Personal Finance Software.

Tom's Avatar


23 Jan, 2020 09:57 PM

I am helping my adult children find Personal Finance Software that can help them manage their money.

  1. 1 Posted by dwg on 23 Jan, 2020 10:00 PM

    dwg's Avatar

    I'm a fellow user.

    Well Moneydance is Personal Finance Software, which you can download and test in trial mode to see if it suits your needs.

    Do you have specific questions?

  2. 2 Posted by derekkent23 on 23 Jan, 2020 10:02 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Tom

    Try it out for yourself.

    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, provided that you do not confirm them. 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.

    Down load from

    For information on how to use Moneydance see

    Hope this helps.

  3. 3 Posted by Tom on 23 Jan, 2020 10:20 PM

    Tom's Avatar

    So, one time fee? Not online software, correct?

    -------- Original Message --------

  4. 4 Posted by dwg on 23 Jan, 2020 10:27 PM

    dwg's Avatar

    The software is always installed on your local machine, you also keep data locally, the only time it leaves you machine is if you have set up syncing with other machines, and of course your backups.

    You purchase a license for the software and this provides a non-expiring license for the current release and the next major release, if you wish to upgrade beyond that you get a 50% discount. The software never expires so you can continue to use it for as long as you wish and it meets your needs, for example for my production data I still use Moneydance 2012, as more recent features I would not have a use for.

  5. 5 Posted by Tom on 23 Jan, 2020 10:35 PM

    Tom's Avatar

    Thank you.

    -------- Original Message --------

  6. Ethan closed this discussion on 24 Jan, 2020 02:36 AM.

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