Have full control of your data
Unlike other personal finance software, you are not forced to put your data online or use online features —We give you the option.
Customize to your needs
Moneyspire is fully customizable, so you can configure it exactly the way you want.
Easily move from Quicken®, Mint® & more
Moneyspire lets you easily move from your existing personal finance software with its extensive importing options.
Works no matter where you live
Moneyspire supports all regions and world currencies, and makes it easy for you to manage your money no matter where you live.
Use on all your computers
You can install the software on all your computers with a single license. Plus, the software is compatible with Mac and Windows, and data can be shared interchangeably.
Excellent customer service
We provide some of the best customer support in the industry, providing free email and phone support.
Moneyspire features
Accounts
- Unlimited number of accounts
- Account types: Bank, Credit card, Cash, Investment, Other asset, Other liability
- Forecast balances into the future (taking into account future deposits, withdrawals and uncleared transactions)
- Reconcile with bank statement
Reminders
- Types: Standard deposit/withdrawal, Loan payment, General memo
- Reminder occurrences: Daily, Weekly, Monthly, Annually
- Advanced occurrence options (i.e. "Every third Wednesday")
- Automatically record reminders
- Create reminders from transactions
- Reminder calendar with days due and past due
Categories
- Unlimited number of categories
- Unlimited parent-child category relationships
- Specify categories as income, expense and tax-related
- Generate reports by category
Payees
- Unlimited number of payees
- Track payee details, such as address, account number, and more
- Generate reports by payee
Tags
- Unlimited number of tags
- Generate reports by tags
Budgets
- Unlimited number of budgets
- Track how much you are under and over budget for a category
- Optional budget amount roll-overs
- Drill down into budgets and see transaction details
Online banking (Optional)
- Automatically download transactions using Moneyspire Connect service
- Automatically download transactions using Direct Connect service
- Pay bills using Direct Connect service
- Import OFX, QFX, QIF and CSV files from financial institution websites
- Easily import files from financial institution by drag and drop
Supported file types
- Can export to QIF and spreadsheet (CSV) files
- Can import QIF, QMTF, OFX, QFX and CSV files from other financial applications (and financial institutions)
Checks
- Can print checks (including payee address) on pre-printed check stock
- Calibration tool lets you calibrate Moneyspire to any check stock
Search
- Search for transactions by date, amount, number, payee, memo, category and tags
- Full text search of transactions from the register
Currencies
- Supports all world currencies
- Can download latest exchange rates
- Can transfer money between foreign accounts
Languages
- Translated into English, Spanish, French, Portuguese, German and Italian
- Will default to English for all other languages
Reports
- Income vs expense summary
- Income vs expense detail
- Monthly comparison
- Transaction history
- Balance sheet
- Expenses chart
- Net worth trend chart
- Subtotal by accounts, categories, payees and tags
- Export to spreadsheet (CSV)
User interface and functionality
- Customizable colors
- Customizable font size
- Customizable data locations
- Customizable sort options
- Customizable register column order
- Bulk-edit transactions
- Copy and duplicate transactions
- Cut and paste transactions between accounts
- Learns how to automatically categorize transactions (feature can be turned off)
- Keeps track of cleared and uncleared transactions and balances
Data file
- All financial data is conveniently stored in a single file
- Encrypted by military grade 128-bit encryption
- Automatic data backup to customizable location
Moneyspire Cloud (Optional)
- Moneyspire Cloud service to easily share data between multiple computers and mobile devices
Separate finances
- Separate your personal and business finances
- Transfer money between personal and business accounts