![]() If you’re new to Moneydance you won’t have much transaction history to track but keep an eye on it over time to make sure your forecast is trustworthy. Your forecast is only reliable if your reminders are in line with your actual spending. ![]() Review Your Reminders Against Past Spending Select from the available accounts the ones you want to see a forecast for, choose the 'Future Period' and click Calculate. You can adjust the settings at the bottom of the window. The first time you open it you should see it generate a forecast for all your bank accounts and credit cards. In Moneydance, select the Tools -> Foresight Forecast menu. With your transaction reminders set up, it’s time to see how much money you’ll have in the future. The closer your transaction reminders represent the reality of your transactions the more accurate Foresight’s predictions will be. Even if it varies a little in frequency or amount. To really get the most out of Foresight, create transaction reminders for everything you expect to be coming in, going out or moving between accounts. Transaction reminders can also be entered automatically into the account register at the right time. Transaction reminders are a lot like budget items, only more specific in that they specify an account and have more flexible scheduling possibilities. You'll be redirected to a page where you can update your payment details or cancel your subscription.Īlternatively, you can email and ask a member of our team to cancel the subscription for you.īecause your subscription is used to pay for a third-party service, we are unable to refund the services already rendered from previous months before cancellation.Here's how to get up and running with Foresight budgeting using transaction reminders Create Transaction Remindersįoresight uses your configured transaction reminders to figure out your future spending and to review your past spending. Select "Manage Account" at the bottom left of the window. Moneydance+ can be cancelled within the program by opening Moneydance and choosing Online > Set Up Moneydance+. Privacy and Securityįor information on the privacy and security of Moneydance+, we recommend taking a look at our relevant blog post. You can continue using the version you purchased forever, as we never "sunset" older versions of the program. If you prefer not to use Moneydance+, the program itself can still be purchased with a one-off payment through our regular purchase process. The same data file synced between computers still counts as only one data file. Then follow the steps in this article to subscribe.Ī Moneydance+ subscription is associated with your email address and can be used with up to five separate data files. Moneydance+ can be activated within the program by opening Moneydance 2023 and choosing Online > Set Up Moneydance+. The monthly subscription costs are also subject to change (although we don't expect them to), as they are used to pay for the third-party service. Running the Moneydance+ service incurs a fee for us (and since we don't sell ads or customer data) the subscription cost is necessary. This includes the Moneydance+ service, registration for the Moneydance program itself, and free upgrades of Moneydance as long as your subscription remains active.Īll of the Moneydance purchase options are outlined in this article. If you have not yet purchased a license key for Moneydance 2023, you can go "subscription only" for $9.00/monthly or $90.00 yearly. If you have purchased a license key for Moneydance 2023, you can subscribe to Moneydance+ for $4/monthly or $40/yearly. This includes a 30-day free trial and is cancelable at any time. The use of Moneydance+ requires a reasonably priced subscription. ![]() We're working to include EU and UK banks, and we hope this will be available soon. Online Bill Pay is not currently supported using Moneydance + but we are working towards including a similar feature in the future.Īt this time, this service allows you to download transactions from banks in the US and Canada banks. This service uses an automated process to download all of your transactions from tens of thousands of banks and credit card accounts, even if those institutions do not support OFX Direct Connect. Moneydance+ is an (optional) subscription service that allows you to automatically download transactions from your banks, using the Plaid aggregator.
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