What operating systems is the software compatible with?
The software is compatible with MacOS 10.9.5 or later, 64-bit (Mavericks, Yosemite, El Capitan, Sierra, High Sierra), Windows 7 or later, 32 & 64-bit (Windows 7, 8, 10). The mobile app is compatible with iOS 8 or later (iOS 8, 9, 10, 11).
Is the software suitable for use in my region of the world?
Yes, it is more than likely the software will work well for you. We have customers all around the world on six continents. Here are just some of the countries our software is used in:
- United States
- United Kingdom
- South Africa
- And many other countries... If the software doesn't support your currency, please let us know and we will add your currency.
If I'm using the trial version and I then buy the full version of the software, will my data be lost?
No, your data will never be lost. Your software will be automatically converted into the full version and all the data you have entered previously will stay intact.
What file formats can the software import?
The software can import QIF, OFX, QFX and CSV files.
Will the software work with my bank?
Yes, our software will work with any bank. The software can import transactions from QIF, OFX, QFX and CSV files. All banks will let you download your transactions in at least one of these formats. In addition, the software supports Direct Connect (downloading transactions directly from within the software) and Online Bill Pay. The Direct Connect/Online Bill Pay feature is optional, and not all banks support this feature (and some banks charge an additional fee to use the service). You can see a list of Direct Connect supported financial institutions here
. In addition, we have a service called Moneyspire Connect
, which supports over 9,000 financial institutions in the U.S. and around the world - Learn More >
My financial institution is not listed in the software.
The financial institutions field is optional, and is used only for the Direct Connect feature. It is important to note that if you do not plan to use the Direct Connect feature, this is not an issue for you. If you do want to use the Direct Connect feature and your financial institution is not listed, first you should find out if your financial institution does indeed support Direct Connect. Some financial institutions support Direct Connect, while others do not. However, even if your financial institution does not support Direct Connect, you should still be able to manually download your transaction data from your financial institution's online banking website, and then import that into Moneyspire. -- If you have determined that your financial institution does support Direct Connect (otherwise known as Quicken Online Banking) and your financial institution is not listed in Moneyspire, please contact us with the name of your financial institution so that we may add support for your financial institution.
You can also use the Moneyspire Connect service
, which supports many more banks than Direct Connect does.
How do I create a 2 week reminder?
- Select Daily under Frequency.
- Enter 14 in the Days field.
How do I copy my Moneyspire data to another computer?
- Launch Moneyspire on Computer #1.
- Click the File->Backup menu option to backup your data to a file.
- Copy this file to Computer #2.
- Launch Moneyspire on Computer #2 and click the File->Restore menu option, or choose the "Restore a Moneyspire backup fie" option from the Moneyspire Welcome window.
- Choose the backup file you just copied from Computer #1, and Moneyspire will restore your data to Computer #2.
I just upgraded to a new version of Moneyspire, how can I transfer my data over?
- Launch the old version of Moneyspire.
- Click the File->Backup menu option to backup your data to a file.
- Close the Moneyspire application.
- Launch the new Moneyspire version and click the File->Restore menu option, or choose the "Restore a Moneyspire backup fie" option from the Moneyspire Welcome window.
- Choose the backup file you just copied from the old version of Moneyspire, and the new version of Moneyspire will restore your data.
How do I import transactions from my bank?
- Login to your online banking website.
- Download your transaction information to an 'OFX', 'QFX' or 'QIF' file. Most banks support these formats, please consult your bank's customer service department for assistance if you are having difficulty downloading the file. Some banks may label OFX/QFX files as "Quicken" or "Microsoft Money" instead.
- In the software, open the account you want to import the transactions to, and then click the File->Import menu option depending on what type of file you have downloaded.
- Then select the file you just downloaded from your bank and follow the onscreen instructions.
*Whenever possible, it is recommended that you download your data exclusively in the OFX/QFX format, because it is a more modern format than QIF is. However, using QIF is just fine if that is the only format your bank supports.
*When you first import data from your bank, you will most likely have an incorrect balance because your bank usually does not include your entire transaction history from the past. To fix this, edit the account (from the Tools->Accounts menu) and set the Initial Balance field to the difference between your account's actual balance and the balance that is reported in the program. This will then update your account's balance to the accurate value.
How do I import data from another financial application?
- Launch the other financial software.
- Export your desired data to a QIF file(s) (usually via the File->Export menu).
- In Moneyspire, select the File->Import QIF menu option.
- Then select the QIF file you just exported from the other financial package.
*Please ensure you read the accompanying help manual in Moneyspire for important notes regarding importing data from other financial packages.
How do I transfer money from one account to another?
It's very easy to transfer money from one account to another. Simply add a transaction as usual, and in the Category box click on the popup arrow button and a list will appear, and select the account you want to transfer the amount to. You will find all the transfer accounts at the top of the list prefixed with “Transfer”. For example, if you want to transfer to your MasterCard, you would select “Transfer:MasterCard”.
How do I change an account's starting balance?
- Click on the Tools->Accounts menu option.
- Highlight the desired account and click the Edit button.
- Enter the desired starting balance in the Initial Balance field.
- Click the Record button.
My QIF file was imported incorrectly into Moneyspire.
This happens to quite a bit of users who come to us. Unfortunately other software products have a habit of creating corrupt QIF files, which is what is causing the issues. Please send us your QIF file and we'll fix whatever is wrong in it and send it right back. This is routine and a lot of users who move to us elect to have us fix their QIF files.
Do you offer a money back guarantee?
Yes, all purchases come with a 30-day money back guarantee.
Is the purchase a one-time payment or subscription?
We have both options: a one-time payment and a subscription option. You choose which best fits your needs. You can see details on our purchase
Are software updates free or paid?
Software updates are free. Major version upgrades are available at a discounted price.
Are online banking features disabled after a few years (“sunsetting”)?
No, we do not disable online banking features after a few years, otherwise known as sunsetting.
Are Moneyspire files interchangeable between the Mac and Windows versions of Moneyspire?
Yes, you can share Moneyspire files between all the different operating systems Moneyspire supports.
I am trying to download and install Moneyspire but my antivirus software is complaining that Moneyspire is unsafe?
Moneyspire is completely safe, and this warning from your antivirus software is a false positive. Simply turn off your antivirus software and then download and install Moneyspire. After you install Moneyspire, you can turn on your antivirus software. Please be sure to notify us when you receive a false positive, as we are always working with antivirus software companies to prevent false positives with Moneyspire.
How do I share my Moneyspire data between multiple computers?
In order to sync your Moneyspire file between two machines, you'll need to download the app on both of them and then create a Moneyspire Cloud account (from the Tools->Moneyspire Cloud Setup menu option) from one of the computers.
Now, launch Moneyspire on the other computer, and click the File->Open menu option
Now click the Moneyspire Cloud button and sign in with your Moneyspire Cloud username and password.
Note: When using Moneyspire Cloud, you must close the Moneyspire app every time you are done making changes, so that those changes can be uploaded to the cloud.
What is the difference between Direct Connect, Moneyspire Connect and Express Web Connect?
Direct Connect is a service that banks provide that allows software to connect directly to the bank's servers and download transactions, so that the user does not have to manually input them. Direct Connect is supported by around 1000 banks in the U.S., and many banks charge a monthly fee for the service. Often times, the user must contact the bank to enable the service, and sometimes separate login credentials are supplied to the user to use specifically for the Direct Connect service. In addition, many banks are starting to phase out the Direct Connect service. Moneyspire Connect is a service that allows the user to connect to over 9,000 financial institutions in the U.S. and around the world. Moneyspire Connect is equivalent to Quicken's Express Web Connect service. The Moneyspire Connect service does not require a separate fee be paid to the bank, and the user does not need to contact the bank to enable this service. Learn more about Moneyspire Connect >
The transactions in the transaction register are out of order, how can I fix this?
Click on the View->Sort Column menu option and make sure the Date column is selected. Also, you can select either Sort Ascending or Sort Descending from the View menu to specify whether you want the newest transactions to be at the top or bottom of the list.
Can I let more than one computer in my home access the datafiles, without storing them in the cloud?
Yes. From the File menu of Moneyspire, select "Save as" to save your data file to a location that all the computers have access to (find the location with the "Browse" button). For example, if all computers have access to a network attached storage drive put the datafiles there, maybe in a folder called “Moneyspire”. Then in the Moneyspire App on each computer, please click on the File->Open menu option (or from the welcome window, click the "Open existing file" button) and select the file from your network folder.
I typed in a transaction in the wrong account. Do I have to retype the whole thing?
No. Select the transaction in the wrong account, right click the mouse and select COPY. Open the correct account, click on a blank line in the register, right click and select PASTE.
Still need help?
Please see the documentation
, video tutorials
or contact us
for more assistance.