![]() Over the years, I’ve tried many alternatives, including Moneydance. I’ve got a large database, ~20 years of data. Downloads from credit cards and Fidelity work all the time. I came to Quicken a long time ago, after “Managing Your Money” and “MS Money” went away. Tl dr: Moneydance is much faster, but has a few bugs, requires more effort on the part of the user, and does not handle all account types when downloading. My current leaning, though, is to just stick with Quicken. So my plan is to keep using both for a few more months to make a decision. It also has a cleaner, fresher interface (IMO). But Moneydance is lightning fast by comparison, but required more effort to use. It has more bells and whistles than I need, but it works. It categorizes things properly in the stock account. The fact is, Quicken is slow as a turtle. It also allows me to see and confirm transactions, which is the one reason I cannot use Intuit's Mint.Īlas, I'm torn. It takes 3-4 seconds to load, stock quotes (via TD Ameritrade) download in very fast (even if a day old), and transaction download is at least 2x or 3x faster than Quicken. The best thing about it is how fast it is. If only I can find that FAQ next time it happens.)Īside from the frustrating stock and stock price issues, Moneydance works OK. I finally found a FAQ question on this issue and it was not a user-friendly process. I could not figure out how to get rid of those when they happened. If you accept it as a "new stock", then you are stuck with a new stupid stock name in your stock list. Seriously, it sometimes gives a name that cannot be understood. It's annoying, but not too bad EXCEPT when it asks "what is 9573958395" or some other strange number. (Maybe there is something I'm doing wrong, but I cannot find a way to make it work in a more automated way.) Every dividend download results in a prompt asking me what stock the dividend is associated with. It requires you to categorize everything manually. It cannot differentiate between dividends, broker fees, deposits, etc. (Unfortunately, TD Ameritrade only provides quotes via the API they are using for the previous day, so quotes are always out-of-date.)ĭownloading stock quotes, Moneydance just assigns everything to a default transaction type. The same extension offers that option and it works perfectly. So, it's still broken.) Since the Yahoo download does not work, I switched to using TD Ameritrade to download quotes. However, I submitted the code July 31, but nobody has responded. (I'm a programmer by trade, so I can do that easily enough. It's managed by Moneydance, so I fixed the one obvious bug that has to do with how URLs are encoded. This extension is open source, which is nice. However, the code to download stock quotes via Yahoo has at least one bug. The simplest is using Yahoo Finance, as no account is required, no configuration, etc., except for the need to install the extension to download stock quotes. There are several ways to download stock transactions. ![]() The bank account transactions will download, but not the credit card transactions. However, I have a credit union account where I have a checking and credit card account. I signed up to download transactions and stock quotes. I keep all stock transactions in spreadsheet, anyway, because I need to track splits, mergers, etc. ![]() I just erased the database and started from scratch. The size of the database has no impact on program load time. Further, Moneydance loads in 3 to 4 seconds. I have 20 years of data and even with all of that data loaded in Moneydance, the search was amazingly fast. I could search through the tons of transactions with amazing speed. However, I did take time to see how fast it was. I did not want to spend hours (if not days) getting that all sorted out. ![]() The conversion worked, but the data was a mess. The first thing I did was try to import all my Quicken data. In fact, I'm still giving it a try, as I'm willing to give any package an opportunity. I took a very serious look at Moneydance. I received a number of comments asking that I post a follow-up on my investigation.
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