of recording transactions in investment and liability accounts. But if you actually want to analyze changes in account balances and net worth or examine investment performance over time, you should be prepared to fire up Excel.

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  • Results 1-2 of 2

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    Full Specifications

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    What's new in version 2011.803
    • Restored original transaction report
    • Added fiscal year options to preset date ranges for reports and graphs
    • Improved Mac OS X Lion integration
    • Added ability to mark accounts and categories as “inactive” so that they no longer appear or count towards balances
    • Filtering of duplicate downloaded transactions from some misbehaving online banking services
    • Improved look and feel in many minor ways
    • Improved handling of inter-currency transactions
    • Significantly improved reliability of downloaded transaction cleanup/merging
    • Added register filter for showing only unconfirmed transactions
    • Improved automatic cleanup of QIF imports
    General
    Publisher The Infinite Kind
    Publisher web site http://moneydance.com
    Release Date October 21, 2011
    Date Added October 21, 2011
    Version 2011.803
    Category
    Category Productivity Software
    Subcategory Personal Finance Software
    Operating Systems
    Operating Systems Mac OS X 10.7, Mac OS X 10.5, Macintosh, Mac OS X 10.4, Mac OS X 10.6 Intel, Mac OS X 10.4 Intel, Mac OS X 10.5 PPC, Mac OS X 10.5 Intel, Mac OS X 10.4 PPC
    Additional Requirements None
    Download Information
    File Size 65.54MB
    File Name Moneydance.zip
    Popularity
    Total Downloads 15,269
    Downloads Last Week 91
    Pricing
    License Model Free to try
    Limitations 100 manually entered transactions. Imported or downloaded transactions do not apply to the limit.
    Price $49.99

    Previous Versions:

     
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