
Moneydance 是一款易于使用的个人理财软件,具有您需要的所有功能:网上银行和账单支付、账户管理、预算和投资跟踪。Moneydance 可以轻松处理多种货币和几乎任何金融任务。
网上银行
Moneydance 可以自动从数百家金融机构下载交易并在线发送付款。它学习如何自动分类和清理下载的交易。
总结
这是对您的财务状况的概述。显示的信息包括账户余额、即将到来和逾期的交易和提醒,以及汇率信息。单击一个帐户或从下拉帐户列表中选择一个帐户将带您到该帐户的注册处,您可以在其中输入交易或根据报表对帐该帐户。单击交易提醒将显示一个窗口,您可以在其中自动记录交易。
图表和报告
使用绘图工具生成收入和支出的可视化报告。为您想要的图表类型设置图表类型、日期范围和任何特定设置。当您将鼠标指针移到屏幕的不同区域上时,弹出气球会显示有关正在绘制的数据的更多信息。图形也可以打印或保存为 PNG 图像文件。
账户登记
账户登记用于输入、编辑和删除账户中的交易。它在视觉上类似于纸质支票簿,但余额的计算和交易的排序都是自动完成的。收款人自动完成功能可以更轻松地输入和分类您的交易。
提醒
您可以为单笔或重复交易设置付款时间表,这样您就不会错过任何付款。
投资
关注您的投资并通过对股票、债券、CD、共同基金等的支持来关注您的投资组合。查看您投资账户的总价值或个股和共同基金随着时间的推移的表现。股票分割和成本基础计算很容易,并且可以自动下载当前价格。
The Infinite Kind Moneydance是一款非常可靠的财务管理工具,它能够帮助用户管理多个账户,让您的记录交易,监控费用生成统计图表
File Size: 281 MB
Moneydance 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.
Online Banking
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions.
Summary
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.
Reminders
You can set up a payment schedule for single or recurring transactions so you’ll never miss a payment.
Investments
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.
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