[moneydance] Moneydance Trial/Thinking of purchasing

[John W Foster]

-  
John Foster


On Thu, 2008-05-15 at 16:42 +0400, Mark Fergusson wrote:
> 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).
support is for registered users however this web site is also VERY helpful.
>  
> 
> 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.
Reconciled items simply mean you have identified the "item" and verified
thet it is correct. Then you mark it "Reconciled" 
> 
>  
> 
> 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.
Since you create any accounts you want, you can make one for "Mortgage"
or anything you want. 
> 
>  
> 
> 6. Also, what about mortgages that are in different countries? Any comments
> on ability to handle this?
I suggest different accounts for different countries as you will have to
do different monetary structures in most cases.
> 
>  
> 
> 
> 
> I'd appreciate comments on any of the above to help me with a decision.
> 
I would comment that Moneydance is NOT and accounting system and your
mileage will vary if you try to use it as one. I use MD as a banking
interface for my personal and business transactions but the recordes are
then transferred into SQL-Ledger for the real book-keeping functions. I
have done this for seceral years and with Sean & company's dedicated
assistance I am very pleased with the result. I was able to do what I
needed with out using any Microsoft products. 
Linux Geek for many years
John Foster
>  
> 
> Thanks,
> 
>  
> 
> Mark
> 
>  
> 
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