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

[Mellow]

Leslee, responding to your suggestions:

"I have my categories set up probably a lot differently than most folks so that I can understand them. Anything that is NOT tax related begins with 'x-'. ... Would something like that help with the long and short term capital gains?"

I have a similar setup.  I use my own categories that I created to capture most taxable events (like business expenses), and it works very well.  But reporting capital gains is very different.  I'm not talking about gains that are distributed by a stock or mutual fund, which appear in the register and can be assigned a proper category.  I'm talking about gains that are realized from the sale of shares.  These gains are not directly entered into any register; rather, they are calculated behind the scenes based on the original purchase price and sale price of the shares sold.  Moneydance does the proper calculations behind the scenes (as Quicken does), but it just doesn't separate short and long term gains.  There's probably a way to manually compute and track it, but that would defeat the purpose of having software like this, especially when Quicken already has this feature.

"As for moving shares... I don't know if this will work but if you are moving all shares from one brokerage to another, why not just rename the account"

It seems to me that renaming the account only works if you are moving an entire account to an entire new account.  In the past, I've had to merge multiple accounts to a single brokerage, or transfer shares from one account into another existing account.  In those situations, the renaming trick may not work.  But your suggestion does make me think that a batch change of some sort might work in the right situation.  I'll keep that in mind for the future, although it seems like that could throw off cash balances, but I haven't thought it through entirely.  

Don't get me wrong:  I love Moneydance and want to use it full-time.  For any software, you have to decide whether it does everything you need or want it to do.  I'm not there with Moneydance yet, although it is SO close and I'm willing to give it more time to add these things.