一款功能完善的个人财务管理软件，功能非常广泛，包括网上银行和账单支付，账户管理，预算管理和投资跟踪管理等，基本上涵盖了所有的财务管理项目，凭借其多币种机制，Moneydance对于处理多个外国账户或加密货币的客户特别有用。界面简单直观，从其他程序导入数据，支持以QIF格式导入数据从Microsoft Money导入，从Quicken Essentials导入等，可快速创建货币和增值税/消费税，货币计算器，可根据需要创建、导出图表或报告、记忆图和报告，Moneydance支持使用Direct Connect与您的银行建立连接。并进行在线账单支付，付款请求将发送到您的金融机构，并在Moneydance帐户注册中创建相应的新交易。可自动下载到许多银行和金融机构。Moneydance使用这种直接的OFX连接，通过互联网与配备适当的机构进行安全通信。如果您的银行支持此服务，您可以通过直接连接将信息下载到银行，信用卡和投资帐户。

File size: 122.54 MB

Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking. Moneydance handles multiple currencies and virtually any financial task with ease.

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.