Upgrading
When you purchase Moneydance directly from our website, you're entitled to use the current version, any update within the same version and the next major release (when it becomes available).
Any fixes and improvements are initially released within the 'preview' version and they are available for downloading from this page.
A rough list of changes within the current version is available here.
Any further upgrades are discounted for you at 50%.
However, we never force upgrades or 'sunset' older versions of the program. You can continue to use the same version of Moneydance for as long as you wish.
You can enter your current license key into the 'Upgrading?' box on this page to check if an upgrade to the latest version is free or discounted.
If the upgrade is discounted, follow the "click here" link that is generated. You'll be taken to the checkout page where the discount will already be applied. Once you've purchased, you'll be sent a new license key via email.
If the upgrade is free, you can download the latest version from here. If prompted, you can enter your current license key to register the program.
If you purchased Moneydance from the Mac App Store or Microsoft Store, you should update the program via the relevant store directly.
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Purchasing and Upgrading
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Accounts and Categories
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Register and Transactions
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Budgeting
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Online Banking and Bill Pay
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Moneydance+
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Reminders
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Graphs and Reports
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General
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Investment Accounts
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Loan Accounts
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Syncing and Sharing Data
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Currency and VAT/GST
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Backups and Exporting
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Importing Data from Other Programs
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Customizing and Preferences
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File Locations and Changes
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Foresight
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Extensions
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Moneydance 2017
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Linux
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Older Versions
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ARCHIVE - Getting Started
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ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
- View all (15 more)
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ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
- View all (3 more)
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ARCHIVE - Program Basics
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ARCHIVE - Account Basics
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ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
- View all (2 more)
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ARCHIVE - Online Banking
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ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
- View all
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ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
- View all (1 more)
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ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
- View all
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ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
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ARCHIVE - Extensions
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ARCHIVE - Everything Else