Is it really easy?

Jasper Williams III's Avatar

Jasper Williams III

31 May, 2019 02:06 PM

hi, I caught a YT vid that makes money dance REALLY hard. you market it as being significantly easier. am I missing something?

  1. Support Staff 1 Posted by Maddy on 31 May, 2019 03:46 PM

    Maddy's Avatar

    Hi Jasper,
    Thank you for contacting Moneydance support and for your feedback.

    If you haven't already, I encourage you to download our free trial version and experiment with the program. You can download the trial version of Moneydance from our website on this page.

    The trial version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
    If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.

    You can find the Moneydance knowledge base here which will be useful if you're using the program for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.

    Maddy, Infinite Kind Support

  2. 2 Posted by derekkent23 on 31 May, 2019 04:34 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Hi, I am glad I did not see that video before I decided to move to Moneydance from MS Moneydance back in 2015, it could have put me off.

    I must confess I stops watching the video once the user started creating envelopes.
    That not how Moneydance is intended to be used. Its true its flexible enough if you really want to use envelopes but you would be making thing hard for yourself.

    So, my advice, forget the video, forget the concepts of use put forward and try things out for yourself.

    Download Moneydance from

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    To see how you should use Moneydance see these articles at

    Any questions just post.

    Hope this helps

  3. Support Staff 3 Posted by Maddy on 31 May, 2019 04:47 PM

    Maddy's Avatar

    Hi Jasper,

    Apologies for sending a broken link, as Derek kindly mentioned, you can find the Knowledge base here
    The articles are broken into sections and you can search at the top of the page.

    If you let me know which features and functions you'll be using, I'd be happy to provide guidance and links to the articles you'll need.

    Additionally to the Knowledge Base you can search through public customer discussions on the forum.

    Maddy, Infinite Kind Support

  4. System closed this discussion on 30 Aug, 2019 04:50 PM.

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