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I know they have recently published their future strategy and decided to make MW a much more elaborate finance tracker, which I applaud very much. Wouldn't mind hearing his opinion on the above points. The CSV export in MW seems to work nicer than the one in MD too and I found the budget manager to be way simpler than the one in MD. MD's iOS app is a very basic expense tracker only - tho for the most of the time that is all you will need anyway. I liked MW's pretty graphs and the pretty iOS app tho. I did find a work around in the end, but found the process way too laborious to be doing it. MW support team on Facebook was very attentive in trying to help, however, they weren't able to help solve the problem as what I saw as a problem was meant as a design by them.
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MW qif import on Mac was very inconsistent across various of banks I have and for some of them it truncated the full description, which resulted in loss of information in the description for the transaction inside the app. I should mention I preferred the QIF import on MD. any transaction can be split into part transfer part income/expense. batch editing of transactions and changing them into transfers QIF export (VERY important if you ever decide to switch to different software) expenses or incomes can both be either positive or negative
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investment account support including UK founds (though for the most I need to manually update the price - I use the security price loader extensions with market data export from FT.com) and stocks Things that were really important for me that were missing from MW but are present in MD: investment accounts and MoneyWiz for simple users with few accounts to keep track of it and simple, straightforward incomes/expenses. I'd suggest at this point MoneyDance for power users with multiple accounts incl. It is far more customisable and powerful than MoneyWiz. Overall, Moneydance maybe isn't quite as good as Quicken for Mac but it does offer a very competitive alternative.I ran both for about 2 months and ultimately went with MoneyDance. There's also no support for attaching documents and files such as receipts and invoices which would be useful. In addition, the interface can feel a bit complicated and overwhelming at time and this isn't helped by the fact that Moneydance is based on Java which doesn't suit OS X very well. The handling of split transactions still hasn't been improved from the 2010 version. Its always useful to have your documents in one place although it depends on whether you scan and file your financial documents regularly. However, there is no way to upload receipts and other financial documents related to your transactions. There's handy reporting and graphing tools that should give you a little bit more perspective over where your money is going. Moneydance then helps you trace budgets, and reminds you of upcoming bills to keep you up-to-date. Even better, you can use Moneydance to automatically pay your bills for you too. You can retrieve credit card statements and bank statements from most major US banks that support OFX standards. Most importantly, Moneydance supports online banking which is what will convince many users to convert to it from Quicken for Mac. It's quite easy to get lost at first amongst all the options available so a good idea to use the Help file. When you've done so, you navigate Moneydance using the menu bar down the left hand side. When you start Moneydance, you're offered the chance to import data from Quicken Essentials for Mac or setup a new file or account in the currency of your choice. While Moneydance may not feel quite as intuitive as Quicken for Mac at first, it can do pretty much everything the latter can and was actually one of the first ever financial applications on the Mac so it's certainly not lacking in experience.