What I like about MD - Top 10 list
Now that I finally have my accounts cleaned up and have a couple of months under my belt:
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I like the clean front page. It has what I want to see but not a lot of junk that I don't. It makes it easy to find my accounts and I really like the calendar showing me what is coming up.
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I like being able to move accounts so they are sub-accounts of another one. This makes for a much cleaner interface and better reporting.
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I like that expense or income bar. (I find it startling how much of my expenses go to taxes.) Nice that it takes up so little space too.
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I really like being able to put the program and data files on a USB stick (wish that the extensions were all contained on it too for Windows). This greatly enhances its usability since I can just plug it in without having to bother or impinge on someone else's computer or violate the work computer rules. Having it handy means I can keep up better and not forget to enter some things away from home. This feature was a big reason I pursued the switch from Quicken.
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I like being able to hide the zero accounts. I have a bunch of defunct accounts that I want to keep for the history but don't want cluttering up my lists.
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I like being able to understand how the program works. The support here has been really great.
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I like how easy it is to use extensions.
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I like how the reminders and calendar work - it is really useful without being annoying (Q was such a pain!).
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I like how I can enter a transaction or reminder ahead of time and it shows up in a highlighted color so I know at a glance that it is coming up and hasn't happened yet.
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I like how it works on different platforms and your fair licensing policies. I may move to Linux and am starting to experiment with it so that is a great option.
What I haven't explored yet: Budgeting, Reports, bank downloading. I don't download my transactions from my banks. I enter them each as they happen and then reconcile with my statements. Maybe I'm missing something, but so far it seems like more trouble than it is worth.
Thanks for a great program and the great support. There is a learning curve and some things were laborious to fix in my transition from Quicken, but I think I really like this program.
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1 Posted by John Selden on 13 May, 2009 05:17 AM
I'll second some of this praise. I love the home screen (both the customizability and the available content). It's got everything I need and want. I used to HATE the fact that Quicken Windows put an un-removable advertisement on the home screen. The home screen on Quicken Mac is embarrassingly bad.
I'm also a big fan of the multi-platform development and the common data file format. With so many good operating system choices these days, being able to move freely between them is a huge bonus. I run on Mac, but I've been messing around with Ubuntu as well, and I've now put my Moneydance data file in my Dropbox folder so I can access it from both computers and never skip a beat.
2 Posted by rob on 19 May, 2009 01:34 PM
I agree on all these points, Mary!
3 Posted by jimmplsmn on 23 May, 2009 04:38 AM
Me too!
4 Posted by avp2 on 12 Dec, 2009 07:00 PM
Amen, especially on the Home Page, it is by far the best thing about the program. I wish though that I could name my own top-level parent accounts and put any other account, of any type, under them as a child. Imagine being able to put all your retirement accounts under one Home page group, for instance. Keep in mind that the Home page groups now are really account types. Why not be able to put credit cards with loans under as children of a parent liability Home page group.
I would also like to be able to show both the income and expense, thermometer graphs on the home page at the same time, one above the other. I think the thermometer graphs are much more space efficient than pie charts too and the sub-group expansion function on the income/expense ones are great. Imagine being able to have these for all the other graphing functions.
5 Posted by rbuck on 15 Jan, 2010 05:11 PM
Good luck with Budgeting.. I've been struggling to figure out budgeting with MD2010 and it really seems that a software that shines in so many categories (many of which you've listed above) really is a clunker with budgeting. Ugh. Anyway, good luck, hopefully they can make some strides in budgetting. The Budget Bars are a good step in the right direction!
6 Posted by Angie Rauscher on 15 Jan, 2010 08:16 PM
Thanks for all your support and input. Our wiki is integrated with our feature request and bug reporting system. Please feel free to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features, or improvements to existing features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.
Angie Rauscher
Moneydance Support
7 Posted by jontyreason on 20 Apr, 2011 01:10 AM
My wish list would include something that I've only seen in Jumsoft's "Money" of all personal finance programmes and that is the ability to attach a file to a transaction.
Clicking an attach button and drilling down to where the file lives makes a link between the transaction and the invoice you receive by email that the payment refers to - for example.
Its a neat little ability that I would certainly find very useful.
-- just like the attach button on this webpage :) ---
8 Posted by Jessica Little on 20 Apr, 2011 02:43 PM
Hi Jonty,
Thanks for your suggestion. I have attached the ticket for this issue to this discussion. We haven't yet begun implementing it, but it's a fairly popular request, so we've definitely got it on our ToDo list. We'll let you know once it's been implemented.
Thanks again for your suggestion, and thanks for your interest in Moneydance!
Jessica Little
Moneydance Support
9 Posted by amg on 23 Jul, 2011 02:32 AM
To the Moneydance converts:
I am getting off Quicken Mac 2007. I am looking at SEE, IBANK, MONEYDANCE, and MONEYWELL. I have only tried the demo's of IBANK, MONEYDANCE and MONEYWELL so far. I have had terrible luck: started on quicken for mac in the early 90's, painfully converted to quicken for windows when intuit stop supporting the macs, then back to quicken for mac when they started supporting them again. another painful experience. So my question: did you look at alternatives to Moneydance and if so, why did you pick Moneydance?
Also, do I read this right that if in the future I move to Windows again, or Linux, I can use the same Moneydance file without another conversion?
10 Posted by Ben Spencer on 23 Jul, 2011 08:01 AM
You can use the same Moneydance data file on Moneydance on Mac, Windows, Linux even OS/2 if you are that way inclined. Moneydance is essentially identical on all operating systems.
Ben Spencer
Moneydance Support
11 Posted by amg on 23 Jul, 2011 08:13 AM
Now that is cool. So I have decided Ben to use Moneydance. I got the data over. Your suggestion to change the account names in Quicken so they weren't duplicates of the category names helped. I had one account that didn't come over right, but I think it is mainly because the quicken data is strange due to an investment account messup. I have two issues now:
1) I sent in a previous email. I have two accounts (Schwab and BOA) that have "sub accounts" in them. For example the schwab has 2 IRA's and 2 investment accounts and the BOA has checking, a CD and a Loan. Quicken could with my single logon get the data into the right account. I can't seem to do that on MD. Can you help?
2) when I do download the transactions, it is picking up really old data. As a result I have to go in and merge literally hundreds of transactions. Any idea on this? Or is this a one time issue?
12 Posted by Ben Spencer on 23 Jul, 2011 08:27 AM
1) I am not certain about this one. Since you have posted about it in its own thread I will leave it for one of the other support team members when they get to work in the morning (EST).
2) When transactions are downloaded form a bank that have a unique ID associated with them this is called the FITID. Unfortunately the QIF file format does not include the FITID on each transaction. So this is lost when you take your data out of Quicken.
When you download a transaction in to Moneydance from the bank Moneydance checks the FITID on the newly download transaction with the transactions already in your register. It will discard the transaction if it already has one with the same FITID in the register. Since none of the transactions that came over from Quicken have FITIDs you have to match them up manually.
This is only a problem the first time you download form your bank after importing form quicken as all the newly downloaded transactions will now have FITIDs
Sincerely
Ben Spencer
Moneydance Support
13 Posted by cppwood56 on 23 Jul, 2011 04:52 PM
I don't know if this would help you but it has worked for me in the past, depending if Quicken allows you to export your data by allowing you to specify start and end dates for your exported data.
What I have done is first, download an OFX file from your bank ( most recent transactions ) then open the file with wordpad (Windows) or the equivalent for a MAC. Check the dates for the transaction listed and only import the data from Quicken up to and not including the first transaction date in the OFX file.
Once that is finished, import your OFX file into Moneydance and you shouldn't see any duplicates and you can then go ahead and process them normally.
I hope this helps you, good luck!
System closed this discussion on 31 Mar, 2015 03:29 PM.