Best Genealogy Software: Which Should You Choose and Why

Just about every major genealogy website these days lets you build your family tree from scratch right on their website. But you may wonder what will happen to millions of carefully-constructed trees if the company goes out of business or the site goes down.

Before the days of internet genealogy, researchers organized family history findings on their home computers in specially-designed software. These programs generated .GED files (called GEDCOMs), a universal file type that allowed researchers using different software to share their findings. Software like this still exists. These days it can communicate your research to any genealogy sites you care to share with–by using those same GEDCOM files.

If you do choose to build your family tree online, make sure you can download your tree anytime as a GED file. Keep this file as a backup both on your computer and in a second location (like cloud storage). But my recommendation is to build your tree at home, in your own software. Then you can upload or synch your data to your favorite genealogy websites whenever you want–and you never lose control of your research.

Choosing the Right Software

There are lots of family history programs out there, and all of them will serve your basic needs. But you only need ONE. What’s the best genealogy software? It depends on how much you want to spend and how sophisticated you want your database to be. In many cases, you can order the product or purchase a digital download. I really don’t think you need the physical boxed product. All the help you need is online. All of these products offer a free demo that you can download to try it out before you buy.

FREE AND EASY: Family Tree Builder by MyHeritage helps you stay organized with streamlined screens to work in and doesn’t require a lot of startup time. Family Tree Builder offers lots of family history charts; custom reports; helps you share your data and pictures on a CD or DVD; allows you to back up your files to CD or DVD; and includes genealogy apps for mobile devices. Download the software FREE at the above link.

PC (and NOW MAC) OPTION WITH GREAT REPORTS: If you’re looking for great printed reports that you can share, and loads of free online help videos, then RootsMagic is a great choice. (and we are honored to have RootsMagic as a sponsor of The Genealogy Gems Podcast.) And they now have an iOS app.

Some of the differences you’ll find between these products is the types of reports and charts they produce. So if that’s important to you, you can try the demos and see which you like. But again, I really don’t think you can go wrong with any of these products. They are all well established and supported. (Update: There have been many updates since the post was first published, including a Mac version. Click here for a series of article by date on RootsMagic updates and their app.)

POPULAR PC AND APP PROGRAM: Legacy Family Tree is also an extremely popular program and solid choice. To give it a test run, download the free version. Then check out its strength in regards to source citations: you can now record the quality (original vs derivative, primary vs secondary, etc., direct vs indirect) of each source as you work on proving your conclusions. And they have an app called Families for your mobile device. Learn more about the app here.

AFFORDABLE MAC OPTION: iFamily for Leopard is the most affordable at $29.95.  There’s a free demo you can try before you buy.

TOP-SHELF MAC OPTION: Reunion 11 by Leister Pro is fairly pricey at $99.00. We’ve featured Reunion in the past: listen to Episode 51 of The Genealogy Gems Podcast. In that episode you can listen to a review of Reunion 9 by Ben Sayer, the MacGenealogist. And if you want to compare iFamily against Reunion to see what you’re getting for your money, you can also listen to Ben’s review of iFamily in Genealogy Gems episode 53.

Tips for Collaborative Genealogy: Evernote for Genealogists

In this installment of the Collaborative Genealogy blog post mini-series I’m going to share one of my favorite ways to organize and share family history data and source material: Evernote.

Evernote is a free software, website and app that can hold both research content and the source citation information that goes with it. You can pull data from websites and Evernote will often automatically capture information about the site you got it from. You can upload images, scanned  documents and other multimedia content. And of course you can use it to keep track of non-electronic sources, too.

Research teams using Dropbox put themselves on the same page–literally. It’s easier to be sure you’re looking at the same sources. It’s easy to add notes like data you’ve abstracted from the source (or that seems to be missing from the source). It’s easy to tag data: every source that cites an ancestor can be tagged with her name. That way, when you are ready to analyze or write up someone’s life story, every piece is there. No more hunting for sources you knew you had somewhere!

Evernote Quick Ref GuideMy recent post provides two tips for using Evernote and introduces my Evernote for Windows for Genealogists Quick Reference Guide “cheat sheet” (click here for U.S. and here for international shipping). It’s been so popular since its release that we sold out for a while, but it’s back in stock. This 4-page laminated guide offers at-a-glance training and reminders so you can be up to speed quickly using Evernote for genealogy.

Want to learn more about using Evernote? Click here for tips and complete resources on getting started in Evernote, like a complete video mini-series that walks you through the process of signing up for your free Evernote account, downloading the desktop app, getting and using the web clipper….There’s so much you can do with Evernote and I show you how! 

For more on collaborative research (including more on Evernote for genealogists), check out the December 2013 issue of Family Tree Magazine. It’s got an article I’ve co-written with Genealogy Gems Contributing Editor Sunny Morton.

Check out my other blog posts in this series on collaboration:

Tips for Collaborative Genealogy: Research with a Partner

Tips for Collaborative Genealogy: Dropbox for Genealogists

Tips for Collaborative Genealogy: Sharing Genealogy Files Online for Free

Celebrating 1000 Genealogy Blog Posts: #10 in the Top 10 Countdown

I’m still a little bit bewildered as to how we got to 1000 genealogy blog posts! But here we are, and we are celebrating!n Genealogy Countdown #10

Our website has changed over the years to new platforms and web hosts, and our analytics don’t even go back to the very beginning. Therefore, I’m content with recapping your top 10 favorite blog posts of 2015, which was a significant year since almost 1/3  of the 1000 appeared in the last 11 months. This demonstrates our growing commitment to blogging about genealogy and bringing you the best GEMS we can find! So, here’s my take on a Casey Kasem-style TOP 10 Countdown of our most popular genealogy blog posts, starting with…#10!

I think it is pretty safe to sum up 2015 as the year of DNA. Genetic genealogy was a sizzling hot topic as Ancestry blazed a new trail, after abandoning mitochondrial and YDNA testing in 2014 and focusing all of its efforts on autosomal. Those efforts included a concentrated marketing campaign that resulted in a database of more than 1 million DNA testers.

When I first met Diahan Southard at a conference in Florida in March of 2014, I knew instinctively that she was a Genealogy Gem and immediately invited her to join our team. Now as Your DNA Guide she expertly navigates us all through the sometimes murky DNA waters. Through her blog posts and podcast segments, she helps us make sense of genetic genealogy through her warm and easy-to-understand style. So it is no wonder that the tenth most popular and widely read blog post on the Genealogy Gems blog was penned by Diahan on this very hot topic.AncestryDNA common matches tool

In the #10 genealogy blog post New AncestryDNA Common Matches Tool: Love it! Diahan reports on a fabulous online tool that pulls out shared genetic matches between two people at AncestryDNA. After hinting at what the Common Matches tool was doing for her own research…

A new tool at Ancestry DNA is blowing my genealogy mysteries wide open!

…Diahan lays out in a fun and easily digestible way how you can put it to work for you. It’s a great read or re-read – just click the link above.

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