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Denise Hughes's Avatar

Denise Hughes

Jan 03, 2021 @ 02:29 AM

Hello! I am a money coach and the current program software I have been using has been discontinued. I am searching for software that does the following. Please tell me if Money Dance can offer the following:

1) annual planning
2) monthly planning with the ability to analyze "plan" to "actual" with expenses and earnings
3) tracking of investments monthly

  1. 1 Posted by mhoggie on Jan 03, 2021 @ 03:03 AM

    mhoggie's Avatar

    just a user,
    MD can do all those things with some limitations. Your best bet is to download the trial version which will allow you to use all the features and only limit you to 100 manually added transactions. Then you can get an idea if it's for you.

  2. 2 Posted by derekkent23 on Jan 03, 2021 @ 08:43 AM

    derekkent23's Avatar

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

    Also take a look at the knowledge base at https://infinitekind.tenderapp.com/kb

    Hope this helps

  3. Melissa closed this discussion on Feb 09, 2021 @ 04:47 PM.

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