Comments on: Moneydance Personal Finance Software Review http://www.moneyhelpforchristians.com/moneydance-review/ Frugal, Simple, Debt-Free Living, and Generous Giving Sat, 11 Feb 2012 21:06:49 +0000 hourly 1 http://wordpress.org/?v= By: Pam http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15988 Pam Tue, 03 Jan 2012 22:37:13 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15988 I've been using Mint.com for about 2 years and am very happy with it, especially the Android phone app. I've always been fairly good about backing everything up, but I still prefer to have my data in the cloud as well. I’ve been using Mint.com for about 2 years and am very happy with it, especially the Android phone app. I’ve always been fairly good about backing everything up, but I still prefer to have my data in the cloud as well.

]]> By: Gopi http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15907 Gopi Sun, 25 Dec 2011 09:16:11 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15907 Hi There, I would like to know if anyone knows of any add on in MoneyDance where it can auto split the incoming money into 5 other bank accounts by the percentage. For example i have it split like this. EDU 10% GIVE 10% INVEST 10% LTSS 10% NECC 50% PLAY 10% My salary per week is 500 to 600 dollars and i split them into all the accounts. The problem is i have to calculate and key in the amounts manually. Is there like an add on where i can key it into a different screen and it is auto split and the split value is automatically added into the different accounts. P/S:- Based on the "T. Harv Eker’s JARS Money Management System". http://secretsofachievers.com/financial-success/t-harv-ekers-jars-money-management-system/ Hi There,

I would like to know if anyone knows of any add on in MoneyDance where it can auto split the incoming money into 5 other bank accounts by the percentage.

For example i have it split like this.

EDU 10%
GIVE 10%
INVEST 10%
LTSS 10%
NECC 50%
PLAY 10%

My salary per week is 500 to 600 dollars and i split them into all the accounts. The problem is i have to calculate and key in the amounts manually. Is there like an add on where i can key it into a different screen and it is auto split and the split value is automatically added into the different accounts.

P/S:- Based on the “T. Harv Eker’s JARS Money Management System”.
http://secretsofachievers.com/financial-success/t-harv-ekers-jars-money-management-system/

]]> By: Craig http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15510 Craig Wed, 26 Oct 2011 19:52:00 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15510 Sharon, Thanks so much for sharing your experiences. I'm especially glad you included both the things you like and drawbacks. Well done! Sharon,
Thanks so much for sharing your experiences. I’m especially glad you included both the things you like and drawbacks. Well done!

]]> By: Sharon http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15509 Sharon Wed, 26 Oct 2011 14:20:58 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15509 I do bookkeeping and work in Accounting for a financial institute. I move from PC to MAC a couple of years ago and have always used Quicken and/or Quickbooks. When I read the reviews of Quicken for MAC..it wasn't very promising..so after a lot of research and the free trial, I started using Moneydance. I really like it. It's pretty simple. I have been able to download almost all my banks and credit cards. There is one or two banks I can't download..but I ran into this issue with the Intuit products as well. There are so drawbacks, like the splits, like the memory of the last transaction..but for the most part, for the price and ease..this product is a winner. I do bookkeeping and work in Accounting for a financial institute. I move from PC to MAC a couple of years ago and have always used Quicken and/or Quickbooks. When I read the reviews of Quicken for MAC..it wasn’t very promising..so after a lot of research and the free trial, I started using Moneydance. I really like it. It’s pretty simple. I have been able to download almost all my banks and credit cards. There is one or two banks I can’t download..but I ran into this issue with the Intuit products as well. There are so drawbacks, like the splits, like the memory of the last transaction..but for the most part, for the price and ease..this product is a winner.

]]> By: Craig http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15285 Craig Tue, 20 Sep 2011 00:57:20 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15285 Angie, Thanks for taking the time to help Allen with his question. Angie,
Thanks for taking the time to help Allen with his question.

]]> By: Craig http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15283 Craig Tue, 20 Sep 2011 00:54:42 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15283 Allen, I think Angies post shows that the folks at Moneydance do go out of their way to help their customers. Kudos to them for the time and effort. Thanks Angie! Allen,
I think Angies post shows that the folks at Moneydance do go out of their way to help their customers. Kudos to them for the time and effort. Thanks Angie!

]]> By: Allen http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15257 Allen Wed, 14 Sep 2011 08:58:02 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15257 Craig, Thanks, I got a reply from moneydance support, (Angie), hadn't thought of them. You do seem very busy on this site, thanks for your help. Allen. Craig,
Thanks, I got a reply from moneydance support, (Angie), hadn’t thought of them.
You do seem very busy on this site, thanks for your help.
Allen.

]]> By: Angie http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15247 Angie Mon, 12 Sep 2011 23:16:41 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15247 Allen- Angie from Moneydance Support here. What likely happened when you imported your file is that you didn't check the "From Another Program" box, so Moneydance applied all of your transactions to the first category alphabetically (which is likely Automobile). Try running the import again with that box checked, and your categories should come over successfully. To delete all transactions, use Ctrl+A, then hit Delete. If you've got a bunch of accounts which imported incorrectly, and didn't do much else with your data file, you could start with a blank file by going to File->New. Finally, you could revert to a backup (see info in the user guide) from a previous day, before you ran the import- this would be the best choice if you've done a lot of work on your data file in previous days and did the import recently. If you have any other questions, drop us an email at support (at) moneydance (dot) com Allen- Angie from Moneydance Support here. What likely happened when you imported your file is that you didn’t check the “From Another Program” box, so Moneydance applied all of your transactions to the first category alphabetically (which is likely Automobile). Try running the import again with that box checked, and your categories should come over successfully. To delete all transactions, use Ctrl+A, then hit Delete. If you’ve got a bunch of accounts which imported incorrectly, and didn’t do much else with your data file, you could start with a blank file by going to File->New. Finally, you could revert to a backup (see info in the user guide) from a previous day, before you ran the import- this would be the best choice if you’ve done a lot of work on your data file in previous days and did the import recently. If you have any other questions, drop us an email at support (at) moneydance (dot) com

]]> By: Craig http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15245 Craig Mon, 12 Sep 2011 21:22:11 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15245 Allen, I've never used MS money so I couldn't say how their information exports. I'm guessing there is a way to sync it, but I don't know. Add a comment to the support forum and I suspect you'll get a response. Allen,
I’ve never used MS money so I couldn’t say how their information exports. I’m guessing there is a way to sync it, but I don’t know. Add a comment to the support forum and I suspect you’ll get a response.

]]> By: Allen http://www.moneyhelpforchristians.com/moneydance-review/comment-page-1/#comment-15243 Allen Mon, 12 Sep 2011 18:51:19 +0000 http://www.moneyhelpforchristians.com/moneydance-review/#comment-15243 Hi Craig, got another question. When I exported the account info from MS money, moneydance used the catagory tag that was there for ALL the entries,ie automobile. Can I delete them all in one shot, then replace those that I think need to be catagorised? Can't find the info in the user manual. Allen. Hi Craig, got another question. When I exported the account info from MS money, moneydance used the catagory tag that was there for ALL the entries,ie automobile. Can I delete them all in one shot, then replace those that I think need to be catagorised? Can’t find the info in the user manual.
Allen.

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