We reveal how useful Moneydance is for beginners who struggle with computers or finances, as well as how suitable it is for advanced users with more experience. Firms using Open Banking are regulated, and security protocols protect your data.įind out more: Open banking: sharing your financial data explained Which? verdict on Moneydance Moneydance is not set up for the Open Banking scheme, which allows you to share current account data via a secure application programming interface (API) without handing over your login details.
Instead, you can download your data in a standard format and then upload it to the application or just manually input the values. Moneydance won’t allow you to automatically import data from a bank account. Security with fewest options enabled (mobile) Security with all options enabled (mobile) Navigating security and privacy options (desktop) Security with fewest options enabled (desktop)
To download extensions for versions of Moneydance prior to 2015, see this page.Security with all options enabled (desktop) Toolbox download v1045 The Infinite Kind (co-authored with Stuart Beesley - StuWareSoftSystems) Infinite Kind support tool: Displays Moneydance settings, diagnoses issues, run fixes, and much more. Text Import download v103 The Infinite Kind and Friends This is an extension that allows you to import formatted text files into Moneydance. Stock Glance download v9 James Larus Home page component to display active stock prices. Security Price Entry download v105 The Infinite Kind and Friends Provides a quicker and easier way to enter recent prices for multiple securities Examples include savings rate, debt-to-income ratio, or debt to assets. Ratio Calculator download v1035 The Infinite Kind and Friends Show a custom list of ratios or percentages on your home page. Quotes and Exchange Rates Updater download v1031 The Infinite Kind and Friends This is an extension that downloads security price quotes and exchange rates from Yahoo and Google Please restart Moneydance after installing. Quote Loader download v3046 Mike Bray Loads security prices directly from an online source. Breunig Imports transactions from PayPal Premier or Business accounts into Moneydance. Moneydance Updater download v510 The Infinite Kind Checks for updates to Moneydance and notifies you when a new version is available MoneyPie highlights how your actual spending compares to your budget so you can dynamically adjust and balance your budget
MoneyPie download v1016 Raging Coders MoneyPie provides an envelope budgeting interface built atop Moneydance's budgeting system. Money Foresight download v53 Mahana Road Software Ltd Money Foresight provides tools to forecast your future account balances and review your past spending. List Future Reminders download v1015 Stuart Beesley - StuWareSoftSystems Lists future reminders on screen - Allows you to specify how far forward you look. Breunig Import List monitors a folder and displays its transaction files in Moneydance's homepage view where you can easily click to import or delete them. Please send feedback to List download v15 Florian J. This extension requires Moneydance 2015 or greater to function.
Options incl: 'StockGlance2020' investments, Reminders, Account / Investment txns, Currency History Attachments.įind and Replace download v1215 The Infinite Kind and Friends A handy tool for cleaning up or reorganizing your data or ad hoc reporting.
Expenses can be selected by custom date ranges.ĭebt Insights download v11 Robert Schmid Tools for Analyzing Credit Card and Loan Accounts together as related Debt AccountsĮxtra Investment Reports download v201 Dale Furrow Reports on investment performance, and generates a raw data dump to CSV at a user-specified location.Įxtract Data download v1020 Stuart Beesley - StuWareSoftSystems Extract data to screen/csv. You can configure multiple rows, each with different totals, and select the display currency. Importing does matching to skip duplicate entries.Ĭustom Balances download v1011 Stuart Beesley - StuWareSoftSystems This summary page widget shows total balances of selected accounts, securities, and/or categories. Your file is tested, giving you a list of all the readers that can handle your file. You can denote columns such as -Payment-, -Deposit-, date, amount, memo, etc. Balance Predictor download v101 The Infinite Kind (with community contributions) This extension attempts to calculate and graph the future balance of an account based on past transactions and scheduled reminders.ĬSV Importer download v22 Milutin Jovanović, Stan Towianski Import transactions from multiple download formats, including: Discover card, VISA, your private bank, etc.