[moneydance] VERY CONFUSED

[Jaap van Dodeweerd]

MD is not MS M, so it takes some time to get adjusted to the program  
and it will take some cleaning up in the accounts. Reporting is not  
what you are used to, but it works and there's no better alternative,  
when you want to run on different platforms. So little choice!

On 14 jul 2009, at 01:45, s14212 at yahoo.com wrote:

> Oh, if it were that simple.
> I started again, fresh.
> I established every account from MS Money in Moneydance - spelled  
> exactly as they are in MS Money.
> I also established "bank" accounts in Moneydance for each of the  
> cash accounts in Money as instructed. I named these cash accounts as  
> they are in MS Money not duplicates of the Investment accounts to  
> which they apply. Perhaps that was a problem.
> In any case, after all this, the number of shares in each MD account  
> is correct. The Cost basis is correct. The value of the account,  
> however is screwy. In addition, there are entries I neither want,  
> need nor understand.
> In addition, the available reports do not permit customization and  
> seem to come as either graphs or charts but not both.
> Bottom line, my frustration level is rising and while this medium  
> provides helpful hints, I don't know where to go for a comprehensive  
> instruction manual for MD.
> The other finance programs for the Mac OSX are not available for  
> Windows so I can't experiment until I make the giant leap.
>
> --- On Sun, 7/12/09, Jaap van Dodeweerd  
> <jaap.vandodeweerd at gmail.com> wrote:
>
> From: Jaap van Dodeweerd <jaap.vandodeweerd at gmail.com>
> Subject: Re: [moneydance] VERY CONFUSED
> To: s14212 at yahoo.com, "General discussion related to Moneydance" <moneydance-info at moneydance.com 
> >
> Date: Sunday, July 12, 2009, 11:34 PM
>
> Hello Steve,
> I did the same move last year (and many people before me), with only  
> 5 years of transactions.
> After opening an empty MD file, first define all accounts as they  
> are defined in MS M. Then start to export the QIF files in that  
> order and import the files in MD.
> Only a few adjustments are then needed, in order to get the same  
> situation in MD.
>
>