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JKE
I am a long-time Quicken user, disappointed how every 3 years I have to upgrade and find that despite all the new features, the new version is more broken than the previous. As I search, I see a lot of Quicken users are in the same boat and there are many like me who are starting to search for an alternative. I discovered Moneydance in some reviews today and may consider it. I upgraded last in 2017, so I have a bit of time...
I have used Quicken for over 25 years; playing around with 100 manually-entered transactions isn't going to sell me on your product. For starters, I'm definitely going to test the import-from-Quicken experience (if there is one). 100 txns isn't even one month! Please consider implementing a better trial experience - for example, an time-limited, full-featured trial license - one that lets me use all of Moneydance's features for 90 (or even 30) days, for example.
I'd give you my e-mail address so you could verify I'm not just installing a new demo every 90 days... Or you could tie the demo to a MAC address.
I think you'll find there are a lot of Quicken users these days who are upset with their new model. If your software really is pretty great, providing a rich introduction to your software while the Quicken subscription cycle runs down won't hurt. Those of us on 2017 still have 2 years to evaluate a replacement, and I'm sure many of us are keen to look really hard. I'll buy software, but $80/year is a little rich, especially when the software becomes more klunky with each upgrade.
Sincerely,
JKE
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1 Posted by Ian O on Feb 10, 2018 @ 01:04 PM
Hi,
I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. It should meet you testing requirements. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from Quicken.
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. You can download the trial version of Moneydance from here.
You can find the steps for importing your data outlined in this article. You should export your data in the QIF file format and then import the QIF file into Moneydance.
Make sure you follow the steps accurately, in particular, make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".
It is highly recommended to export all data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available.
The one exception to this is if you have accounts in more than one currency - if thats the case, then you can follow the steps at the bottom of the article linked above, to export each account individually, and then import multiple QIF files.
You can find the Moneydance knowledge base here which will be useful if you're using Moneydance for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.
Ian O
Infinite Kind Support
System closed this discussion on May 12, 2018 @ 01:10 PM.