![]() KMyMoney is a really good option if you're used to Quicken and MS Money. I have used expensive, for-pay portfolio management software that does a worse job of breaking down your asset allocation than Personal Capital. Nearly every offline tool will happily tell you that half your assets are in a "mutual fund", whereas personal capital's allocation tool actually reaches down into what classes and types of securities your mutual funds or ETFs hold and gives you an accurate breakdown in terms of stocks, bonds, cash, domestic, international, large cap, small cap, by sector, etc. In this one specific area, Personal Capital is best-in-class. Someone will argue with me about this, but: there are no offline tools that can determine asset allocation in an adequate fashion, and most online tools aren't that great either. But of course i'd rather it be local instead of cloud based and not associated with all their sales stuff. I also use Personal Capital as a simple investing summary/snapshot with AA metrics and really i think that's all i want. I do like the MorningStar porfolio Xray feature, though. It's just too complicated and always broken. I'm a Quicken user, but i'm getting sick of it. How are MoneyDance's portfolio analysis features? Can it determine asset allocation, etc? Honestly, I find it shocking and horrible that there's no widely recognized interchange format for personal finance data (QIF and OFX are barely adequate for their intended purpose). Quicken has existed forever too, but all of us who have used it have had the experience of "Oh, you want to keep using Quicken? Sorry, you'll have to buy a new version." So I feel that Gnucash is much more likely to allow me to keep control of my data in the long term. Gnucash has existed since around 1997 or so it's not going anywhere. I want to respectfully push back against the "Quicken is the most likely to stay around" opinion. If you're scared of double-entry, then Moneydance is probably a close third.Ī left-field option would be to use one of the plain-text accounting tools (see ) such as Ledger or Beancount, but these all probably presume you are comfortable using a programmer's text editor and the command line. You do have to be at peace with learning a little bit about double-entry accounting, but the bar is not terribly high.Ī close second would be kMyMoney. There are a few choices with different tradeoffs, but Gnucash is probably the best balance of full-featured, mature, and usable without a lot of specialized training (and it's what I use). I have used every (Mac-based) personal finance software in existence. Other operating systems: The latest Moneydance version from 2023 is also available for Mac.Here is what I am looking for in a Personal Finance Tracking Sofware: It's only available as a 64-bit download. Moneydance can be used on a computer running Windows 11 or Windows 10. What version of Windows can Moneydance run on? The Moneydance 2020.1929 demo is available to all software users as a free download with potential restrictions and is not necessarily the full version of this software. This download is licensed as shareware for the Windows operating system from accounting software and can be used as a free trial until the trial period ends (after an unspecified number of days). Create reports based on virtually any spreadsheet.Overall, Moneydance is a complete tool for organizing family finances, analyze and help correct bad economic habits. Furthermore, Moneydance processes information in graphs that help us understand our economic situation and its evolution. ![]() It also has a calendar to organize financial transactions such as paying taxes, charges, payments, etc. Moneydance includes a very clear interface where you can easily distinguish the balances of expenses and revenues, budgets, the list of transactions, etc. Moneydance is an application which takes on the responsibilities for managing and analyzing personal finances including credit cards, investments and loans. ![]() Keep up to date with budget statements, transaction records.Īn excellent alternative to other money-management apps. ![]()
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