Home → Switching to Moneydance →

Balance forecasting

• Edit

jacki21uk

02 Dec, 2015 01:20 AM

I am still using MS Money, but want to switch to Moneydance, particularly as I now have a Mac. I am dependent on the balance forecaster feature in MS Money so need this feature in MD. I understand I can purchase an extension for MD 2015. Please can someone advise me if this will work in UK Sterling, I am a UK resident. Thanks.

1. Support Staff 1 Posted by Jenny on 02 Dec, 2015 01:46 PM

   

   Hi Jacki,

   If you are moving from MS Money, you may be interested in the following article, which details how to move your data - http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

   There are two extensions you may wish to download. The 'Money Foresight' extension, which provides tools to forecast your future account balances and review your past spending. And the 'Balance Predictor' extension, which attempts to calculate and graph the future balance of an account based on past transactions and scheduled reminders. Once you have downloaded Moneydance, you can add these within Extensions --> Manage Extensions.

   Moneydance works with a variety of currencies, and can even include custom currencies, so using Moneydance from the UK, using GBP will cause no issues.

   If you haven't already, I encourage you to download our free trial version 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 importing your data.

   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: http://infinitekind.com/preview

   Please let me know if I can be of further assistance, and thank yo for your interest in Moneydance!

   Jenny
   Infinite Kind Support

   • Edit

2. Jenny closed this discussion on 02 Dec, 2015 01:46 PM.

3. Ben Spencer re-opened this discussion on 05 Dec, 2015 11:05 PM

4. 2 Posted by Kevin Stembridg... on 05 Dec, 2015 11:16 PM

   

   Hi Jacki,

   I'm the developer of the Money Foresight extension. You won't have any trouble using it for sterling accounts. (I'm based in the UK myself).

   It can forecast multiple accounts at the same time and if they all have the same currency it will use that currency. If they have different currencies it will display balances in your base currency.

   Hope this helps. If you have any more questions I'm happy to respond here or you can raise a new thread on the issue tracker for the extension:
   https://bitbucket.org/mahanaroad/moneyforesight/issues?status=new&a...

   Cheers,
   Kevin

   • Edit

5. 3 Posted by jacki21uk on 06 Dec, 2015 12:28 AM

   

   Hi Kevin

   Thanks very much, that’s great news. I have just bought a Mac after 20 + years of Windows so I need to ditch MS Money. I plan to buy Moneydance and your extension as spin as I have got used to the Mac !

   Thanks

   Jacki

   • Edit

6. Jenny closed this discussion on 09 Dec, 2015 09:28 AM.