Moneydance 4+

I have using Moneydance for many years, I like the way it syncs with the desktop application on my Mac through iCloud. It would be nice if the mobile app had more functionality such as adding splits to new payments and allowing you to amend or add new transaction reminders. I would also like to see all assets, liabilities and investments and to be able to drill down into the detail of a transaction.I feel it is the best on the market and will continue to use this software.

I’ve spent days configuring my accounts and inputting data and repeat transactions and all works well, but….
The desktop versions are fine but the limited mobile app functionality is preventing me from pulling the trigger and purchasing!
For example, why does the app only sort transactions in reverse date order - it makes no sense? The Desktop apps default to sorting in ascending date order whilst the IOS apps sort the other way round, with no way to reverse the order - incredibly frustrating!
Also the mobile app doesn’t allow for creating categories (or anything else really) and is just a window to account status with limited transaction input options and no access to scheduled (or reminders as Moneydance call them) transactions.
A real shame as I was about to purchase.

Moneydance has been around for many years, but progress on the app and Mac usability side is slow. To be frank, the developers should be ashamed of the features and usability of this app. For example, it lacks some basic customisations that would help usability. And it sometimes crashes for no reason. Thankfully, features are much better on the Mac version, so the app is just a very stripped down companion for handy viewing and quick transaction entry.

I think the company needs to hire someone with better usability skills, to make the Mac and app versions easier to use, more visually attractive, and more like native Mac and iOS apps.

There are occasional signs of brilliance: on the Mac their QIF file importing is phenomenally good (very important for me as an ex Microsoft Money user), and their Reporting tool is good (but not quite as flexible as Money).

On the app, the data entry is ugly, but quite clever in minimising keystrokes (e.g. selecting payee and category simultaneously). It’s almost as if someone in the company cares about usability, but they might be fighting against others who don’t prioritise it enough. To compete in this space, an app has to look good, conform to the usability guidelines of the platform, support the user with customisations of views, and deliver the core functionality with rock solid reliability.

Sadly, it looks like the developers have given up on this app.