Long time UK Quicken user looking to switch

David Wilson's Avatar

David Wilson

25 Jan, 2021 04:20 PM

I have been using Quicken Deluxe 2002 since it first became available and I have a substantial set of financial records that ideally I would like to keep.
I need the following from a financial management package:
1. UK currency and conventions
2. Ability to manage several accounts: current, credit cards, savings, loans, assets etc and to transfer between them.
3. Ability to generate customised reports.
4. Ability to import my bank transactions (QIF format or similar)

If possible it would also be nice to be able to migrate my Quicken data.

Is Moneydance right for me?

David Wilson

  1. 1 Posted by Stuart Beesley ... on 25 Jan, 2021 04:42 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    I switched from QD 2000 many years ago to MD. I am in the UK. I have the same requirements as you. The answer to all is YES......

    HOWEVER, you might need to run the import and adjust some of the txns; I had to do this.. Took a few hours... But then I was converted and I haven't looked back... It's a very much learn it yourself system... but it works well....

    If you don't like the reports, there are many extract scripts that have been written by users to take things to excel...

    You can use it for free in demo mode.. It's funny functional, but prevents new txns after you reach 100... You can test your import and see how it looks.. Try the reports...

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