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Description
Take control of your financial future with Balance Pro, the comprehensive personal finance solution designed to transform how you manage, track, and optimize your money. This powerful yet intuitive app brings clarity to your financial life through a suite of thoughtfully designed features.
Connect your bank accounts for automatic transaction syncing or utilize the virtual checkbook register for precise manual control. Track spending across multiple financial accounts - checking, savings, credit cards, investments, and cash - all from one centralized dashboard.
Set custom budgets tailored to your lifestyle and create financial goals that keep you motivated. The intuitive visual displays make tracking your progress engaging and straightforward. Never miss another payment with the comprehensive bill tracker that provides a clear overview of all upcoming bills and their due dates, complete with customizable reminders.
Streamline record-keeping with the receipt scanning feature - simply snap a photo or upload documents and Balance Pro automatically captures merchant information, date, and total. Every transaction can include notes and attached documentation for complete financial organization.
Gain valuable insights through detailed spending reports that illuminate your financial habits. The cash flow analysis shows exactly how money moves through your accounts, empowering better decisions. Create custom categories to organize transactions exactly how you prefer.
Start with the free plan and upgrade when you're ready to unlock premium features. Join thousands of users who have discovered how the right tools can transform financial management from a stressful chore into an empowering practice.
Description
Moneydance is a user-friendly personal finance application packed with essential features including online banking, bill payment, account management, budgeting, and investment tracking. This software effortlessly manages multiple currencies and can perform a wide range of financial tasks seamlessly. Moneydance is capable of automatically fetching transactions and processing payments online from numerous financial institutions. It also improves over time by learning to categorize and organize downloaded transactions effectively. The software provides a comprehensive snapshot of your finances, showing account balances, upcoming and overdue transactions, reminders, and exchange rates. By selecting an account or using the drop-down menu, users can access the register for that specific account, allowing them to input transactions or reconcile the account with their statements. Additionally, clicking on a transaction reminder brings up a window that facilitates the automatic recording of the transaction, streamlining the process even further. This makes Moneydance an invaluable tool for managing personal finances efficiently.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$3.99 per month
Free Trial
Free Version
Pricing Details
$53 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Balance Pro
Founded
2014
Country
United States
Website
www.balancepro.app
Vendor Details
Company Name
Moneydance
Founded
2016
Website
moneydance.com