#Moneyspire bill pay how to#

Learns how to automatically categorize transactions (feature can be turned off).Cut and paste transactions between accounts.Other nice touches to Moneyspire include: Overall, Moneyspire is highly customizable including everything from font colors and size to register columns and column order. It’s also pretty good compared to many personal finance apps allowing you to edit transactions on the move, check your budget and view all your checking accounts at once. There’s also a useful Forecast view to help you avoid unexpected overdraft fees and bounced payments.Īnother thing we appreciate about Moneyspire is the mobile app for iPhone and iPad is free. Subtotal by accounts, categories, payees and tags.Under the Reports tab, there are various options including: The Budget tab shows you how on target you are for various categories with figures for current rollover, budget target, actual spending and total difference. In the Reminders tab, Moneyspire has a useful calendar view to keep on top of bills and makes it clear to see when they’re due. This is extremely useful when searching for receipts and guarantees or if you want to go paperless on your Mac at home or in the office.

#Moneyspire bill pay pdf#

You can also add useful attachments to transactions in Word format, images and PDF files. You can easily search transactions and assets by name, amount, number, payee, memo, category or tags. The Accounts view gives you a very good overview of your overall balance and transactions in one place. However, If you need decent investment account support, we strongly recommend Empower instead which is our top rated portfolio management software for Mac.Īlong the top of the Moneyspire dashboard are 4 main tabs with all the essentials – Accounts, Reminders, Budget and Reports. Investment account support used to be limited in older versions of Moneyspire using Moneyspire Connect but this has now been improved considerably in Moneyspire 2023 and includes linking of Vanguard accounts and many others. You can link an unlimited number of checking, credit card and loan accounts to Moneyspire and some investment houses too. Moneyspire certainly does this with an easy to read, no fuss dashboard. The first thing to look for in any decent personal finance tool is whether it gives you a good overview of your finances.

Importing Quicken Files Into Moneyspire.

#Moneyspire bill pay for mac#

Here we take a look at Moneyspire for Mac in more detail.

#Moneyspire bill pay manual#

Moneyspire allows you to do essential budgeting tasks such as reconciling accounts, manual transaction entries, split transactions, automatic bill payments/reminders etc.There’s no extra cost for using Moneyspire Connect or Direct Connect. The online banking integration comes at no additional cost.It’s very easy to use with no bloated features that you don’t need.

Moneyspire is a one of purchase fee of $59.99 which is currently 25% off and very reasonable compared to the competition.

It’s got both a Mac & PC desktop client.

You can choose to use Moneyspire Cloud (for free) which syncs data between your Mac and mobile device but this is optional. Moneyspire doesn’t host any of your financial data in the Cloud. Some of the main reasons we like Moneyspire so much are: If you’re looking for a simple but effective desktop personal finance software for your Mac, then Moneyspire is easily one of the best options out there. Since the Moneyspire app is the same on both Mac and PC, this review will be of interest to both Mac and Windows users. In this review, we take a closer look at what Moneyspire can do and give you our thoughts on it. It also doesn’t host any of your financial data in the Cloud – everything is stored on your Mac desktop if you choose. Unlike Quicken, Moneyspire doesn’t require any subscription fees. If you’re looking for a desktop alternative to Quicken for Mac, it’s an excellent choice.Įven better, you can currently get 25% off Moneyspire for Mac for a limited period. Moneyspire 2023 is a well-organized and effective personal finance application for Mac and PC.