comparisons with quicken

Hugh LaFollette's Avatar

Hugh LaFollette

01 Aug, 2016 10:21 AM

charts comparison MD with quicken?

  1. 1 Posted by Ben Spencer on 01 Aug, 2016 01:22 PM

    Ben Spencer's Avatar

    Could you be more specific? What exactly are you looking for?

    If you have not already done so I encourage you to download the fully functional free trial of Moneydance from the link below:
    http://infinitekind.com/download-moneydance-personal-finance-software

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Hugh LaFollette on 01 Aug, 2016 01:40 PM

    Hugh LaFollette's Avatar

    I thought a chart showing MD’s features when compared to Quicken would help me decide whether to give the free trial a whirl.

     

    I also don’t know if I can import Q files (without loss). Can I export reports into excel? Can I export data into tax software? How does it handle investments (through retirement accounts)? Does it download transactions directly from banks and investment houses?

     

    Hugh

  3. Support Staff 3 Posted by Ethan on 02 Aug, 2016 11:20 PM

    Ethan's Avatar

    Hello Hugh,

    In answer to your questions:

    You can follow the following instructions to import your data from Quicken: http://help.infinitekind.com/kb/importing-from-quicken-or-ms-money/...

    There are limitations to what can be moved from Quicken, because Quicken does not allow the exporting of all the information in their data files in the QIF format. We of course can only work with the data that Quicken will allow to be exported. You can read more about what is not included on their website: https://www.quicken.com/support/importing-and-exporting-qif-formatt...

    You can export reports into the CSV format, which you can open in any spreadsheet program.

    Moneydance does not export directly to tax software, but can export in the QIF format, which some financial software uses. You'll need to check with the program you are using about what can be imported into there.

    Moneydance can track investment accounts. Do you have a more specific question about this?

    You can either set up direct connections with financial institutions by following the instructions at http://help.infinitekind.com/kb/online-banking/setting-up-online-ba... if your bank supports direct OFX connections (http://infinitekind.com/fi). If your financial institution does not offer direct connections, the best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX, OFC, or QIF files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.

    I encourage you to download our free trial version from http://infinitekind.com/downloads 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 things like importing from other programs and connections with your bank. 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.

    In case you haven't found it yet, our full user guide can be downloaded from http://help.infinitekind.com/kb/user-guides

    Ethan
    Moneydance Support

  4. System closed this discussion on 01 Nov, 2016 11:30 PM.

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