Worse yet, while you can edit the transaction, making sure it shows the splits correctly, it still only synced the incorrect transaction! Often I catch the changes to the splits before leaving the screen showing the splits and before saving the transaction. A common problem is with two splits, the first will change to “Deposit” and change to the amount of the second split, resulting in a zero-sum transaction. When adding new splits, the first (or last, sometimes) split will change from “Payment” to “Deposit” and sometimes the amounts will change. Having the search bar always visible and focused, even for preselected categories would be a huge improvement!Įntering split transactions almost always fails. Simplify your finances with Moneydance 圆4, the groundbreaking personal finance manager for Windows Whether you want to organize your finances, manage your budget, track your portfolio, or just automatically balance your checkbook, Moneydance 圆4is the solution for you. There doesn’t seem to be any consistency when setting a category, if it selects one for you and this you have to scroll around to choose the right one, or if the selection table is scrolled to the top with the search bar revealed, where one can start typing and get the right category quickly.
#Personal finance moneydance software
After that, you can purchase the software for a one-time fee of 49.99.
The two biggest functional problems are with categorizing transactions and split transactions. What is Moneydance and how does it work Moneydance is a personal finance management software that helps individuals with money management, bill payment and. Moneydance is free for the first 100 transactions. Take a look at the defunct PocketQuicken for something that was a joy to use. While the UI has improved with the most recent update, it’s still difficult to use. UI is clunky and split transactions don’t work
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