Moneydance+ Overview
What is Moneydance+
Moneydance+ is an (optional) subscription service that allows you to automatically download transactions from your banks, using the Plaid aggregator.
This service uses an automated process to download all of your transactions from tens of thousands of banks and credit card accounts, even if those institutions do not support OFX Direct Connect.
Online Bill Pay is not currently supported using Moneydance + but we are working towards including a similar feature in the future.
At this time, this service allows you to download transactions from banks in the US and Canada banks.
We're working to include EU and UK banks, and we hope this will be available soon.
Subscription
The use of Moneydance+ requires a reasonably priced subscription.
This includes a 30-day free trial and is cancelable at any time.
There are two subscription options:
-
If you have purchased a license key for Moneydance 2023, you can subscribe to Moneydance+ for $4/monthly or $40/yearly.
-
If you have not yet purchased a license key for Moneydance 2023, you can go "subscription only" for $9.00/monthly or $90.00 yearly. This includes the Moneydance+ service, registration for the Moneydance program itself, and free upgrades of Moneydance as long as your subscription remains active.
All of the Moneydance purchase options are outlined in this article.
Running the Moneydance+ service incurs a fee for us (and since we don't sell ads or customer data) the subscription cost is necessary.
The monthly subscription costs are also subject to change (although we don't expect them to), as they are used to pay for the third-party service.
Using Moneydance+
Moneydance+ can be activated within the program by opening Moneydance 2023 and choosing Online > Set Up Moneydance+. Then follow the steps in this article to subscribe.
A Moneydance+ subscription is associated with your email address and can be used with up to five separate data files.
The same data file synced between computers still counts as only one data file.
If you prefer not to use Moneydance+, the program itself can still be purchased with a one-off payment through our regular purchase process. You can continue using the version you purchased forever, as we never "sunset" older versions of the program.
Privacy and Security
For information on the privacy and security of Moneydance+, we recommend taking a look at our relevant blog post.
Cancellation
Moneydance+ can be cancelled within the program by opening Moneydance and choosing Online > Set Up Moneydance+. Select "Manage Account" at the bottom left of the window. You'll be redirected to a page where you can update your payment details or cancel your subscription.
Alternatively, you can email support@infinitekind.com, and ask a member of our team to cancel the subscription for you.
Because your subscription is used to pay for a third-party service, we are unable to refund the services already rendered from previous months before cancellation.
-
Purchasing and Upgrading
-
Getting Started
-
Accounts and Categories
-
Register and Transactions
-
Online Banking and Bill Pay
-
Moneydance+
-
Popular Banks
-
Navigating Moneydance
-
Budgeting
-
Reminders
-
Graphs and Reports
-
Syncing and Sharing Data
-
Backups and Exporting
-
Investment Accounts
-
Loan Accounts
-
Currency and VAT/GST
-
Importing Data from Other Programs
-
Customizing and Preferences
-
File Locations and Changes
-
Foresight
-
Extensions
-
Linux
-
Older Versions
-
ARCHIVE - Getting Started
-
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)
-
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)
-
ARCHIVE - Program Basics
-
ARCHIVE - Account Basics
-
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)
-
ARCHIVE - Online Banking
-
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
-
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)
-
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
-
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)
-
ARCHIVE - Extensions
-
ARCHIVE - Everything Else