Moneyspire Reviews 

142
TrustScore 4 out of 5

3.9

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

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

5-star
4-star
3-star
2-star
1-star

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

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

3.9

All reviews

(142)

63 reviews in the last 12 months

Write a review
Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 1 out of 5 stars

Should have stayed with Quicken!

I switched to Moneyspire 3-4 years ago, not being willing to continue Quicken on a yearly subscription basis, which I'd used and LOVED for many many years. I thought MS would be a one-time purchase, but nope, they bug the living daylights out of me to buy the next year's upgrade, which I did the first couple of times; but the price is going up and up and up every year, and I couldn't tell the slightest difference in the program after each new version purchase. Turns out it's the same as subscribing to Quicken, just given a different "name." I decided last year I'd coughed up all the money for this subpar program I was going to; now I'm forever stuck with a banner telling me my not-upgraded version is no longer supported and STILL getting a but*load of reminders to buy the latest VERY EXPENSIVE upgrade! If you love Quicken and think you're getting a comparable program with Moneyspire that you WON'T have to pay for every year, run, don't walk. They're playing you for a sucker!

December 4, 2024
Unprompted review
Advertisement
Rated 2 out of 5 stars

Major bugs in calculation

Major bugs in calculation. Net worth and balance sheets double/triple count investment transactions resulting in inflated net worth and balance sheet asset totals. Customer support does not respond. I really miss Microsoft Money.

December 1, 2024
Unprompted review
Rated 1 out of 5 stars

Subpar in every case

First they have major problems with tracking reinvestment dividends. Never shows up on ANY report. Seems the staff has addition problems. Hire someone who ko=noes about finance.

November 10, 2024
Unprompted review
Rated 1 out of 5 stars

Customer service is Horrible

Customer service is bad. In August 2024 I prepaid for their 2025 Pro upgrade, scheduled for an October release. The Pro version includes Invoicing. First, I was not notified that the 2025 version was available, I had to ask and the next day I was provided with a link. None of the 3 download links sent, over a period of 2 weeks, resolved my problem. I was initially not provided the Pro version, subsequent links albeit Pro did not include Invoicing, which is what I paid for and hence was not resolved. They never asked a question, i always sent ..another link and none of the downloads fixed the issue. I assume Moneyspire is a very small company with limited support.

November 2, 2024
Unprompted review
Rated 1 out of 5 stars

This is an entrapment programme

This is an entrapment programme. There is no free version. After using MoneySpire for two years, they have lost all my account records and will only reopen my account if I pay 56 pounds for an upgrade.

November 4, 2024
Unprompted review
Advertisement
Rated 2 out of 5 stars

Subpar experience

I am currently a Quicken user and decided to switch over to Moneyspire but so far my experience has been subpar. I am having a terrible time with Moneyspire Connect. My accounts are connecting but no transaction are downloaded. I have sent several emails to support with no response. I have shut off my membership to quicken as I am thinking of going back to quicken if this issue is not resolved.

October 18, 2024
Unprompted review
Rated 2 out of 5 stars

Charge appeared on credit card

Charge appeared on credit card, and unable to get answer as to what charge is for. I have used Moneyspire for 2 years, signed up for free version. I only need to keep track of checking account instead of on paper. Reports do not print fully and customer is unable to change the layout of report on paper, such as, changing from portrait to landscape.

October 9, 2024
Unprompted review
Rated 5 out of 5 stars

Moneyspire Is a Perfect Low Cost Replacement For Microsoft Money

I'm afraid I have to disagree with the previous comments. In my experience, following the demise of Microsoft Money, Moneyspire has been the best alternative home finance program I have discovered.
I used Microsoft Money until early 2023, when a computer hardware upgrade made my original program unusable. Foolishly, I had not downloaded a CSV copy of the Money data to import elsewhere, so I was utterly lost.
I tried about six alternative programs, each purporting to be as good as Microsoft Money and easy to use. Had I had a CSV file to import, perhaps all would have been well, but starting from scratch, this was not my experience. I did not find any paid programs I tried to be easy or intuitive. Live bank connections (if needed) seemed to require constant renewal. That is until I came across Moneyspire.
In April 2023, I purchased Moneyspire (only $60, including live Bank Connect and Cloud Sync) and have been delighted with the ease of use. There was an initial learning curve, but I soon discovered that this program included everything I needed, including a replacement for Microsoft Money.
During the past year I have had no problems with the software, the live bank connection and cloud server have never failed. The only time I needed to contact support, I had a helpful and speedy response. I have been so delighted with Moneyspire that I have upgraded to the improved 2025 version.
I couldn't be happier with this program at such a low cost!

October 11, 2024
Unprompted review
Rated 2 out of 5 stars

Months of harassing emails to upgrade

Months of harassing emails to upgrade. After refusing to upgrade the program is abruptly crippled without any notice that support will be discontinued and there will be no further internet capabilities. Also by not upgrading an annoying and permanent banner is placed at the top of the program further harassing you to upgrade. Program does work reasonably well but often the settings have to be reset. This program is not worth the extreme cost they now charge..$99. I paid $15 a few years ago with significant price increases each year with little program improvements to justify such a high cost. Looking for alternative.

October 2, 2024
Unprompted review
Advertisement
Rated 1 out of 5 stars

All reviews below mirror my experience.

All reviews below mirror my experience.

1. I've been using Moneyspire for probably 5 years now. Originally, I did not have to upgrade yearly for the sync to work, that seems to have changed in the last year or so.
2. User interface is average at best. I've found that approx every 5th time I open the app, the formatting is whacked and I have to spend a minute or so getting the formatting back to normal. This happens waaay to frequently for a paid app.
3. I submitted a ticket to support 5 days agoo...crickets.

At this point, the value prop doesn't work.

I'm willing to pay more for a product that provides good service is anyone has a suggestion.

April 9, 2024
Unprompted review
Rated 1 out of 5 stars

Agree with previous comments

Agree with previous comments. If you do not upgrade, you cannot sync. You can still use the register. Sync is not very reliable. The upgrade use to be reasonable but doubled in the last year. Not worth $70 upgrade or early discounts.

October 31, 2023
Unprompted review
Rated 1 out of 5 stars

I thought I could buy it once and…

I thought I could buy it once and update to the newest version every other year. NOPE. They cut off the online access for previous versions. Same as Quicken. BYE BYE MONEYSPIRE. If I have to upgrade every time you get a newer version, I will go back to quicken.
Plus on my 2023 version, I am now getting an upgrade now banner that will not go away

November 12, 2023
Unprompted review
Rated 1 out of 5 stars

Moneyspire lost my transactions.

Suddenly a few weeks ago, our account lost all of it's transactions for me except for the most recent two months and lost ALL of my husband's checking account and saving's account transactions. As customer support tried to help me, the problems grew and grew. Soon I could no longer save anything because it said I didn't have permission to "write", only save. Yet when I checked the file, it said I did have permission to read AND write. The more I followed instructions, the worse the problems grew and I feared that Moneyspire had contaminated my computer so I deleted it and told customer service. They never replied to my last email and never offered a refund.

August 10, 2023
Unprompted review
Advertisement
Rated 2 out of 5 stars

I renewed my Moneyspire account as I…

I renewed my Moneyspire account as I believe the app is easy to use and reasonably priced. However, their support is non existant. As I'm unable to access the cloud service nor the banking connect function even though I purchased a valid license. Four emails later, NO response from support (which is only by email)
Ready to contest the charge and move to another platform

January 2, 2023
Unprompted review
Show reviews in all languages. (142 reviews)

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look