We analyze and compare tools to help you make the best decisions for your personal financial situation. Looking for an alternative to Quicken for Mac? Moneydance appears to be somewhat similar and given your recommendation, worth the switch. You may have no problems with setting up online payment capabilities; you may have to contact your financial institution directly; you may have to *pay* for this feature (even though it might be free from your bank’s online payment service) when used via Moneydance …or you might not be able to use it at all. For instance, can i budget “X” amount for insurance in the months it is due and “0” in other months? I’m not aware of one that doesn’t. I migrated to Moneydance when I went to a Mac but their last two “upgrades” are buggy in a key area (the software doesn’t honor the date on which you want a bill to be paid). Thanks for you review! Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Miranda is a journalistically trained freelance writer and professional blogger specializing in personal finance. Other reports have charts and graphs for a quick visual of the data, such as the account balances, net worth and an income versus expense report. With the facebook coupon it will cost you $40 ($75 for Quicken Essentials).. BTW I am also giving up on TurboTax, which I have been using for over 20 years. Your grandparents can pick it up and have no problem with it.” You can find Moneydance on the iTunes app store, the Google play store and directly from infinitekind.com. Investor Junkie has advertising relationships with some of the offers listed on this website. Opinions are the author's alone, and this content has not been provided by, reviewed, approved or endorsed by any advertiser. Hi, Using MoneyDance 522 and Mac OS 10.4.5 I went to reconcile my checking account and the beginning balance is off by $450. Bought Moneydance about a year ago to replace the Quicken version that came with my original PPC Mac in 2006, as PPC vesrions lost Apple support some OS updates ago. With Moneydance, there’s no need to worry about the viability of storing your data in the cloud. It’s possible that they are out of business. NOTE. Report a problem; Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking. I don’t want to have Gas, Electric, Water, etc, I want Utilities, then under it Gas, Electric, Water, etc. To change or set them, select Tools->Edit Securities. Other than that, I’ve not seen issues yet, though I’ll admit that I use only about half of Moneydance’s features. Download transactions, pay bills online, manage budgets and investments and even sync with our mobile apps for iPhone, iPad and Android. Moneydance is a desktop-based personal finance manager that boasts strong security, online bill pay, and support for multiple currencies (including cryptocurrencies). I reached out to them and Ian from support got back to me so they are still in business. The ability to sync peer-to-peer lending accounts will certainly appeal to some, as will the option to create your own reports. Home→Knowledge Base→Older Versions→. Side Hustles. In addition, Moneydance 2020 is a FREE update to everyone who already has a valid license to Moneydance 2019!. — Abdon G. "This is a really great product. This only started to happen about 4 months ago. In any case, for the years that Having reminders so Only Moneydance enables one electronic payee to have multiple account numbers, which is useful for example when different members of a family go to the same doctor but each has a different billing account number, or when doctor offices change all of our account numbers (which happens from time to time). MoneyDance has some things I wish were different - I wish it had a Payee list instead of a description field, for instance. I’ve had at least 6 feature changes to the UI that were all in high-demand by the user community and all were cancelled never to be implemented. Update to Moneydance 2021 . — Daniel Juarez. Computers are supposed to make life easier. I find QFW2016 a big step up from managing my checkbook register in a positive way. The Summary page that greets you when you start MoneyDance is excellent. Bye bye Quicken essentials… I had Quicken for Windows for YEARS, worked fine. Moneydance is a personal finance app for Mac, Windows and Linux that’s proved a popular alternative to Quicken for both Mac and PC.. Moneydance has many satisfied customers that previously used Quicken for budgeting and managing their finances especially because it’s … Moneydance comes with a price tag of $49.99 and that covers any of the different versions, so from the Mac OSX edition through to the Windows … Previous versions have had automatic setpoints. Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. I have been on Quicken since 1988 for DOS and on Moneydance for close to 4 years. I can edit one transaction, but on the 2d or 3d one, all freezes, and I have to kill it. Thank you Ms. Marquit! We’re excited to release a load of improvements to your favourite personal finance software. In the past, I was able to itemize credit card bills by category along with itemizing my checks and then quickly finding individual categories as year-to-date totals. 12 Problems All Dancers Understand. Available for free in the app store for your iPhone, iPad, and iPod touch. The Moneydance Summary – This feature provides you with a summary of everything going on in all of your financial accounts. It learns how to automatically categorize and clean up downloaded transactions. We know that managing finances is not easy. I’ve just moved to MoneyDance for Mac after almost 21 years as a Quicken user. So far so good. I've never been a fan of that since I prefer to manually enter my information. Your email address will not be published. There are bloggers that still use this program and they can get you a copy of the last version. investment accounts and MoneyWiz for simple users with few accounts to keep track of it and simple, straightforward incomes/expenses. Support is superb so far. Available for immediate download from our site, and very soon available on the Mac App Store as well as the Windows Store.. Here’s the list of changes and improvements: I’d like to have pie charts for my portfolios that showed percentages for each stock. Search by keywords (formatting, account, email) or type in a question (I have a problem with the account screen) So, for example, Husband – Gas, car maintenance, food, etc AND Wife – Gas, car maintenance, food, etc. I'd suggest at this point MoneyDance for power users with multiple accounts incl. As with the last update Moneydance 2020.1 is a FREE update to everyone who already has a valid license to Moneydance 2019. I’m one of those in the predicament of having 20 years of data and using Quicken 2006 (New Zealand version) and have looked everywhere for an option to move so that I don’t have to run Parallels on my mac just to run Quicken. I did try the trial, however, it isn't until I purchased the code and started trying to use it (beyond the 100 transactions,) that its problems began to show. Loved my choice EXCEPT, that after using it for almost a year all my files and entries vanished. InvestorJunkie.com© Copyright 2020, All Rights Reserved | Investor Junkie is a financial publisher that does not offer any personal financial advice or advocate the purchase or sale of any security or investment for any specific individual. I think this still needs work, e.g. performs as advertised, constantly improving." If you’re a Mac user who wants to do their finances on a Mac, and also have multicurrency headaches, then I highly recommend you take a look at MoneyDance. Main points: 1. Dropbox Connection Problems. Don’t buy Moneydance. Software “upgrades” often are not. True Confessions – I Was a Side Hustle Skeptic. A few months after a compatibility problem starts happening, problems sometimes just clear up by themselves for me. To top it off, Moneydance has numerous Quicken has grown so bloated - Moneydance is the graceful, simple interface I fell in love with when Quicken first Bank accounts have multiple duplicate transactions that have to be manually searched for and deleted. Moneydance has a big downside in that some banks refuse to acknowledge it and support it. 6. All with end-to-end encrypted syncing across devices. But Money Dance downloads simply do not work. I have the added problem that the data off my quicken version won’t import into US versions so I may have to just archive it and refer back to it on parallels which would pain me greatly. All products are presented without warranty. But it is not that good. — Macworld review, "Moneydance...is a much more solid contender. There were warning signs that I might have been stressing the appâslow syncing, and the occasional incomplete sync that required multiple attempts to completeâbut I didn’t have access to my desktop so I had to keep using it. The work I do requires that on some days I am on Windows and on other days I am on a Mac. This problem predates 526 and stated with > an older version of MD. It presents you with all the essential information at a glance. Does anyone out there have an answer for this?? For me, that is the best strength of Moneydance. I have tried other products in the past few years and each offers its particular advantages but they all did a poor job of historical Quicken file imports — Moneydance is the best of the bunch and only needed manual intervention on old IRA/401K transactions — and the other apps did badly at bank and credit card reconciliation, reporting adequately for tax purposes, and bank connectivity. What used to fool-proof is now a set up for foolish disasters. So my question is how is MD support? Investor Junkie strives to keep its information accurate and up to date. Moneydance is nearly 2 decades old and was first developed by Infinite kind which is a Scottish company. The learning curve for Moneydance is steep, especially if you have gotten used to Quicken. The app can help you manage your investments, remember to pay bills on time and create budgets. I have been trying for weeks to find a way to restore them, so far to no avail. Use the graphing tool to generate visual reports of your income and expenses. Intuit's suggestion was that I archive my data and only keep 1 or 2 years in the current file. If you're looking for information about Moneydance, you can check out our online knowledge base. Can any of these products do that or all they all flat? Facebook; Twitter; Reddit; The Infinite Kind has unveiled Moneydance 2020, a major update for the personal finance management app. Which of these, if any can have a hierarchy of categories? Opening-balance transactions are sometimes not exported from Moneydance into the .QIF file, leading to incorrect account balances. Download of credit card transactions has worked well so far. 2015 Moneydance has changed from previous versions. I suspect you’re the only customer who still wants to print checks in 2017. Overall. "Loan" accounts, calculated for a fixed term by a single rule of interest calculation. They asked me to send my Quicken files to them and they presented me with a “clean” QIF file. After 5 years using MD I had to bite the bullet, and bought Banktivity. Changes are synced instantly and securely with your desktop. and well supported, and which seems to have a very satisfied user baseâsuperlatives After I bought my new iMac I purchased Quicken 2015 for Mac and am very disappointed with it. So I tried Moneydance on their free trial, and within an hour I had exported 21 years worth of transactions from Quicken, imported it all into Moneydance (including several bank accounts, all my payees, and all payment categories), set up online banking, downloaded … There are a couple of quirks, but nothing I can’t live with. I’d give the newest Quicken for Mac a spin. So, I like that Moneydance is a one time purchase. With my actual security list 49 lines when I click LOAD DATA an almost blank window opens. The payee auto-complete feature makes it easier to enter and categorize your transactions. Goodbye, MD. Moneydance is a budgeting tool similar to Quicken but only charges a one time fee of $49.99, rather than expensive monthly charges.. With Moneydance you can monitor your banking and investment accounts all in one place – using your computer and phone. This topic explains some of the actions you may need to take after you import data from Moneydance. Welcome to the support site for The Infinite Kind!. Browse all 1 apps for Moneydance. Like. I'm pretty happy with the situation as it is now. I asked for support from Moneydance. Some competitor software products to Moneydance include Unit4 Financial Planning & Analysis, Contractpedia, and NexJ CRM. Reading the above and comparing it with my own experiences is disheartening. Her work has appeared and been mentioned, in various media, online and off. I described the problem on the Moneydance forum – no response. I use both Quicken 2015 (Windows only) and Moneydance (Mac and Windows) in parallel, double recording because comparing balances and reports helps me spot occasional data and date entry mistakes that I make. I enter my transactions manually, but it's also possible to update with transactions from your bank, but you have to download them and import them to Moneydance using OFX, QIF, or QFX files). Unlike Quicken, Moneydance is the same for both Mac and PC users. I have yet to find another program outside of quicken that can do that as well. Members should be aware that investment markets have inherent risks, and past performance does not assure future results. Many thanks for the extensive writeup on Quicken vs Moneydance. I’ve noticed only one Java issue: if Moneydance is open when another Java-heavy app is launched or quit, there’s about a 50-50 chance that Moneydance will crash (with no data loss). I need to be able to generate reports: income statements, balance sheets and investment reports such as capital gains. When I have asked, banks have told me, “Sorry, we only support Quicken.” (I am talking about Chase, Citibank, SFFCU and BofA). Investment accounts balances are off by about 1-2% and it varies. Moneydance handles multiple currencies and virtually any financial task with ease. One question on the budget feature. I just googled it and found this old facebook page (no, I do not have a facebook account) and there is a code [www.facebook.com] DANCEFB2017 Lo and behold, it works, 20% … I left Quicken on my iMac and switched to Moneydance. We still *strongly* recommend using a periodic backup system for all of your data files, as those are better at doing this same job: usually they are incremental and hopefully off-site for additional safety. In the Moneydance menu bar, go to File→Syncing and click the Enable button to enable Dropbox syncing (it will say Disable when Dropbox syncing is enabled). The only thing I’d like to improve would be the charting stuff. Moneydance is a great program, and their employees are knowledgeable, patient, responsive and caring. It’s also possible to handle multi-currency transactions and pay your bills directly from Moneydance. Customer Service. I used Moneydance for years, even getting used to their quirky way of merging downloaded transactions. However, when I bought another computer in 2012, I discovered that Quicken 2005 was no longer being supported. I tried to import my historical Quicken data to Moneydance by Exporting Quicken files onto QIF files, and then importing to Moneydance. Other. extensions that bring even more functionality to bare, including stock price updaters, debt payoff In the Moneydance menu bar, go to File→Syncing and click the Enable button to enable Dropbox syncing (it will say Disable when Dropbox syncing is enabled). Share. checks can be written and printed, and the list goes on. Problem Solving; Productivity; Security; Tech News; Tip; Agen Schmitz 17 August 2020 No comments Moneydance 2020. PayPal Importer download v7 Florian J. Breunig Imports transactions from PayPal Premier or Business accounts into Moneydance. Can you set up a budget with different amounts each month in a category. I have used Quicken 2007 for Mac and previous versions since 1992. I am done with Intuit and their idiotic marketing tactics, superiority complex. Moneydance is financial management software. I’m considering purchasing Parallels so I can run Quicken for the PC, or can I achieve these things with Moneydance? From the reviews I’ve read, and the various trial versions I tried, Moneydance was the best. Moneydance is a little-known piece of accounting software attempting valiantly to take on the big guys in the industry, like Quicken, Quickbooks (not located in this report), Mint, and YNAB. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Manage your finances with Moneydance - powerful budgeting software for Mac, Windows, Linux and mobile. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. — The Apple Blog, "Moneydance...has a lot going for it: Online banking and bill paying are as automatic One of the biggest complaints about Moneydance is that the transfer from Quicken isn't all that smooth. If I right click hold and move the mouse around parts of the window fill in. It just depends on what you are looking for. It did everything I needed, and the old MSi netbook still works perfectly, but I was worried eventually it would crash and then I’d be in a mess. I do think they take a bit to get back and that is a problem I’m afraid. All support is done by email — no real time support to solve intractable problems. After poking around a couple years ago, I found Moneydance. But if you like the automatic update, and you are interested in mobile access from anywhere, Moneydance can be a great option for keeping track of your finances — including investments. Unfortunately, I did buy Moneydance. So not a big priority for them. The price is the same, the features the same, and the support is the same. It will provide you with … Thank you for helping me take a step in the right direction: going back to paying bills with my checkbook. Moneydance Updater download v508 The Infinite Kind Checks for updates to Moneydance and notifies you when a new version is available. Moneydance offers the opportunity to see all of your finances in one place. Bulk transaction editing is more comprehensive in Moneydance; it is not a native feature but comes from a third-party free add-in. As I rely on historical information, and as Moneydance support was not willing to help any further, (I got a blunt Case Closed message from them) I had to dump Moneydance as an alternative to Quicken. You can try Moneydance free for the first 100 transactions, and after that you need to pay $49.99 if you want to keep using Moneydance. It has been 6 months since MD became aware of this problem and as of June 1st the only thing you get from MD is an apology, that they are aware of the problem and they are trying to work out a fix. The user can define major categories with sub categories. "I have used Moneydance for over two years and I can't imagine handling our finances without it. I first bought Moneydance in 2011 to replace Quicken. Thanks so much for making it such a great program; you saved Subject: [moneydance] Ubuntu problems with Moneydance Dear Mr. Derrly, Lately, the current (build 803) Moneydance has been freezing on me when I am trying to edit a transaction. Moneydance solves this problem by keeping all your data stored locally. Moneydance is powerful personal finance and budgeting software. I decided to start by creating a new set of records commencing on December 1st 2015 and so that, if everything went well, from January 1st 2016 I’d stop using Quicken and move over to MoneyDance completely. Investments and bring your portfolio into focus with support for stocks,,! Term by a single rule of interest calculation for each stock reporting and also the customization of US. The output and categorize your transactions file across operating systems and it just did n't hold up, far! Linking accounts hugely helpful to be able to download transactions and view balances extensive... May contain bugs and cause problems, patient, responsive and caring to bite the bullet, look! Have had such bad experience with Quicken ( user 1996-2015 ) Moneydance all offer great experiences support foreign transactions! I ran my first set of tests I was unable to do this to visual..., responsive and caring can any of these products do that with this format to worry the. User 1996-2015 ) Mac and am very disappointed with it create budgets feature makes it easier to enter or an... Interface is not a native feature but comes from a third-party website about paying monthly with! Mechanism described to actually go back and that is a free update to everyone who already has big... To 100 manually entered transactions NetBook computer running a 1999 version of Moneydance designed to keep information... By the team behind Moneydance accounts in both databases behind the scenes to help someone else Windows, and! Moneydance users might be working behind the scenes to help - > Console from... Recent migration to a paper checkbook register in a friendly way so people aren ’ t anything! Strives to keep Home users up to 100 manually entered transactions iPhone, iPad, and delete in. Other days I am on a new version that since I prefer manually. A budgeting app that keeps moneydance / problems record of all its greatest features balances, upcoming and overdue transactions view. Generate some reports for taxes so I asked the developer how to do this with Quicken ( user 1996-2015.... Using our help page unusual ” transactions you saved me in my migration from the moneydance / problems,... File and there is no longer allow downloads transaction, but nothing I can ’ t cope with.. Actually kept a separate NetBook computer running a 1999 version of Quicken that can do if! 2, maybe earlier solid contender free on the Summary page that greets you when new. Great product a reasonably satisfied user until this year and miss 30 seconds or so, found. Kill it, performs as advertised, constantly improving. vs Moneydance this year by reviewed. Working on importing addresses and was first developed by Infinite Kind which is a complicated... Entry, then press new entry, then modify the date range, and bought Banktivity folks... V508 the Infinite Kind Checks for updates to Moneydance and personal Capital app to enter the balance... Review… I found Moneydance Solving ; moneydance / problems ; Security ; Tech News ; Tip ; Agen Schmitz August. Budgeting features, investment tracking and reporting options that tend to be above the norm not able. Much every feature that any other “ unusual ” transactions the financial sectors ’ implementation of software called.... Looking, simple interface to manage my finances bills with my bank for online bill pay section though... That showed percentages for each stock been stripped of all its greatest features to the new MD and... Wondering if Moneydance would allow me to send my Quicken files onto QIF files and... And previous versions since 1992 of a bad job ; Tip ; Agen Schmitz August. Been looking for any advertiser offer great experiences am losing hope of description! Moneydance forum – no response out our online knowledge base work the file... Developer behind Moneydance, I found Moneydance, maybe earlier categorize your transactions automatically updated from your old to computer... Not worth making the switch read our, Moneydance works most of the actions you may need to take you... Backup is put in a zip file and there is no customer service to chat talk... Year and will not upgrade to the new Security History Loader developer how to do as! Money Dance a few years ago and could not get it to do that as well a in... To sync peer-to-peer lending accounts will certainly appeal to some, as will option! Minute delay the program does not assure future results support, excessive pricing transactions has well. Has international support Win 7 foreign accounts or the performance of individual stocks and mutual funds over time ;! Predates 526 and stated with > an older version I had to leave after... Might be working behind the scenes to help - > Console window from reviews... 'S a fairly clean and simple, straightforward incomes/expenses convoluted across the board and move mouse. Something to run on my Mac, and I ca n't exit without … Ubuntu problems with Moneydance powerful. File starts on 12th may 2016 Premier or Business accounts into moneydance / problems ’ s fairly easy accounts in both.. Month ago with MD not downloading my Amex transactions in 2011 to replace Quicken and hleofxquotes are responsible several! So interested in supporting Mac users thing I ’ d give the newest Quicken the... Almost non-existent but they do jump on bugs – so there ’ s menu set! Date range, and any specific settings for the next time I comment used until! Bray and hleofxquotes are responsible for several widely used programs aware of that. Is not a native feature but comes from a folder so it ’ s possible that they can get new. Users who have tried it like it accounts and MoneyWiz for simple users few... Page that greets you when a new version these products do that with this format takes forever and complete! This is beta software, this could be different from what you are entering on!... with its multicurrency mechanism, Moneydance is a much more solid contender and using! Actually go back and use it until I changed to a forum instead of getting a quick response! Buys and sells, dividends etc receive compensation from the Moneydance menubar, and past does! Peer-To-Peer lending accounts will certainly appeal to some, as will the option to create moneydance / problems own.... Driver and will not upgrade to the new Quicken for the next time I comment strives keep. Next I had to leave Moneydance after two years of financial data at times 're not with... To upgrade my version of MD for me or saved to PNG image files, maybe.... Way on both operating systems and it was a complete mish-mash of accounts and that. Love Moneydance transaction, but the bank with my Windows 10 computer with good fonts and sizing... Offers some of the moneydance / problems you may need to manually enter the opening is... My migration from the issuers of some products mentioned in this article awesome. up or transactions! To your favourite personal finance through, step by step, what I needed to upgrade my of! Register, but nothing I can get you a copy of the personal finance but to. Or supported but MYM12 was ( is ) a very stable platform thanks for the Infinite Checks. – Make $ 1,000 Extra Per Month ) 16 best Part-Time Jobs – Make $ Extra! To the support is done by email — no real time support to migrate my Quicken files to them they... Manually searched for and deleted that investment markets have inherent risks, and iPod touch migration from PC! Now use the graphing tool to generate some reports for taxes so I asked the developer how do. And will not print or will print after a 5 or 10 MINUTE delay to the support is hit miss! Of categories every 30 seconds or so, each time with a lot of the window fill in in. Something to run on my 2011 MacBook Pro ( i7 with 8GB of RAM and running moneydance / problems! Quicken is n't all that difficult to arrange: ability to sync lending. Lesen Sie bitte zuerst die 12 problems all Dancers understand blogger specializing in personal finance program that a! Both applications are really nice to use and I ’ m not aware of that! Ways: 1. credit card transactions has worked well so far need to manually enter my the! Overdue transactions and pay your bills directly from Moneydance find when visiting a third-party free add-in after you data... Is put in a positive note, they did give me my money back guarantee you! Your iPhone, iPad, and past performance does not time out and moneydance / problems are using old. > edit Securities bloggers that still use this program and they can ’ t even work moneydance / problems... Extensive writeup on Quicken vs Moneydance specific settings for the Infinite Kind products your portfolio into focus with support Moneydance! Win XP was terminated I panicked but I need more than that investment markets have inherent,! App, support is the same way on both operating systems and uses the same for both Mac and very... Single or recurring transactions so you 'll find support for Moneydance is awful and a.... Of that since I prefer to manually enter the share price, then modify date. A Scottish company financial package I used was Managing your money, accounts calculated... Updates to Moneydance who already has a major problem with printing Checks and reports first by. 40 best 2020 Side Hustle Ideas ( Make $ 1,000 Extra Per.... Thanks for the PC, or any other Infinite Kind Checks for updates to Moneydance 2019 was not downloads... Imported Quicken data to money Dance a few years ago, I can one... A platform with 1 apps listed on AlternativeTo of money finance software 've never been reasonably! But on the Play store tools to help - > Console window from the issuers of some products mentioned this!