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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Moneydance logo
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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Monarch Money logo
View Details

Overview

Description Moneydance is a personal finance management software that helps individuals with money management, bill payment and investment tracking facilities. People can use Moneydance to manage their preferred currencies with ease. The software automatically downloads transactions and makes online bill payments in a hassle-free manner. It also categorises the transactions and removes the ones that are not important. Users can access information related to account balances, upcoming and overdue transactions and exchange rates as per convenience. The software includes various graphing tools that can generate visual reports of income and expenses. These visual reports can also be saved into PNG files and can be printed on paper. Moneydance gets a notebook like user interface, but here the calculations get done automatically. Users can create a schedule for future or periodical payments and the software will send automated reminders from time to time. Moneydance also works well to record information related to investments in stocks, bonds, CDs, mutual funds and more. Read more Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $49.99.
  • Free Trial Available
  • Starts at $7.50.
SW Score & Breakdown

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    60%
  • Momentum
    67%
  • Popularity
    67%

93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    96%
  • Reviews
    66%
  • Momentum
    60%
  • Popularity
    66%

Features

Total Features
11 Features
13 Features
Common Features for All
    Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
    Bills Management Facility to add manage purchase bills and get reminded if bills are due
    Budgeting Prepares a plan to spend your money by balancing income and expenses.
    Expense Groups Allows to categorize or group the transactions with common attributes
    Financial Dashboard All in one dashboard that presents the financial performance.
    Investment Monitoring Monitors the performance of savings and investments
    Multi-Currency Enables payment and collection in multiple currencies.
    Payment Gateway Facilitates payments for bills, membership, donation, etc.
    Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
    Reports Comes with reporting capabilities and features custom pre-built reports
    Spend Tracker Tracks expense and spend patterns to make your finances manageable
    Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
    Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
    Transaction History Allows to verify or check all your historical transactions anytime
  • + 8 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Investment Monitoring Monitors the performance of savings and investments
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
      Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 10 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Medium Business
    • Small Business
    • Individuals
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.1/5 7 user ratings
    1.6/5 17 user ratings
    Rating Distribution
    • Excellent

      28.6%
    • Very Good

      57.1%
    • Average

      14.3%
    • Poor

      0%
    • Terrible

      0%
    • Excellent

      0%
    • Very Good

      11.8%
    • Average

      0%
    • Poor

      23.5%
    • Terrible

      64.7%
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $49.99.
    • Free Trial Available
    • Starts at $7.50.
    Pricing Plans
    Monthly Plans Annual Plans

    Moneydance $49.99 $49.99 One Time Payment

    Monarch $7.50 $9.99 per month

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Home Page
    + 2 More
    Monarch screenshot
    + 8 More

    Vendor information

    Company Details Located in: Edinburgh, Scotland Located in: San Francisco, CA
    Contact Details

    Not available

    https://moneydance.com/

    Not available

    https://www.monarchmoney.com/

    Social Media Handles

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