Navigation Improvements

Paul Shearer's Avatar

Paul Shearer

25 Nov, 2021 04:09 PM

I am a long-time user of Quicken. I have owned Moneydance for several years and have previously made several attempts to import 28 years of Quicken history but generally gave up after much effort to reconcile Quicken’s cash handling idiosyncrasies in investment accounts and the general limitations of the QIF file formats.
Recently, I made another attempt and have successfully converted and have accurate current balances. I am now running Quicken and Moneydance in parallel until year end when I will abandon Quicken.
While Moneydance+ is an interesting feature, I do not use it and enter all of my transactions manually. Running the two systems in parallel reveals navigation differences that are minor but are a nuisance when entering transactions manually.
Quicken has a Preference setting for “Use Enter key to move between fields”. With this enabled, pressing Enter moves you through the transaction fields and does not record the transaction until you have reached the last field. With Moneydance, you have to use the Tab key to move between fields, and pressing the Enter key records the transaction regardless of its state.
I think you would find that Moneydance would be more attractive to Quicken users if you could provide an option for Enter key navigation.
A similar minor but nuisance navigation issue for former Quicken users is the lack of the Quicken preference “Capitalize Payees and Categories”. This is really a neatness and consistency issue which makes navigation more difficult in Moneydance if you want to preserve consistency.
Currently Moneydance offers only the option of “Case Sensitive Auto-Completion”. With this enabled, you have to capitalize the first letter of the payee or category that you are trying to match and it then works appropriately. If you turn off the Case Sensitive Auto-Completion, you can type lower case first letter and match a previous entry, but the matched payee or category gets entered with a lower case first letter rather than exactly matching the historical entry.
Again, this is just neatness but it would be nice to force capitalization on Auto-Completion.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac