Moving from Microsoft Money

Angus Kitchin's Avatar

Angus Kitchin

29 Jun, 2016 12:52 PM

Dear Support,

For the most part I have been able to migrate all my data. Took bloody ages, but I eventually worked it out, although there does seem to be an oddity with accounts with different currencies. It seems that in the normal way of things a transaction between accounts is matched in the existing account so that duplicate entries do not take place. This does not seem to happen reliable in accounts with different currencies (presumably because of a discrepancy with exchange rates). Anyway, it's an annoyance but it's not critical that I move those accounts over. Similarly, I cannot find a way of moving my shares portfolio or the various transactions within. Any tips?

General Questions:
1) The 'New Transaction. button along the top edge of the accounts page is easy enough. Would it be possible to allow a double-click of the whitespace below the last transaction to also open up a new transaction?

2) If I double-click on an existing transaction and then move off it, does it *have* to ask me to save the changes each time, even when there weren't any?

3) Is there a way of changing the irritating cash register sound each time I put in a transaction? It gets very tedious after a very short space of time, and makes me thing I'm in a Pink Floyd song all the time. Not a bad state of mine in many respects, but it gets a bit wearing if I have a load of transactions to enter!

4) Your terminology for 'cleared' and 'reconciled' seems backwards to me. For me, 'cleared' means it has gone through the bank account and can be seen online, and 'reconciled' means I have checked it off against my bank statement. This is also how my accounting software defines it, too. Am I just using your terminology incorrectly or is it just a difference of opinion?

5) What support would I have for exporting my data to another finance package once you have proved yourselves so successful that Google buy you, or something, and I cannot afford the upgrades anymore?

Hope to hear from you soon,

Angus

  1. Support Staff 1 Posted by Jenny on 29 Jun, 2016 03:26 PM

    Jenny's Avatar

    Hi Angus,

    1. I can certainly create a suggestion ticket in our system for this feature. The developers can look into this, and it may be implemented in a future version. For now, are you aware of the quick entry function, that can be used via the 'search box' at the top right of the register? You can read more about this in the User Guide, specifically Chapter 3, Page 25.

    2. To bypass the 'Save Changes' dialog box, you can press the 'Enter' key when you're done viewing the transaction or making changes. This will confirm the transaction in its current state, and leave the editing transaction mode.

    3. Within Moneydance, you can go to File --> Preferences. Within the 'General' tab you'll see 'Beep when transactions change' which can be disabled.

    4. This may just come down to differing opinion. You can find an article here that details the reconcile process in Moneydance.

    5. When you purchase Moneydance, you're entitled to the next version for free. For example, if you purchase MD2015 then you'll receive a free upgrade to MD2016 (when available). Any future versions are also 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.
      Moneydance is a product of The Infinite Kind. It was started as an open-source project in the summer of 1997 by Sean Reilly (who is still the primary developer), but was converted to a closed source product soon thereafter. You can view the previous versions of Moneydance here, and you'll see in our blog that were constantly improving the software.
      If you did need to export from Moneydance, you can export your data into QIF format. This is the format most often used when transferring between personal finance software. If moving from Quicken, MS Money etc, we'd always recommend using this file type.

    Although this file type is the most reliable, the QIF format was never really intended for transferring all data between personal finance software and as such it may contain inherent ambiguities that will need to be manually corrected post import. How much manual correcting needs to be done is hard to predict. I'm afraid that typically investment accounts fair worse that regular accounts in this matter, which may explain why you're having difficulties getting this data imported. If you can provide more details of the issues you're encountering, I'd be happy to assist in any way that I can.

    I hope I've answered all your queries! Please let me know if you have further questions or need any assistance.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:38 AM.

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