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Problems

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frankrader

05 Aug, 2012 02:28 AM

I'm using Moneydance to compile date from 2000 - 2003 paper files. Compiling that much data and rapidly creating reports leads to these observations. Thank you.

Data Entry: The lack of automatic tags based upon earlier like entries excruciates what should be a simple process, especially with splits. If nothing else is fixed, fix this.

Proper Income and Expense report: Real Capital Gains/Losses can be calculated and included in the Income and Expense report from already gathered data in Investments. It can be included when the user checks Include Loans in building the report. As it it now it is as if Investments are not a regular part of life and a 2nd report has to be run. The expression on the CPA's face as I excused the 2nd report is priceless.

Reporting Defaults: There's much Moneydance can do to make reports better.
(1) By default, the name of the Moneydance file can be included in the title just as is the name of the report chosen. (2) The date the report is prepared should be automatic in the title or sub title.
(3) When using the transaction filter and a category is selected, the category should be reported at the top of the page. (4) The entire title from page one should be repeated for each added page. (5) The Capital Gains report should show full information from the buy side.

Reporting corrections: When in landscape report titles are not centered in Landscape.

1. 1 Posted by Scott Meehan on 05 Aug, 2012 01:44 PM

   

   Hi Frank,

   Thanks for your suggestions for improving Moneydance! There was a ticket existing in our system for the capital gains and losses to be included on the Income and Expense report, so I attached it to this discussion, and created two other tickets from your suggestions, so the developers will be looking into them.

   Please let us know if we can be of further assistance!

   Scott Meehan
   Moneydance Support

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2. 2 Posted by frankrader on 06 Aug, 2012 02:45 PM

   

   Thanks, Scott
   I've been active on the Capital Gains piece. It is the reason I do not recommend Moneydance. A Computer Club asked me to do a Nov presentation and I said it would have to be about a piece of software I heavily use, but do not recommend to others.

   There is a 2nd issue with Moneydance. Though the online support and active use community is excellent, when are changes made? The Automatic Tags suggestion is ancient - maybe two years old? and did not start with me. I've been bleating about Capital Gains reporting within an Income and Expense statement that include Equity transactions for over a year.

   Whether my issues or other's, I strongly encourage the Moneydance team to come out with whatever simple to do fixes can be done to give me the impression that there is hope.

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3. 3 Posted by Angie Rauscher on 06 Aug, 2012 06:56 PM

   

   Frank,

   The short answer to when changes are made is "sometimes"- generally when we release a new version (Moneydance 2010, 2011, etc) we issue frequent updates, which slow as the software evolves until we release the next large . We don't have a firm release schedule, such as "a new yearly version each October"- it's simply not how our small company works. Whenever we make a change which has a forum thread associated with it, we post on the appropriate forum threads. We're hard at work on an update to both the iPhone app and the desktop programs, but I don't have a solid list of features which will be included. Good to see you back, and we'll post on this thread when we have updates on the existing or new requests you've given input on.

   Angie Rauscher
   Moneydance Support

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4. 4 Posted by frankrader on 07 Aug, 2012 10:01 AM

   

   Thanks, Angie
   Please add another thread: Stock spin off. It needs to be an option in the Investment transactions.

   The desktop program has a feature I use heavily in one instance: The database shifts from Mac OSX to anything else I've tried. As I supervise an annual change in organization treasurers I do not consider which machine they use.

   I'm looking at some printed reports from 2002 that have several features I've threaded. Capital Gains reporting, Titling of reports so I know just what I'm seeing. These are in MacMoney, a program that began about 1984, I guess, so part of me is expecting to see what I found valuable ten years ago in another program.

   Angie, the family went traveling for the summer and I dropped the automatic forum emails and responses for the trip. We camp and connections are never good and usually rare. I might have spent some riding time tapping out an iPhone response to a forum post, but not campground time, so I dropped.

   From what I'm reading I suggest, if possible, Moneydance look at small, more frequent updates. When you get a feature up, push it out, then another, then another. For my part I'll lag behind the updates, letting other de bug, then catch up later.
   Letting stuff pile up scares me because I think something will slip the cracks and damage something else so I'll be a slow upgraded.

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5. System closed this discussion on 31 Mar, 2015 03:46 PM.

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