By connecting to checking, credit card, investment and loan accounts, Moneydance allows you to stay on top of all your balances and transactions as they occur, and even when you're out and about, with its mobile app. Moneydance delivers top-of-the-line software, offering most of the more advanced money management features that anyone is likely to want. Moneydance offers specialized investment report options, so you'll always know how your investments are performing and will be able to keep tabs on your transactions. The security details also allow you to keep track of stocks. The portfolio overview displays the value of your portfolio, the percent change and cost basis, while the register tracks your trades, including the security, date, stock price, fees and balance. (Image credit: Moneydance) Moneydance review: Investment trackingĪs already mentioned, Moneydance allows the tracking of investments and monitoring of portfolios once you've synced to your brokerage account, and transferred the necessary balances and trades. Should Moneydance not offer a report that you need, experienced programmers can use its scripting support service to help hand write a script in Python that will allow you to analyze your own data and create a custom report based on your needs. That said, the exporting options are fewer than are available at most other services, and you cannot export reports to a tax program. Graphs can be saved as a PNG, and data reports can be saved as an HTML or CSV, which can then be used in other programs, such as Excel. If you wish to save any report you run, you can print a hard copy or save a digital version. You can also choose custom dates for any period of time. You can adjust the date range, selecting from a number of predetermined options, including year or month-to-date and quarters. Other reports have charts and graphs for a quick visual of the data, such as the account balances, net worth and an income versus expense report. There are choices for simple data reports, including a budget report, cash flow and income versus expenses. Moneydance offers some of the best reporting options of all the services we reviewed. If you wish to have the unspent amount from the previous month roll over to the next, you can choose that option as well. And you can individually edit and adjust any category budget you copy over as needed. For asset accounts, create a new asset account in Quicken and then select all the transactions from the imported account ("Command + a" in register) and drag-and-drop them to the newly created asset account.If your bills and spending habits are similar each month, you can copy the budget you create from one month to the next, saving you time. For liability accounts imported in this way, you can go to Account Settings and change the Account Type to Liability. Quicken will import all "Bank" accounts as "Checking". Asset and liability accounts are exported as 'Bank'.You need to manually enter all stock splits after importing into Quicken. Stock splits are not exported into the.For easy identification, Quicken flags these transactions with a blue dot icon. You need to manually change the transaction type (and enter the shares if they are not displayed) after they are imported in Quicken. This results in incorrect share and cash balances. ShortSell and CoverShort are exported as Short-Term Capital Gain and Long-Term Capital Gain, respectively.If the opening balance is exported in the.You need to manually enter the opening-balance transactions in Quicken after the data is imported. QIF file, leading to incorrect account balances. Opening-balance transactions are sometimes not exported from Moneydance into the.It is a great alternative to Quicken for Mac. This money management solution app provides tools for complete personal finance management, Including Online banking and bill payment, in a secure and private application. This topic explains some of the actions you may need to take after you import data from Moneydance. Moneydance is a powerful personal finance app for Mac, Windows, Linux, iPhone, and iPad.