Versatility of Moneydance

stuart king's Avatar

stuart king

13 Jul, 2016 01:01 PM

Dear Sirs,

I use Sage for my main business but require a package for some other activities and investments. I have a small self-employed operation which probably has 100 transactions per year together with two rental investment properties. I want a package versatile enough to keep all these transactions in one place but flexible enough to show me the separate activities of each entity (3). Please advise if Moneydance will accomplish this


Stuart King

  1. Support Staff 1 Posted by Ethan on 28 Aug, 2016 02:57 PM

    Ethan's Avatar


    Moneydance is designed for personal financial management, so it doesn't have business functions such as invoicing or customer management. If the main thing you are looking for is tracking accounts and investments, it may be sufficient for you, as some small business owners use it for this purpose.

    I'm not sure from what you describe if you want each of these entities in their own data file (meaning they would be completely separate from each other) or in the same data file but as different accounts. In any case, you can take both of these approaches in Moneydance.

    I encourage you to download our free trial version from and experiment with the program before you decide if you would like to purchase it. The demo 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 things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, our full user guide can be downloaded from

    Moneydance Support

  2. Ethan closed this discussion on 28 Aug, 2016 02:57 PM.

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