I tried importing from Moneydance into Quicken two years ago. My Fidelity Brokerage account ended up with too many duplicate transactions and was a complete and total mess. I worked on it for a month and just gave up. Moneydance meets all my needs except since Dec 1st, we can no longer import from Fidelity and I have to manually enter my transactions.So, those of you BH'ers who use Moneydance, are you happy with it? Anyone thinking of switching away? Sadly I am.
I have been using Moneydance for about a dozen+ years, and have been more or less satisfied over the years, but in recent times I've started to become frustrated at the lack of progress and the lack of modern features. The current issue with Fidelity might be the proverbial tipping point for me. Over at the Moneydance forum, someone posted a similar comment Talk me Off the Ledge of Switching to Quicken.
Surprisingly (at least to me!), I have also been considering moving back to Quicken. For one thing, it's no longer owned by Intuit, which is a company I try to avoid. Second, while Quicken is now a subscription only model, you can get subscriptions on sale for a reasonable price; for example, a year of quicken deluxe is on sale right now at various retailers for $41. That includes both software upgrades for a full year as well as online banking. In comparison, Moneydance is $2/month for Moneydance+ online banking only (eg $24/yr), or $4/mo (eg $48/yr) for software updates + online banking. In other words, the costs are comparable. And, Quicken still supports integrated bill pay, which is a feature I used to use in Moneydance until most of the banks stopped supporting it. I'm also interesting in trying out Quicken's web & mobile clients, which is area where Moneydance is lagging.
Anyone thinking something similar?
Statistics: Posted by Bcdkgf — Sat Dec 27, 2025 7:23 am — Replies 10 — Views 1454