quicken to moneydance import issues

Michael Shen's Avatar

Michael Shen

07 Sep, 2022 12:58 PM

I have many brokerage accounts each are severely incorrect in its import. see attached.
one major problem is cash balance is incorrectly adding shares in as the value of the stock

i have been trialing your software on and off every few years. i see massive improvements in non-brokerage accounts to the point i am considering getting out of quicken, but the brokerage side needs a lot more work. ifyou can help fix this problem, you've got a customer for life! i am sure not just myself but the many individuals fed up with quicken.

  1. 1 Posted by dtd on 07 Sep, 2022 06:21 PM

    dtd's Avatar

    just a user

    You've pretty much stated correctly the state of the transition beween quicken and moneydance. Most things do work now, with investment accounts being the weakest point.

    When I moved about 2 years ago, it was the same (i.e. not much has changed since then). I had 35 years of data and plowed through it, while creating a VERY long thread of what I discovered.

    Given your post, one issue is that Quicken has many actions that don't translate properly to MD (i.e. Quicken sometimes cheats on accounting principles) The way I fixed this was to learn which actions worked and which did not, and did batch changes to actions in Quicken that were basically the same thing, but the QIF importer for MD understood.

    I wrote a VERY long thread during the transition, here is one line from it:

    Even if they just changed how BUYXFR doubles the transaction (vs BUY), and other entries end up being zero due to offseting transactions - that would go a long way.

    I won't post a link to the long thread, as it is almost like reading a book, and it will probably drive you away, but if you are the type (like me) that sort of enjoys puttering around and understanding the "upside down" (stranger things reference) of a situation, search for the word "vicissitudes".

    Bottom line: You are right, the investment side for QIF transition needs a lot more work...

  2. 2 Posted by Michael Shen on 07 Sep, 2022 07:25 PM

    Michael Shen's Avatar

    thank you for the confirmation. i recall last time i tried (preCOVID) the non-brokerage was not worth the effort to fix manually. this time around it "wasnt too bad" (22 years+ of data)

    my situation is this - im on 2017 and if my machine dies, im out of luck. in the (recent) past, even as recent as 3 months ago, i could do a fresh install of the 2017 quicken version and get things up and running. something happened to quicken where installation will not work. so if i do nothing (stay with 2017), im running on borrowed time and doing so with great risk. there is a more urgent need now to get off quicken.

    having said that, i assume my experienced issue will not be fixed in reasonably timeline for me to wait around? is there a "better" way where i export csv in quicken per account and somehow reimport (properly) to MD? i see manually reconciliation of my issue to be more than days worth of work - and i am unsure about commitment as i am still evaluating a replacement. whichever company master the art of QIF conversion gets my business, regardless of how polished the application is (providing they are committed to incremental product improvement)

  3. 3 Posted by dtd on 07 Sep, 2022 09:58 PM

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    just a user

    I also moved from 2017, before the issues you describe. It is not extremely hard to "get the stuff moved", although there are caveats: strange balances for all of your history, primarily, though they will be fine moving forward.

    Everyone will differ, but for me, doing the transfer and living with anomalies: about 10-15 hours work. Doing it perfectly (other than specific Quicken IRA accounts) - about 40 hours over 4 weeks. Doing it totally perfectly - about 80 hours over 8 weeks.

    So yeah - not just a couple days, but for me, it became sort of a "playing solitaire" bit when I wanted a break from everything else. Two years out, I'm very glad I did it and am pleased with Moneydance.

    Things to do (or not do, depending on how upside down you want to get):

    MEDIUM: For regular investment accounts, you can batch change things like BUYXFR and SELLXFR to BUY/SELL within Quicken and then it moves over fine.

    MEDIUMtoEASY: ACCOUNTX accounts - created due to Quicken allowing payments to the same account.

    HARD: Movements of money between investment accounts and regular accounts. This all works, but it makes the balances wonky. Fixing this is almost not worth it (see below)

    VERYHARD: The most biggest, ginormous issue is if you have IRA specific accounts, as Quicken will not let you move them back to regular investment accounts and thus ContribX actions cannot be changed, and they don't move well with QIF.

    I don't mention the (necessary) action changes below - like BUYXFR to BUY, but batch changing actions in Quicken is not hard.

    I wrote this a while back in the thread I mention:

    https://infinitekind.tenderapp.com/discussions/switching-from-another-personal-finance-program/15012-the-vicissitudes-of-quicken-to-moneydance/page/3#comment_48074651

  4. 4 Posted by dtd on 07 Sep, 2022 10:02 PM

    dtd's Avatar

    To address your other questions: I do not seeing QIF import improving for the forseeable future. CSV imports are worse.

    QIF is problematic for most money management software, as it was never intended to be a transfer methodology. Also, Quicken cheats a lot, making conversion harder.

    What might be useful is my proposed "easy" (not that easy) conversion mentioned in the link, you can do it in the free demo version. Then see if it might satisfy your inclinations, or if you also (like me) have to "do it all", then decide if it is worth it.

    Otherwise - continue the search, and hope your computer doesn't die. Good luck.

  5. 5 Posted by dtd on 07 Sep, 2022 10:06 PM

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    Oh, and just as an aside - when I made my mega-QIF file from Quicken 2017 and imported it into Moneydance, I then sighed and imported that same file back into Quicken 2017 as a test of how well Quicken did.

    Even given the quirks I've mentioned above, Moneydance did a better job on import than Quicken 2017 itself did. Actually, much better.

    Haven't done the same on all the other packages available, but it felt telling to me at the time.

  6. 6 Posted by dwg on 07 Sep, 2022 10:12 PM

    dwg's Avatar

    To get better imports into Investment accounts there would have to be a considerable amount of work done, and that would start with adding additional transaction types to Moneydance and it would have to flow through from there, there are a couple of little things that could be done with the mapping of actions but they re relatively minor. Some time ago I did provide the developer with a list of these, there were about 10 actions on it, but none of these I would describe as a major item.

    The quality of any QIF conversion is related to how rich the action types are in the application in question, I have not seen any application that is as rich as Quicken is, Moneydance is one of the better ones, but it still not complete and some Quicken actions are also at odds with underlying accounting principles which is what Moneydance is based on (and Quicken is not).

    I think the chances of any of this occurring in the foreseeable future is very slim so would not be "waiting" for that.

    Exporting to CSV file will not help. CSV files are incompatible with Investment accounts. You can map CSV files to Bank and Credit card type accounts, that is because these account types can be thought of as a table and a CSV file is fundamentally a table. Investment accounts however are not really a table, they just look like it, the action types are limited and are specific text strings, fields can be turned on and off depending on the contents of the action field and likewise some fields become mandatory depending on the Action. QIF files are your only alternative for Investment accounts.

    Pretty much everyone of us with Investment accounts has been through the mill with converting away from Quicken to whatever application.

  7. 7 Posted by Michael Shen on 08 Sep, 2022 11:52 AM

    Michael Shen's Avatar

    thanks guys for the great input/feedback. time is my enemy (in multiple ways - running on borrowed time in quicken, not having time for MD). I read the snippet/link above and did consider that strategy except that it is not appealing to have so many of the values wrong. I use a financial program in a few ways - 1) track account values to know when accounts are low on money or needs to be paid 2) track the contents of accounts in terms of brokerages 3) knowing if i have sufficient amount in an account 4) track net worth for retirement purposes.

    Having said all that - is there a step-by-step formulaic way to address issues in quicken before the conversion? i see conversations talking about the adjustments but couldn't quite piece everything together. I feel like I am so close (in the sense MD is a great match compared to other software out there, the progress it has made on bank/credit card conversion) yet so far!

    one more question since it was brought up... good to hear reverse import is "better" but was the result effortless? i do wish you tried a few other programs out there but dont know which because gnucash is the closest competitor and i didnt like that. now in terms of MD's future - how likely will they be around "forever" (as long as quicken has), what is your exit plan should there be a need to move on?

  8. 8 Posted by dwg on 08 Sep, 2022 12:28 PM

    dwg's Avatar

    There is no step by step approach, Investment data can be quite varied, there are some approaches we commonly use but the situation can be quite different for different individuals so it tends to be a solution for the situation as hand, rather than a generic approach to just be applied.

    dtd may be able to advise what specifics he did in Quicken. My Reckon data I did not have a choice I had to take CSV data, programmatically manipulate it and then convert it to QIF files, not a process that can be recommended.

    Before I try any software I bench test its capabilities, it is quicker and lets me eliminate many programs, without too much effort.

    Pretty much any software should be able to handle Bank and Credit card type accounts. The real test is with Investment accounts and pretty much any general usage Personal Finance program will not achieve 100%.

    So I have rejected many just because of their extremely limited capability which was gleaned just by looking at the manual. Specialized software for investments costs too many $$$'s and you still need to manage your other accounts which many specialised packages will not do.

    GNUcash is really an accounting program for small and medium business. I looked at it and it was much too accounting focused, its close relative kMyMoney was too limited.

    I did more work with AceMoney but I just did not like the way it worked or was organised and it lacks many action types, more than Moneydance. Most other software also lacks many action types e.g MoneySpire. I did not look at any Mac only products as I am not an Apple user.

    So looking at the action types supported and other investment capabilities allowed me to eliminate any products before I considered installing them.

    The company behind Moneydance has been around for over 20 years, the future I am not going to try and predict but provided you are not on a Mac i.e. you are using Windows or Linux, I have found old versions of Moneydance run well on newer versions of these Operating Systems. Apple, well they have a habit of breaking older (and not so old) applications so I conclude they have no interest in backward compatibility.

    So I do not see there is a need to have an immediate exit plan in my case, the data is local and you have a non-expiring license key.

  9. 9 Posted by dtd on 08 Sep, 2022 08:26 PM

    dtd's Avatar

    just a user

    I've popped the Vicissitudes thread, as I recommend reading posts 35, 39, 53, and have already recommended 66. I also have added a couple of new posts, showing you are not the first to encounter this, nor will you be the last - It's really about your own personal decision about going down the investment rabbit hole - at least as far as necessary for you to reach satisfaction.

    So, process? Well, dwg correctly says it is different for everyone and I agree, so I can only express my own (which includes not being (at least totally) satisfied with everything working except historical balances) - I'd probably live with the easy solution since everything is right after the conversion, except, for me this has become a 35 year diary of what did I do when.

    I'll start my synopsis soon, today I hope.

  10. 10 Posted by dtd on 08 Sep, 2022 10:55 PM

    dtd's Avatar

    Ok, here goes, while I'm in the mood. Realize all of this is from my 3 year old memory, so I'm willing to edit when called out.

    1) Extract to one QIF file with everything checked. Import to a new MD File. Note what works, and what does not. Banks/credit cards should basically work, investment accounts should have all security values correct (though current stock value may be wrong - Quote Loader can help there). Balances for all accounts could be very crazy.

    You may find the existence of many ACCOUNTX accounts, some of which may have one entry, some many.

    You can stop here by changing the initial balance to an arbitrary value that causes each account to have the correct value for TODAY. Hide the ACCOUNTX accounts. This SHOULD give you something you could work with, but some will want to go further. If you do not have something you MIGHT work with, there may be a different problem.

    2. Start to fix things (I did it in Quicken). This is an ITERATIVE process. I imported QIF exports many times to observe what I'd improved and what I had not.

    ACCOUNTX: If one entry - go fix the entry in Quicken, if many - well, maybe make a category (CAR-Change in Asset Value) and point the transaction to that versus to the account itself.

    Cash Balance Issues between investments/banks - XIN/XOUT is your friend. Find where this happens and understand the action is probably not supported outside of Quicken. Quicken DOES allow batch changes to Action Types (MD does not). Change all BLAHBLAH actions to something like XIN/XOUT or some other type MD recognizes.

    Investment account cash balances - Whatever makes BUYXFER/SELLXFR from Quicken in MD doesn't work. Change to BUY/SELL in Quicken or something that works. (I don't remember them all after 3 years)
    Do this iteratively and see the cash balances at least improve.

    IRA Accounts. I pray you don't have to deal with this, so I will leave it alone for now.

    The two primary things that have to be fixed are ACCOUNTX items and Daily cash balances. Again - there are ways to leave them alone (hide accountx, and live with historical cash balances)

    That's at least a start on a process article. Going to get dinner.

  11. 11 Posted by Michael Shen on 10 Oct, 2022 10:40 PM

    Michael Shen's Avatar

    i want to take time to thank everyone who answered and to put a closure to this. to be honest a week into the original post i gave up - simply because i desire "perfection" (in terms of importing) and there were to many brokerage account issues in the import like stated above. the biggest problem was i was a millionaire due to 10x 100x inflated accounting in the import process. i was willing to put and 'take chances' with quicken.

    then comes end of September... it seems like i can no longer do a fresh install of quicken 2017 the last non-subscription version. from what i gathered they turned off their authentication and that is required even on fresh installs. this is a definition of ransomware! since one should not negotiation with 'terrorists',... i quit quicken.

    ive spent the past week converting over and running parallel copies. i did a hybrid approach where the non-brokerage accounts reconciled pretty easily ( a few hours of adjustments) and i took the advice of the "quick dirty approach" above and zero'ed out what i cannot reconcile. net worth looks like a strange roller coaster but that is the price i am willing to pay not to be a hostage. quicken/intuit has lost me as a customer for live because of the crap they pulled - they all deserve to die for their anti-customer greed.

    now still evaluating but here are a few observations (maybe the same folks can comment and give pointers form a quick perspective):
    * having a lot of accounts over past 20 years, i like to hide them and mark them close and be able to go back and review them if need be. quick had an easy way of "view hidden". that combined with the ability to group it by checking, savings, business checking, business savings, retirement, etc... and also arrange the account in any way the user wanted makes want to go back to quicken - just a tiny bit. its very hard to group accounts in moneydance
    question: i can make old/inactive accounts disappear in the side taskbar by "hiding them" but then how do i see "everything" (like i can in quicken)
    * moneydance is a bit in its infancy in creating dashboards and customize different views
    * i was not able to combine two brokerage accounts into 1 easily. anyone have any ideas?
    * marking transactions as reconciled take 3 or 4 cilcks (very hard to do) to make it turn green (vs quicken is one easy click to make it R). In fact in general, the UI is no where near as polished and acocmplishing equivalent tasks seem to take more clicks/screens/etc...
    * still havent figured out foresight review
    * keep track of security feels primitive
    * general searching for past transactions and viewing the result seem awkward compared to quicken (this is the only thing i miss from quicken)
    * calendars/reminders seem to be a bit useless - esp when i can schedule payments in advance with billpay, credit card payments, etc...

  12. 12 Posted by dtd on 11 Oct, 2022 12:27 AM

    dtd's Avatar

    just a user - yeah - quick/dirty will yield a crazy net worth roller coaster, and balances (in the past) will be crazy. But going forward... not bad.

    1) You can't group accounts in MD other than by the standard items: Bank/Credit Card/Assets, etc.if you want that you have to use Reports.

    As to hiding them, but still seeing them, go to Tools/Accounts - which shows a complete list. Pick inactives at your leisure (they are just greyed out)

    2) combining two investment accounts into one is problematic and probably involves a separate discussion of why you need to do so.

    3) clearing (reconciling) should take two clicks - right click the transaction while in the cleared/uncleared field, then mark cleared. You can also do this in batch by selecting multiple transactions.

    4) Foresight review - never used it, so neither have i.

    5) Explain "keep track of security" - thought I won't argue about primitive, but might be able to help.

    6) I always go to the summary page, then search there - that crosses all accounts, and the only pain is I always have to indicate "show two lines" - otherwise that works for me versus quicken. Click on the item in question to move to the account.

    7) I don't use calendars, I do use reminders - TO schedule payments and credit card payments - different methodology, I guess.

    Hope that helps. Glad you seem to be moving forward.

  13. 13 Posted by Michael Shen on 11 Oct, 2022 01:14 AM

    Michael Shen's Avatar

    more questions:

    1. right now i have only inactive and default (non-hidden, active). this allows me to have a full compliment of accounts on the left panel but inactive accounts hidden on the main reporting area.

    whats the difference between hidden vs inactive? does one "hide" accounts on the left panel (hidden) vs main panel (inactive)?

    2. legacy quicken problem where accounts needed to be split into two... now i am free of quicken and its problems i want to merge them to see if problem disappears.

    3. hmm ok, noted. i was literally clicking on the column - exactly i would as if i was still in quicken - that method is a bear in moneydance, or at least in windows 10.

    4.N/A

    5. In quicken I can quickly have a view of AAPL and all the accounts i had this stock in a apple-centric page (the page where it reports the daily prices, furthermore i can classify security to be certain categories like bonds, foreign stocks, small cap, etc... for further breakdown of analysis of how much i own in which asset class, etc...

    6. i figured as much - but i want to see which account each result set comes from and flip back/move on to the next entry to see which account it is associated with. with moneydance i cant immediately figure out the account

    7 N/A

  14. 14 Posted by Michael Shen on 11 Oct, 2022 01:16 AM

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    o! an quicken had the home button, back button - which you can use form every page. this was one of my most frequently used function as i jump from account to account as with neatly laid on left panel

  15. 15 Posted by dtd on 11 Oct, 2022 01:23 AM

    dtd's Avatar

    1) inactive/hidden - not totally sure - just have it set up for me. My guess? inactive doesn't show them in general, hidden makes them not appear on the summary page? You tell me, honestly. But the sidebar is controlled by the +/- bit on the bottom.

    2) yep - this should be a separate discussion

    5) not completely sure what you want, but have you clicked on Security Detail?

    6) understood, but i don't remember quicken being able to do that either.

    next message: you can jump from account to account simply by clicking on the account on the left panel - maybe I don't understand your concern.

    Moneydance is not Quicken (thank goodness) - it is a different program which will require some getting used to.

  16. 16 Posted by dwg on 11 Oct, 2022 01:38 AM

    dwg's Avatar

    I think dtd has covered most of your questions.

    As far as merging investment accounts, Stuart, as part of his toolbox, installs a separate extension that can move investment transactions between accounts, this handles the process as gracefully as possible.

    Personally I migrated from Quicken/Reckon a decade ago, since that time I have revisited what I have done, made changes where necessary etc.

    I have made decisions on what data I keep in Moneydance and how I manage it, some detailed data for investments I keep in spreadsheets, much the same as an accountant would keep supplementary data in worksheets.

    In Moneydance I mostly keep investments at a high level and the detail is in the spreadsheets. I have located these spreadsheets within the Moneydance data set so they get backed up as part of the Moneydance backup.

    I have enough information that if Moneydance was enhanced, and especially in some specific areas I have submitted requests on, I could bring the data in. Equally If something better were to come along I have the raw data that could be migrated.

    To be honest the detail I have now is better and more complete than what I had in Quicken/Reckon. I have found that the data in that software was insufficient for some legally required reporting/record keeping.

  17. 17 Posted by Michael Shen on 11 Oct, 2022 02:02 AM

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    im obviously still playing around but thanks i found the answer with your hint:

    inactive account hides the account from main panel. hidden hides it from left hand panel AND main panel.

    two more questions:
    1. quicken accidentally classified an account as "bank" when it should have been "liability" - how do i move it back and fix it?
    2. i see moneydance can attach pdf (like quicken - which i luckily avoided, im sure it would be another set of headache). anyone using this feature? if one uses this, is there a major performance hit? can i with great easy remove all the attached file for an account in one simple click if i later change my mind?

  18. 18 Posted by Michael Shen on 11 Oct, 2022 02:12 AM

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    i may have found my first moneydance bug. how does one unhide from the left panel? unclicking the unhide button does not seem to reverse the feature

  19. 19 Posted by dwg on 11 Oct, 2022 02:28 AM

    dwg's Avatar

    Here are some answers

    1. quicken accidentally classified an account as "bank" when it should have been "liability" - how do i move it back and fix it?

    I'll describe two methods

    a. The standard Moneydance way is to create a new account of the correct type and to use Batch change to move all the transactions to the new account

    b. The alternative method is to use the Toolbox extension to change the account type.

    2. i see moneydance can attach pdf (like quicken - which i luckily avoided, im sure it would be another set of headache). anyone using this feature? if one uses this, is there a major performance hit? can i with great easy remove all the attached file for an account in one simple click if i later change my mind?

    Many people use it. There is no performance hit since the document is not stored with the transaction data rather there is a pointer to the document which is held independently in a separate folder.

    There is no way to bulk 'unattach' documents.

    3. i may have found my first moneydance bug. how does one unhide from the left panel? unclicking the unhide button does not seem to reverse the feature

    Not a bug. The side panel is separately managed, to add items to it click on the plus (+) sign at the bottom of the column, you then go into an interface that allows you to select additional items to add to the side panel.

  20. 20 Posted by Michael Shen on 11 Oct, 2022 02:34 AM

    Michael Shen's Avatar

    thanks for the last 3 answers - i have yet a lot to learn obviously from my short 2 weeks of experience. but with this last round of communications, i may be ready to officially let go of quicken soon (no more parallel entries).

  21. 21 Posted by tgilbert666 on 11 Oct, 2022 02:39 AM

    tgilbert666's Avatar

    And one more thing regarding reconciling that I didn't notice mentioned by others.,
    You can select, or mult-select, and use the keyboard shortcut ctrl+alt+U/R/C for Unreconciled, Reconciling, Cleared or use Ctrl+B (or Account | Reconcile) and use the
    Reconcile Account dialog to minimize clicks mightily from four per!! :-)

  22. 22 Posted by Stuart Beesley ... on 11 Oct, 2022 05:07 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    To see consolidated stock holding across accounts - eg all AAPL - use extension extract_data: option StoxkGlance2020. It will be obvious. Just click
    Display on screen.

  23. 23 Posted by Michael Shen on 11 Oct, 2022 10:32 PM

    Michael Shen's Avatar

    thank you everyone... two brokerage accounts now merged via toolbox. someone said toolbox can merge a bank account into liability with toolbox but i do not see - can someone provide a hint? (that is my biggest TODO i still have hope for. i gave up on the 10x fluctation in account value)

    thanks for hints of easier reconciliation - much improved but still not "qiucken"-like. i can live with ctl-alt-c.

    the outstanding annoyances are just:
    1. no back/home button (i know playing around with the left panel helps somewhat)
    2. still cant search with ease (figuring out easily which account is the result from and with 1 click go back to the result set of the search to view the next result
    3. not easily able to track purchase dates of all securities for all account in one consolidated view.

    slowly MD is more and more bearable as quicken becomes something of the past. no longer doing entry in both systems

  24. 24 Posted by Michael Shen on 11 Oct, 2022 10:49 PM

    Michael Shen's Avatar

    actually successfully moved my account to another type via MD. thanks.

    id love for my 3 "annoyances" be solved... then i would be a full convert and never have regrets moving away from quicken

  25. 25 Posted by Stuart Beesley ... on 12 Oct, 2022 06:36 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox can force change an account type and then you can batch change the account on selected txns which will move them to the new account.

  26. 26 Posted by derekkent23 on 12 Oct, 2022 09:03 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Michael

    1. For Home button i.e go to Summary page try Ctrl ( ⌘ on Mac) + Shift + H
    2. On Search if you need something beyond the SEARCH box, top right , which allows you to search all accounts from the Summary page or individual account from there register pages try ADVANCE SEARCH under EDIT or the Extension FIND and REPLACE under Extensions. In both cases you can click on individual search results to move to the transaction and then back to the original screen as it does not close and thus search results are still available.
    3. Have you played around with the Investment Transactions Report. In this report under EDIT there are a lot of filters and the dropdown just above the SHOW MEMOS tick box allows you to group security transactions in a lot of different ways.

    There are a lot of short cut keys, if you are into that sort of thing, see attached.

    Hope this helps.

  27. 27 Posted by Michael Shen on 12 Oct, 2022 01:20 PM

    Michael Shen's Avatar

    ah! advance search did the trick for searching between accounts - however even though more powerful, how do you say search the phrase "abc" for ANY field (like the simple search)

    i found out about ctrl-shift-h... so that's better than nothing. how about a back button?

    took a look at the investment transaction immediately after you mentioned, didnt see what i was hoping for but will look more carefully when time permits and ask questions. am hpoeful there is something thta will meet me in the middle

  28. 28 Posted by derekkent23 on 12 Oct, 2022 04:48 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Michael

    Search, try this.
    Advance Search. If abc is in any of the advance search fields say DESCRIPTION, MEMO or TAGS select Or (Union) and add abc into each of these fields and search.

    In the extension FIND AND REPLACE enter abc in FREE TEXT and tick DESCRIPTION and MEMO. You can also add tags to the search through separate selection. Set the Combine criteria to Or (Union). You can also Memorize the selections.

    Can you explain what a back button would do.

    Hope this helps

  29. 29 Posted by Michael Shen on 12 Oct, 2022 05:04 PM

    Michael Shen's Avatar

    yeah putting abc in *ALL* the field with "or" should do it... just a lot
    of work if you know what i mean. it would be nice if advance search had
    a field for just "search all".

    the back button in quick goes to the previous page. for example: if i
    went to acount 1, then account 2. first back button brings me to account
    1, a subsequent back button click brings me to the home view.

  30. 30 Posted by derekkent23 on 12 Oct, 2022 06:03 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Michael

    Moneydance does not have a back button as you descried it, it has a more flexible approach to moving from window to window. In Moneydance you can open any number of windows. Say you are on the Summary page and want to view two account registers. Double click on the first account in side bar, then double click on the second. You now have three windows open that can be selected as required from the operating systems taskbar. You can also resize windows to be viewed and worked on simultaneously.

    Hope this helps

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