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Tutorial Description

Many of us have used financial management applications on our computers at one time or another. Some applications specialize in the fundamentals of tracking money while others offer more features and give you the big picture of your entire net worth in addition to banking and budgeting.

In this week’s show, Todd introduces you to Moneydance, an application that has just about everything you need to manage your finances. You learn about its main features and get familiar with its layout as Todd sets up accounts from scratch and walks you through a day in the life of a Moneydance user.

The full tutorial covers:

  • Application Overview
  • The Start Screen
  • Moneydance Interface
  • Backing Up and Syncing
  • Manually Importing Bank Accounts
  • Add Credit Card
  • Setting Up Online Banking
  • Working with Transactions
  • Using Graphs and Reports
  • Budgeting Tools
  • Setting Up Reminders
  • Reconciling
  • Moneydance for iOS
  • Customizing the Summary Screen

App Store Links:

Moneydance - Mac App Store

Moneydance - iOS App Store

Show Links:

Moneydance - Home

Video Tutorial Comments

(1 comments posted)

Robert Davis

One of Todd's best screencasts so far. One question: do you spend any time thinking about the security of apps like this, and if you do what do you look for?

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