Average Ratings 1 Rating
Average Ratings 9 Ratings
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.
Description
Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future.
What makes us different?
Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts.
Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances
Expense Explorer - a deep dive into your spending to help you find new ways to save
Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files.
We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.
API Access
Has API
API Access
Has API
Integrations
Flinks
Plaid
Pricing Details
$53 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
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
Moneydance
Founded
2016
Website
moneydance.com
Vendor Details
Company Name
TXIO
Founded
2007
Country
Canada
Website
www.txio.ca