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What is Moneydance?

Moneydance stands out as an intuitive personal finance software, loaded with vital features such as online banking, bill payment, account oversight, budgeting tools, and investment monitoring. This application excels in handling multiple currencies and can execute a diverse array of financial operations with ease. It has the ability to automatically retrieve transactions and execute payments online from a variety of financial institutions, enhancing user convenience. Over time, Moneydance refines its performance by learning to categorize and organize transactions that have been downloaded, thus improving its functionality. Users benefit from a holistic view of their finances, which includes account balances, forthcoming and overdue payments, reminders, and current exchange rates. They can conveniently navigate to a specific account by selecting it or using the dropdown menu, which directs them to the corresponding register for transaction entry or account reconciliation. Furthermore, engaging with a transaction reminder opens a prompt that aids in the automatic documentation of the transaction, making the entire experience even more streamlined. In essence, Moneydance proves to be an essential asset for anyone looking to manage their personal finances with greater efficiency and effectiveness. Overall, its user-centric design and powerful features position it as a leading choice in the realm of financial management applications.

What is BankTree?

Transform your approach to financial management and bring back the joy to your everyday activities with our cutting-edge finance software. Whether you're at home or out and about, our online personal finance solution empowers you to manage your finances with ease. You have the flexibility to utilize our desktop software designed specifically for Windows, in addition to our mobile app that works seamlessly on Android devices and Apple products, including iPhones and iPads. Effortlessly connect to your bank to download real-time transactions secured with robust 2048-bit encryption, or choose the option to manually upload your financial statements. Our intuitive import feature makes it simple to transition data from Quicken and Microsoft Money without hassle. With the BankTree Mobile app, you can directly capture receipts using your smartphone and sync them with the desktop version to maintain everything in an orderly fashion. Alternatively, you can take advantage of our online platform to keep your receipts stored in the cloud, making them accessible whenever you need them. Our software not only simplifies your financial management but also enhances the overall experience, making it both easy and enjoyable to keep track of your finances. Discover how efficient financial management can lead to a more relaxed and fulfilling lifestyle.

Media

Media

Integrations Supported

Quicken

Integrations Supported

Quicken

API Availability

Has API

API Availability

Has API

Pricing Information

$53 one-time payment
Free Trial Offered?
Free Version

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Moneydance

Date Founded

2016

Company Website

moneydance.com

Company Facts

Organization Name

BankTree

Company Website

www.banktree.co.uk

Categories and Features

Categories and Features

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