The calculations are done for you, and the program also has an auto-complete function that takes care of entering the information for repeat transactions. You set up your accounts and start recording your transactions. Because its ledger looks much like a checkbook register, there isn't a large learning curve to use the program. You can simply click on 'upgrade' to find out what specials are available to you at any given time. Other times, they offer a promotion, such as 50% off if you are a current customer. Sometimes they offer the upgrade for free for current customers. Sometimes Moneydance does offer promotions for the latest update. You can see an overview of your financial worth as well as individual looks at each account to see how they perform. Investments: You can track your investments in CDs and mutual funds as well as investments in the market, including stocks and bonds.The nice thing, though, is that you don't have to do the math-it calculates everything for you automatically. Many users find it user-friendly, since it looks just like a checkbook register. Account registers: You can enter, edit, and delete line items on your account register.You can also print or save the graphs if you wish. You can also create reports exclusive to certain expense categories so you can see where your cash goes. Customized reports: You can create reports that detail every aspect of your financial life.Get alerts: Do you pay bills late and then grumble as you pay the late fee? Moneydance allows you to set up alerts to help you put an end to those late payments.With this feature, you can view your upcoming bills on the calendar on your home page. Online bill pay: You can set up your bills for automatic payment through Moneydance.If you happen to go over your budget, the graph turns red, giving you a quick visual of where you stand. As you near your allotted budget, it turns yellow to encourage you to proceed with caution. If you haven't spent anything yet, the graph remains green. Once you set your budget, Moneydance shows you where you stand with color-coded graphs. Budgeting: If you have a hard time staying within your designed budget, Moneydance may help.Moneydance offers the following features:
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