Try before I buy
Joaquin
I've heard great things about this program but I would like to try before I by. I'm trying to make the switch from Microsoft Money, which I have been using for over 10 years.
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1 Posted by Joaquin on Nov 01, 2017 @ 05:02 AM
Correction: try before I buy...
2 Posted by derekkent23 on Nov 01, 2017 @ 07:52 AM
I am not support staff, just a user.
Take a look at this article http://help.infinitekind.com/kb/importing-data-from-other-programs/...
Also for other information on other topics see the knowledge base page at http://help.infinitekind.com/kb
I moved from Microsoft Money 2005, UK version. The move included just over 15 years of cash type accounts, Building Society, Bank, ISA and credit cards. 37 accounts in all, only 5 still open. This involved a lot of repetitive work as each account has to be exported from MS Money as a QIF file, a corresponding account set up in Moneydance and then each QIF file imported into Moneydance. This went well. The only thing I needed to check was the opening balances of accounts that were already open when I initially started to record them in MS Money. If I hadn’t transferred all my cash accounts, including closed accounts, then Moneydance may have had many more issues to fix as there would have been missing information on transfers between accounts.
Investment accounts, fund, bonds etc., were more of a problem. I had to develop some work arounds to cover the way I had set up investments in MS Money which were not covered in the Moneydance transfer instructions. That said, once I had developed my workarounds things went well with only a little more work required compared to transferring cash type accounts. The only real issue was that investment prices history associated with each security investment are not exported by MS Money, only the price associated with a sell or buy. I had updated securities prices at the end of each month in MS Money and so had to manually enter price history into Moneydance. For this reason, I have only transferred investment accounts going back 6 years.
I does take a lot of work but I am pleased with the result.
Try things out for yourself. download from https://infinitekind.com/download-moneydance-personal-finance-software .The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2015 to 2017) and from then on you get a 50% discount. All upgrades within a version are free.
If you have specific issues give as much detail as you can and support or others will answer your questions.
Hope this helps.
System closed this discussion on Jan 31, 2018 @ 08:00 AM.