Suggestions for improvement

Brian's Avatar


31 Oct, 2009 08:30 PM

I'm a mac user who came over to moneydance once Microsoft gave up support for MSMoney. I really like the product. I like its simplicity, its easy of use, its ability to drive off of raw xml. Thanks for the good work at a reasonable price.

I have some suggestions for future versions:
1) Remember categories. I download transactions automatically from my credit cards and banks. Every time it defaults Publix (a local grocery story) to the default cateogory, rather than remembering the past 50 times I set the category to groceries. It does remember within specific download batches, but it would be nice if it remembers the next time I download transactions.
2) Search for categories using contains rather than starts with. When typing category names I have to type "personal:groceries" rather than just "groc" and then moneydance finding a match with personal:groceries. Firefox started doing this for domain names a while back and it's rather convenient.
3) Identify potential reminder entries. If I have a recurring reminder from XYZ power every month and I download a transaction from XYZ power near that date, moneydance should notice this and suggest a match for the reminder.

That's it, just a few suggestions. Please keep up the good work guys.

  1. 1 Posted by lowellallen on 01 Nov, 2009 12:21 PM

    lowellallen's Avatar

    Great suggestions, Brian. They hit the nail on the noggin in what I am thinking as well.

    Kudos to the Moneydance team for their excellent work.

  2. 2 Posted by Angie Rauscher on 06 Nov, 2009 04:40 PM

    Angie Rauscher's Avatar

    Dear Brian,

    Thank you for your suggestions for improvements to Moneydance.

    Our wiki is integrated with our feature request and bug reporting system. Please feel free to use these systems to help improve Moneydance by bringing bugs to our attention and requesting new 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

  3. Angie Rauscher closed this discussion on 06 Nov, 2009 04:40 PM.

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