[moneydance] Differences Between Quicken and Monedance

[Dal Pal (NSM)]

Thanks, Carl! I'm finding the more I use Moneydance, the more I like it over
Quicken. Been working on my taxes and it's much easier to find what I need
in my Moneydance tax report compared to Quicken's. I'm still working on
getting categories set up correctly because Quicken stuck some in tax
categories that I missed moving to the correct tax categories in Moneydance.

Seems like converted investments are set up better than they were in
Quicken. Did find that investment sales are not calculated for short & long
term cap gains but so far for me that is not a problem. Mine are usually a
partial share because of spinoffs I've held more than 1 year.

One thing I found that is a problem is the IRA distributions. Doesn't look
like there is a way to code an account as non-taxable. At least I haven't
found it yet. So I created categories for NON TAX distributions and changed
2008's IRAs for those categories. If there's no way to code the account in
Moneydance, I will eventually go back and fix prior years also.

Does anyone know if there is a way to:
1. code an account as non-taxable?
2. mass change categories for one account, ie, "dividends" to "non-tax
dividends", "ST gains" to "non-tax ST gains", etc.?

I'm still working my way thru HELP and haven't gotten into add-ons yet, so
there may be a way to do these things, I just haven't found it.

	Leslee

-----Original Message-----
From: moneydance-info-bounces at moneydance.com
[mailto:moneydance-info-bounces at moneydance.com]On Behalf Of Carl & Judy
Sent: Tuesday, March 10, 2009 9:47
To: moneydance-info at moneydance.com
Subject: [moneydance] Differences Between Quicken and Monedance


I to am a convert to Moneydance, the last five months. I would not go back
to Quicken. The downloads are easier to control although there is no "bulk
accept". The only problem was in the "Loan" account, I am holding a mortgage
for some property I sold and found no way to set up a "reverse loan" other
than that I love Moneydance. If anybody has a way to handle the "reverse
loan" I would love to hear from you.
Carl
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