RootsMagic Features

RootsMagic Essentials RootsMagic RootsMagic is the award-winning genealogy software that makes family history easy. RootsMagic Essentials is a free genealogy program that contains core features from RootsMagic. This list shows the features found in RootsMagic Essentials as well as the additional features unique to the full version of RootsMagic.

* Feature not currently available in the Mac version.

RootsMagic Essentials RootsMagic  
Free $29.95  
General Features
    Runs under Windows 10, 8, 7, Vista, XP, and 2000
    Runs under Mac OS X
    Single-file database format
    Support for international character sets through Unicode integration
    Integrated backup and restore help safeguard your data
    Backup and restore your precious media files along with your data
    Back up directly to CD *
    Back up directly to Dropbox *
    Back up directly to Google Drive *
    Customize the tool bar to include the functions you use most, or create your own toolbar
    Database tools let you test the file integrity, rebuild indexes, and compress database to remove deleted records
    Free technical support
Navigation Views
    Easily switch between navigation views using tabs
    WebHints automatically search online and for records that match your people
    Pedigree View (5 or 6 generations)
    Family View
    Descendant View (2-7 generations)
    Problem Alerts warn you of errors and inconsistencies in your data
    People List View (Customizeable)
    Editable Timeline View puts a person's life in context with events from their own life and from the lives of family members
    RootsMagic To-Go lets you run RootsMagic (program AND data) directly off your flash drive *
Easy to Learn and Use
    Easy file management
    Family members are automatically linked as you add them
    Automatically checks for duplicates as you add people
    Click in an empty parent or child slot on screen to add parents or children
    Just double click on a person's name to edit that person
    All information for a person is shown on a single streamlined 'Edit person' window
    Sidebar on main screen makes navigation easy
    Resize edit and search dialogs to see as much information as you want
    Easy to use Explorer-like help system
Organize Your Information
    Open multiple databases on screen at the same time
    Open multiple copies (and views) of the same database
    Alternate names in lists makes it easy to find a person by their other names
    Display relationships to root person on status bar
    Drag and drop people between databases
    Automatically link dragged people into the other database
    Named Groups of People lets you create groups you can use in reports or other areas
    WebTags let you add links to websites attached to people, sources, places, etc.
    Add unlimited people, facts/events, notes, sources, and more
    60 predefined fact types (birth, marriage, death, occupation, religion, etc)
    Easily track multiple relationships, such as adoptions, foster parents, etc
    See a person's age at every event on their edit page
    Enter place history, latitude and longitude for each place
    Create your own user defined fact types, and add any number of roles
    Sharing events among multiple people lets you assign witnesses or other people involved in an event
    Craft your own customized sentence for each fact or role from the live-edit pane in "Edit person" window
    DNA test recording
    Add private events that you can suppress from printing or exporting
    CountyCheck analyzes places as you enter them to let you know if you enter a county or state that didn't exist on the date you entered
Search Features
    RootsMagic Explorer lets you easily find and edit anyone in your family tree
    Search by name, record number, dates, places, notes, and many other types of data
    Find Everywhere lets you find text in any record in your file: people, families, notes, sources, media, places, to-do items, research logs, and more
    NameFind lets you easily find people by married name or nickname
    Search and replace for notes, names, places, media items, etc.
    Search for people based on genetic lines (mtDNA, Y-Str)
Printing Features
    Print to any printer connected to your computer
    Customize headers, footers, margins, fonts for any printout
    Save reports to PDF (Adobe Acrobat)
    Save reports to your word processor (RTF)
    E-mail reports directly from the print preview *
    Print color coding in pedigree charts, group sheets, box charts, narrative reports, wall charts, ahnentafel, descendant list, and timelines
    Include pictures in narrative reports printed to rich text (RTF) files
Report Types
    Pedigree Charts (standard and cascading)
    Family Group Sheets
    Box chart reports (both ancestor and descendant)
    Box charts - Select box style
    Narrative reports (modified register and ancestor)
    Individual summary prints everything you know about a person
    Scrapbook of pictures for people, families, sources, and places
    Blank reports (pedigree chart, group sheet, research log, etc)
    Ahnentafel - A list of ancestors
    Birthday List - A list of birthdays and anniversaries in the database
    Descendant List - An indented list of the descendants for a person
    Duplicate List - A list of potential duplicate individuals in the database
    Individual List - A list of the people in the database
    Individual List - Include the facts, parents, spouses, and children of each person
    LDS Ordinance List - A list of LDS ordinances in the database
    Marriage List - A list of the couples in the database
    Place List - A list of the places in the database
    Place List - Print the events which happened in each place
    Place List - Include latitude, longitude, and notes for each place
    Repository List - A list of the repositories in the database
    Repository List - Include the sources, to-do items, and correspondence with each repository
    Source List - A list of the sources in the database (sorted and grouped)
    Narrative reports (register (NEHGS), indented descendancy, Henry descendancy, and D'Aboville descendancy)
    Calendars with birthdays and anniversaries
    Relationship chart shows exactly how two people are related
    Address labels for mailings
    CountyCheck lists events and places in your file where a county or state didn't exist on the date of the event
    "On This Day" List - bring your family history to life and view family events along with famous births, deaths, and historical events for any given day of the year.
    "Who Was There" Report shows you which people in your file may have been in a given location on a given date.
    Timeline (or chronology) list that can include events of other people
    Custom report designer, with fields that can span columns or rows and even include notes
    Photo Tree - Tree with 3 generations of pictures
    Address List - A list of the addresses in the database
    Correspondence List - A list of the correspondence in the database
    Fact List - A list of people with or without a particular fact
    Kinship List - A list of everyone related to an individual
    Missing Information List - A list of people missing selected information
    Multimedia List - A list of the media in the database
    Statistics List - Statistics for any group of people
    Surname List - Statistics on the surnames in the database
    Timeline (Chronology) List - A chronological timeline of events for a person or group of people
    To-Do List - A list of the to-do items in the database
    WebTags List - A list of all websites associates with a person, place, source, or research log
Publish Your Family History
    Publish your family history and pictures online with our free My RootsMagic online service (See a sample website)
    Make Shareable CDsTM to give to others, with custom menu and a read-only version of RootsMagic
    RootsMagic Publisher lets you create complete books with narrative, notes, charts, photos, source bibliography, index, and more.
    Include cover and title pages, copyright, dedication, acknowledgement, preface pages
    Include table of contents
    Include free form text pages
    Customize your index format and number of columns
    Place index in reports
Spectacular Wall Charts
    Ancestor Wall Charts in any orientation (left to right, bottom to top, etc)
    Descendant Wall Charts in any orientation (top to bottom, left to right, etc)
    Hourglass Charts (combined ancestors and descendants) in any orientation (top to bottom, left to right, etc)
    Timeline Charts
    Drag and drop to resize and move individual boxes
    Add a background image or color
    Print charts up to 100 feet wide
    Print charts on regular size paper and tape together, or print on large format printer
    Export charts to JPG, EMF, and other graphic formats
    Add freeform text, photos, and shapes to your charts
    Attach photographs, sound clips, and video clips to any person, family, place, source, or event
    Include photos in your books, group sheets, and other printouts
    Attach documents (Word, PDF, etc) to any person, family, place, source, or event
    Scan photos directly into RootsMagic
    Photo editor lets you adjust sharpness, brightness, contrast, and rotate and zoom images
    Media Tagging - tag your media with people, families, sources, or places. For example, tag an image of a census record with the people, families, and places mentioned in the record as well as the census’ source citation
Sources - Documenting Your Information
    Add source documentation to any person, fact, or family
    SourceWizard automatically writes proper sources for you
    Almost 400 SourceWizard templates based on Evidence Explained, Evidence!, and Cite Your Sources
    Hints in the Source fields guide you in entering your sources
    Assign industry-standard quality terminology (for sources, information and evidence) to your master sources
    Easy to use source list tracks all your documentation (certificates, census, books, etc)
    Enter each source only once, then reuse it elsewhere
    Add a global source to each person when importing a GEDCOM file.
    Record repositories where the sources are found
    Create your own source templates using the powerful built-in template language
    Easily merge duplicate sources from the master source list
    Add a source to multiple people at once
    Easily make a copy of a source
    Copy (memorize) sources to reuse (paste) elsewhere
Notes - Telling the Story
    Add notes and stories/notes to any fact, person, couple (family), or shared role, place, place details
    Notes print in books, group sheets, and other reports
    Print your documentation (notes and sources) in your reports, summaries, and forms
    Note formatting (bold, italics, underlining)
    Search and replace in notes
    Spell checking
    Live spell checking
    Add private notes that you can suppress from printing or exporting
Internet Features
    Create dynamic websites with pedigree, family, and individual views and supporting notes, sources, and media
    Publish your family history and pictures online with our free My RootsMagic online service (See a sample website)
    FamilySearch Family Tree certified synchronization
    Automatically check for updates to your software
    Family Reunion Planner
    WebSearch searches the web using a variety of search engines or search specific genealogy sites, or add your own sites to search
    Create a website including photos, notes, sources, index, surname list, GEDCOM file, email, etc
    Six types of websites: pedigree charts, group sheets, combo pedigree chart / group sheet, descendant narrative, ancestor narrative, alphabetical narrative
    CSS-styled websites
    Add your own links to your home page
    "Privatize" living persons when creating your website
    Create outputs in Adobe Acrobat (PDF), or web files (HTML) to upload to a web site
Research Features
    Research Manager - avoid "reinventing the wheel" by keeping track of research goals, sources, and results that you have collected on a person, family, or place
    GenSmarts integration to get research suggestions from inside RootsMagic *
    Add GenSmarts suggestions to your RootsMagic to-do list with one click *
    "To-do" list lets you keep track of research you still need to do for any person or family
    Correspondence Log keeps track of all your incoming and outgoing correspondence
    WebSearch searches the web using a variety of search engines or search specific genealogy sites, or add your own sites to search
    Date calculator
    Pop up calendar when entering dates
    Soundex calculator (including alternate methods)
    Bookmark any individuals in your database
    History list lets you backtrack through last 200 people visited
    Back button moves back to previously visited people
    Potential problem list
    Problem list is interactive (edit problem person or family directly from problem list)
    Mark possible problems as "not a problem"
    Place name standardization and geocoding
    Mapping people and places
    Spell Checker checks the current notes, or all notes.
    Create groups of people that you can name and select by that name
    Color coding to highlight groups of people's names in color so they are easy to spot
    Counts the number of separate trees in your database.
    Relationship calculator shows you the relationship between any two people
    CountyCheck analyzes places as you enter them to let you know if you enter a county or state that didn't exist on the date you entered
    CountyCheck Explorer lets you look up US, UK, Canadian, and Australian counties, states, etc. to view information and interactive maps
    DataClean helps you clean up names and places in your database
    Compare Files lets you compare 2 RootsMagic databases for differences and move data between them
Merge Features
    Powerful merge capabilities
    Prioritized merge list
    Color-coded record comparisons makes it easy to spot differences
    Mark possible duplicates as "not a match"
    SmartMerge automatically handles the "obvious" duplicates
    ShareMerge helps when collaborating with other RootsMagic users
    Direct Family Tree Maker import (2014 and earlier)
    Direct PAF import (versions 2.x and later)
    Direct Family Origins import (versions 4 and later)
    Direct Legacy import (versions 2 and later) *
    Full GEDCOM 5.5 support so you can exchange data with other programs
    FamilySearch Family Tree import
    Full LDS support. LDS support can be turned on or off.
FamilySearch Support
    Access Certified
    Update Certified
    Share Certified
    Print Certified
    Ordinance Reservation Certified
    Ordinance Request (FOR) Certified
    PAF Import Certified
    Discussion Certified