BUDGETS Set spending and income targets for categories per month, week or any other interval.
Moneydance To The Applications Folder Software Provides ThePRIVACY Most financial software provides the service of uploading your online banking login information to their (or worse, a third partys) cloud service.These services keep your login information and access your financial transactions.
Moneydance uses strong end-to-end encryption, meaning the only people who can see your data are yourself and your bank. SUMMARY SCREEN 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. ONLINE BANKING Moneydance can download transactions and send payments through hundreds of financial institutions. Moneydance To The Applications Folder How To Categorize AndIt learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications. 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. Balance calculations and transaction sorting are done automatically. 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. 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 are automatically. REMINDERS Easily schedule future or recurring transactions so youll never miss a payment. GRAPHSREPORTS Generate visual reports of your income, expenses, budgets, and investments. Flexible parameters let you customize your reports by period, tags, categories, accounts, and more. Mouse over regions of graphs or double-click on report cells to reveal details. Easily save graphs and reports to images or html files, or memorize their settings for quick access.
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