![]() I'm in the UK and never had direct access to online accounts from Quicken, I've always entered data manually. (I don't think I regularly looked at anything other than a net worth graph in Quicken, in Moneydance I now have about eight graphs I will use.) Once I got into its graphs, I realised that actually it did have a lot of colour, and more useful reporting than Quicken. I liked that you can browse transactions by category regardless of account, in that respect it was superior to my version of Quicken. While using it I frequently found that I'd end up with as many as ten full screen windows open (on a 22" monitor in portrait mode) looking at my data from different angles. I liked the fact that every time you do anything you can open a new independent full screen window to do it in. Initially its plainer simpler appearance made me think it was going to turn out to be a lesser product, but as I got into it I realised that it had essentially identical functionality, but its implementation was more powerful. I had 19 years of personal data and 25 years of business data combined in one Quicken file, all of which I imported. Last weekend I converted from Quicken 2000 to Moneydance. This seems to be the most recent Moneydance thread, so I'll add my contribution here. Your account info is downloaded from each of your accounts' online portals. Your data file is maintained on your hard drive. I would ask this question on the Moneydance forum.ģ) does the application save my financial data online? (this may be a stupid question, but I'm not very familiar with the difference between software, applications and online programs). Yes - I think the software does this well.Ģ) will the application track a Thrift Savings Plan (federal employee retirement plan) investments? Or does it break things down at a more superficial level (i.e. large cap value, large cap core, small cap value, international value, real estate etc. Having said all that I'll give you my opinion.ġ.) 1) will it break my mutual fund investments down into % U.S. Here's a link to their online forums - people there will be more knowledgeable about the program's features than folks here. I switched from Quicken and have not looked back. I use MoneyDance with a Mac and I really like it. ![]()
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