Thank you!

hbr245b's Avatar


02 Jan, 2019 12:01 AM

I have been a long-time user of Quicken with data going back to 2006, with some hefty investment account history despite creating year-end data files in Quicken to remove historic data.

I had tried Moneydance in December 2017 (& purchased it!) but found issues with importing & reconciling my wife's 401k & ESPP accounts so continued to use Quicken for 2018 data. What those issues were I cannot now remember.

Last month I had what could be called an epiphany - I don't really need to "manage" my investment & retirement accounts using personal finance software. What I really only need are my bank & credit card accounts (and cash accounts of which we have many - two USD for my wife & I and GBP, EUR, CAD & AUD amongst others - as I like to categorise cash spending to get a better analysis of outgoings.

I started with opening balances in Moneydance in mid December 2018 and have been tracking my finances successfully (although currently still mirroring data download/entry into Quicken at this time). Setting up & downloading my USAA, Chase & Amex accountshas been easy. My GBP accounts of course have to be manually entered,

I'm using Quicken 2016 which is scheduled to stop downloading data at some point in 2019 but at this stage will almost definitely move full time to MD by the end of Jan 2019.

I've looked at Mint & Personal Capital but as those apps have no way to enter future dated transactions I view them as not meeting my requirements. I like to see actual future balances on my accounts not some AI guess.

I especially like the MD Android app (Quicken mobile app couldn't handle foreign currencies) to enter cash transactions when I'm out & about.

Best wishes for the future!

  1. System closed this discussion on 03 Apr, 2019 12:10 AM.

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