Existing users, 
 Moneydance - 2008r3Organize and manage your finances and track your spending. |
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Information Related to Version:
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Product Description:
Moneydance is an easy-to-use personal finance manager. Whether you want to organize your finances, manage your budget, track your portfolio, or just automatically balance your checkbook, Moneydance is the solution for you. Moneydance's simple interface makes tracking your finances a snap, and advanced features include online banking and bill payment, portfolio tracking, graphing and reporting, and transaction reminders.
What's new in this version:
Moneydance 2008r3 includes many bug fixes and minor improvements over 2008r2 including the following:
Fixed main window sizing when running on windows and Moneydance is quit while the main window is minimized
Fixed column header display in income category registers
Homepage graph now shows grouped income/expenses in terms of base currency
Disabled payees are no longer shown in 'Send Payment To...' menu
More fixes to help window (only applies when running on older systems)
Added cmd/ctrl-D shortcut for downloading transactions in investment register
Fixed bug preventing preferences window from appearing when running on older systems
Fixed some keyboard focus issues in transaction register and splits window
Fixed calculation of semi-annual items in budget report
Fixed keyboard focus in account/category popup on linux
Fixed formatting of some security values in the register (removed extra comma)
Fixed focus/flicker problem in some secondary dialogs
Added button to reset the date used for synchronizing downloaded transactions
Fixed bug in income/expenses home page graph when values of different currencies are added without conversion
Fixed bug in which investment transaction reminders do not record
Fixed out-of-memory errors when archiving large files
Fixed bug in which batch-changing the description field doesn't change the 'other side' of non-split transactions
Fixed change in transaction entry field appearance after recent update to Java on Mac OS X
Removed one pixel border from pie charts
Fixed bug caused by incorrect (or non-existent) sorting of budget items
Fix cleanup of temporary file when saving on systems that don't allow renaming files over existing files
Fixed parsing of certain OFX 2 response headers
Include .png files in user guide
Changed line border for home page panels to match the toolbar background (light gray)
Modified account boxes on home page to show accounts with no name a bit more normally
Fixed bug in which having more than 512 currencies or securities would hose Moneydance if the exchange-rate/stock-price panels were se\
t to appear on the home page
Fixed problem with incorrect offset of day headers in French and other week-starts-on-monday locales
Most error messages are now selectable to enable copy-and-paste
Operating System Requirements:
This product is designed to run on the following operating systems:
- Mac OS X 10.5 Intel
- Mac OS X 10.4 Intel
- Mac OS X 10.3
Screenshots:
Download Links:
Download Moneydance Version 2008r3 (File Size: 5.2M)
Download Links:
Download Moneydance Current Version (File Size: 5.2M)
Your Installed Versions:
Feedback Summary:
| Version 2008r3: | |||||
| Overall Rating: |  (5.0) |
Features: |  (4.0) |
Support: | (5.0) |
| Ease of Use: | (5.0) |
Quality / Stability: | (5.0) |
Price: | (5.0) |
Key to Types of Feedback:
Reviews 
Troubleshooting 
Usage Tips 
Developer Notes 
Commentary 
Featured Reviews
Solid performer, some rough edges - Version: 2008r4, 9/19/2009 06:05PM PST
dfsuther
Moneydance has worked well for me, and has made it possible for me to dump Quicken (hooray!). It's reporting capabilities are limited (especially when it comes to investments), but it does more than enough to support tracking purchases and sales, producing tax-related information, and so on. And it's been way more reliable than any version of Quicken I've used in the last decade.
To get a 5-star recommendation from me, they'd need to beef up the documentation and improve their support for analyzing investments. As it stands today, it's a solid 4-star app.
To get a 5-star recommendation from me, they'd need to beef up the documentation and improve their support for analyzing investments. As it stands today, it's a solid 4-star app.
From bad to worse - Version: 2008r4, 8/28/2009 02:36AM PST
(1 of 1 users found this comment useful)
julianps_dotmac
THIS NOTE REFERS ONLY TO THE MAC VERSION OF THE APPLICATION.
As a footnote to my July observations I was recently required to reclassify a number of transactions for tax purposes. This exercise took me back over three years. So I went, record by record and made all of the changes to the various expense accounts. Some of the changes necessitated foreign exchange rate adjustments.
Then I found NONE of my bank accounts or credit cards balanced any more.
So I went back record by record getting those to balance again.
Now my extensively reworked expense accounts have changed.
This is stupid game that could go on forever. The issue lies with foreign exchange of course (if you don't use ForEx you can ignore this review) and have to do with which account the entry was first posted to. Assuming all entries are first posted to bank or credit card accounts uses the value from the statement and applies an exchange rate to get a foreign exchange value.
If later you spot that the foreign currency expense value is wrong and change it there it assumes for the foreign value is sacrosanct and uses the new rate to change the bank/credit-card (primary currency) value. MAD.
So you need to know which was the source account for each entry.
The only way to discover that is to try to write a memo; if you can then you've got the source entry. If not then you need to use the See Other Side of the transaction option.
Only this does not work if the other side of the transaction is a split transaction. At this point MD returns you to the first row of the split.
Hours upon hours upon hours gets wasted with this application.
So my observations a reinforced; way and above the JAVA issues MD is simply unable to resolve on the OSX platform, there is much easier software for reconciling your pocket book and much better software for doing your accounts.
Do not even consider using MD for foreign currency accounts on the Mac.
As a footnote to my July observations I was recently required to reclassify a number of transactions for tax purposes. This exercise took me back over three years. So I went, record by record and made all of the changes to the various expense accounts. Some of the changes necessitated foreign exchange rate adjustments.
Then I found NONE of my bank accounts or credit cards balanced any more.
So I went back record by record getting those to balance again.
Now my extensively reworked expense accounts have changed.
This is stupid game that could go on forever. The issue lies with foreign exchange of course (if you don't use ForEx you can ignore this review) and have to do with which account the entry was first posted to. Assuming all entries are first posted to bank or credit card accounts uses the value from the statement and applies an exchange rate to get a foreign exchange value.
If later you spot that the foreign currency expense value is wrong and change it there it assumes for the foreign value is sacrosanct and uses the new rate to change the bank/credit-card (primary currency) value. MAD.
So you need to know which was the source account for each entry.
The only way to discover that is to try to write a memo; if you can then you've got the source entry. If not then you need to use the See Other Side of the transaction option.
Only this does not work if the other side of the transaction is a split transaction. At this point MD returns you to the first row of the split.
Hours upon hours upon hours gets wasted with this application.
So my observations a reinforced; way and above the JAVA issues MD is simply unable to resolve on the OSX platform, there is much easier software for reconciling your pocket book and much better software for doing your accounts.
Do not even consider using MD for foreign currency accounts on the Mac.
Before beginning this exercise, I tried every highly rated financial management system. Keep in mind, that I let the Fidelity manage my investments and do not use need to use Moneydance for that purpose.
After many years with Quicken, it took a bit of time to get used to Moneydance. The intense effort of entering all that data really got me to the point where I found it easier to interface with Moneydance and with Quicken.
I highly recommend it.