RootsMagic Essentials

RootsMagic Essentials is a free genealogy program that shares many of the same features with the full RootsMagic software including clean and friendly screens, the ability to add an unlimited number of people and events, pictures and media management, dozens of reports and charts, and more.

The full version of RootsMagic is available for purchase and includes features not available in RootsMagic Essentials, such as:

The full version of RootsMagic is available for purchase and includes features not available in RootsMagic Essentials, such as:

  • Over 100 colorful reports and lists
  • Spectacular wallcharts and fancharts that really show the big picture
  • Customise reports, facts, sources, etc
  • Publish your data online
  • Problem Alerts show you errors in your data
  • Organise research with the Research Manager
  • and much more!
Roots Magic Essentials

Compare Essentials with Full Version

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 Platinum
General Features RootsMagic Essentials 8 RootsMagic Full Version
Runs under Windows 7 (SP1+), Windows 8.1, Windows 10, Windows 11 (future) tick tick
Runs under macOS High Sierra (10.13), Mojave (10.14), Catalina (10.15), Big Sur (11), Monterey (12) (future) tick tick
Single-file database format tick tick
Support for international character sets through Unicode integration tick tick
Integrated backup and restore help safeguard your data tick tick
Automatically check for updates to your software tick tick
Free technical support tick tick
Database tools let you test the file integrity, rebuild indexes, and compress database to remove deleted records tick tick
Portability RootsMagic Essentials 8 RootsMagic Full Version
Run RootsMagic directly from a flash drive on Windows, Mac, or both tick tick
Navigation RootsMagic Essentials 8 RootsMagic Full Version
Easily switch between different data views (People, Places, Sources, Media, Tasks, Addresses, Search, Publish, etc) without losing your place in those views tick tick
People Page RootsMagic Essentials 8 RootsMagic Full Version
Pedigree View (5 or 6 generations) tick tick
Family View tick tick
Descendant View (2-7 generations) tick tick
People List View (Customizable and filterable) tick tick
Couple List View tick tick
Places Page RootsMagic Essentials 8 RootsMagic Full Version
List view of all places in your file tick tick
Reverse places in list to view together geographically (e.g. Salisbury, Wiltshire, United Kingdom => United Kingdom, Wiltshire, Salisbury) tick tick
Instantly view on screen all people with an event in a place tick tick
Directly edit a person from the list of people with an event in a place tick tick
Map view of all places in your file tick tick
Geocode (automatically add latitude/longitude) places tick tick
World gazetteer to find places tick tick
PlaceClean feature to automatically clean your place list tick tick
Sources Page - Documenting Your Information RootsMagic Essentials 8 RootsMagic Full Version
Add source documentation to any person, fact, or family tick tick
SourceWizard automatically writes proper sources for you tick tick
Almost 400 SourceWizard templates based on Evidence Explained, Evidence!, and Cite Your Sources tick tick
Hints in the Source fields guide you in entering your sources tick tick
Assign industry-standard quality terminology (for sources, information and evidence) to your master sources tick tick
Easy to use source list tracks all your documentation (certificates, census, books, etc) tick tick
Enter each source only once, then reuse it elsewhere tick tick
Reuse citations for multiple facts or people tick tick
Directly view and edit all citations for any source tick tick
Instantly view a list of all people or facts using a source or citation tick tick
Add a global source to each person when importing a GEDCOM file tick tick
Record repositories where the sources are found tick tick
Create your own source templates using the powerful built-in template language tick tick
Easily merge duplicate sources from the master source list tick tick
Add a source to multiple people at once tick tick
Easily make a copy of a source tick tick
Copy (memorize) sources to reuse (paste) elsewhere tick tick
Media Page RootsMagic Essentials 8 RootsMagic Full Version
Attach photographs, sound clips, and video clips to any person, family, place, source, or event tick tick
View media as thumbnail grid or list tick tick
Include photos in your books, group sheets, and other printouts tick tick
Attach documents (Word, PDF, etc) to any person, family, place, source, or event tick tick
Relative links to media to faciliate moving between computers tick tick
Fix broken media links tick tick
Drag and drop media into albums tick tick
Tasks Page RootsMagic Essentials 8 RootsMagic Full Version
Add tasks to keep track of needed or completed research tick tick
Track goals, results, dates, status, priority, and more tick tick
Link tasks to people, family, events, sources, citations, places, and more tick tick
Filter tasks based on task data, or items the tasks link to tick tick
Place tasks into folders to group them as Research Logs tick tick
Research Log view displays a folder as a table including goal, result, sources, and more tick tick
Easily view all tasks in a particular repository tick tick
Print filtered tasks as either a task list or research log tick tick
Addresses Page RootsMagic Essentials 8 RootsMagic Full Version
Keep track of addresses for people in your file tick tick
Keep track of repositories where records are stored and research is done tick tick
Merge duplicate addresses and repositories tick tick
Search Page RootsMagic Essentials 8 RootsMagic Full Version
Simple person search easily finds people by name, sex, birth/death year tick tick
Advanced person search finds people by name, record number, events, dates, places, notes, and many other types of data tick tick
Easily find people by married name or nickname tick tick
Search and replace for notes, names, places, media items, etc. tick tick
WebSearch lets you search popular websites for people in your file tick tick
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. tick tick
Search and replace various record types (names, places, media filenames, etc) tick tick
Easily view or edit people in search results without losing your place in the search or having to re-do the search tick tick
Publish Page RootsMagic Essentials 8 RootsMagic Full Version
Print reports to screen or printer tick tick
Publish large format charts to printer or file tick tick
Share your data with FamilySearch (optional) tick tick
Upload or download an Ancestry tree tick tick
Share your data with Ancestry (optional) tick tick
Publish your family online at MyRootsMagic.com tick tick
Print to any printer connected to your computer tick tick
Customize headers, footers, margins, and fonts for any printout tick tick
Save reports to PDF (Acrobat) tick tick
Save reports directly to your word processor (.DOCX) tick tick
Save list reports directly to your spreadsheet (.XLSX) tick tick
Print color coding in pedigree charts, group sheets, charts, narrative reports, and more tick tick
Include pictures in reports saved to .DOCX tick tick
Include indexing in reports saved to .DOCX tick tick
Settings Page RootsMagic Essentials 8 RootsMagic Full Version
Easily view and modify settings from one location tick tick
Settings for program, folders, general, display, preparer, WebHints, and LDS tick tick
Easy to Learn and Use RootsMagic Essentials 8 RootsMagic Full Version
Easy file management tick tick
Family members are automatically linked as you add them tick tick
Automatically checks for duplicates as you add people tick tick
Click in an empty parent or child slot on screen to add parents or children tick tick
Just double click on a person's name to edit that person tick tick
All information for a person is shown on a single streamlined 'Edit person' window tick tick
Sidebar on main screen makes navigation easy tick tick
Resize edit and search dialogs to see as much information as you want tick tick
Online help with video tick tick
Organize Your Information RootsMagic Essentials 8 RootsMagic Full Version
Open databases in separate windows to support multiple monitors tick tick
Alternate names in lists makes it easy to find a person by their other names tick tick
Display relationships to root person in info panel tick tick
Drag and drop people between databases tick tick
Automatically link dragged people into the other database tick tick
Named Groups of People lets you create groups you can use in reports or other areas tick tick
WebTags let you add links to websites attached to people, sources, places, etc. tick tick
Editing RootsMagic Essentials 8 RootsMagic Full Version
Add unlimited people, facts/events, notes, sources, and more tick tick
Open up to 3 Edit Person screens at the same time tick tick
Edit person screens are modeless, meaning you can leave it open while doing other things in the program tick tick
60 predefined fact types (birth, marriage, death, occupation, religion, etc) tick tick
Easily track multiple relationships, such as adoptions, foster parents, etc tick tick
See a person's age at every event on their edit page tick tick
Enter place history, latitude and longitude for each place tick tick
Create your own user defined fact types, and add any number of roles tick tick
Sharing events among multiple people lets you assign witnesses or other people involved in an event tick tick
Craft your own customized sentence for each fact or role from the live-edit pane in "Edit person" window tick tick
Add private events that you can suppress from printing or exporting tick tick
Report Types RootsMagic Essentials 8 RootsMagic Full Version
Address labels for mailings tick tick
Address List - A list of the addresses in your file tick tick
Ahnentafel - A list of ancestors tick tick
Birthday List - A list of birthdays and anniversaries for people in your file tick tick
Box chart reports (both ancestor and descendant) tick tick
Box charts - Select box style tick tick
Calendars with birthdays and anniversaries tick tick
Descendant List - An indented list of the descendants for a person tick tick
Direct Descendant List - A direct line of descendants down to a single person tick tick
Duplicate List - A list of potential duplicate individuals in the database tick tick
Fact List - A list of people with or without a particular fact tick tick
Family Group Sheets tick tick
Individual List - A list of the people in the database tick tick
Individual List - Include the facts, parents, spouses, and children of each person tick tick
Individual Summary - A summary of information for a person in your file tick tick
Kinship List - A list of everyone related to an individual tick tick
LDS List - A list of LDS ordinances in the database tick tick
Marriage List - A list of the couples in the database tick tick
Missing Information List - A list of people missing selected information tick tick
Multimedia List - A list of the media in the database tick tick
Narrative reports (modified register and ancestor) tick tick
Narrative reports (register (NEHGS), indented descendancy, Henry descendancy, and D'Aboville descendancy) tick tick
"On This Day" report shows family events on a selected date, as well as famous births and deaths, and historical events tick tick
Pedigree Charts (standard and cascading) tick tick
Photo Tree - Tree with 3 generations of pictures tick tick
Place List - A list of the places in the database tick tick
Place List - Print the events which happened in each place tick tick
Place List - Include latitude, longitude, and notes for each place tick tick
Relationship chart shows exactly how two people are related tick tick
Repository List - A list of the repositories in the database tick tick
Repository List - Include the sources, and tasks with each repository tick tick
Research Logs - Sortable research logs of the data you have researched tick tick
Research Notes - Prints the research notes and comments for every citation for a person or family. tick tick
Scrapbook of pictures for people, families, sources, and places tick tick
Source List - A list of the sources in the database (sorted and grouped) tick tick
Statistics List - Statistics for any group of people tick tick
Surname Statistics - Statistics on the surnames in the database tick tick
Task List - A customizable list of tasks in your file tick tick
Timeline List - A chronological timeline of events for a person or group of people tick tick
WebTags List - A list of WebTags in your file tick tick
Who Was There List - A list of people who could have been in a particular location at a particular time tick tick
Spectacular Large Format (Wall) Charts RootsMagic Essentials 8 RootsMagic Full Version
Fan Charts in any orientation (top to bottom, left to right, etc) tick tick
Ancestor Wall Charts in any orientation (left to right, bottom to top, etc) tick tick
Descendant Wall Charts in any orientation (top to bottom, left to right, etc) tick tick
Hourglass Charts (combined ancestors and descendants) in any orientation (top to bottom, left to right, etc) tick tick
Add a background image or color tick tick
Print charts up to 100 feet wide tick tick
Export charts to PDF or SVG files tick tick
Notes - Telling the Story RootsMagic Essentials 8 RootsMagic Full Version
Add notes and stories/notes to any fact, person, couple (family), or shared role, place, place details tick tick
Notes print in narratives, group sheets, and other reports tick tick
Print your documentation (notes and sources) in your reports, summaries, and forms tick tick
Note formatting (bold, italics, underlining) tick tick
Add private notes that you can suppress from printing or exporting tick tick
Tools RootsMagic Essentials 8 RootsMagic Full Version
Date calculator tick tick
Pop up calendar when entering dates tick tick
Soundex calculator (including alternate methods) tick tick
Bookmark any individuals in your database tick tick
History list lets you backtrack through last 200 people visited tick tick
Back button moves back to previously visited people tick tick
Potential problem list tick tick
DataClean helps you clean up problems in names and places in your database tick tick
Problem list is interactive (edit problem person or family directly from problem list) tick tick
Mark possible problems as "not a problem" tick tick
Place name standardization and geocoding tick tick
Mapping people and places tick tick
Create groups of people that you can name and select by that name tick tick
Color coding to highlight groups of people's names in color so they are easy to spot tick tick
Counts the number of separate trees in your database tick tick
Relationship calculator shows you the relationship between any two people tick tick
File Compare lets you compare two RootsMagic files side by side and copy people, events, names, notes, sources, and media between them tick tick
Merge Features RootsMagic Essentials 8 RootsMagic Full Version
Powerful merge capabilities tick tick
Prioritized merge list tick tick
Color-coded record comparisons makes it easy to spot differences tick tick
Mark possible duplicates as "not a match" tick tick
SmartMerge automatically handles the "obvious" duplicates tick tick
ShareMerge helps when collaborating with other RootsMagic users tick tick
Compatibility RootsMagic Essentials 8 RootsMagic Full Version
Direct Family Origins import (versions 4 and later) (*Windows) tick tick
Direct Family Tree Maker import (version 16 (2014) and earlier) (*Windows) tick tick
Direct Legacy import (versions 3 and later) (*Windows) tick tick
Direct PAF import (versions 2.x and later) (*Windows) tick tick
Direct Master Genealogist (TMG) import (versions 1 - 10) (*Windows) tick tick
Full GEDCOM 5.5 support so you can exchange data with other programs tick tick
Ancestry Tree Import tick tick
FamilySearch Family Tree import tick tick
Full LDS support. LDS support can be turned on or off tick tick
Ancestry Support RootsMagic Essentials 8 RootsMagic Full Version
Upload RootsMagic data to an Ancestry tree tick tick
Download an Ancestry tree (including all media) to a new RootsMagic file tick tick
Share data back and forth between RootsMagic and Ancestry tick tick
View and accept Ancestry hints for people in your RootsMagic file tick tick
FamilySearch Support RootsMagic Essentials 8 RootsMagic Full Version
Download data from FamilySearch tick tick
Share data back and forth with FamilySearch tick tick
Share notes, sources, ordinances, events, and people with FamilySearch tick tick
View, add and edit discussions on FamilySearch tick tick

Get RootsMagic Essentials

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