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Free trail for MoneyDance?

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Eric Reisman

08 Feb, 2016 03:15 PM

I just came across your site while looking for another program other than Quicken to use for my taxes. I'm looking for a way to keep track of the categories of my spending so I can report them to my accountant. Not knowing anything about MoneyDance, I would really like to see it before buying. Is there such a thing as a free trail??
And how about customer service? Quickens customer service was pretty nonexistent, and NOT helpful, which is why I'm thinking of switching. Any help would be appreciated.

Thanks in advance for the help.

1. Support Staff 1 Posted by Jenny on 08 Feb, 2016 03:19 PM

   

   Hi Eric,

   The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test importing your data from Quicken.

   If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.

   If you encounter any difficulties, you can post your queries and issues to this forum, and a member of the support team will get back to you.

   Once you have downloaded the trial, you can follow the instructions in this article, which details exporting your data from Quicken and importing to Moneydance.

   I would also recommend checking out the User Guide, specifically the first few chapters which detail getting started and setting up your account.

   I hope this information is helpful, please let us know if we can be of further assistance.

   Jenny
   Infinite Kind Support

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2. 2 Posted by reisvid on 08 Feb, 2016 05:51 PM

   

   Hi Jenny

   Thanks for your help. Is on-line help the only support? I often like to talk to a person, although that at times is just as long. My reason for wanting to try Moneydance is because of the lack of support with Quicken, so that will be an important element for me, that is why I want to test drive before buying.

   Another question for you: how do I set up a second account? I set up my first one and that seemed to work and I was actually able to download transactions from my bank which was very exciting. The reason for setting this up is to get all of my transactions from 2015 so I can put them into categories in order to do my taxes. I have not been able to import from the second account yet.
   Can I import older information or do I have to do that manually??

   Thanks in advance for your help.

   Eric Reisman
   Baltimore, MD
   using Capital One Bank

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3. 3 Posted by Ben Spencer on 08 Feb, 2016 06:16 PM

   

   The only support we offer is the online support.

   You can create a second account by running Moneydance and from the menu bar select Account->New Account...

   How much information you can import is really dependent on how much you bank makes available. Most banks make the last 3 months of data available for direct download, but they may have more available as OFX files if you look on their website.

   Ben Spencer
   Infinite Kind Support

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4. 4 Posted by reisvid on 08 Feb, 2016 06:41 PM

   

   Thanks Ben.

   OK, so here are the things I liked about Quicken and maybe you can let me know which of these features you have:

   - I liked being able to make a year end report of all of my categories, to be used for my accountant;
   - I liked that it remembered my repeating transactions, so if I typed in a name like BG&E for my electric company it gave me the amount that I used the last time I put in that name;
   - I liked being able to create categories that reflected what I used them for
   - and I like it when I can download the information from my bank directly in to the system so that I don't have to put them in manually; which is what I will probably have to do now to get started;

   If MoneyDance works well for me then hopefully I can keep up with it during the year, and set aside one night a month to download my transactions.

   Does this sound like what MoneyDance can do for me now?

   Thanks,

   Eric

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5. 5 Posted by Ben Spencer on 09 Feb, 2016 01:26 PM

   

   1) You can use the "Income and Expenses" report for this purpose.

   2) Moneydance has an auto complete feature that works in the way you describe here.

   3) You can create any categories you need.

   4) Direct downloads depend on which bank you are using. What are the names of the banks you want to connect to?

   Ben Spencer
   Infinite Kind Support

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6. 6 Posted by reisvid on 09 Feb, 2016 02:02 PM

   

   Thanks Ben. Capital One is my bank for all checking accounts.

   Eric

   ----- Original Message -----

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7. 7 Posted by Scott Meehan on 09 Feb, 2016 03:53 PM

   

   Hi Eric,

   Moneydance supports "Direct Connect" access to Capital One bank accounts (but not credit card accounts), so you can use it to download your transactions.

   Scott Meehan
   Infinite Kind Support

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8. System closed this discussion on 10 May, 2016 04:00 PM.