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Ray Zeman's Avatar

Ray Zeman

03 May, 2016 02:17 AM

Now have quicken. Is there a yearly charge after the online store purchase? Can you help with the installation?
Thank you,

  1. Support Staff 1 Posted by Jenny on 03 May, 2016 09:08 AM

    Jenny's Avatar

    Hi Ray,

    If you purchase MD2015, then this will entitle you to a free upgrade to MD2016 (when available). All future versions will also be discounted for you. However, we never 'sunset' older versions of the software, so you can continue to use the same version for as long as you wish.

    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 from Quicken.

    If the QIF file format is available to you when exporting from Quicken, you should follow these steps to import your data. In particular make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".

    It is highly recommended to export all Quicken data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available. The one exception to this is if you have accounts in more than one currency - if thats the case, then you can follow these steps to import multiple QIF files.

    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 here.

    We do not offer phone support, but if you encounter any issues you can reply to the MD support team via this method, and we'll be able to talk you through getting setup and provide instructions for how to use MD features and functions. You may also want to check out the User Guide, specifically the first few chapters which detail getting started and setting up your accounts.

    I hope this information is helpful. Please let me know if you have any questions of if I can be of further assistance.

    Infinite Kind Support

  2. 2 Posted by Raymond Zeman on 03 May, 2016 09:42 PM

    Raymond Zeman's Avatar

    In switching from quicken I have some questions:

    Can I talk to a live person if I have problems?

    Will it work on an MacBook Pro, OSX El Capitan version 10.11.4?

    Can I generate reports by expense category?

    There are some very bad reports about your service and product; your comments?

    How quick is your response time with problems?

    At what phone number can you be reached?

    Thank you,

    Dr. Zeman

    704 439 6476

  3. Support Staff 3 Posted by Jenny on 04 May, 2016 09:03 AM

    Jenny's Avatar

    Hi Dr. Zeman,

    Unfortunately we do not offer phone support. We have support team members in the UK and the US, so you can post queries and questions via this method, and a member of the support team (or possibly a knowledgable customer is your discussion is public) will get back to you. If we are unable to resolve the issues via this forum, then we can provide team viewer sessions. However, these are very rarely necessary as most issues can be easily resolved via this method. We do have a public Slack channel which you can access here - this is a method for quick questions rather than ongoing issues or support.

    If you can specify the points raised in the 'bad reports' you've seen, I'd be happy to provide some more information. Are these regarding the Moneydance product generally? You'll see MD has lots of good reviews online, if you have a 'Which?' account, you can login to their site for a very detailed review and breakdown of the software.

    You can download MD for your Mac from here and test the trial if you wish. It is fully compatible with your OS.

    You can run multiple types of reports within Tools --> Graphs and Reports, a full list of these can be viewed in the User Guide, specifically Chapter 13, Page 75. You can filter these reports before generating and can specify the income/expense categories included amongst many other things.

    Infinite Kind Support

  4. System closed this discussion on 02 Oct, 2016 02:34 AM.

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