If your bank is not on this list, please send us a message to see if we can create a connection. To see if your bank is supported go here.
Enter the appropriate information, click Record and you re all set! For more details on entering transactions go to Chapter 3 6ħ Online Banking and Bill Pay Moneydance supports direct connections to many banks. Simply begin typing and the Quick Entry box will appear. You can also enter a transaction using Quick Entry from the search box. Click the balance box on the lower right corner to display different balance types, click again to hide.
To assign more than one category to a transaction click the Split button in the Category drop-down or use the keyboard shortcut L. 5Ħ Register and Transaction Basics Click on any column heading to sort the register Filter buttons across the top of the register make it easy to display all or a subset of transactions To begin entering a transaction click the new transaction button, or hit N If you re transferring funds between accounts, such as from a checking account to a savings account or a payment to a credit card company, enter the other account in the Category field. Inactive accounts are not shown in the drop-down list when creating or editing transactions, but are available when running reports. If you have accounts or categories that you no longer use you can mark them as Inactive. (For details on using categories to track VAT/GST spending, please see Chapter 14). To produce reports showing all your tax related items select the Only Tax Related filter in the Income and Expenses and Income and Expenses, Detailed reports. (Investment accounts cannot be the parent or child of another account.) You can mark categories as Tax Related. For example, the expense category Bills could be the parent of the expense categories Electricity, Internet, and Water. Accounts and categories can be the Parent of another account or category of the same time. To create, edit, or delete an account go to Tools Accounts to create, edit, or delete categories go to Tools Categories. For an in-depth description of account and category types go to Chapter 3. 4ĥ Account and Category Basics Moneydance offers 6 types of accounts: Bank, Credit Card, Investment, Loan, Liability, and Asset, as well as Income and Expense categories. 4- Main window- Displays Summary, account register, budget, graph, or report. 3- Search Box- Search for an item using words or numerical amounts, or use new Quick Entry to quickly add a transaction. Set type or hide Status Graph in the View menu. 2- Status Graph- Displays Budget Status or Net Worth Graphs. Click an item to view it, click the + Symbol at the bottom to add or remove items from the Sidebar. 3Ĥ Moneydance at a Glance Sidebar- Displays Accounts, Budgets, Graphs, and Reports. See Chapter 16 for details on importing data from other personal finance programs. You can also get in touch with our support team by clicking on Get Help with using Moneydance. If you re new to Moneydance- You can create a new empty account set, import data from a QIF file, or import data from Quicken Essentials. Select Convert Only to continue to store your data in it s current location, or Convert and Import to move your data into Moneydance s internal library. If you ve are using Moneydance 2011 or earlier- Click Import New Account Set to navigate to and convert your data file into the next Moneydance 2015 format. Please note, Moneydance 2015 data files use a new format and cannot be opened using earlier versions of Moneydance.
Click to open, or click Open Other to navigate to your data file in a different location. 9 Graphs and Reports! The full Moneydance User Guide continues on p 11 2ģ Opening Moneydance 2015 for the first time If you ve used Moneydance 2012 or Your account set should be visible in the list on the right. 7 iphone, ipad, ipod Touch, and Android app!. 1 Moneydance 2015 Simplified Money Management Quick Start Guide and User Guide Version 1.0 January 6, 2015Ģ Moneydance 2015 Quick Start Guide Opening Moneydance 2015 for the first time!.
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