Move from Quicken

Keith Meyer's Avatar

Keith Meyer

13 Nov, 2020 03:42 AM

I have been a Quicken user for over 20 years. I CANNOT stand the new release they've come out with and need to change. From my research, it looks like MondayDance handles investment tracking, bill paying through something like a check register where you can enter bills and the date you'd like them paid and you handle the rest once I've uploaded them. THe ability to set up accounts that track different assets and spending on them, and the ability to say pay a credit card bill but split the payments into categories for tracking like: charitable contributions: Good Will, charitable contributions: United Way, Interest Expense, groceries, Asset: lawn Mower, etc. Would this be true?

  1. 1 Posted by dwg on 13 Nov, 2020 04:45 AM

    dwg's Avatar

    I'm a fellow user.

    I would suggest the best way to satisfy yourself as to the capability of the software and to see if it works the way you want is to download and try out Moneydance in Trial mode. Trial mode is fully functional the only limit is 100 manually entered transactions.

    The way you describe using a credit card is not a method I would recommend however. It works better in Moneydance if you create a credit card account and categorize each transaction, paying the credit card then just becomes a transfer

    I would suggest you try out the latest Preview Release:

    Documentation takes the form of an online knowledge base the entry point is:

  2. Maddy closed this discussion on 13 Nov, 2020 01:32 PM.

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