MoneyPie for Moneydance ®
NOTICE: Development of MoneyPie has been suspended.
MoneyPie is "good enough" for our use. Being a free product, the bills just don't get paid putting more time and effort into this project. We will continue to repsond to support issues and help users as needed but no new features are scheduled for the foreseeable future.
We'll of course re-evalute this decision if donations resume. Lifetime donations to this project to-date total LESS then $100.
If your a current user and have never contributed, consider what you are getting and what your alternatives are, would you like to see development resume? Then please donate!
Alot of hard work goes into developing MoneyPie, If you use it, please support it! Thanks!!
About MoneyPie
Personal finance manager Moneydance ® offers a feature to manage a budget but the default interface is only suitable for basic entry and value editing. Maintaining more complex budgets can become difficult without seeing the effects of adjustments. Our interface will allow you to perform "Envelope Budgeting" using the built in budget!
Moneydance ® offers the flexibility to generate your own preferreed reports to track expenses. Our extension highlights how your actual spending compares to your budget so you can dynamically adjust and balance your budget without flipping back and forth between interfaces.
For additional convenience, we've baked in an improved balance forecaster that integrates with your budget. Add zero value reminders to Moneydance ® and the appropriate month's budget value will be used in the prediction.
An expense report had also been included, allowing you to export monthly Budget/Actual spending in XML. We will be releasing an iPhone App at a later date to view and chart exported data. This is ideal for sharing with interested parties (significant others). There are no current plans to allow editing budgets from the iPhone App.
Need Help?
Start with the following help document, that explains setup and usage steps. If you you additional questions, please ask. We try very hard to respond to issues in a timely fashion. Just send an email to
Features
Tabbed interface to view Income, Expense and Account Transfer budgets
Speadsheet interface to edit budget for entire year
Support for repeating budget items, edit directly from the table interface
Add exceptions to repeating values, NOTE: excpetions are not natively supported in Moneydance ®
Summary table to tally monthly and yearly net values
Actual spending categories automatically added to table
Highlight areas of surplus and deficit as the year progresses
Forecast multiple account balances, combining reminders and monthly budgeted values
Generate detailed monthly reports, highlighting your progress
Export budget/actual spending (XML), contact support for details
Requirements
Moneydance ® 2006 or newer
Java Runtime Environment, version 6 or newer
Installation
Download the latest build of MoneyPie (Build 481)
Add the extension to Moneydance ® by choosing Add.. or Manage Extensions.. from the Extensions menu (depending on which version of Moneydance ® you use).
IMPORTANT: For balance forecasting to work properly, you will need to set a "MAIN" account in MoneyPie Preferences.
Open the Money Pie extension from the "Extensions" menu
NEW: MoneyPie can now be added as a HomePage View
Need help, have questions?
Send us an email and we'll try our best to help you out:
Or Log an Issue on our GitHub Repository