Moneyspire Reviews 

142
TrustScore 4 out of 5

3.9

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Review summary

Created with AI, based on recent reviews

Evaluating 60 reviews, reviewers had a great experience with this company. Customers frequently praise the exceptional customer service, highlighting the helpfulness and responsiveness of the support team. Many people appreciate the prompt replies and efficient resolution of their queries, often within 24 hours or even minutes. Reviewers find the software intuitive and easy to use, with many noting its comprehensive features and user-friendly interface. However, some customers also noted issues with product functionality, including bugs, slow performance, and difficulties with data import or cloud synchronization. A few other people also felt that the app was not always easy to use, particularly for investment tracking, and reported unaddressed issues or slow responses from support.

What people talk about most

Response time

Customers consistently note positive experiences with response times, with many reviewers praising the quick... See more

User experience

Reviewers mention positive feedback about user experience, with many finding the program quite fine and... See more

Product

Users describe ambiguous interactions with the product, with some expressing satisfaction, noting it has all... See more

Customer service

Clients share positive opinions on customer service, with many reviewers praising the helpfulness and... See more

Application

Customers had ambiguous experiences with the app, with some expressing great satisfaction, while others... See more

Reviews shaping this summary

Rated 4 out of 5 stars

i am quite satisfied with the product. though, i would like it had possibilities to disable some features i personnally don't need at all and somehow they bother me ; like : compensation

Rated 5 out of 5 stars

Moneyspire Support is absolutely great. Any problem I had was solved promptly. Several financial programs can't be used outside the US or Canada. I'm italian living in Brazil. Moneyspire was my savior... See more

Rated 5 out of 5 stars

I love the fact of 'no annual subscriptions'. I used quicken for over 30 years and completely disliked it when they started their subscription program. I did a search a few months ago for alternatives... See more

Rated 5 out of 5 stars

Even as a trial user, support desk were very helpful and responsive is assisting with importing from an all account Quicken QIF file. Had a bit of tidying up of data but overall successful in importin... See more


Company details

  1. Software Company

Written by the company

Inspiring your financial success™ – Join all the people, small businesses and organizations around the world who already use Moneyspire® personal finance software to manage their money. With our powerful software, we help you take control of your money so you can achieve your full potential.


Contact info

3.9

Great

TrustScore 4 out of 5

142 reviews

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No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

Replied to 57% of negative reviews

Typically replies within 48 hours

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3.9

All reviews

(142)

63 reviews in the last 12 months

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Rated 2 out of 5 stars

I like the basic product, but . . .

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.

February 18, 2025
Unprompted review
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Rated 3 out of 5 stars

A very exciting Software

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.

February 18, 2025
Unprompted review
Rated 5 out of 5 stars

This is an excellent money tracking and…

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.

February 17, 2025
Unprompted review
Rated 4 out of 5 stars

By and larger I really like 2025…

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.

February 17, 2025
Unprompted review
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Rated 2 out of 5 stars

Moneyspire doesn't honor unsubscribe…

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

January 30, 2025
Unprompted review
Rated 5 out of 5 stars

Converted from QuickBooks to Moneyspire

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.

February 1, 2025
Unprompted review
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Rated 5 out of 5 stars

We migrated from Intuit's Quickbooks…

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.

February 17, 2025
Unprompted review
Rated 5 out of 5 stars

A very satisfied user for the last 5 years

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.

February 17, 2025
Unprompted review
Rated 5 out of 5 stars

I used MS Money for decades and had to…

I used MS Money for decades and had to find a replacement. I still print checks for various accounts. Moneyspire does an excellent job. Its intuitive and simple to use, but is also powerful and loaded with features.

February 17, 2025
Unprompted review
Rated 5 out of 5 stars

I really like Moneyspire

I really like Moneyspire. It is logical and certainly adequate for my needs. It has a pleasing appearance that is easily customized. I like the cloud feature that keeps the data safe from "computer glitches" etc. After years of other competitors my vote is for Moneyspire.

February 17, 2025
Unprompted review
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Rated 2 out of 5 stars

Moneyspire 2025-Buggy interface-inconsistent opening view

Moneyspire 2025 (paid upgrade) has a buggy interface, with inconsistent opening views.
The upgrade itself works OK, but the opening views for the different sections (Accounts, Reminders, ...) don't always open correctly, requiring resizing of the
sections, or restarting the application to be able to view the sections correctly.

February 17, 2025
Unprompted review
Rated 5 out of 5 stars

Program is an efficient financial tool

Have used Moneyspire for the past six years. The program is an efficient, easy to navigate way to manage our current personal finances plus quickly look back at historical data.
Periodic updates, based on user input, is also helpful.

February 17, 2025
Unprompted review
Rated 3 out of 5 stars

Overall it's OK.

Overall, it is ok. There are many bugs such as issues connecting/downloading from banks, downloads accurately marking items as reconciled. The Windows and Mac version feel different. I have been using it for several years and some of my reported bugs have been in existence for several years without a fix. It is usable but you have to double check everything.

February 17, 2025
Unprompted review
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Rated 3 out of 5 stars

#Reporting does not work.

#Reporting does not work.
#No connections with Greek banks
#Sometimes data displayed are wrong or need screen refreshing.
#Slow process of correcting known issues (like upgrading stock prices)
#No feedback from support when bugs found will be fixed.

February 17, 2025
Unprompted review

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