Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Summary This is an overview of your finances. It learns how to automatically categorize and clean up downloaded transactions. Online Banking Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Moneydance handles multiple currencies and virtually any financial task with ease. Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking.