Moneydance compared to money?

Jeff Horne's Avatar

Jeff Horne

29 May, 2016 05:40 PM

I have been using MS Money for years with no problems and I loved the interface. My bank no longer supports Money, so I can no longer download transactions, which defeats the purpose of the program.

Does Money dance allow me to download transactions, because I cannot see it offered at my bank. See attachment.

  1. 1 Posted by -Kevin N. on 29 May, 2016 06:24 PM

    -Kevin N.'s Avatar

    Hi Jeff,

    I use MS Money in parallel with Moneydance.

    It looks as though Presidents Choice Financial is offering the Intuit Quicken file format for manual downloads.

    Can I assume that selecting 'Intuit Quicken' produces a QIF file? or maybe a QFX file?

    If so, then yes, Moneydance can easily import a QIF file or a QFX file (but so can MS Money)

    Again, if a QIF or QFX file is provided, try manually importing one of those file formats into MS Money. You shouldn't have any problem.

    I see that P.C.F. also offers the CSV file format. Moneydance can also import CSV files into bank and credit card accounts through the use of a Moneydance extension.

    The only option for CSV file imports into MS Money is to convert the CSV to QIF through an XL2QIF converter.

    Moneydance comes in a free trial version if you want to try it out.
    http://infinitekind.com/download-moneydance-personal-finance-software

    HTH -Kevin N.

  2. 2 Posted by mandobrit on 29 May, 2016 08:43 PM

    mandobrit's Avatar

    Hi Kevin,

    Thank you so much for telling me I could import a QFX, never thought about doing that. It isn't as seamless as when Presidents Choice Financial had it on their list, but at least I can make it work now. Still like MS Money way more than Quicken. I did purchase Quicken, but returned it after finding it was so cumbersome.

    Thanks again,

    Jeff

  3. 3 Posted by -Kevin N. on 29 May, 2016 09:03 PM

    -Kevin N.'s Avatar

    Hi Jeff,

    You're welcome. Glad to be of help.

    I find some things that I like better in MS Money so I keep it around. Some of the reports and the customizable portfolio display especially.

    There are some clever people who have put together a couple of free apps for MS Money. One that updates stock quotes and one that lets the user connect to financial institutions that provide direct-connect OFX servers.

    Between the two of them, there has been little reason to abandon MS Money.

    Never hat the "Pleasure" of using Quicken. :)

    -Kevin N.

  4. 4 Posted by mandobrit on 29 May, 2016 09:12 PM

    mandobrit's Avatar

    Hi Kevin,

    I'd be interested to know about the app that lets you know which financial institutions have direct-connect OFX servers.

    Thanks
    Jeff

  5. 5 Posted by -Kevin N. on 29 May, 2016 09:26 PM

    -Kevin N.'s Avatar

    Hi Jeff,

    The app that connects to a financial institution's OFX server is called Pocketsense.
    https://sites.google.com/site/pocketsense/home

    It is a little on the geeky side, (maybe a lot) but once it's set up, it works well.

    If you're looking for information on which financial institutions offer OFX servers, take a look here:
    http://www.ofxhome.com/

    HTH -Kevin N.

  6. System closed this discussion on 02 Oct, 2016 02:36 AM.

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