Moneyspire Reviews 

148
•
TrustScore 4 out of 5

4.0

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 59 reviews, reviewers had a great experience with this company. Customers frequently praise the support team for providing fast, helpful, and attentive responses to any questions they might have. People also find the software intuitive and very easy to use for managing their daily home finances without hassle. However, some people mentioned that importing data or handling certain investments can be quite difficult and frustrating. Some reviewers were not happy with customer service, noting slow response times, lack of updates, or unhelpful replies to their emails. A few consumers also felt that specific features failed to work correctly during their initial setup process.

What people talk about most

Response time

Clients share positive opinions on response time, frequently highlighting prompt, attentive, and rapid... See more

Product

Reviewers highlight ambiguous aspects of product, with many expressing great satisfaction and praising the... See more

Customer service

Customers had positive experiences with customer service, consistently praising the support team for being... See more

User experience

People report positive experiences with user experience, finding the platform smooth, intuitive, and very... See more

Staff

Consumers find staff to be exceptionally helpful, praising the fast, professional, and friendly responses... 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 3 out of 5 stars

I am using Moneyspire for the first time and I have to say that the program is quite fine. I have big difficulties to import investments data coming from my old software Contintasca 8. Moneyspire can... See more

Rated 5 out of 5 stars

Moneyspire is as intuitive as it gets. Think you need to write a new check, initiate a new category, or reconcile your accounts? Well, there it is, right in front of you. Nothing hidden away in obscur... See more

Rated 5 out of 5 stars

After moving away from the Quicken solution, I've been pleasantly surprised and refreshed with Moneyspire. The features I need are all here. I've had great experiences with the support team. The produ... 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

4.0

Great

TrustScore 4 out of 5

148 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 45% of negative reviews

Typically replies within 24 hours

How this company uses Trustpilot

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

4.0

All reviews

(148)

49 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 5 out of 5 stars

Preferred Over Quicken

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.

21 February 2025
Unprompted review
Rated 3 out of 5 stars

When I paid for a newer version a…

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.

20 February 2025
Unprompted review
Rated 5 out of 5 stars

Quicken user since 1990

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.

5 July 2024
Unprompted review
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.

18 February 2025
Unprompted review
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.

18 February 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.

17 February 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.

17 February 2025
Unprompted review
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

30 January 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.

1 February 2025
Unprompted review
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.

17 February 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.

17 February 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.

17 February 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.

17 February 2025
Unprompted review
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.

17 February 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.

17 February 2025
Unprompted review

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