Forecast future balances by calculating info from future deposits, withdrawals, and uncleared transactions.Create invoices for payees or customers, write custom messages, and mark paid invoices.Generate reports for any account, category, payee, and tags.Prepare your budget by creating multiple categories for income, expenses, and taxes.Set one-time or recurring reminders for transactions, loans and memos, automatically record reminders.Print checks and other information from any account, including the payee address.Export financial details to spreadsheet, QIF, or PDF format.Import account data from OFX, QFX, QIF, QMTF, CSV files or Moneyspire Connect.Create an online Moneyspire Connect account to sync your data to the cloud.Set the account number, currency, initial balance, and notes, mark closed accounts. Manage accounts of various types: bank, credit card, cash, loan, investment, other asset, other liability.Separate personal from business expenses with categories and tags.Keep track of your personal, family, and small business finances in a single application.Once you’re done exploring its interface, here’s what you can do with Moneyspire: For example, you can instruct the tool to auto-mark as cleared when adding a new transaction. The interface can be fully customized when it comes to color, font, data locations, sorting mode, register column order, start page, and other details. Separate panes give you access to Overview, Accounts, Reminders, Budget, Reports, and Invoices. Moneyspire interfaceĪs far as the user interface is concerned, Moneyspire has a good-looking main window with a neatly structured layout. In the welcome wizard, you can use a quick wizard to set up the initial Moneyspire environment, open a demo file to explore the finance manager, open an existing file, or restore contents from a backup file. The remaining installation doesn’t take long, after which you can launch Moneyspire immediately. How to install Moneyspireīesides reviewing and accepting the license terms, you can modify the default setup folder and create a desktop shortcut. You will also receive a 90-days money-back guarantee, no matter which type of license you choose. One-time payment licenses are up for grabs when it comes to Moneyspire Standard (all features but without customer invoices) and Moneyspire Pro (all features, including customer invoices). Also, the following features are locked: advanced search, data import and export, file attachments, bank, and cloud synchronization, along with customer invoices. In Moneyspire Free, you can’t use more than 1 account, 5 bill reminders, 5 budget categories, 3 saved reports, report of the last 6 months, and the budget of the last 6 months. Therefore, once the 2 weeks are up, you can either get a software license or stick to the freeware version. Afterward, Moneyspire reverts to a free edition by locking some of its options. You can evaluate the entire set of features of the personal finance manager during a 14-days free trial, without any other restrictions. Monitor: 1024×768 or greater resolution. Pros Good-looking interface and intuitive options Wide range of financial settings Forever-free version available Test pro features in a free trial Cons No support for Android, Linux, web app Moneyspire system requirementsīefore downloading and setting up Moneyspire on your PC, make sure you meet these requirements: Home › Software › Business › Personal Finance › Moneyspire
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