Switching from Quicken for Windows, initial impressions and thoughts

Dan Muller's Avatar

Dan Muller

16 May, 2015 02:04 PM

I've imported over a year's worth of data from a Quicken database and have been cleaning it up and expanding it a little at a time over the past two weeks. I like Moneydance so far and look forward to being completely converted over to it.

Moneydance details that seem odd or annoying so far:

Date formats: I prefer the international standard often used by software, YYYY-MM-DD, and it's not available in Moneydance. I settled for YYYY.MM.DD. It would be nice if there was an option to just use the Windows system setting!

Split details and BuyXfr? My paychecks include 401k transactions that show up, effectively, as BuyXfr transactions in my 401k statements, and in Quicken (after hand-editing them in Quicken after each pay period). During import, these got doubled, appearing once as a Xfr from the split detail, and then as a BuyXfr from checking. I have to change the latter to Buy to fix the balances. It appears that I can't change the split transfers to BuyXfr; that's OK, I can live with separate Xfr/Buy transactions in the 401k register, but it's unfortunate because it doubles the number of transactions and doesn't match the presentation in Mercer's 401k transaction reports.

Ctl-S not working when editing a transaction? The manual implies that Ctl-S should save changes, but it doesn't seem to work. Eventually figured out that Enter works, to both start and end editing, which fine. Just seems to be a documentation issue.

The Tab key doesn't seem to work as it ought to. Tabbing from a transaction in the register pane, the first two times puts the focus in mystery locations, the third time in the search field, and a fourth time in the account list. After that it's stuck, can't seem to cycle back to the register view.

It would be nice to have a shortcut key to temporarily defeat auto-completion. Sometimes it's next to impossible to type in something new if it matches the prefix of something known. I had this problem in Quicken sometimes, too. In Moneydance I had the problem in the Description field of an investment transaction.

It would be kind of cool if vi-like shortcuts were available for moving up and down in the register. Then I could have edited all these imported transactions without ever leaving the home row of my keyboard. (Have you noticed yet that I'm very keyboard-oriented? Reaching for the mouse is a waste of time.)

  1. 1 Posted by dwg on 16 May, 2015 09:41 PM

    dwg's Avatar

    Your Split and BuyXfr transactions are acting as I would expect.

    A split acts like a Xfr transaction before the money is posted in the account, so a pre-post transfer, and thus I would expect the money to appear in the other account then I expect to see a Buy transaction to complete the purchase.

    A BuyXfr is two transactions in one, it is effectively saying buy the security but go and get the money from this other account to do it with.

    So when importing the QIF file (and I envisage that is what you are doing) Moneydance are acting on these action commands and creating the appropriate entries to match.

    vi eh well at least it is not ed :)

  2. System closed this discussion on 19 Mar, 2016 04:56 AM.

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