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. Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions. This is an overview of your finances.
The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. 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. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen.
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Graphs can also be printed or saved to PNG image files. The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.
You can set up a payment schedule for single or recurring transactions so you'll never miss a payment. When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances. Changes are synced instantly and securely with your desktop. Available for free in the app store for your iPhone, iPad, and iPod touch. Now also available for your Android device free on the Play Store!
Follow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically. We offer a free trial of Moneydance, which is fully functional but limited to entering up to manually entered transactions. The Cash Manager Canada version feels more like a forced cash-grab that an improved cash manager program.
It is so sluggish at times, it forces you to do other tasks and becomes forgettable. This product should have never made it to market based on my current experience with it. Save your money and save your sanity. It represents a new standard in how terrible a once useful program can become. Frequently fails to start or starts to a blank screen Fails to correctly calculate balances Refuses to accept password that was created at its demand only moments before When you can get it to start it frequently crashes and takes your newly entered work with it.
I note that the CNET review is of the version. I have used Quicken for well over 20 years and come to rely on it. I enter all of my transactions by hand since I have never found the download features of Quicken to be reliable or as easy to use and they should be.
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Every time I used them I had to do so much editing that I always reverted to manual entry. But enough of the past.
My last purchase of Quicken was the version so I decided to see if there was anything new in For the most part there is nothing new that I could find except for a couple of dramatic developments: it frequently fails to start or starts to a blank screen. When you can get it to start, the balances only occasionally calculate correctly.
Being an optimistic type, I stuck with it for almost two months. When I could not get it to start I just uninstalled and reinstalled. I uninstalled using both the recommended Quicken uninstall tool and Revo so I am relatively sure that short of a clean install of Windows there were no traces left to interfere with the new installs. By doing that I was able to get it to run once or twice. Finally, I gave up and took it back just a day or two before the day return period expired. I have also used TurboTax for over 20 years and been pleased with its performance.
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However, given my experience with Quicken I will be using something else for Buggy, I've had this version for about 6 months and it seems I have to re-establish online connections everyday, not the same one it's a different account every time. They have a fix feature but it doesn't work so I do it manually. When it looses the connection you also have the option to retry but that only locks up the application and I have to reboot my pc to get past it and then reestablish the connection. Another problem I've had about a month ago it told me I had splits that had never been applied They were off by date and time so i didn't want to apply them so I cancelled thinking they would go away, WRONG!
There doesn't seem to be any way to get rid of them but to accept but then my accounts will be all off so you have to go in and delete them. They then reappear the next time you run a "One Step Update". You also can't split your accounts into different files.
No can do. No way to export individual accounts into a new quicken file.
Making a copy and deleting individual accounts but you wind up with all these hanging stuff you just can't get delete everything. You can export to a CSV file but good luck mapping all the fields. Keep loosing connections to online financial accounts.bnpdive.gr/media/48/22-february-horoscope-gemini.php
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Can't seem to get rid of bogus stock split information. Help desk is useless all I've ever gotten was this is a know issue and we'll let you know if we ever decide to fix it. Read reply 1. Anyone giving Quicken more than one star has to work for Intuit. They think Support is women's clothing. They only allow three words to submit a problem before not answering it.
I have three words for them. I have been with them for over ten years and can't find a way to safely migrate all my records elsewhere. Company released a patch that broke their own software requiring customers to enter a password they never set on their data file. This resulted in loss of money and hours of time trying to troubleshoot to no solve.
Meanwhile we are supposed to simply wait on a patch fix with no date provided. The bad stuff: 1 Every couple of years you must upgrade read purchase a complete new software package or you'll loose some very useful feature. It destroys the connections to your banking institutions and you're clueless as to how to proceed.
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BUT, wait, there are multiple duplicate records transferred into my Quicken register. Sorry says tech support, you'll have to purge those entries manually. Oh, gee, just what I wanted to do. Very useful program,the upgrade policy is Draconian, funky stuff happens during upgrades and this guarantees jobs for tech support chat persons and plenty of frustration for you, the user.
Once reported, our staff will be notified and the comment will be reviewed. Overview Review User Reviews Specs. Features Quicken's core features continue doing what they've done for years: chiefly, importing your financial information to help you automatically and manually track your spending and savings.