Moneydance 2019.3 (1880) Multilingual macOS

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Languages: Multilingual | File Size: 121.9 MB

Moneydance is an easy to use and full-featured personal finance app that doesn't compromise your privacy. With Moneydance, your data is private, encrypted, and never shared. Moneydance makes any financial task easy with online banking and bill payment, account management, budgeting, investment tracking, multi-currency, as well as detailed graphs and reports.

Features

Online Banking
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions.

Summary
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.

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.

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.

Reminders
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.

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.

RELEASE NOTES

- Importing CSV and other delimited files now doesn't automatically merge transactions that seem like duplicates, but provides an option defaulting to the value of the auto-merge setting in preferences
- Improved visibility of the selected date period in the budget manager when using the solarized dark theme
- Fixes to importing specific QIF import files which specify an account header for a single account
- Minor tweak to downloaded transaction sidebar headers
- Added option to show either the Welcome Window or the most recently opened file on startup
- Fixed bug in OFX parsing which caused some western characters to be incorrectly decoded from non-UTF8 files
- Fixed bug in the Welcome to Moneydance window which would sometimes cause the window to be unresponsive
- Changed pie graph label lines to observe the current theme, meaning that they are now visible in dark mode
- Override downloaded credit card transactions with a transaction type of 'payment' and negative amount to have a positive amount
- Show the abbreviated list of available currencies in the currency override popup of the QIF import settings
- Simplify code that specifies whether fileUIDs are used in OFX messages (no functional effect)
- Added ability to log all outgoing http/https requests from embedded browser
- Added a setting to ignore the OFX/QFX TRNTYPE in downloaded bank transaction amounts and rely solely on the sign of the amount
- Pie chart lines in portfolio asset allocation graph are now based on the colour scheme
- Allow for slightly different dates when eliminating duplicate transfers in QIF imports
- Tidy up buy/sell markers in security detail graph
- No longer show security accounts in the QIF import settings as they just add clutter with no functional benefit
- No longer add caret prefix to stock ticker symbols imported from QIF files
- QIF importer now uses 50 (instead of 70) as the year cutoff to determine whether the century part of the year is 19 or 20