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RootsMagic Genealogy Software: Family History Made Easy

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RootsMagic Features

RootsMagic Full Version vs. RootsMagic Essentials

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.

RootsMagic Essentials
RootsMagic Essentials
RootsMagic Platinum
RootsMagic Full Version

General Features

Runs under Windows 10, 8, 7, Vista, XP, and 2000

Single-file database format

Support for international character sets through Unicode integration

Integrated backup and restore help safeguard your data

Back up directly to CD

Customise 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

Easily switch between navigation views using tabs

Pedigree View (5 or 6 generations)

Family View

Descendant View (2-7 generations)

People List View (customiseable)


Timeline View with editing ability


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

Organise 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 customised 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

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.

Print to any printer connected to your computer

Customise 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 colour 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

Direct Descendant List - A direct line of descendants down to a single person

Research Logs - Sortable research logs of the data you have researched

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

"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.

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

Research Notes - Prints the research notes and comments for every citation for a person or family.

Publish Your Family History

Publish your family online at

Make Shareable CDs 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

Customise 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 colour

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

Drag and drop media into albums

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 (memorise) 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

New FamilySearch certified synchronisation

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 HTML files 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

"Privatise" living persons when creating your website

Create outputs in Adobe Acrobat (PDF), or web files (HTML) to upload to a web site

Research Features

WebHints display possible records for each person automatically

Research Manager lets you create unlimited Research Logs to document your work

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

DataClean helps you clean up problems in names and places in your database

CountyCheck Explorer lets you look up US, UK, Canadian, and Australian counties, states, etc. to view information and interactive maps.

Problem list is interactive (edit problem person or family directly from problem list)

Mark possible problems as "not a problem"

Place name standardisation 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

Colour coding to highlight groups of people's names in colour 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

File Compare lets you compare two RootsMagic files side by side and copy people, events, names, notes, sources, and media between them

Merge Features

Powerful merge capabilities

Prioritised merge list

Colour-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 (version 16 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

New FamilySearch import

Full LDS support. LDS support can be turned on or off.

FamilySearch Support

Access Certified

Update Certified

Sync Certified

Print Certified

Ordinance Reservation Certified

Ordinance Request (FOR) Certified

Helper Certified

Discussion Certified