COMPATIBILITY

JONATHAN PEASLEY's Avatar

JONATHAN PEASLEY

05 Jun, 2020 12:39 PM

As I wasnt sure
Jonathan Peasley <[email blocked]>
12:37 (59 minutes ago)
to support

One issue that I have comes across time and time again in personal/standard finance software packages is that they adopt a formal input method of entering transactions in that they involve tax code and receipt number when it was a case of having eight year's records of general transactions i.e. date,Organisation in question,amount and description of the type of purchase.In addition to this at the beginning it requests you to set up the account with the opening balance and date etc.Is it possible to adapt money dance to these types of accounts in order for you to obtain a graphical representation of one's history of transactions
whether you received my email I have attached my email

  1. 1 Posted by derekkent23 on 05 Jun, 2020 02:51 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi JONATHAN

    Possibly the best way forward is to try Moneydance out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    Make sure you are running this build of Moneydance https://infinitekind.com/preview

    For information on how to use Moneydance see https://infinitekind.tenderapp.com/kb

    If you then have question just post again at https://infinitekind.tenderapp.com/discussions/general-questions/98...

    Hope this helps.

  2. System closed this discussion on 04 Sep, 2020 03:00 PM.

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