Users moving from Quicken may be disappointed in the reporting capability in Moneydance. Moneydance lacks the professional polish of these competitor products, and would be wise to hire some experts in this area. Financial software users are a fairly educated bunch, and can easily recognize how visually behind Moneydance is from their competitors, Microsoft Money and Intuit Quicken. ![]() Lowlights:īeing completely blunt, the Moneydance user interface is pretty darn ugly. Several of these extensions are available for download from within Moneydance. By using the Moneydance Core API, software developers can download the kit, use the API libraries, and compile Moneydance extensions. Reilly Technologies offers their more technical users (programmers) the option to “extend” the application. I spent about 15 minutes fully optimizing my homepage to display my net worth (for what it’s worth), my loan balances, my credit card data, and my investments. I was nicely surprised to see a customizable view of all my financials in one easy-to-see place. I really like the Moneydance homepage or dashboard view. Memorized transactions, split transactions, and categories (which Moneydance calls “accounts”. Moneydance 2008 performs all of these features well. Run beyond a “specified period of time” without disabling, retiring, or sunsetting widely needed features.Be free from endless “upgrade ads” (I bought the program already).Support multiple currencies (I am Canadian ehh!).Run on Mac OS X or Linux (I don’t have a Windows machine).Update portfolio details for stock and mutual fund prices.Download bank transactions from several institutions.Moneydance performs many of the features offered in Quicken. Albeit, this is a one-time pain-point and I didn’t expect perfection given the years of data I have collected. I did get a few duplicate transactions from transfers between accounts, which was a little discouraging at first. My Quicken categories were automatically imported. QIF file from Quicken, and then use Moneydance’s import function. Importing Quicken data into Moneydance is neither overly complicated nor simply seamless. I really only want to get personal with a software company if i choose to BUY the package. I think more companies should stop insisting on email addresses and personal information as this hinders me from downloading the demo. I didn’t have to enter any personal data or offer my first born for the privilege of trying before buying. I use a Mac and found it flawlessly simple to get my trial install. It only takes a click to download Moneydance for your preferred platform (Windows, Mac OS X, Linux). This is akin to buying a toaster in 2005 and suddenly no longer allowed to plug it in. So basically, despite paying full price for this software, I can no longer use the package effectively. This means I can no longer: pay bills online, download financial data from my bank, synchronize investment data (stocks, mutual funds), and interact with Quicken’s portfolio uploading tools. ![]() I’ve been on the lookout to replace my version of Intuit Quicken 2005 since last month Intuit decided to retire online services for older versions of Quicken. Reporting and graphing features not robust. ![]() Multiple currency support, cross platform capability, customizable homepage, import banking data, synchronize investment data, no “retiring” of online transaction capability, no ads, extendable features. All three platforms will set you back a mere $39.99 USD, a demo version is available to get your feet wet. Moneydance, published by Reilly Technologies, is a personal finance management package for Windows, Mac OS X, and Linux. Over the last while I have been getting financially fancy footed using a software package called Moneydance. You might even call my little financial jig a money dance. But despite my lack of formal dance training, I have been know to jump for joy when figuring out my financials. I have a hunch I’d be pretty good at the Foxtrot though. I’m not really into Salsa, Jive, or Tango.
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