Norman Christiansen's Avatar

Norman Christiansen

13 Mar, 2016 10:41 PM

I ama a former Windows/Quicken user who has switched to a Mac. I'm currently using another program, but I'm not all that happy with it.
 Here are my questions:
1.I do not want to import information from financial institutions, can I enter transactions myself?
2.With Quicken I liked the fact that I could establish "Savings Goals" within an account. Does Moneydance have that capability?
3.With Quicken I liked how it would itemize individual transactions within a a report. for example the year-end report of money donated to Charity would show each transaction given to Church or other charities. Does Moneydance to that.

  1. 1 Posted by Ian O on 14 Mar, 2016 10:13 AM

    Ian O's Avatar

    Hi Norman,

    If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. 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.

    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.

    To answer your questions, whilst you can import your data from Quicken or your bank, this is not necessary and you can very simply add transactions manually to the register. I would recommend checking out the User Guide, specifically the first few chapters which detail getting started and setting up your accounts.

    The 'Savings Goals' feature has been suggested previously and we currently have a ticket regarding this suggestion in our system. I'll pass your feedback about this feature to the developers, and we'll notify you of any updates.

    You can itemise individual transactions using categories, go to Tools --> Categories where you can create, edit or delete. Once you have created the relevant transactions you can search using the category and run reports from Tools --> Graphs and Reports. You can read more about categories in the User Guide, specifically Chapter 2, Page 20.

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

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 13 Jun, 2016 10:20 AM.

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