Quicken import into moneyspire software#
Financial software is not in my wheelhouse.Ĭan I have multiple bank accounts be utilized within the program? Personal/Business, Checking/Savings, Mortgage/Biz Loan, etc. Hopefully these questions aren't too dumb. Would adding expenses have an auto-fill kind of option once a vendor was already put in the system? Though maybe I just haven't looked around enough yet.Ĥ. For consistency with previous expense tracking will I be able to create custom expense categories? I currently have about 70 unique categories I track, and I'm only seeing the categories you provide/no ability to create my own. Can I create expense reports that break it down to the category level for handing off the tallies to my accountant?ģ. Can I have multiple bank accounts be utilized within the program? Personal/Business, Checking/Savings, Mortgage/Biz Loan, etc.Ģ. I have previously used Fortua Frech Finance (now Moneyspire), an old version of Quicken for Mac, and most recently/currently Quicken Online which I loathe.ġ. Investment tracking would also be nice but not necessary. Basically just needing an expense ledger with customizable categories as well as syncing with bank accounts for check printing. I will/would be using the software for my personal use, as well as for the small design/photography business my wife and I have. I have downloaded the trial to take a peek, but before I migrate my accounts over to give a test run, I have a few questions. I am looking for new financial software that will hopefully fit my needs, and Moneydance came up in my search.
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