Select the subcategory that you want to move and drag it to the new location. Seven (7) categories ( 1 major category and 6 subcategories) are no longer available.Open the Category List. What are Tags? Well, the short answer is they provide an alternative way to group transactions beyond the standard categories Moneydance provides.I setup my categories first before tackling the large data entry challenge. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less.After making the switch to Moneydance at the beginning of 2010 I discovered a useful feature of the software called “Transaction Tags” (or “Tags” for short). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.You can move a parent category to a subcategory position.Why would you use this? Well, let’s examine a few scenarios. You can move a subcategory to a parent category. Note that you can use drag/drop to move a subcategory to another parent category.
I could run a category report for Parties for the year 2011 and get my total. I want to see how much it cost me last time, so that I can budget properly. Now when I run a category report I see these expenses summed up in the Parties category just as I expect.Quicken For Mac 2015 Change Category To Subcategory QIF Master QIF Master Version 11.8 OctoPrice: 19 8 for registered users QIF Master makes it easier to enter banking, credit card, and investment transactions into Quicken or other programs that accept Quicken Interchange Format (QIF).Suppose a couple years later I want to throw another party of a similar nature. Let’s go a bit further and say that I threw a backyard BBQ called “Project Velociraptor” in 2011 (which I did) and I placed all the expenses incurred for that party into the Parties category. A category is just a bucket in which to track spending. First, I’d create a transaction tag by clicking Tools -> Edit Transaction Tags from the main menu.Categories aren’t new to personal finance software. That’s kind of a pain.I can solve this problem with Tags. Microsoft office update for mac 2013 wont activateClick on Tools -> Categories from the main menu.You’ll be presented with a list of existing categories. This is by no means a definitive guide on the subject rather it’s more of a set of examples to illustrate how I’ve come to use them.Categories are easy to create. I’m going to assume you have a rudimentary understanding of what categories are and how they’re used.The point of this article is to provide examples of useful categories and subcategories, and some tricks on reporting on them. I won’t go into great detail here you can read the Moneydance documentation for more information. Quicken 2015 Change Category To Subcategory Upgrade Option ForBased on what I’ve seen and read Quicken Essentials doesn’t match either Quicken 2007 for Mac or Quicken for Windows’ feature set. Intuit is “working with Apple” on this to see if they can’t get Apple to bend a little, possibly allowing Intuit to distribute Rosetta libraries with Qucken 2007.Instead of providing a decent upgrade option for Mac users, Intuit has released “Quicken Essentials”. The reason for this is that Apple is discontinuing support for their “Rosetta” technology, a technology that allows old Power PC code to run on newer Intel Macs. It just explains why there are balances in your categories.Intuit recently announced that Quicken 2007 for Mac won’t run on the new Mac OS X 10.7 “Lion”. But I don’t want to get off-topic here it’s not important for this purposes of this article. Moneydance presents them as logically different, but functionally they’re the same. ![]() Moneydance still isn’t the prettiest software, but its strengths have been and continue to be functional in nature.Recently I was contacted by IGG Software about a post I wrote back in early 2010 detailing my search to replace Quicken with a Mac equivalent. The application is still written in Java and is still available for all three major OS platforms. Having said that, I thought I’d mention some of what I consider to be the more salient improvements Moneydance 2011 brings to the table.First off, the general look and feel of the software is the same the interface has undergone only cosmetic changes. If not, you might want read the original article I wrote, or visit the developer’s website. Moneydance 2011 has been officially released and can be downloaded from here.I’m going to assume that readers are already familiar with Moneydance 2010. Since release candidates are feature-frozen I don’t feel I’m jumping the gun by writing now. They asked if I’d take a look at their latest version. In that original comparison I used iBank 3, but the performance after importing my ten years of existing Quicken data was so poor that I couldn’t actually test the features.When IGG contacted me, they informed me that they’d released version 4 of the software since then and that the performance had been improved drastically. In my original article I evaluated GnuCash, Moneywell, Moneydance, and iBank, eventually settling on Moneydance. I guess that generated a little buzz for a couple days. ![]() It’s also a good idea to first read the instructions for the budgeting component of Moneydance, located here.To create a budget you first choose “Budget Manager” from the “Tools” menu. Hopefully you also have at least a few subcategories set up too. Also, this article assumes that you have a working knowledge of the software for example, you have one or more accounts set up and have entered transactions that are assigned to one or more categories. That said, if you find that this information is helpful then all the better. First though a bit of a disclaimer: this isn’t intended to be a tutorial per se rather this is an account of how I use the software. It was fast much, much faster than Moneywell, GNUCash, and iBank 3. SEE will handle any kind of account type I need, including investments. I didn’t spend significant time testing every nuance of the application, but during that testing I was able to determine that it met virtually all of my requirements. Ultimately I chose to stay with Moneydance, but SEE Finance was so good I gave it serious consideration.SEE Finance is a relative newcomer to the Mac personal finance arena. I hadn’t heard about the application when I did my original review, but it was so good I decided I had to include here. You’ll see this window:As I mentioned in my Moneydance review, this application was recommended via a reader comment. The application provides multiple overviews of your finances, with seven different types of standard reports. The only accounts that had issues were some investment accounts where I’d transferred money.SEE was very stable in my testing. It imported almost 11 years of financial data exported from a QIF file without choking. It also looks incredible, sporting a very attractive UI with none of the homely look that Java/Swing brings.SEE is Mac-only, so if you’re looking for a cross-platform solution this will be a problem. Graphing is delivered in some areas, but I didn’t see a way to create custom graphs. Downloading from certain financial institutions is supported. SEE also provides budgeting capabilities, scheduled transactions and transaction filtering. Reporting is very capable, providing PDF output and some graphing.
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