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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