Tad_MV's Avatar


20 Mar, 2010 05:08 PM

I am new Moneydance user, having very easily transferred an existing, fairly elaborate Quicken 2009 file on my PC into Moneydance on a new iMac. (I was thrilled!)

Like others I need to be able to manage budgets, track investment portfolios and create accurate tax-related reports.

I wish categories could easily be flagged as tax-related and that there were pre-formatted reports as there are in Quicken.

I thought I could use tags to earmark tax-related expenses. I couldn't get them to work.

After some serious searching, the only solution I could find was to re-label tax-related categories with an addes notation like TAX so that they are easily identifiable when creating tax reports.

Where does this stand, said he, with April 15 looming?


P.S. I would like to be able to vote for suggested enhancements, but cannot find a way to do so.

  1. 1 Posted by Tad_MV on 20 Mar, 2010 06:09 PM

    Tad_MV's Avatar

    After writing this, I created a custom detained Income and Expense Report for 2009 that matched the report I produced in Quicken down to the penny.

    All of my categories are either tax-related or not. So it was very easy.

    As far as I am concerned, this meets my needs.

    I'm very relieved.

    My only wish would have been to sort the report by payee within a given category, but that is not the end of the world.


  2. 2 Posted by Angie Rauscher on 30 Apr, 2010 04:34 PM

    Angie Rauscher's Avatar


    I'm glad to hear you were able to create a custom report that met you tax reporting needs.

    Our feature request and bug reporting system is integrated with our wiki. We invite our users to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. Users can also vote on tickets, which helps us determine how wide-spread bugs are and 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 30 Apr, 2010 04:34 PM.

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