I upgraded for $24.99 and am trying out the Moneydance+ service with the free trial. I hadn't upgraded in a while, and registered users either get a free upgrade or 50% off. So much for one-time purchase of MD! I still think it's worth downloading credit card transactions for $2/month, but we'll see. It doesn't connect to my main checking bank, but it works out for me to add transactions manually on that account because most of them are saved transactions that I have set up to populate monthly. I've had banking connections for my credit cards to download transactions. It's not the best on investment tracking, which I tried to make work for a time but now just manage directly through Fidelity. It doesn't have the slickest interface, but I've got it set up the way I want it and use it to forecast cashflow, manage my CCs and payments, and run spending reports. I've been an enthusiastic Moneydance user since 2016. This uses Plaid to connect your accounts. Options are to download manually using QFX format to import transactions, or update to MD 2022 and subscribe for $2/mo. Here's the link to one of the Moneydance support pages about it. This could be the result of a network problem, a proxy error, or misconfigured server.Įrror Description: : You'll get an error message stating:Ī communication or parsing error occurred. 6, Chase, Bank of America and other major institutions have disabled OFX connections to download transactions, which is what Moneydance uses. Tweet at us!Īvailable for immediate download from our site and very soon from the Mac App Store and Microsoft Store.As of Oct. We’d love to hear if you have any requests. You can access this information by installing the Quotes and Exchange Rates extension. Most of the ticker symbols that you can use with these sites are provided for download. Oh, and there was also a metric ton of the usual minor improvements and bug fixes. Angie Rauscher - Ma06:23 Moneydance can automatically download price information from Yahoo and Google Finance. You can still always purchase Moneydance with a one-off payment, and it’s yours to keep, forever, with no sunsetting of features. Using Moneydance+ is purely optional and because running the service incurs a fee for us, and since we don’t sell ads or customer data, the subscription was necessary. We should mention up front that the use of the Moneydance+ features requires a reasonably priced subscription which includes a free trial and is cancelable at any time. We know you’re going to love the new features, especially the ease with which you can download and sync all of your transactions using Moneydance+. Check it out for a beautiful new way to plan your financial life! With Kevin’s help, we’ve incorporated the feature into the Foresight tools within Moneydance. It’s a great way to plan because most people’s expenses are regularly recurring, and scheduling income and expenses using reminders provide the best balance forecast possible. Dropbox syncing will still be available, but there will be an even more seamless sync setup experience for people immersed in the Apple ecosystem.įinally, we’ve noticed how many customers loved Kevin Stembridge’s Money Foresight extension, which helps you budget and predict balances based on transaction reminders. We’ll be releasing updates to the iPhone and iPad apps shortly. With this update, Moneydance for Mac can finally do precisely that. For years, we’ve heard that many Apple customers would prefer to drop Dropbox and sync using the iCloud Drive that was built-in to their Macs. It even works with PayPal and ! Moneydance+ accesses an order of magnitude more banks than Moneydance has ever supported, and we’re excited to roll it out initially for US and Canadian bank and credit card accounts, with EU, UK and investment support soon to follow. If youve purchased Moneydance 2022 or 2023 then its a free upgrade and your existing license will keep working in the new version. Now with a single click, you can seamlessly download all of your transactions from tens of thousands of banks and credit card accounts. Welcome to the single most significant update to Moneydance in our twenty-three-year history! Rather than dump a giant list of changes in your lap, let’s start with our three tentpole features for Moneydance 2022:
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