Moneyspire Personal Finance Software Features


(See what's new for 2018)

Track Your Accounts

Keep track of your bank accounts, credit cards, etc. and see all your account balances in one place.
Personal finance accounts screenshot

Detail of Spending

Categorize your spending & income. Balance your checkbook and keep your accounts in order.
Personal finance transactions screenshot

Bill & Deposit Reminder

Set bill reminders and see all your upcoming payments so you never forget to pay a bill again.
Personal finance reminders screenshot

Reports and Charts

Generate detailed reports and charts and see exactly where your money is going. Use reports to make tax time easier and less stressful.
Personal finance reports screenshot

Keep a Budget

Set a budget for all your expenses and keep track of your progress.
Personal finance budget screenshot

Balance Forecast

Forecast your future account balances to help prevent insufficient funds.
Personal finance balance forecast screenshot

Reconcile Statements

Reconcile with your banking statements to make sure every transaction is accounted for, and to prevent account fraud and bank errors.
Personal finance reconcile screenshot

Mobile App

Use Moneyspire from your computer, tablet or phone. Stay on top of your finances anywhere with the mobile personal finance software.
Personal finance mobile app screenshot

Online Banking

Optionally import transactions from your financial institution's website, and Direct Connect and automatically download transactions and pay bills. If your bank does not support Direct Connect, we have an additional service called Moneyspire Connect.
Supported Banks for Direct Connect
Supported Banks for Moneyspire Connect

Customizable Categories and Tags

Supports customizable categories and tags for powerful and robust reporting capabilities.

Import & Export Data

Supports OFX, QFX, QIF and CSV file format imports, and exporting to spreadsheet and QIF file format, so you don't have to enter data manually.

Investment Account Support

Supports investment accounts, including downloading of stock quotes and tracking investment actions like buy, sell, etc. and other investment-related tasks.

Check Printing

Supports check printing on blank check stock, including a calibration tool allowing for easy calibration for different check types.

Multiple Currency Support

Supports all world currencies, including transfers between accounts with different currencies. Also supports downloading of current exchange rates.

Optional Cloud Support

You can optionally store your data in the cloud & work on your finances anywhere.

Safe & Secure

Your financial data is stored encrypted on your hard drive and is never transmitted.

Compatible with Both Mac and Windows

You can use the software both on Mac and Windows, and even share data between both versions (great for people who use multiple operating systems).

Use on All the Computers in Your Household

For personal use, you can use the software on all of the computers in your household with just one license!

We Don't Force You into a Subscription or Upgrade

Other companies force you into a subscription or force you to upgrade your software, or else they disable features. Moneyspire will never force you into a subscription or upgrade, and does not disable your features!

We Don't Force You to Put Your Data Online

Other companies force you to put your data online. With Moneyspire you have the choice to keep your data local on your computer if you want to.

Best Customer Service

We take pride in providing some of the best customer service in the industry! We answer emails promptly, provide support over the phone, and are very responsive to customer feedback.

What's New for 2018:

  • Improved user interface that is more attractive and easier to read
  • Added new Tags feature for enhanced transaction categorization and reporting
  • Added new Monthly Comparison report to report category amounts over multiple months in a spreadsheet-like view
  • Mac app is now a 64-bit optimized application for better performance
  • Can now drag and drop import files into application window for quicker importing
  • Can now search for payee text in Find window rather than having to match payee exactly
  • Balance forecast now includes a chart
  • Balance forecast now includes uncleared transactions
  • Can now print Budget screen
  • Can now copy budget to spreadsheet
  • Reminders list is now included when printing the Reminders calendar
  • Direct Connect and Moneyspire Connect import windows are now unified for quicker importing
  • Added Loan Reminder feature to automatically calculate interest and principal payments
  • Reconcile feature now remembers last reconcile date
  • Also includes changes from last few updates: Budget Rollover, Multi-Language Support, Moneyspire Connect, Moneyspire Cloud, etc.
  • Other changes and fixes