Schwab
Can Moneydance import transactions from Schwab. I have been using Quicken for manu years and recently found they no longer import properly from Schwab. Consequently, my accounts with Schwab are totally out of balance in my Quicken. I would like to download all of my Schwab Statements from the beginning of this year and import them into accounting software. Can moneydance do this??
Second issue, does MD provide for ability to reconsile all accounts?
Last, can MD provide a P & L report and a Balance Sheet to go with that?
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1 Posted by dtd on 05 Jan, 2024 01:22 AM
MD can import transactions from Schwab with its MD+ (extra cost) optional alternative.
You can reconcile all accounts, but you do this one at a time.
2 Posted by dwg on 05 Jan, 2024 01:34 AM
Just to add P & L reports and Balance sheets are a function of business accounting rather than personal finance.
Moneydance provides reports more in line with Personal finance like Account Balance reports, Net worth report, Income and Expense reports, some of these are similar to business accounting reports but have detail differences.
System closed this discussion on 05 Apr, 2024 01:40 AM.