tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/17610-suggestions-from-a-former-quicken-userInfinite Kind: Discussion 2021-01-16T21:20:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/487357082020-10-17T00:50:32Z2020-10-17T00:50:32ZSuggestions from a former Quicken user<div><p>I'm just a user, and moved from Quicken to Moneydance as you did.</p>
<p>So, please understand I'm agreeing with you, but throwing in my bit as well (as I did a year ago)</p>
<p>1) Users can be educated to the export/import process, so a lot of work to an automated process is not as important as getting the import right. The major issue is investments, but I see your points as well. Relying on "QIF import is not a good thing, but the best we can do" is a maguffin, as there are things WRONG in the import that could be improved.</p>
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<p>Being able to change fields would be nice. End of comment.</p>
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<p>Removing tags should be part of item 2. No need to remove a capability entirely, hiding it would be enough.</p>
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<p>Maybe I don't understand, but knowing if something has been confirmed is a big deal to knowing if your data matches the bank.</p>
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<p>The new transaction area is out of date and could be updated.</p>
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<p>Memorize is about (to my knowledge) adding an older transaction to a list of items that can be viewed and used. It's automatic. I don't think it's the best way to do it, but it's sort of a compilation.</p>
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<p>Again, I'm just a user and throwing in some thoughts, and maybe in a couple of cases, allowing clarification.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/487357082020-10-17T20:19:19Z2020-10-17T20:19:19ZSuggestions from a former Quicken user<div><p>Good conversation.</p>
<p>RE #3, perhaps I used the wrong term. By removing the TAG field from the register I meant to remove it from the display – essentially hide it. TAG is a basic field in MoneyDance and I would not suggest removing the field itself from the database.</p>
<p>RE #4, Having the ability to filter by, for example, Uncleared, etc is a good feature, although one that I would rarely use, so being able to hide the line with the filters would provide a simpler interface. Not a big issue, although it came up because a few times I accidentally clicked on one or another of the buttons and was startled to find many missing transactions (which were hidden with the filter active). I’ve learned from that, so it’s not a big deal.</p>
<p>RE #6, I would like to have some control over what is displayed, so that I can remove previous transactions from being displayed if I am unlikely to do a similar transaction again.</p>
<p>All in all, though, I’m impressed with MoneyDance and have stopped doing double-entry in both MoneyDance and Quicken, and am now using only MoneyDance.</p></div>philwienertag:infinitekind.tenderapp.com,2009-01-14:Comment/487357082020-10-17T21:18:45Z2020-10-17T21:18:45ZSuggestions from a former Quicken user<div><p>I am not support staff, just a user.<br>
Hi</p>
<p>Not sure if you are aware and if it helps, but there is a SINGLE and TWO LINE MODE.</p>
<p>The Single mode hide the second line.</p>
<p>Highlight any transaction right click and make a selection.</p>
<p>Hope this helps</p></div>derekkent23