Moneyspire Reviews 131

I use Moneyspire for ALL my financial tracking at both home and for our small business. The absolute best part is the forecasting ability. When I had a problem accessing my account, I really panicked. I reached out to the support team and within minutes, they responded and fixed my software error. Crisis averted!!!
This was my replacement for Microsoft Money, and I'm WAY happier with it's functionality.
LOVE IT!!!

Support is first class, and Moneyspire is good software. I switched from Pocketsmith and I'm glad I did. Moneyspire makes tracking spending and planning budgets very simple.

Even though the program didn't turn out to be what I had hoped for, they took care of refunding my purchase price without any problem.

It's an excellent program, however the Moneyspire Connect for downloading transactions is flaky and inconsistent at best. When downloading transactions from an account that has worked in the past, they either won't download, or I have to do it several times to get all of the transactions to download. Sometimes I have to delete the connection and start a new one. Downloading transactions is the most important feature for me and I would give 5 stars if not for this problem.

Around when Quicken went to a subscription service, I switched to Moneyspire (around 2018?). I have been satisfied ever since. I download transactions from 8 bank accounts and 12 credit card accounts daily.

Only wish I could download with mobile devices and not just my desktop.

Other than that, this is a great product.

When I paid for a newer version a couple of years ago. It took months to hear anything so, I had to send email regarding pre-paid version before the link was sent I do not recommend buying the product before it is released.

I moved to Mac and needed a replacement for Microsoft Money. Moneyspire is excellent. It is a shame you need to pay a full price each year but after all it is a business.

I had been a Quicken user since the first Windows version (1990 I believe) When I got unhappy with the new owners billing changes, I searched for a replacement. Moneyspire sounded good, and I could try it without risk. When the conversion happened error free, I ran both Quicken and Moneyspire for a month. No problems, stopped updating Quicken. That was 5 years ago. Last upgrade was July 2024.

I like the basic product, but inquiries, suggestions and reported issues often go unacknowledged. I have been upgrading every year since 2020. They started at $15, but are now up to $40, and for my purposes that's too much for too little. I have read that if you don't upgrade, Moneyspire nagwares you to death. This concerns me greatly. I don't want a sales pitch every time I use this. It's the main reason I abandoned Quicken.

The product is improving each year and that is a step in the right direction. The product still has a way to go to be like some of the other online products. However, I will continue to support this product and the direction it is heading.

Perfect software for home accounts and keeping track of expenditure and investments. It is easy to use and does everything I need.

This is an excellent money tracking and budgeting program that does NOT reside in the cloud. It is linked to all your bank and credit cards making it easy to insure you are tracking everything. It has an inexpensive one time fee and no charge for the bank linkage. Easy export to excel which I found was not necessary. Overall, the best decision I made in financial software.

By and larger I really like 2025 Moneyspire, however, the form to “Add new Transactions” is so small it’s very difficult to read and see if you typed the correct information in the fields. I asked for Help and only got a reply to change the Scale in Windows. That helped but didn’t correct the issue. In some way it made viewing the register harder because thing because now they will not fit on the screen. When I went to the Help section and reviewed the “Add New Transactions Form” the example is quite larger and easy to read. So, why can’t you make the form bigger in the register with out having to change the scale in Windows.

I found doing reports difficult to figure out how to get what I want. Example:! “Expenses by Payee” only not with income.

As I said in the beginning: I really like 2025 Moneyspire, it’s much faster than Quicken in most ways.

Moneyspire doesn't honor unsubscribe requests.

I've tried probably a dozen times over the last few years, but it never works. It's not surprising though, because they ignored my support requests back when I was trying to get their product to work. (wouldn't properly download my investment transactions).

The irony though, is that if they had simply honored the unsubscribe, I never would have had the opportunity to give them this bad review. :-D

For the record, I attempted again to unsubscribe today - 2/17/2025

I have a small contracting business and mainly needed a checkbook register, that would allow me to print checks and print invoices. Moneyspire does way more than I need, and I no longer pay the annual fee to use QuickBooks.

keeping last entry for the same account is a pain

We migrated from Intuit's Quickbooks Desktop in January 2024 when they forced an outrageous price increase. Moneyspire is a comprehensive, yet very lean application. The conversion process was easy, and using it is intuitive.

It is faster, easier to correct mistakes (such as changing an item from 'Withdrawal' to 'Deposit'), and it allows changing account names directly without having to delete and renter items.

Moneyspire is reasonably priced and offers annual updates with a 50% discount if purchased before publication. We are very pleased and highly recommend it.

A very satisfied user for the last 5 years.
We use Moneyspire to track our spending.
The ability to easily share among our computers works great for us.
I spend the money to upgrade every year because it is worth it to me.
I always receive answers to my support questions.