[moneydance] Moneydance Trial/Thinking of purchasing

[Mark Fergusson]

Hi All,

 

I'm in the process of evaluating so need some assistance with a few things
before I purchase.

 

1. How is support with moneydance? (I sent an email but haven't had a
response).

 

2. After importing - regarding the Categories - not sure if it's a trial
version restriction but I can't select multiple transactions, select the
category, then "Record". It seems I have to add then do a bulk category
change after (?). Not sure I'm missing something.

 

3. Is there anyway you can define pattern matching so transactions are
categorized automatically? Transaction categorization is one of my main
objectives - I'm not convinced that the "Transaction Match" is the fastest -
seems like to much manual work. It would be nice to define a rule and from
then on all transactions that match that rule are categorized automatically.

 

4. Can someone please clarify exactly what the objective of "Reconcile" is?
I looked at the Wiki explanation but still not sure. Same applies to credit
cards. Really don't understand what the overall objective of this is. A
simple example would help me.

 

5. What account type does a mortgage go under? Don't really see that it has
much capability around this, but then don't know the product.

 

6. Also, what about mortgages that are in different countries? Any comments
on ability to handle this?

 

 

I'd appreciate comments on any of the above to help me with a decision.

 

Thanks,

 

Mark