[moneydance] I've had it with Quicken for Windows! Any suggestions from Quicken converts?

[Mellow]

I'm doing the same thing you are.  I'm currently using Moneydance in parallel with Quicken Mac '07, and will continue to do so throughout 2009 until tax time next year, to see how Moneydance works for a full tax cycle.  In that time, Moneydance 2009 (and maybe 2010) will be released, so I'll get to see how it improves.  The goal, of course, is to dump Quicken entirely.  There are a lot of things I like about Moneydance that work better than Quicken.  In other important areas, however, Quicken is still superior.  

You asked about things to look out for.  For me, I see two deal-breakers that will force me to drop Moneydance if they are not added by next year when my lengthy evaluation is complete:

(1)  short and long term capital gains reporting:  When I first tried Moneydance in 2006, it didn't report capital gains at all.  In the 2008 version, there is a capital gains report, but it only reports total gains.  It doesn't break out short and long term gains.  I need to have these numbers broken out, as that is how it is reported to the IRS.  This seems like a pretty big deal to me, and I wonder how everyone who relies solely on Moneydance gets around it.

(2)  transferring shares between accounts:  As far as I can tell, Moneydance provides no way to move shares from one investment account to another.  Having switched brokerages a couple of times, I consider this pretty critical.  You need to be able to move shares between accounts and preserve all your purchase/sale history (again, for those all-important capital gains calculations).  

I'd also like to see improvements to downloaded transaction matching.  Right now, there is no way to manually match a downloaded transaction to one you entered in the register.  So if Moneydance guesses wrong on the match, the only way around it is to delete one or the other.  This is not a deal-breaker for me, but it is annoying.

Despite these issues, there is a lot to love about Moneydance.  Best of luck in your evaluation.

-----Original Message-----

This is the 2nd time since 1/1/09 that Quicken has trashed my data file. I'm in the process of cleaning up all the garbage that was added to and deleted from MY data by Quicken and will be converting it to try on Moneydance.  Until I'm comfortable with Moneydance (or Quicken trashes my data again, whichever comes first!), I will be running Moneydance AND Quicken. I wondered if anyone has any suggestions on what to watch out for in Moneydance, what doesn't work as well (I know reports are not the greatest), etc. Any help greatly appreciated!
   Leslee