The Infinite Kind Blog

Some iPhone Love

I can’t tell you how happy I was to find the following words from Apple in my inbox today:

Your application has been approved for sale on the App Store. Pending any application availability issues, your app will be Ready for Sale and live on the App Store within 24 hours.

We at The Infinite Kind, LLC are pleased to announce that Moneydance for iPhone OS is now available for immediate download.

The Moneydance mobile app is a free companion to the desktop version of Moneydance, and is meant to allow entry and modification of transactions while on the go. Accounts, categories and recent transactions are synced to your iPhone or iPod Touch and transactions entered or modified on your mobile device are synced to your desktop once you’re back on the same wifi network as your desktop.

The device syncs via your local network and protects your information using industrial-strength encryption (192-bit DESede; one of the reasons it took so long to release).

Please check it out and send us feedback!

Moneydance 2010 Help documentation is here!

The final version of help documentation for Moneydance 2010 is ready for release.  You can find a PDF of this documenthere). This document includes instructions for the new transaction importing and matching capabilities of our Moneydance 2010.

I’m also thrilled to let you all know that our iPhone app has received government approval and has been submitted to Apple for review!  We’ll post on the blog when we hear back from them.

As always, if you need additional assistance you can contact our support staff through our forum here, or by emailing us at support@moneydance.com.

Almost Final Draft of Moneydance 2010 help is now available

Hi everyone! I’m thrilled to announce the release of the “Almost Final Draft” of the Moneydance 2010.

As many of you know, we ran into some production issues with the Moneydance 2010 help documentation.  The continuing updates to the Transaction importing and matching work flow have been holding up the composition and release of this documentation.  We have decided to release the Almost Final Draft without these pieces, with the caveat that this is not the final version of this document.  We do feel it is a major improvement compared to the 2008 help documentation.

The PDF of the Almost Final Draft is located here.  If you have suggestions for improvements, or corrections to the current draft, please post them on in that location.

Helping Haiti

On January 20th we are taking part in Indie Relief, a promotion in which all of our sales proceeds for that day will be sent to a relief organization helping people recover from the devastating earthquake in Haiti. We have chosen to donate to Doctors Without Borders.

We also urge everyone who can to donate directly to the relief effort. If you donate, please be careful where you are sending your money. There are plenty of fraudulent web sites and spammers attempting to scam people who are intending to send money to relief organizations. Here are direct links to a few relief organizations:

New Year Discounts

If you are like most people your wallet is quite a bit lighter after the holidays, so what better time to get your finances in order than right now – the first month of a brand new decade? Since it is such a great time to get started tracking your finances, we’re offering a 20% discount to anyone who likes Moneydance enough to recommend it to others.

To get your 20% off discount code, all you have to do is one of the following:

  • follow @moneydance on twitter and post a tweet that mentions @moneydance or our web site: http://moneydance.com. If your updates are public then we’ll send you a 20% off discount code via direct message within 24 hours of your update.
  • if Facebook is more your thing, just become a fan of the Moneydance facebook page. Once you’ve become a fan you will see our comment on the “wall” with the discount code.

This offer applies during January 2010 but we may keep it going longer depending upon the result. We also welcome feedback on this idea. Do you have a better way to encourage those who enjoy using Moneydance to spread the word?

Moneydance 2010 is Here!

You cannot imagine how happy I am to announce the first public release of Moneydance 2010. We started the public beta testing a little more than a month and have been furiously adding last minute features and fixing bugs right up until this weekend. I would personally have preferred to continue coding until reaching a state of personal finance nirvana (if such a thing exists), however we now consider the beta stable and we can no longer justify holding back all of the new features from reaching the general public.

The first thing you’ll notice about the new software is the sidebar/source-list that can be used to navigate to any of your accounts, budgets, graphs and reports with a single click. The sidebar shows your account balances in addition to “unread” indicators which mean that marked accounts have pending downloaded transactions.

The unread indicators hint at another big new feature: automatic downloading of transactions in the background. If you set the preference to download transactions in the background Moneydance will, upon startup and every few hours, automatically download transactions from all of your online accounts and put them into your account registers to be accepted. The newly downloaded transactions will be marked as “unread” with a blue dot and can be left as they are, categorized individually (with helpful defaults provided based on previous transactions), or marked as “read” in one fell swoop. This new workflow lets you do as little or as much work as you like on your downloaded transaction information.

Other great features include the nifty new Budget Bars which give you a more detailed graphical view of your budget compliance, a few new reports and graphs as well as more flexible filtering of existing graphs and reports (including by tags).

Customers who purchased Moneydance 2008 will receive a completely free upgrade to MD 2010. If you purchased a license earlier than the Moneydance 2008 release date (March 28th 2008) then you are entitled to a half-price upgrade. Moneydance 2010 will retain the same low price of $39.99 USD. What a bargain!

To download the new version just head on over to our download page!

Getting the most out of your Moneydance Trial

At Moneydance we understand that different people have different needs from their personal finance software. That’s why we offer a liberal trial so you can decide if our program is right for you.

Our demo version is fully-functional and allows you to manually enter 100 transactions. Imported transactions are not limited. If you decide to purchase Moneydance you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

Here’s how to get the most out of your Moneydance trial.

1) Import your financial information from other personal finance software

We have online guides to assist with transferring your information from Quicken or MS Money.

For help transitioning from Quicken.

For help transitioning from MS Money. This process is can be more challenging than the transition from Quicken, as there are limitations with the way MS Money exports qif files.

2) Use the Moneydance forums to get advice from Moneydance support and other users

Moneydance offers support to all of our users, even before you purchase our software. If you have questions or need help during your trial period, we invite you to contact our support personnel.

Moneydance support offers both public forums and private support. Browse our forum to see what other users are asking and saying about Moneydance. Forums posts are also answered by Moneydance Support staff. Private support requests are answered by Moneydance Support staff but cannot be viewed by the public, offering security and privacy for your more sensitive requests.

3) Set up online banking with your financial institutions

Check out our list of supported banks If we don’t yet support your bank, you can request we do so by posting to our forum, or contacting our support staff at support@moneydance.com. Please note that not all banks support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

Most financial institutions will require you to enable your accounts for application-based online banking. Keep in mind that application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. Some financial institutions charge a monthly fee for direct OFX connections, and we suggest you check with your bank to discover their policies.

Many banks also permit you to download QFX, OFX or OFC files (aka Quicken or MS Money files) from their website, any of which will import cleanly into Moneydance.

4) Get Specific

Everyone has different needs, so while the above tips are applicable to most users, most people have specific tools and functions which are most important to them. Look at the budgeting, investment, reporting, asset tracking, and graphing tools to make sure that Moneydance will meet your needs.

One Finger Discount

Thinking of buying Moneydance or know someone who is? If you buy on or before Friday November 13th you will get a 20% discount on Moneydance 2008 (which includes a free upgrade to MD 2010) by using the discount code “OneFingerDiscount” on our order form.

We are joining a host of other mac developers to offer this discount. The name “one finger discount” was chosen as 20% is one fifth of a “five finger discount” (aka free).

Moneydance 2010 Update and Features

After a long wait, Moneydance 2010 is now within reach! Here are some of the improvements and new features you can look forward to with the new version.
The new sidebar allows single-click access to all account registers, graphs, reports and budgets.

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Moneydance can optionally download all connected online accounts in the background. All downloaded or imported OFX/QFX/OFC transactions will go directly into the register and use a simpler new method of “cleaning up” downloaded transactions. If you trust the transactions that download from your bank then you don’t need to do anything.

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The new version has improvements in many other areas including budget status reporting, capital gains reports as well as editing and reporting on tags.

Users who purchased Moneydance on or after March 28, 2008 will receive a free upgrade to MD 2010. Purchases prior to then entitle you to a half price upgrade. Moneydance 2010 does not yet have a final release date or price, but we will let you know when these decisions have been made.

Moneydance 2010 is now available for beta testing! (http://moneydance.com/trac/wiki/Moneydance2010Beta).

We invite you to download this beta release if you are willing to report bugs and help us track down issues that may have arisen in this new version.  Please do not use this version for your primary use yet, there are still a few bugs and kinks that need to be worked out.  We would like you to know that this is not a final beta version, as additional features are still being added to Moneydance 2010.

iPhone/iPod Touch beta

Update: [2009-07-14] We’ve received all of the beta requests we can handle right now. Any further requests to be part of the beta unfortunately cannot be accepted. I hope you’ll stay tuned for the final release!

We’re happy to announce that we’re finally ready to begin external beta testing of the Moneydance iPhone application. We have asked anyone who was interested in beta testing the app to respond to this thread on our old customer support forum, however that forum does not allow us to send private replies to all posters or to get the email addresses for anyone who has posted to the thread. For this reason, I have to ask anyone who is interested to contact us directly (again) so that they can be part of the beta program.

If you are interested in the program, please email the following information to beta-signup@moneydance.com:
– Your iPhone or iPod Touch device ID. Here’s how to find it
– Your full name and email address
– The type of iPhone or iPod Touch device (iPhone: 1st gen, 3G, 3GS, or iPod Touch 1st gen, 2nd gen)
– The login name you used to post to the getsatisfaction iphone app thread

Also, please note that we are limiting the beta process to the first 50 (or so) people who posted to the thread on our support forum. We may add a few others, especially in cases where the first 50 have different configurations (for example, those with 1st gen iPhones).