Switching From Microsoft Money, first impressions.

rkmt's Avatar


30 Nov, 2019 05:50 PM

I've just decided to try switching from MS Money (sunset edition) which I've been using for years, to Moneydance.I tried out quite a few options and it was in the end a choice for me between Moneydance and Banktree. I'm a VAT registered self trader and wanted something that looked reasonably familiar and had the features I needed. Bank Tree has a much nice mobile app, but I much prefer the desktop version of Moneydance. (The Moneydance mobile app is just about functional though really could be much, much better.)
I'm intending to stick with Moneydance as my daughter also needs an accounting program on her Mac, and hopefully I'll be able to help her set it all up. It's nice that it works on both platforms. Also I prefer to now be with a program that has active support and updates.
The report printing is a bit strange, in the way it likes to make the font tiny, and I've found a few minor bugs which are easy enough to work around.
MS Money, even though now 10 years obsolete, still manages to look more up to date than Moneydance, so that's a bit of a shame! But I very much like features like being able to drag and drop receipt pictures on to the Moneydance transaction registers. It has the functionality I need, and I have found the switch mostly painless. I do hope it will be as bullet proof as MS Money in the long term :)

This discussion was closed! See this FAQ for more information:

  1. Importing From Microsoft Money

    Microsoft Money will not export an account you have closed in Microsoft Money to a QIF file.
    You should re-open any closed accounts that you want to export before following the steps.

    Exporting data

    In MS Money open the file that you want to export.

    1. Select File -->Export.

    2. Click Loose QIF, then click OK.

    3. In the File Name box, type a name for the account that you want to export. Give the files...

    See more..
  1. rkmt closed this discussion on 30 Nov, 2019 06:00 PM.

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