A few Quicken Features I miss. Hope these can make it into a future update

a575606's Avatar


20 May, 2018 06:03 PM

I'm a long time quicken user who recently migrated to Money Dance. Quicken worked great for me on desktop, but their mobile app doesn't, hence the decision to switch. After quite some research and testing various alternatives, Money Dance ticked the most boxes, so I made the switch. And overall I'm happy with the program, especially the mobile sync. So thanks for creating a great Quicken alternative!

Moneydance does everything I need, and I just had a few suggestions of a couple features that I really miss, and might be worth considering in a future update.

1. Category groups: Quicken has the option to create groups which you can assign to income / expense categories. You can then turn on / off those groups when running reports which helps isolate different types of income / expenses without having to manually turn on / off each account

2. Folders / Account Grouping: It would be create to be able to group different types of Bank accounts without creating another bank account. i.e. I have a blank account called Savings and my Savings accounts as sub accounts, but it's a pain to manage if I want to make changes.

3. Report Totals: In quicken reports you can double click on any total to see a list of the transactions which make up that total. In Money Dance I have to go back to the account or category list and open that in a new window, filter the dates, etc, which is a lot of extra steps.

4. Sync Accounts: Would be great to choose which accounts to sync on mobile. I'd prefer to limit what's stored on the cloud. It would also be great to have the option to sync to a folder on the device so people could use other services for syncing.

5. Security gains / losses: Would be great if these could show up in income / expense reports when securities are sold somehow.

Hope these suggestions are useful. Quicken has stagnated for too long, so hope Moneydance keeps getting better and better

  1. System closed this discussion on 19 Aug, 2018 06:10 PM.

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