MD imported my Quicken file with only a couple minor errors I was able to easily fix. I then did some tweaking on my end to customize the data a bit more but that’s not something I think the average user would have cared about.

Good luck!

I’m not quite sure how exactly your employee stock option accounts are set up. Apparently it doesn’t fit the normal method of stock tracking but without the details I’d be guessing. I can say that my wife has an “alternative” retirement fund that does not provide detailed stock information. She earns yearly interest on her money there. In that case I just transfer her bi-monthly paycheck contribution into the investment account and leave it there without “buying” stocks.

When she earns interest on this account, I enter that as a dividend of 1 share of a “placeholder” stock for the amount of the interest earned. This placeholder stock is just something I made up to fill the spot where a normal stock would be. All I really care about is that I accurately track the interest she’s earning; I’m pretending it’s a real stock to force it into the stock purchasing model. For me this works well enough; others might not find it useful or might have a better method.

Of course there’s really no reason why you couldn’t just set up an asset account to track these types of accounts too. The benefit of using an investment account is that MD will track the stock prices (or will allow you to set them). Way back when I did exactly this; I had a profit sharing account that just had money deposited randomly into it. I just set it up as an asset and then added money to it to match my quarterly statement. This alleviates having to set up “placeholder” stocks; you just simply add or subtract funds to the account. You can set up an income and expense category to track the movement of the money in and out of the account.

If you were tracking this in Quicken already then I think you should be able to mimic the same method in Moneydance (since it’s so similar to how Quicken tracks investments).

Hopefully this helps a bit. Good luck.

Glad the review was helpful. I’m very satisfied with Moneydance; hopefully you will be too.

http://vimeo.com/12714406

-Matt