I've imported the financial information into the Quicken for Mac. When I tried to enter credit card information only one line apperared - Category. My Quicken program when I attempt to change the column width the column border immediately moves to the furthest left position and nothing I can do will bring it back. Verification of Employment A verification of employment form is a document signed by your employer verifying your position and salary. When you apply for a mortgage, you’re usually required to show proof of income, such as pay stubs, W-2s and a verification of employment.
About Quicken is a desktop application you install locally on your Windows or Macintosh computer. It’s the “grandaddy” of personal finance software, appearing first for MS-DOS and Apple II (remember them?) back in 1983. Times have changed, and now Quicken has multiple versions of its application — from Window and Mac to apps for the iPhone, iPad and Android. Quicken’s desktop software can sync up with the mobile app. But changing times have also brought a changing playing field for these types of applications. Whereas Quicken was once the only game in town, now it faces stiff competition from a number of alternative players, including Mint. Quicken can help you keep track of your money, pay bills and set — and — keep budgets.
It can even help you manage your investments and — in a new feature — track the value of your home. However, it’s not without its faults. I once used Quicken every day, but now I’ve found that there are much easier and more reliable apps for day-to-day use.
However, when it comes to comprehensive financial management, none of these smaller apps have all the features of Quicken. However, Mint makes for a worthy opponent. About Mint is a free online-only personal finance app. It is a cloud-based service, and you can access Mint via any web browser or mobile app on your iPhone or Android smartphone.
The Mint app was started in 2006 and was acquired by Intuit in 2009. While Quicken used to be Intuit’s lead product, Mint has become their sole focus since announcing the sale of Quicken. The platform incorporates all of your financial accounts — bank, investment, credit cards and loans — in one place and provides a big-picture view of your entire financial situation. At initial setup you can add all of your accounts in a pretty seamless download process.
After downloading and syncing your transactions, Mint’s software automatically separates them into predefined categories. While you can’t modify the top-level categories, you can create and add your own subcategories. Once set up, Mint will remember repeating transactions so it will automatically match the same category in the future. With Mint, every time you visit the site, your financial data gets updated automatically. The software presents your financial information in a slick easy-to-use web interface, with information and pretty graphs on a user-friendly dashboard. Jump down to the respective section to get the information you need. Features Unique to Quicken.
Reconcile Bank Statements — Quicken allows you to check your recorded transactions against your current bank statement. Think of this as the online version of balancing your checkbook. Data Stored Locally — Quicken keeps your data on your own computer, so you don’t need to worry about it being unsecured in the cloud. The Inspector — This feature allows you to see summary information about your budget, as well as provide quick options. It will let you know, for example, whether or not you’ve budgeted enough for an upcoming expense.
Retirement Planning — Quicken has functionality to help with setting and meeting your retirement saving goals. Tax Reporting — With Quicken you can either directly import into services like TurboTax, or generate tax reports to hand over to your accountant. Bill Payment — You can pay your bills with Quicken, whereas Mint no longer offers this functionality. Features Unique to Mint. Alerts via email or SMS — Mint will alert you about pending bills and fees that hit your accounts and will suggest ways to save money on transaction fees. Credit Score Tracking — View and monitor your credit score, account usage, payment history and errors at a glance. Investment Tracking — Mint offers investment tracking although it’s okay at best.
If you’re more of a buy-and-hold than active investor, the investing section offered by Mint may be all you need. Is a possible alternative that offers better investment tools. Net Worth Report — Mint and displays that figure prominently at the top of your account.
Apple Watch — Mint is accessible via an Apple Watch. The Comparison of Mint and Quicken We break down the comparison into these categories: Budgeting, Synchronization, Cost, Customer Service and Education, Security, and Mobile Access. Budgeting Both apps are stellar at budgeting. You know where your money is going and can manage your finances well with either one. Both services are versatile enough for any budgeter to stop over-drafting, set up a systematic way to pay off credit card debt, set up savings and manage your spending.
Plus get alerts for unusal activity. Quicken offers a robust budgeting tool that has greatly benefited from recent improvements. Mint’s budgeting software is also easy to use and visually appealing. And both have been around long enough that they’re viable options to choose between for basic budgeting. Both, in fact, are excellent budgeting apps and comparable to each other in most ways.
TIE — and are both good choices for budgeting. Synchronization Both platforms provide automatic synchronization of your bank, credit card and loan accounts with many financial institutions. While Mint supports a large number of banks and financial services, it also seems to have a lot of technical problems with synchronization.
This is an ongoing complaint among users; you can feel their frustration when you read their comments on synchronization on Mint’s forums. Not only does Mint seem to have a lot of disruptive issues, they seem to have a bad reputation for not fixing the synchronization issues in a timely fashion.
Synchronization is an area where Quicken is somewhat better than Mint, though because it uses Intuit’s online services, it may have similar synchronization issues. If you cannot use the automatic methods to download your information pretty much every financial institution supports the open standard.QFX format with Quicken. Lastly, If synchronization breaks with Quicken, nothing prevents you from manually entering your journal entries. Whereas with Mint you cannot enter any transactions if synchronization breaks.
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Therefore, we recommend Quicken over Mint in this category, though from our testing have had a better experience with. Winner — Cost If cost is your primary factor in choosing, then this comparison is an easy one. Quicken retails $39.95 to $119.95 (we list the latest on our site). Mint is free to use, and there are no hidden fees. You might be wondering how Mint makes money. There are several ways:.
Mint offers “ways to save” by recommending various financial services from which they get a referral fee. You’ll also find banner ads in various parts of the website, which provide revenue. You can sign up for premium access to your credit report for a small fee. Mint also sells the aggregate (not your individual) financial data to various providers. Things like: consumer spending, the average credit card balance, how many retirement accounts a user might have, etc.
The data is collected anonymously and does not reference back to any individual user. Winner — Customer Service and Education When you click on the support button on Mint’s website, there is a list of common questions and issues you can scroll through. If you can’t find the answer to your question, you can either email the team or hit the chat button for online help. Response to my specific inquiry from Mint was slow.
Spotty customer service seems to be a recurring experience of users who post on their website forum. Quicken has had a notorious history of poor customer service. Hopefully, the app’s new owners will address the problems that so many customers have complained about. They do offer free 24/7 technical service via phone (how useful it is remains to be seen). Typically, you get technical support that’s from India and reading through scripts to help with your problems.
As has been reported by many comments on Investor Junkie, their phone support is more than useless for all but for the simplest of issues. In addition, with Quicken (and previously with Intuit) there would be many software upgrades of the product to fix various bugs that in some cases should have been resolved before releasing the new version. Based upon issues with both products, I cannot recommend either product as superior in customer service. From our testing we’ve had better customer service with.
TIE — and are equally poor choices for customer service. Security Security is an important issue to anyone using a personal financial program, since your entire financial life could be exposed. In comparing Mint and Quicken in terms of security, it’s all about an internet-based service versus locally installed software on your computer. With traditional Quicken software, all of your information is stored right on your computer. However, when using the application’s online features, Quicken uses the following to safeguard your info:. Secure Socket Layer (SSL) technology and encryption to make your information unreadable as it passes over the internet. Firewall-protected servers.
Integrity checks to be certain messages have not been changed in any way between sender and recipient. Users can protect their accounts with secure passwords. Mint also is concerned about the security of your personal and stored information. Key site security measures:. Two-factor authentication: In addition to password protection, Mint won’t let you access your account until you validate the device you’re using either via the email address you used when you signed up or by a SMS text message to your cellphone. Touch ID sensor for iOS: This quickly reads your fingerprint and unlocks your phone, allowing you quick access to the Mint.com app.
We believe Quicken’s local data storage makes it superior when considering security protection. 8.5/10 Promotions None Price $34.99 - $99.99/year FREE Trial Period -Refund Policy 30 days - Budgeting Bill Payment Bill Management Investment Tracking Retirement Planning Tax Reporting Reconcile Transactions Credit Score Monitoring Zillow Tracking Custom Categories Manual Entries Import QFX, QIF Files Currency Support Multiple US/Canada How can you access the sevice? Website only? Via smartphone app?Access Website, Windows, iOS App, Android App Website, iOS App, Apple Watch, Android App, SMS More security to prevent unauthorized access to your account.Two-Factor Authentication Customer Service Phone: 24/7; Email Email Sign Up.
Which Is Better? Between just these two services, we would have to pick Quicken over Mint.
Has much more functionality and can grow with you over time. But for some, perhaps is all you need. If you want a service that’s available online via a web browser or app, Mint is a better service for that purpose.
Both Mint and Quicken are designed to show you how and where you spend your money. Both provide a user-friendly tool to improve your money management skills — and financial future — by helping you budget effectively. Both are now online services and compatible across all the devices you might choose to use. However, Quicken’s pricing can be off-putting, especially to Millennials who just want a quick, free app to handle simple personal finance functions. For this audience, Mint is a better deal. Readers: Which platform do you prefer between the two?
Moneydance is a complete personal financial management application that includes features such as online banking, online bill payment, investment management, budget tracking, scheduled transactions, check printing, detailed graphs, reports and much more. ∞ HOME PAGE 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. ∞ ONLINE BANKING Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications.
View the full list of supported direct-download banks at Please note that some banks charge a monthly fee for download and bill payment services. ∞ ACCOUNT REGISTERS 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. ∞ INVESTMENTS 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.
∞ REMINDERS You can set up a payment schedule for single or recurring transactions so you'll never miss a payment. ∞ GRAPHS/REPORTS 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. Graphs can also be printed or saved to PNG image files. ∞ BUDGETS Set spending targets for categories per month, week or any other interval.
View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports. Use the highly acclaimed 'envelope method' to specify expenses for each period and your to-the-minute status is shown with over-budget items highlighted. Moneydance will help you set a target and stick to it! ∞ SYNC Enable file syncing to share or collaborate on a data file across multiple computers.
Whether sharing with your partner or accountant, syncing your data will provide secure efficient access to your accounts from any computer. ∞ NATURAL LANGUAGE TRANSACTION ENTRY Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing '1.23 sta' will display a transaction entry panel with the name Starbucks, category 'Coffee', today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history. ∞ ATTACHMENTS Attach images, PDFs, and other such files to transactions by dragging the file into the register.
Clicking an attachment thumbnail will open it in an appropriate application. ∞ MOBILE 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. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more.
Moneydance 2017.10 brings further improvements including:. Workaround certain horribly broken OFX responses (Wells Fargo).
Improved 'similar transaction' handling of downloaded transactions by scoring older transactions slightly lower and transactions touching inactive categories much lower. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.7 brings further improvements including:. Fix bug that could cause Moneydance to fail to open a file when encountering a budget entry that references a deleted category. Fix syncing bug that caused Moneydance to re-download changes since the last local save. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more.
Moneydance 2017.7 brings further improvements including:. Fix syncing bug that caused Moneydance to re-download changes since the last local save. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more.
Moneydance 2017.5 brings further improvements including:. Please note that the printing issue present since macOS 10.12.4 is fixed by macOS 10.13 (High Sierra). As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.4 brings further improvements including:.
Restored 'best match' indicator to the downloaded transaction confirmation interface. Use command+enter to confirm a downloaded transaction with the highlighted action. Fixed bug in Python scripting.
Detect slow extensions and log performance information (locally). Fix bug preventing Dropbox syncing from working properly when the sync folder grows beyond 2000 updates. Improved detection of duplicate downloaded transactions A major (but not new) feature is our absolute defense of your privacy.
All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. 2017.3 Jun 25, 2017.
As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. Moneydance 2017.3 brings further improvements including:. Improved computer-to-computer syncing and smoother setup of synced computers. Simply install Moneydance on any computer and select the File-New menu and choose the Open Synced File option to have full access to your finances from anywhere.
Changes are automatically synced between computers without fear of conflict. Improved Scripting with Python: In addition to the Python script runner, this version includes some additional Python Libraries (Requests, and mathplotlib) as well as the ability to load and run extensions written in Python, or more easily edit and run your own scripts. New text file importer! Import all kinds of text files (CSV, tab-delimited, etc) with automatic delimiter, field type, and date format detection. It also detects and eliminates duplicates, cleans up descriptions, and automatically guesses categories based on previous imports.
This update includes visual improvements and bug fixes, including faster performance and more reliable conversion of sync settings and other data from older versions of Moneydance. In addition to the minor improvements, we've also got a host of big changes over Moneydance 2015!
As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. Moneydance 2017 brings big improvements including the following highlights: - Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine.
Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance.
Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks. Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions.
Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice).
All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included on our blog.
2017.1 Nov 18, 2016. Moneydance 2017 is available now, packed with improvements that make managing your money easier and faster. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. This version brings big improvements including the following highlights: - Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy. Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Want a dark mode, natural colours, or extra high contrast?
Use one of the built-in themes or customise them to match your decor with just a few clicks. Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance.
Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. A major (but not new) feature is our absolute defense of your privacy. All of your data stays on your computer, encrypted and completely under your control.
If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice). All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank.
If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Basically, we think of Moneydance as the Duck Duck Go of personal finance software. Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun! An exhaustive list of those changes are included on our blog.
2017 Nov 2, 2016. Moneydance 2017 is available now, packed with improvements that make managing your money easier and faster. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app syncing and more. This version brings big improvements including the following highlights: - Sync your files seamlessly and efficiently across computers and mobile devices using our fully encrypted incremental syncing engine. Moneydance can now use any shared folder (such as Dropbox) to quickly sync your financial data conflict-free, using end-to-end encryption to maintain your privacy.
Choose from multiple beautiful colour schemes or create your own to customise the look of Moneydance. Want a dark mode, natural colours, or extra high contrast? Use one of the built-in themes or customise them to match your decor with just a few clicks. Moneydance now has integrated support for Python scripts that you can use to manipulate your data and perform custom calculations or actions. Use our built-in script editor to run simple scripts on your data, or build your own extensions to Moneydance. Python is a widely used, high-level programming language that is powerful enough for experts but also easy enough for programming novices. A major (but not new) feature is our absolute defense of your privacy.
All of your data stays on your computer, encrypted and completely under your control. If you enable syncing then your data is communicated over a medium that you choose (either Dropbox, or a shared folder of your choice).
All synced data is fully end-to-end encrypted, which means that even Dropbox (or your chosen shared file service) cannot decrypt and access the data. Unlike most other financial software, Moneydance never uploads your online banking password to anyone but your bank. If online banking privacy and security is a concern, we’ve stated our policies and consider the privacy of your financial data an enormous responsibility. Basically, we think of Moneydance as the Duck Duck Go of personal finance software. Moneydance 2017 also includes many more small improvements and bug fixes that will make managing your finances not just easier but fun!
An exhaustive list of those changes are included on our blog. 2015.7 Mar 19, 2016. I'm happy to report that we've released the seventh update to Moneydance 2015! We've made quite a few improvements in this version.
Here are some of the most exciting: - Improved support for non-western fonts - Various fixes to the transactions reports - Option to allow the confirmation popup window to be docked next to the register, a la Moneydance 2014 - Upgraded security settings for connections - Performance improvements in the budgeting interface More detailed release notes are available on the infinitekind.com blog. 2015.6 Oct 2, 2015. Re-add stock quote and exchange rate downloader function Changed code-signing process to avoid the (harmless) occasional repair library folder message from OS X. Our recent major update to Moneydance 2015 is below: Moneydance 2015 introduces a completely redesigned look, including all retina/high-resolution graphics. But it's not just superficial! We've also been hard at work on many more updates: - a brand new storage system which fully encrypts absolutely everything (even attachments!) and allows for easy and efficient syncing of all data - the option to sync all of your data via Dropbox or any shared folder - free-form tags: no need to select tags from a popup (though you still can) and painstakingly curate the list of tags.
Now you can just type in tag names with autocompletion! - many more minor improvements throughout the app.
If there's anything you'd like changed about Moneydance, please send us a message at and we promise to give it serious consideration. If you enjoy Moneydance, please rate it in the app store. Every rating and review helps!. 2015.4 Jun 5, 2015.
Moneydance 2015 introduces a completely redesigned look, including all retina/high-resolution graphics. But it's not just superficial! We've also been hard at work on many more updates: - a brand new storage system which fully encrypts absolutely everything (even attachments!) and allows for easy and efficient syncing of all data - the option to sync all of your data via Dropbox or any shared folder - free-form tags: no need to select tags from a popup (though you still can) and painstakingly curate the list of tags.
Now you can just type in tag names with autocompletion! - many more minor improvements throughout the app. If there's anything you'd like changed about Moneydance, please send us a message at and we promise to give it serious consideration. If you enjoy Moneydance, please rate it in the app store. Every rating and review helps!. 14.5 Aug 13, 2014.
Fix to HTTP cookie handling and added Entrust Certificate Authority, allowing connections to Edward Jones brokerage. There are many large changes across this free update, so let's get started. NATURAL LANGUAGE TRANSACTION ENTRY Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history.
For example, typing '1.23 sta' will display a transaction entry panel with the name Starbucks, category 'Coffee', today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history. Confirm and record the suggested transaction with a single click or use the suggested interpretation as a starting point to edit the new transaction. NEW BUDGETING INTERFACE You asked, we listened. We’ve design an all new budgeting interface to make saving money as easy as possible while gaining the advantages of systems such as envelope budgeting.
You can now rollover any unspent amounts to the next budgeting period. Easily enter different amounts for each month, or simply copy your budget from previous months. A clean but detailed budget screen shows your overall budget position as well as your actual vs budgeted status for specific expense categories. ATTACHMENTS Attach images, PDFs, and other such files to transactions by right clicking and selecting 'Add Attachment', or by dragging the image file onto a transaction. Once a file is attached to a transaction a copy will be stored in the Moneydance data bundle; the original can be moved, archived or even deleted. A transaction can have an arbitrary number of attachments of any kind.
Thumbnail versions of graphical attachments are shown inline in the register. Clicking on an attachment thumbnail will open it in an appropriate application. SEND BILL PAYMENTS FROM SCHEDULED TRANSACTIONS You can now send online payments, for accounts that support them, directly from the a scheduled payment reminder notification.
Simply press the 'Send Online Payment' button when presented with the reminder and make the payment immediately! CURRENCY CALCULATOR Type any number or math expression into the search field and watch Moneydance instantly show the result. Then type any currency ID to immediately see the result of the calculation in every other currency. Searching continues to work as normal, with a few tweaks. Typing any text filters transactions in the current register, whilst searching from the homepage searches across all accounts.
BANKING-STYLE REGISTER FOR INVESTMENT ACCOUNTS You can now interact with your investment accounts just as you do bank accounts. Enter transactions with auto-completion, categories, tags, splits and even print checks from your investment account! In other investment changes, historical security prices are now sorted with the more recent entries at top. CATEGORY ENTRY AND SELECTION When entering or editing a transaction's category, Moneydance will now show all categories similar to text that you have typed. For example, instead of typing Au:Fu for Automotive:Fuel, you can just start typing Fuel.
This is helpful when you have a deep hierarchy of categories, can't remember the name of a top-level category, or want to browse a filtered set of sub-categories. If there isn't already a category matching what you've typed, you are prompted to create a category with the name you've entered.
Other miscellaneous improvements include:. Merged transactions (manually entered merged with downloaded or imported transactions) will keep the bank’s transaction date.
Added File-Export Backup menu to archive and compress an entire data set into a single file. Added 'Fiscal year to date' date range to reports and graphs.
Fixed double entries for sub-categories on the pie graph. Fixed sign errors in the Transactions report. Subtotal by time period no longer breaks the Transaction Filter report. Changed Transactions report to use the currency of the transaction in the selected account. 14.0 Dec 17, 2013. There are many large changes across this free update, so let's get started.
NATURAL LANGUAGE TRANSACTION ENTRY Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing '1.23 sta' will display a transaction entry panel with the name Starbucks, category 'Coffee', today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history.
Confirm and record the suggested transaction with a single click or use the suggested interpretation as a starting point to edit the new transaction. NEW BUDGETING INTERFACE You asked, we listened. We’ve design an all new budgeting interface to make saving money as easy as possible while gaining the advantages of systems such as envelope budgeting. You can now rollover any unspent amounts to the next budgeting period. Easily enter different amounts for each month, or simply copy your budget from previous months. A clean but detailed budget screen shows your overall budget position as well as your actual vs budgeted status for specific expense categories. ATTACHMENTS Attach images, PDFs, and other such files to transactions by right clicking and selecting 'Add Attachment', or by dragging the image file onto a transaction.
Once a file is attached to a transaction a copy will be stored in the Moneydance data bundle; the original can be moved, archived or even deleted. A transaction can have an arbitrary number of attachments of any kind. Thumbnail versions of graphical attachments are shown inline in the register. Clicking on an attachment thumbnail will open it in an appropriate application.
SEND BILL PAYMENTS FROM SCHEDULED TRANSACTIONS You can now send online payments, for accounts that support them, directly from the a scheduled payment reminder notification. Simply press the 'Send Online Payment' button when presented with the reminder and make the payment immediately! CURRENCY CALCULATOR Type any number or math expression into the search field and watch Moneydance instantly show the result.
Then type any currency ID to immediately see the result of the calculation in every other currency. Searching continues to work as normal, with a few tweaks. Typing any text filters transactions in the current register, whilst searching from the homepage searches across all accounts. BANKING-STYLE REGISTER FOR INVESTMENT ACCOUNTS You can now interact with your investment accounts just as you do bank accounts. Enter transactions with auto-completion, categories, tags, splits and even print checks from your investment account! In other investment changes, historical security prices are now sorted with the more recent entries at top. CATEGORY ENTRY AND SELECTION When entering or editing a transaction's category, Moneydance will now show all categories similar to text that you have typed.
For example, instead of typing Au:Fu for Automotive:Fuel, you can just start typing Fuel. This is helpful when you have a deep hierarchy of categories, can't remember the name of a top-level category, or want to browse a filtered set of sub-categories. If there isn't already a category matching what you've typed, you are prompted to create a category with the name you've entered. Other miscellaneous improvements include:. Merged transactions (manually entered merged with downloaded or imported transactions) will keep the bank’s transaction date. Added File-Export Backup menu to archive and compress an entire data set into a single file. Added 'Fiscal year to date' date range to reports and graphs.
Fixed double entries for sub-categories on the pie graph. Fixed sign errors in the Transactions report. Subtotal by time period no longer breaks the Transaction Filter report. Changed Transactions report to use the currency of the transaction in the selected account. 12.5 Mar 6, 2013. As usual Moneydance has fantastic support for online banking & bill payment, credit card & bank account management, budgeting, investing, mobile app and computer-to-computer syncing, and much more. Moneydance 2017.10 brings further improvements including:.
Workaround certain horribly broken OFX responses (Wells Fargo). Improved 'similar transaction' handling of downloaded transactions by scoring older transactions slightly lower and transactions touching inactive categories much lower.
Mtgops, Long time user, still super happy I’ve been using Moneydance for well over 10 years now. The current version continues to impress me and the developers continue to make meaningful enhancements to the product.
Unlike some users, I’m not pushing the product to handle investment accounts or to do ex post facto downloading of information from banks and other financial institutions web sites. I use the product mostly as an electronic check register, and reconciliation engine, and it performs admirably in that role. The quality of reporting, searching, and graphing has improved significantly over the years.
I suspect that persons which may have avoided Moneydance in favor of a more well known brand of personal financial software package due to reporting and graphing needs might be able to look at Moneydance again. One of the more recent updates to Moneydance included a “globalization” of the auto-fill database for business names and descriptions. This was probably one of the most welcome improvements for the way I use Moneydance. Also improving was the syncing through Dropbox. I actively use the Moneydance iOS apps for data entry while on the go, and a recent update of the Moneydance desktop software also made the syncing process from remotely entered entries much better.
If you are looking for an actively developed personal financial management product which isn’t made by the typical competition, then Moneydance is for you. Mtgops, Long time user, still super happy I’ve been using Moneydance for well over 10 years now.
The current version continues to impress me and the developers continue to make meaningful enhancements to the product. Unlike some users, I’m not pushing the product to handle investment accounts or to do ex post facto downloading of information from banks and other financial institutions web sites. I use the product mostly as an electronic check register, and reconciliation engine, and it performs admirably in that role. The quality of reporting, searching, and graphing has improved significantly over the years.
I suspect that persons which may have avoided Moneydance in favor of a more well known brand of personal financial software package due to reporting and graphing needs might be able to look at Moneydance again. One of the more recent updates to Moneydance included a “globalization” of the auto-fill database for business names and descriptions. This was probably one of the most welcome improvements for the way I use Moneydance. Also improving was the syncing through Dropbox. I actively use the Moneydance iOS apps for data entry while on the go, and a recent update of the Moneydance desktop software also made the syncing process from remotely entered entries much better. If you are looking for an actively developed personal financial management product which isn’t made by the typical competition, then Moneydance is for you. KillerB0529, Great Financial Management App Overall this app is outstanding, but I give 4 stars, not 5, because I think there is still much room for improvement.
I love how customizable it is but I wish it would more seamlessly download online account data. It does well enough to make it quite useful, but I was hoping for something as polished as the free Personal Capital app, which is outstanding in its own right but Moneydance still outperforms Personal Capital by enabling unlimited categories, envelope budgeting, etc. I am just mildly annoyed that I need to manually update my TSP account and the Zillow market value for my home and my credit card transactions are not automatically downloaded. I also wish the mobile companion app had more features, but it functions pretty well enabling categorization of recent transactions on the move. Bottom line is Moneydance is my preferred financial management program, but a Moneydance and Personal Capital marriage would produce the perfect financial management offspring that would far outshine them both.
KillerB0529, Great Financial Management App Overall this app is outstanding, but I give 4 stars, not 5, because I think there is still much room for improvement. I love how customizable it is but I wish it would more seamlessly download online account data. It does well enough to make it quite useful, but I was hoping for something as polished as the free Personal Capital app, which is outstanding in its own right but Moneydance still outperforms Personal Capital by enabling unlimited categories, envelope budgeting, etc.
I am just mildly annoyed that I need to manually update my TSP account and the Zillow market value for my home and my credit card transactions are not automatically downloaded. I also wish the mobile companion app had more features, but it functions pretty well enabling categorization of recent transactions on the move. Bottom line is Moneydance is my preferred financial management program, but a Moneydance and Personal Capital marriage would produce the perfect financial management offspring that would far outshine them both. Adestefidelis, CSV issues Tried to move over from Jumsoft Money, whose version 5 is not for me. I’ve got multiple bank and credit card accounts with large archival CSV files ready to go. But Moneydance has mystifying issues with CSV import of transaction categories. Not every financial institution uses QIF, and moving from other programs like Jumsoft Money often requires CSV.
Despite my every effort, the Category field on my large CSV files is ignored and a default category is swapped in. Their online help forums keep mentioning installing extensions from third parties and so forth to improve this issue, but the Mac App Store version doesn’t have freewheeling Extension installation capabilities. This is dumb. The Category field should simply populate the working category list in the program, and show the field correctly filled-in for imported transactions. End of story. Simple stuff. No hacks or gymnastics.
I welcome feedback from the developer, because I’m exhausted reading forum help posts from their users. That isn’t “help”, though it’s the only Help link accessible from the software.
Developer Response, Hi there, when importing data from other applications QIF is by far the best option. Jumsoft Money 4.7, and all finance apps that I know of, export to QIF. I recommend exporting from Money into a QIF file, then import that into Moneydance. Please make sure to select the 'From Another Application' option when importing, otherwise Moneydance handles de-duplication and categorization very differently.
If you have any more trouble, please do visit our support site and submit a private message, or simply email [email protected]. The forums can be helpful to some people, but we're also happy to answer questions and provide support directly. As for the extensions, the Mac App Store rules prohibit us from providing a menu entry for the built-in extension manager in the app store version.
Sean Reilly Moneydance Developer. Adestefidelis, CSV issues Tried to move over from Jumsoft Money, whose version 5 is not for me. I’ve got multiple bank and credit card accounts with large archival CSV files ready to go.
But Moneydance has mystifying issues with CSV import of transaction categories. Not every financial institution uses QIF, and moving from other programs like Jumsoft Money often requires CSV. Despite my every effort, the Category field on my large CSV files is ignored and a default category is swapped in.
Their online help forums keep mentioning installing extensions from third parties and so forth to improve this issue, but the Mac App Store version doesn’t have freewheeling Extension installation capabilities. This is dumb. The Category field should simply populate the working category list in the program, and show the field correctly filled-in for imported transactions. End of story. Simple stuff. No hacks or gymnastics. I welcome feedback from the developer, because I’m exhausted reading forum help posts from their users.
That isn’t “help”, though it’s the only Help link accessible from the software. Developer Response, Hi there, when importing data from other applications QIF is by far the best option. Jumsoft Money 4.7, and all finance apps that I know of, export to QIF. I recommend exporting from Money into a QIF file, then import that into Moneydance. Please make sure to select the 'From Another Application' option when importing, otherwise Moneydance handles de-duplication and categorization very differently. If you have any more trouble, please do visit our support site and submit a private message, or simply email [email protected].
The forums can be helpful to some people, but we're also happy to answer questions and provide support directly. As for the extensions, the Mac App Store rules prohibit us from providing a menu entry for the built-in extension manager in the app store version. Sean Reilly Moneydance Developer.
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