![]() Should Moneydance not offer a report that you need, experienced programmers can use its scripting support service to help hand write a script in Python that will allow you to analyze your own data and create a custom report based on your needs. That said, the exporting options are fewer than are available at most other services, and you cannot export reports to a tax program. Graphs can be saved as a PNG, and data reports can be saved as an HTML or CSV, which can then be used in other programs, such as Excel. If you wish to save any report you run, you can print a hard copy or save a digital version. You can also choose custom dates for any period of time. You can adjust the date range, selecting from a number of predetermined options, including year or month-to-date and quarters. Other reports have charts and graphs for a quick visual of the data, such as the account balances, net worth and an income versus expense report. There are choices for simple data reports, including a budget report, cash flow and income versus expenses. Moneydance offers some of the best reporting options of all the services we reviewed. If you wish to have the unspent amount from the previous month roll over to the next, you can choose that option as well. And you can individually edit and adjust any category budget you copy over as needed. ![]() There's a long post of some of the challenges of migrating somewhere in their blog, which more or less corresponded with my testing.If your bills and spending habits are similar each month, you can copy the budget you create from one month to the next, saving you time. USD 10 + GBP 15 will show Bank Interest of 25, which is numerically correct, but not the correct value. What I mean by that is the Bank Interest category will be the sum of all the numbers of the transaction regardless of their currency i.e. ![]() This means that if you have a USD account and a GBP account and you try to apply bank interest you will encounter issues, most simply the bank interest will give a "number" not a value. The crux of the problem is that currency is an account level attribute as opposed to a transaction level attribute. There are also a number of data model inconsistencies that you should be aware of if you go down this route the most significant being if you use multi currency (which I concede is niche). There was an acknowledged bug in the import process with QIF files. Now I think I'll just get a cheap M1 MacBook Air just so I can run Banktivity. I wanted to get out of the Apple ecosystem because their laptops sucked for a while. In the end, I nearly got the conversion to work, but decided that the MD interface was too ugly to look at on a daily basis and I couldn't get stock quotes to work. Had to do a small amount of Perl programming. There are many kinds of investment transactions that Banktivity has that MoneyDance won't accept. Spent dozens of hours trying to convert the QIF file exported by Bankttivity to something that MoneyDance would accept. I track the actual investments within my brokerage accounts. I just update my account balances the last day of every month to keep track of my net worth. ![]() The downside there is they have - understandably - decided to focus on budgeting and so don’t do investment tracking. Hands down the best budgeting app out there is You Need A Budget. If you need to be able to sync and want off the Apple ecosystem you’re almost certainly going to need to pay a subscription fee unless you go with Personal Capital or Mint. ![]() I don’t know how import the direct import/transaction sync is.Ī couple other options: open source options like HomeBank, GnuCash, KMyMoney, and MoneyManagerEx where you’d need to download your transactions to a file and import. Trying to import a year’s worth of history is a pain. Whenever I try a new app I usually do current balance on each account and set up budgets and try it for a month. MoneyDance interface is one of its few big week points. ![]()
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