Get rid of Quicken

Some while since I posted but I am now a happy registered user of Moneydance . One of my issues was multi-currency which Quicken does not seem to know about .. I live part of the year out of the US and all works well .. I can now recommend MD. JACL

Reply to
J Anthony Clapham
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Did it import your Quicken files? I've tried in on several occasions and it's failed completely to do to.

Update, tried again, utter, complete, total failure!

Reply to
XS11E

I use MoneyDance also. I've imported by complete Quicken History. Had some data clean-up to perform - mostly with transfers - which is related to how qif files are created by Quicken. Took be about a day to go by Account to Account and balance back to Quicken. You need to follow their instructions to the letter when you convert - otherwise you will have to start over.

Oilcan

-----Orig> Some while since I posted but I am now a happy registered user of > Moneydance .

Did it import your Quicken files? I've tried in on several occasions and it's failed completely to do to.

Update, tried again, utter, complete, total failure!

-- XS11E, Killing all posts from Google Groups The Usenet Improvement Project:

formatting link

Reply to
Oilcan

IMHO, investments are not one of the stronger points of Moneydance. I can generate some basic reports that work okay. I generally use my broker's website for something more complex.

It program costs about $45. It does not sunset like Quicken, so you can upgrade whenever you like. It can try it for free which limits you to

100 manually entered transactions but unlimited downloaded transactions

- which should be enough to make a decision on the product.

The program has some quirks that they are working on improving (transaction matching for one), but for the most part it operates like Quicken. It works on Windows, Mac and other popular operating systems. They have fairly good online support (real people!!!) based on the east coast.

Oilcan

-----Orig> "J Anth>

What do they charge and how well do they handle investment analysis?

Reply to
Oilcan

This time it's new and improved, it didn't completely screw up everything like previous versions, it absolutely refused to import anything.... It kept saying it did but... it didn't.

Every time I try something new I learn to appreciate Quicken even more!

Reply to
XS11E

Reply to
J Anthony Clapham

I wish it weren't but it is, sort of like selecting which flat tire you prefer....

Manually enter 20+ years of data for 20+ accounts? I won't live that long!

Reply to
XS11E

I looked at Money Dance and was pretty unimpressed. Kind of like Mint but with a nicer interface. I also use Quicken to upload my stock trades and other things to TurboTax.

For the $40/year (or three years if you want to stretch it) it costs to buy Quicken, I think it is a pretty good deal.

Reply to
Mr.Jan

"Mr.Jan" wrote in news: snipped-for-privacy@l20g2000yqm.googlegroups.com:

Can't be any worse than Quicken, if you trade from the short side, or trade options.

Reply to
Eric J. Holtman

I just changed from Money to Quicken so had the same kind of problem. I decided that the easy way out was to just keep Money and its files so I could access historical info and transfer a minimal amount of info to Quicken. If you do this at a convenient point, like year end, it's not a big job to use one program for current activity and the other for historical.

Reply to
nobody

I converted from Money to Quicken back in my Windows 3.0 days, at that time I had only one checking account to import and it worked flawlessly!

Frankly, I see no earthly reason to leave Quicken. I'd like to not have to buy it every few years but it's no big deal and it's MUCH cheaper than spending hours getting MD to work when I already know it won't from past experience.

IF MoneyDance would import ALL my Quicken data seemlessly and IF MoneyDance would download from my brokers, etc. and IF MoneyDance would import seemlessly into TurboTax then

I'd be tempted to give it a look.

Reply to
XS11E

Well, I have Q2007 & it only allows a QIF export and QIF/QFX/OFX imports .. as we know Quicken no longer allowed QIF imports to Financial a/cs when OFX was introduced (a much more complex record structure) ... why are people expecting a 'seamless' transition to a competitor's software using an old abandoned file system.

Quicken has no reason to make it easy to move to another PFS, does it?

Moneydance imports the same files as Quicken but will allow you to point to a financial a/c with a QIF file.

I maintain a/cs in 3 currencies, two of which are very active so I need multi-currency support which I have with MD .. Quicken US will not download anything but US dollars due to the 'Institution' file being specifically US oriented .. thus forcing people to buy another Quicken version. I believe now there are add-ons to the US version but you have to buy them.

Another point, I keep two years of transactions, and every January archive them & drop the second year .. I started with Moneydance in Jan 2010 & imported only the a/cs I couldn't download .. I ran in parallel until April when I dumped Quicken.

JACL

Reply to
JACL

Quicken has no reason but MoneyDance does and should fix their import problems if they wish to increase their market share.

Reply to
XS11E

Reply to
JACL

Intuit dumped the QIF format primarily because there is no error checking provided using them. Once imported there is no reversing any errors made.

It is not true the that Quicken will not let users generate OFX files. Take a look at Big Red's QIF to OFX C> You missed the point QIF was dumped because it's inadequate and has been

Reply to
Laura

If you're talking about transferring data from one application to another, OFX won't do the job either.

For starters, OFX doesn't know anything about categories (or tags/classes).

Reply to
John Pollard

Top posting corrected:

You missed the point, did you ever read my post before posting your non sequiter?

Reply to
XS11E

I've been meaning to ask about this very product and Big Red in general...

I recently used their free trial of Excel to QIF Converter for a 401k Investment Account and, even though I mucked the Buy/Sell coding, it appeared as if it was going to work for me. Do you (does anyone) have any actual, 1st hand experience with this product? I'm inclined to think it would work and am not opposed to buying it.

Then does anyone have actual, 1st hand experience with the QIF to OFX Converter? For what I need (want) to do these two sound just the things to use. Is there something I'd be missing or not recognizing?

What I'm after is getting the 401k Acct trx to flow thru a Quicken Acct so I can monitor the Payroll Deductions and 401k Buy/Sell activity. The 401k Acct site only exports to Excel and I've prefer not having to run that separately. Thanks for your insights. Geo.

Reply to
GSalisbury

By the way it's non sequitur (latin).

I'm not sure what post you are referring to, but you seemed to be implying that all types of account should be set up perfectly by MD using QIF output from Quicken .. in my case I set up some using QIF and some manually (starting balance & downloads) I don't recall relying on QIF for anything much.

As you may be aware MD run a support site, which can be used to answer most problems through searches, or the support team will create a problem ticket and address your specific issue. In my case I had a foreign exchange problem which was finally resolved by a support person (my setup mistake).

I used Quicken 1991 to 2010 in case you think I didn't give it a try. JACL

PS my apologies to XS11E I sent this to him/her pers>

Reply to
JACL

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