I’m working on making the full-on switch to Moneydance.

I have my old data imported over, categories adjusted, scheduled transactions entered, and I *think* everything has pretty much been moved over. We’ll see how it shakes out over the next few weeks as bills come in and payments go out.

The Java-interface is driving me nuts. There are so many things it just doesn’t do right. Have a “sub-window” open (e.g. Reminders window) and a cmd-W should close THAT window, but no, it acts like it wants to close the main window. Argh. Plus I hate that the application quits when you close the last window. I’m tempted to start an email draft that contains every bug and quirk and ugliness as I run into it, let that email be edited and added to over the course of time and send it in after a few weeks of dealing with the quirks.

I did have one problem I’m not sure about that forced me to start over. In Quicken I could do any online account work with one of my investment companies, but I could in Moneydance. So in Quicken I tracked every buy, dividend, etc. manually — just log into the company’s website and manually keep things in sync. When I had Moneydance hook up online to the company, things ended up being off by like 1.something shares. I did notice there were some slight rounding differences between the data the company website displayed vs. what Moneydance had, but the thing was… MD’s data came from the investment firm! So maybe they have different rounding rules? I tried my best to manually reconcile things, like instead of having “8.1256” shares purchased I changed it to “8.126” or whatever the firm’s website said I had. Totaling up the number of shares in MD’s register matched the firm’s number, but not MD’s own total… maybe it calculates things differently? based on something like money invested vs. price? I don’t know. But it was off by enough that I couldn’t deal with it and wasn’t sure how to “undo the damage”. So I just started all over again reporting my QIF and starting from scratch. I just won’t be able to track that account online I guess. I may try looking into it more in the future, but I don’t have the time right now.

I spent some time playing around with MD’s reporting capabilities. I do like what it can do. You still have to deal with the quirky interface, but once you figure things out it’s pretty cool. I don’t think I’ll miss Quicken.