Moneyspire Reviews 

138
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

Reviewers had a great experience with this company. Customers frequently praise the user-friendly experience, highlighting the product's ease of use and intuitive interface. Many people also appreciate the exceptional customer service, noting prompt responses and helpful support. Reviewers find the software to be very useful, with many features meeting their needs and improving with regular updates. However, some customers also noted specific issues with the product's functionality, such as difficulties with accurate data import, syncing, or managing investments. A few other people also felt that certain features were lacking or did not perform as expected, and some experienced unaddressed bugs. Though some reviewers mentioned slow or unhelpful responses from support, the general sentiment regarding customer service remains positive.

What people talk about most

User experience

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

Response time

People report positive experiences with response times, often receiving prompt and professional feedback.... See more

Customer service

Consumers find customer service to be positive, with many reviewers praising the helpfulness and patience of... See more

Product

Reviewers highlight ambiguous aspects of the product, with some finding it to have everything they need and... See more

Staff

Customers had positive experiences with staff, with many reviewers describing the support team as great,... 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

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

3.9

Great

TrustScore 4 out of 5

138 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 61% 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

(138)

59 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 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
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.

17 February 2025
Unprompted review
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.

17 February 2025
Unprompted review
Rated 5 out of 5 stars

I was a long time quicken user

I was a long time quicken user. Quicken price structure changed so I took the risk to move to Moneyspire about eight years ago. I have NEVER regretted it. It is easy to use and reasonably priced. Their response to my few concerns have been timely. They annually provide improvements. My son also made the move to Moneyspire.

17 February 2025
Unprompted review
Rated 5 out of 5 stars

Just what I needed for my checkbook…

Just what I needed for my checkbook needs. Short learning curve, basic, no pop-up windows trying to sell you crap you don't need!!! Nice transaction duplicate function for those monthly entries.

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.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

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