View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. The payee auto-complete feature makes it easier to enter and categorize your transactions.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more.
It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The account register is used to enter, edit, and delete transactions in an account. View the full list of supported direct-download banks at Please note that some banks charge a monthly fee for download and bill payment services. Send online payments, for banks that support them, directly from scheduled transaction notifications.
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It learns how to categorize and clean up downloaded transactions. Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Clicking on a transaction reminder will display a window where you can automatically record the transaction. 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. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Moneydance is a complete personal financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and much more.
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