Does Moneydance offer these features

Keith Halliday's Avatar

Keith Halliday

27 Jul, 2016 11:58 AM

I'm considering moving to Moneydance.
Please could you clarify if it has the following features
= Envelope budget
- saving for a goal


  1. 1 Posted by Ian O on 27 Jul, 2016 12:29 PM

    Ian O's Avatar

    Hi Keith,

    If you haven't already, I encourage you to download our free trial version 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 importing your data.
    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. You can download the trial version of Moneydance from here:

    Neither of these features are available specifically, but the flexible nature of Moneydance has meant that other customers have found that they can achieve what they need with the application.

    The 'Envelope Budget' feature has been suggested previously and we currently have a ticket regarding this suggestion in our system. I've attached the ticket to this discussion, and I'll pass your feedback about this feature to the developers. Customers have reported that they have managed to replicate the 'Envelope Budget' feature within Moneydance. You can see how one customer has achieved this in this comment. This method has worked for other customers and may suit your needs.

    The 'Savings Goals' feature has also been suggested previously and we have a ticket in our system. You may wish to have a read through this public discussion between other customers who would like to see the same feature. You'll see that the second comment in the thread, details a workaround which has been met with success from other customers. I understand the workaround is less than ideal, but it may suit your needs until a feature you require can be implemented.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 26 Oct, 2016 12:30 PM.

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