Balance calculations and transaction sorting are done automatically. The account register is used to add, edit, and delete transactions in an account. Please note that some banks charge a monthly fee for their services. Send online payments, for banks that support them, directly from scheduled transaction notifications. It learns how to categorize and clean up downloaded transactions. Moneydance can download transactions and send payments through thousands of financial institutions. ![]() Account balances, a calendar of scheduled transactions and reminders, investment account status, exchange rates, and stock quotes, all at a glance. The summary screen is an overview of your entire financial picture. Moneydance has no advertising, and we do not collect any analytics or other data. Moneydance encrypts your data file on your computer and uses strong end-to-end encryption for syncing. It supports online banking and bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs and reports, and much more. ($49.99 new from The Infinite Kind, free update from Moneydance 2015, $24.99 upgrade from earlier versions, 97.5 MB, release notes, 10.Moneydance is a complete personal financial management application that protects your privacy while not skimping on features. Moneydance 2017 will also appear soon in the Mac App Store once it goes through Apple’s approval process, but that version will lack the extension/plug-in installer due to sandboxing issues. ![]() For those with licenses to releases prior to Moneydance 2015, you can upgrade to the new version at $24.99 (a 50 percent discount). If you purchased a license to Moneydance 2015, you can upgrade to Moneydance 2017 for free. Moneydance 2017 also enables you to choose from multiple color schemes or create your own, fixes a budget calculation bug, cleans up portfolio allocation and other graphs, adds the Command-T keyboard shortcut to center you on today’s transactions in a register, improves the cleanup process that runs in the background when shutting down or switching files, and improves behavior when dealing with OFX correction transactions. The new version adds integrated support for Python scripts, enabling you to use the new script editor to build and run your own scripts or extensions. The new version adds a fully encrypted incremental syncing engine that enables you to sync data across multiple computers and mobile devices, and it can now use any shared folder (such as Dropbox) to sync data with end-to-end encryption. The Infinite Kind has released Moneydance 2017, a major upgrade for one of the top vote-getters in our reader survey of personal finance apps from early 2016 (see “ Your Favorite Mac Personal Finance Apps,” 29 February 2016).
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