Sync with financial institutions: Moneydance supports integration with thousands of financial institutions worldwide, allowing you to sync your financial data directly from your bank accounts, loan accounts, cash flow, credit card, upcoming bills, or investment accounts.You can add details about all your investment accounts, like cash accounts, stocks, bonds, mutual funds, personal capital, retirement accounts, etc. Track investments: Moneydance makes tracking your investments (and investment performance) easier than ever.Review reports on balances, contributions, gains, and losses to optimize your investment strategies. Investment Tracking: Use Moneydance to monitor the performance of your investment accounts, IRAs, and 401(k)s.Moneydance’s budget reports provide an easy way to see if you’re overspending in any areas. Adjust as needed to keep your finances on track. Budgeting: Create budgets, set spending limits, and compare your expenses to your planned plans.Set up automatic payments or pay as you go, and get reminders so no bill slips through the cracks. Bill Pay: Pay your bills directly within Moneydance using Direct Connect, the same secure service used by QuickBooks.Compare categories over time to see where you can improve. Moneydance lets you create customized graphs to gain insights into your income, spending, investments, and more. Graphing: Many of us understand information better when we see it visually. ![]() This bird’s eye view helps you spot any issues right away.
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