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Trying to go from Quicken to Moneydance.
I am looking to replace my Quicken and am trying Moneydance. I hae two questions.
Is it possible to have a report listing all transactions with a specific payee or category, but in all accounts?
I am unclear about matching downloaded transactions to ones I have entered manually. It does not work as simply as Quicken, and the help file is useless.
Is it possible to have a report listing all transactions with a specific payee or category, but in all accounts?
I am unclear about matching downloaded transactions to ones I have entered manually. It does not work as simply as Quicken, and the help file is useless.
I’m unsure.
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Inappropriate?I'm not sure if there's a way to do a report for a specific payee (maybe someone else can help with that), but you can certainly do it for a specific category. Pick the "Income and Expenses" report, and choose "Selected Categories" in the dropdown. You can then pick the category or categories you want the report to cover. The upcoming 2009 version of Moneydance is supposed to include improved reporting, so I hope to see lots of new things very shortly.
Matching downloaded transactions to manually entered ones is not as robust in Moneydance as it is in Quicken. Moneydance decides which manual transaction is a match for the downloaded one, which it refers to as a "Possible Match." If the match is correct, you can just accept it. If it is not correct, there's no way to match it manually. You just have to delete one or the other. I've seen posts from the developer suggesting that you should be able to choose other possible matches, but I've never had the ability to do that.
You do have a small measure of control over the matching. In the preferences, you can specify a maximum number of days that there can be between the dates on downloaded and manual transactions. Outside that maximum, Moneydance will not find a match, no matter what. This is good for regularly recurring payments. -
Inappropriate?You can use the "find" function to find (and print) transactions for specific payee's (the "description" selector) in all accounts or a single account.
You can also see all transactions in a category via the register view for the category; double click the one you want in the edit category tool or home page account list.
