Moneydance

￥10(麦克币)

类型: 财经 版本: 2017.5 兼容系统: OS X 10.7+ 软件语言: 英语其他 软件大小: 100MB 更新日期: 2017-10-26

历史版本

软件介绍 下载地址 软件评论

Moneydance是一个完整的个人财务管理应用程序，包括网上银行，在线账单支付，投资管理，预算跟踪，预定交易，支票打印，详细图表，报告等功能。

∞主页
这是您财务状况的概览。显示的信息包括账户余额，即将到期和逾期交易和提醒以及汇率信息。点击一个帐户或从下拉帐户列表中选择一个帐户将带您进入该帐户的注册表，您可以在该帐户中输入交易或将帐户与帐单进行核对。点击交易提示将显示一个窗口，您可以自动记录交易。

∞网上银行
Moneydance可以自动下载数百家金融机构的在线交易和付款。它学习如何对下载的交易进行分类和清理。直接从定期交易通知中为支持他们的银行发送在线支付。请访问http://moneydance.com/fi查看支持的直接下载银行的完整列表请注意，有些银行针对下载和账单支付服务收取月费。

∞帐户注册
账户注册用于输入，编辑和删除账户中的交易。它在外观上与纸质支票簿相似，但余额和交易分类的计算均自动完成。收款人自动完成功能可以更轻松地输入和分类交易。

∞投资
追踪您的投资，并将您的投资组合关注于股票，债券，CD，共同基金等的支持。查看您的投资账户的总价值或个人股票和共同基金随着时间的表现。股票拆分和成本基础计算很简单，可以自动下载当前价格。

∞提醒
您可以为单笔交易或重复交易设置付款时间表，这样您就不会错过任何付款。

∞图形/报告
使用绘图工具生成收入和费用的可视化报告。设置图形类型，日期范围以及您所需图形类型的任何特定设置。当您将鼠标指针移动到屏幕的不同区域时，弹出气球会显示更多关于正在绘图的数据的信息。图形也可以打印或保存到PNG图像文件。

∞预算
设置每月，每周或任何其他时间段的支出目标。在工具栏，主页或详细图表和报告中查看您的最新预算状态。使用备受好评的“信封方法”来指定每个期间的费用，并且突出显示超预算项目显示您的最新状态。 Moneydance会帮助你设定目标并坚持下去！

∞SYNC
启用文件同步以在多台计算机上共享或协作数据文件。无论与您的合作伙伴或会计师共享，同步您的数据都可以从任何计算机上安全高效地访问您的帐户。

∞自然语言交易入口
开始在搜索字段中输入交易描述，Moneydance将根据自然语言日期分析和您的历史记录智能填写详细信息。例如，输入“1.23 sta”将显示一个交易输入面板，其名称为Starbucks，类别为“Coffee”，即当天的最后一个帐户下的日期，以便为星巴克进行交易。描述，类别和帐户根据您的历史填写。

∞附件
将图像，PDF和其他此类文件通过拖拽到寄存器进行交易。点击附件缩略图将在适当的应用程序中打开它。

∞移动
在旅途中，您可以使用Moneydance移动应用输入或编辑交易并查看余额。更改可以即时且安全地与桌面同步。在iPhone，iPad和iPod touch的应用商店中免费提供。

版本介绍

版本2017.5中的新功能：

As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.5 brings further improvements including:

* Please note that the printing issue present since macOS 10.12.4 is fixed by macOS 10.13 (High Sierra). We strongly recommend updating to High Sierra as soon as it is available if you need to print (even to a PDF file)
* Fix issue that duplicated existing transactions after they were changed on a mobile device
* Fix built-in text file import to not ignore credit_amount and debit_amount fields
* Fixed issue with online banking/investment connections to Vanguard
* No longer dismiss the new-file-from-sync window until the initial sync has successfully completed
* Avoid warning/info messages when custom security subtypes are loaded or changed
* Handle situations in which synced data can be left inconsistent if Moneydance crashed or was killed before the initial sync completed
* Ignore some generic prefixes in the description/payee fields for the purposes of finding similar downloaded and local transactions
* Added encrypted storage and handling of HTTP cookies for OFX connections
* Added markers showing the date and price of buy or sell transactions on the security detail graph (thanks to James Larus!)
* Prevent unnecessary modifications which require pushing new data sets to mobile devices and sometimes causing numerous Dropbox modification exceptions
* Fix bug in which the 'other amount' field for a transaction is editable even if the transaction being edited is split
* Fix bug that auto-set an incorrect historic rate or stock price when manually entering a dividend transaction
* Dropbox sync uploads now no longer invoke notifications
* Workaround for file load/save window crash on High Sierra
* Performance improvements mostly related to investing and currencies with many historical price entries
* Added keyboard shortcuts for marking selected transactions as uncleared, reconciling, or cleared

A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank.