[moneydance] Differences Between Quicken and Monedance

[Dal Pal (NSM)]

Thanks, Gordon. That's what I did for 2008 and will continue to do if there
is no other way. I will eventually go back and change prior years but last
year is the main concern.
	Leslee

-----Original Message-----
From: moneydance-info-bounces at moneydance.com
[mailto:moneydance-info-bounces at moneydance.com]On Behalf Of Gordon Alley
Sent: Tuesday, March 10, 2009 21:29
To: General discussion related to Moneydance
Subject: Re: [moneydance] Differences Between Quicken and Monedance


Another way to approach taxable vs non-taxable issue is to define a set of
non-taxable categories that mirror the taxable categories. For transactions
in non-taxable accounts, you would use the non-taxable categories.
-Gordon

On Tue, Mar 10, 2009 at 5:07 PM, Dal Pal (NSM) <NoSpam101M at spottedwonder.com
> wrote:

> 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
>
>
--
Gordon B. Alley
http://www.gordonalley.com
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