Moneydance Documentation

User Guides

• ★ Moneydance User Guide
• Moneydance 2014 User Guide
• Moneydance 2012 User Guide
• Getting started with Moneydance
• Moneydance 2011 User Guide

Moneydance 2015

• Moneydance 2015 User Guide
• How to delete an unwanted data set in Moneydance 2015
• Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
• Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
• Moneydance 2015 license keys and upgrade policy
• Where is my data stored?

See all 8 articles

Moneydance 2014

• How to delete an unwanted data set
• Where is my data stored?
• Moneydance 2014 crashes on first startup (on Macs)
• Opening a manually exported backup in Moneydance
• Moneydance 2014 preview release changelog
• Moneydance 2014 Changelog

See all 9 articles

Account Basics

• Creating a new account
• Setting an Initial Balance for an account
• Marking an account as closed in Moneydance
• Balances in registers
• Types of accounts
• How to edit items available in the "Check#" field (i.e. Dep, Trn, etc.)

See all 7 articles

Online Banking

• ★ Setting up a direct online banking connection
• ★ Enabling Direct Connections
• Confirming Downloaded or Imported Transactions
• What to do if your bank does not appear in our list of financial institutions
• Changing your PIN when connecting to your bank for the first time
• Creating a new Payee for Online Bill Payments

Importing data from other programs

• ★ Importing data from Quicken in QIF format
• ★ How to import data from Quicken 2015 for Mac
• Importing Data from Quicken using multiple QIF files
• Importing Data from Quicken Essentials
• Moving from MS Money to Moneydance
• Assigning tags or 'classes' to transactions

See all 11 articles

Purchasing, Upgrading, License keys, and upgrade policies

• Registering Moneydance
• The Moneydance trial
• Moneydance 2015 license keys and Upgrade Policy
• License keys, sharing policies, and guidelines for businesses and non-profits
• Recover Lost License Key

Entering Transactions

• How to enter a transfer between accounts in Moneydance
• Using Batch Change to edit multiple transactions
• Moving a transaction from one account to another
• Entering a paycheck
• Creating a split transaction
• Automatically entering today's date when creating a transaction

Mobile

• Syncing Moneydance with your Mobile Device
• Deleting transactions on the iPhone, iPad, or iPod touch
• How to sync one data file with multiple mobile devices using different Dropbox accounts
• How to sync with Moneydance 2008, 2010, and 2011 with your iPhone, iPad, or iPod Touch

Reminders

• Creating reminders (automatic repeating transactions or notes)
• About Reminders
• Creating a Transaction Reminder

International Tools

• Setting up VAT/GST
• Using a fiscal year instead of a calendar year
• Localization, including changing the word "Check" to "Cheque"
• Entering the exact amounts on both sides of a foreign currency transfer
• How to export data from Reckon Quicken Personal Plus to Moneydance 2011

Loans and Mortgages

• Adding extra principal payments to a Mortgage

Investments

• Fixing mismatched securities from downloads in investment accounts
• Entering your current holdings
• Creating a new investment subtype
• Adding securities to a new Investment Account
• Importing security, stock or mutual fund prices
• Downloading security, stock or mutual fund prices from non-US stock exchanges

See all 9 articles

Extensions

• Currently available extensions
• About Extensions
• Installing Extensions
• Changing the "As Of" date in the Security Price Entry Extension

Everything else

• Encrypting your data file
• Experiencing slow startup times with Moneydance?
• Printing addresses on checks
• Printing checks
• How to move your data file to a different location in Moneydance 2012 and above
• Restoring from a checkpoint file in Moneydance 2012 and 2014

See all 9 articles

Budgeting

• Working with mixed intervals (old format) budgets
• Creating a budget in Moneydance