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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
                    ProjectionLab focuses on the crucial aspects of life that many planners overlook. It allows you to effortlessly create straightforward yet comprehensive financial strategies that genuinely reflect your values, your family, and the choices you make. You can envision your financial future and navigate toward your ideal life. Construct a dynamic model of your entire financial landscape and explore a range of potential scenarios. Evaluate trade-offs, test against past trends, and try out various investment approaches, account types, contribution sequences, withdrawal methods, and portfolio combinations as time progresses. ProjectionLab operates independently of your actual financial accounts, ensuring that the information you input remains within your browser unless you decide otherwise. By opting for the Premium version, you gain access to multiple data retention options. Additionally, you can document and visualize your real progress throughout the years, allowing for a comparison with your initial forecasts to see how close you come to your goals. This process not only enhances your understanding of financial planning but also empowers you to make informed decisions.
                
            
        
            API Access
            
                Has API
            
            
        
        
    
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            Pricing Details
        $53 one-time payment
        
    
    
    
        
        
            
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            Pricing Details
        $9 per month
        
    
    
    
        
        
            
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                Deployment
            
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                Types of Training
            
                Training Docs
            
            
        
        
    
        
        
            
                Webinars
            
            
        
        
    
        
        
            
                Live Training (Online)
            
            
        
        
    
        
        
            
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                Vendor Details
Company Name
Moneydance
Founded
2016
Website
moneydance.com
Vendor Details
Company Name
ProjectionLab
Website
projectionlab.com