considering to purchase this program
I need a finance program that can import checking, savings and credit lines and cards date through qif files. banks here do not support the more advanced synchronizing systems.
I also need to import my data from Money and from Quiken.
I want to be able to tailor the reports to my needs, example rents paid for one specific apartments. I have been trying out Quiken but it does not import by qif from checking and savings, did not pull up all the category list I had in Money and I am having problems to make the reports I need.
can your program meet these needs?
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1 Posted by Aixza B Gonzale... on 03 Aug, 2015 07:19 PM
the articles seems to indicate that I can use the qif files to synchronize with the bank and to import from the previous programs. Pending the issue of tailoring the reports
2 Posted by Jerome on 03 Aug, 2015 08:44 PM
Hi Aixza,
If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from this page.
For more information on how to get the most out of your trial period, check out our blog post on the subject.
Yes, Moneydance is able to import data from your financial institutions in QIF import.
It is also possible to import your historical data from Quicken and Money. You can find instructions on how to import data from other programs on this page
Is is possible to export your Microsoft Money data into a QIF file and then import that data into Moneydance. You can do so following the instructions on this page. Please be aware that importing data from Microsoft Money can be quite challenging. You will need to be very careful in following the instructions. Even if you get things right, you may need to invest considerable time making adjustments to clean up the import. If may be better to continue to keep Microsoft Money on your computer to refer to your historical data and then create a new data file in Moneydance and pick a specific date to set initial balances on.
Have you had a chance to look through the Moneydance User's Guide? If you haven't already, then I highly recommend checking it out. You can find our user's guide on this page.
I also recommend checking out our Knowledge Base. There you will be able to find many helpful articles about the various aspects of using Moneydance.
As far as customized reports. Moneydance should be capable of what you want to accomplish. If you have several rental properties and have all the rental income crediting the same income category in Moneydance you can then add tags to each transaction to specify which property the income came from. Then you can run a customized report that will only pull up transactions for the specific tag
Please let us know if we can be of further assistance, and thank you for your interest in Moneydance!
Jerome
Infinite Kind Support
Jerome closed this discussion on 03 Aug, 2015 08:44 PM.
aixza gonzalez re-opened this discussion on 03 Aug, 2015 11:12 PM
3 Posted by aixza gonzalez on 03 Aug, 2015 11:12 PM
Thank you. you have been very helpful. I will follow your suggestions and try out the program. Aixza B. González
On Monday, August 3, 2015 4:44 PM, Jerome <[email blocked]> wrote:
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4 Posted by Jerome on 04 Aug, 2015 01:35 AM
Hi Aixza,
I'm glad that I could be of service. Please let us know if we can be of further assistance!
Jerome
Infinite Kind Support
Jerome closed this discussion on 04 Aug, 2015 01:35 AM.