Moneydance is a powerful yet easy to use personal finance app for PC


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Download Moneydance 2023.3


  -  141 MB  -  Demo
  • Latest Version

    Moneydance 2023.3 LATEST

  • Review by

    Juan Garcia

  • Operating System

    Windows 10 (64-bit) / Windows 11

  • User Rating

    Click to vote
  • Author / Product

    The Infinite Kind / External Link

  • Filename


Moneydance for Windows is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting, and investment tracking. Moneydance handles multiple currencies and virtually any financial task with ease.

Features and Highlights

Online Banking
Moneydance for PC can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions.

This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions, and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.

Graphs & Reports
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files.

Account Registers
The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.

You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.

When you're on the go, you can use the Money dance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad, and iPod touch. Now also available for your Android device free on the Play Store!

Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically.

Note: Users can only enter up to 100 manual transactions and imported transactions do not count towards this total.

Also Available: Download Moneydance for Mac

  • Moneydance 2023.3 Screenshots

    The images below have been resized. Click on them to view the screenshots in full size.

What's new in this version:

Moneydance 2023.3
- Fixed error when encountering certain unrecognised investment transaction types in downloads or imports

Moneydance 2023.2
- Fixed amount and date not having a space between them on the security detail's screen performance + value graph

Moneydance 2023.1
- Fixes Dropbox Connection syncing bug in Moneydance 2023 (Dropbox Folder and other methods were fine)
- Fixes bug with Check Printing names appearing as question marks

Moneydance 2023
- With our new balance adjustment feature, you can easily get your accounts in sync with a bank statement or downloaded transactions. Automatically adjust your balance to match your statement or your most recent download with just a few clicks.
- We've also improved our undo support, allowing you to effortlessly revert any unwanted changes. Whether it was an accidental deletion or a batch-change gone awry, you can get back to managing your finances without missing a beat.
- And that's not all! We've completely redesigned our register filter to make it even easier to find the transactions you need. It's now more obvious which transactions are being shown. Filter by a specific date or age that you specify, or choose from preset ranges, or even by downloaded or cleared status.
- We're confident that these new features will make Moneydance your go-to finance management tool. So why wait? Download the latest version of Moneydance today and experience the future of finance management!

Moneydance 2022.6
- Periodically checks for autocommit-able reminders instead of checking only when opening a file
- Moneydance now shows the number of decimal places for a currency or security in their info window
- Disconnected banks are now no longer shown in the Moneydance+ accounts window
- Improved checking of local vs remote timestamps of mobile synced data, resolving an issue on which mobile devices sometimes didn't show updates performed on the desktop
- Show a button instead of a clickable label to choose accounts in the Moneydance+ setup window
- Hide inactive accounts from the Moneydance+ Setup account picker popup menu
- The Download buttons on account registers no longer show entries for disabled/removed connections
- Reduce the amount of logging http messages when the console window is open
- Reduce the amount of logging in the process of syncing to iCloud Drive
- Reduce the amount of logging when a change in mac system appearance (ie dark or light mode) is detected
- Fix a bug that prevented the account selector from appearing in the Moneydance+ Setup window when no local accounts were found with an appropriate type match to the online account
- Fix a bug resulting in a blank window being displayed in certain circumstances
- When showing price history for a security that is relative to a security other than the base, display all dates, from both the security and relative currency.
- Correct an issue with transaction editing on some non-English-language Macs that could sometimes freeze the app
- Fix an issue with syncing to mobile devices in which updates from desktop to mobile could be delayed
- Added an option to the security account settings window to indicate that the account is inactive
- Hide inactive securities from the investment account security detail view, unless there are shares owned or were otherwise active recently

Moneydance 2022.5
- If a window's remembered location is to the left or above the virtual screen bounds, reset it to the default (centered) location
- Update to file selection on macOS Monterey to again show bundles as single files instead of folders, and to allow selection of all Moneydance files, including much older versions

Moneydance 2022.4
- When restoring a window's saved state, use the default size if the stored size is smaller than a certain threshold (for main windows this time)
- Fix a bug when first creating up a custom color theme

Moneydance 2022.2
- Fix bug from previous release which prevented direct OFX connection setup from sticking
- Fix category grouping and other bugs in the Transaction Filter report
- Restored visible popup button on type-able, non-register account selectors
- Added iCloud file write logging
- Moneydance no longer allows deletion of security accounts that are referenced by transactions or reminders, even with super-confirmation
- Increased spacing on foresight reminders homepage item
- Print MD+ connection/institution settings when the console window is shown (nothing secret)
- Fixed bug that prevented the QIF import settings window to appear in some circumstances

Moneydance 2022.1
- Improvements to embedded browser when logging into banks to download transactions directly
- Updated java to v17

Moneydance 2021
- Change log not available for this version

Moneydance 2020.2
- Hide inactive accounts from the batch-change-accounts window
- Updated windows installer certificate

Moneydance 2020.1
- Add check number list options to account settings window
- Improve UI for account-specific or global check number list options
- Add check number list options to all check number popup fields (including other-side transactions, investment transactions, liability account transactions)
- Tweaks to dashboard budget graph

Moneydance 2020
- Fixed keyboard navigation in secondary register from previous preview build
- Removed redundant batch-change-date action
- Updated check number list editing window text

Moneydance 2019.3
- Change log not available for this version

Moneydance 2019.2
- Change log not available for this version

Moneydance 2019.1
- Change log not available for this version

Moneydance 2019.0
- No longer supports 32-bit operating systems

Moneydance 2017.10
- Exclude fee from zero-share sell transactions in average cost calculations (it's already excluded from non-zero-share sells)

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