![]() Opens the accounts window where you can add, edit, or delete accounts. This makes Moneydance forget passwords (in encrypted data files) for accounts with automatic downloads. Subscribe to Moneydance+ and connect your accounts.ĭownloads transactions from only the account you're currently viewing.Ĭonfirms the selected recently downloaded or imported transaction for the current account. Set up online bill payment services for the account you're currently viewing. Set up online banking for the account you're currently viewing. Items in this menu operate on the account that is currently open in the main window.Įdit the settings for the currently displayed account.ĭelete the account and all transactions it contains.ĭownloads transactions for all accounts that have automatic downloads enabled with either Direct Connect or Moneydance+.Īutomatically opens your browser to a page you've pre-set. The above options are all detailed further in this article. In this menu you can Undo, Redo, Cut, Copy, Paste, and Select All.īrings up a new window with advanced search options.ĭisplays the Budget Status graph in the status bar.ĭisplays the Net Worth graph in the status bar. ![]() On a Mac this item is located under the Moneydance menu. Print transactions from the current account as they are shown in the register (From within individual accounts only)įor all options available here, you should refer to this section of the knowledge base. Print checks from the account you're currently viewing (from within individual accounts only). Here you can enable syncing to share your data file with mobile devices, or multiple computers. You can enable a Master password that you're prompted for when you open your data file.Īlso, prompt Moneydance to store your online banking passwords for auto downloads. Open a '.moneydancearchive' backup file to restore your data. Import QFX, OFX, OFC, QFC, QIF, or CSV files.Įxport data in a specified format - QIF, Tab Delimited or Raw JSON.Ĭreate a manual backup of your file to a specified location, saved as a. Selecting "Open Other" allows you to navigate to a specific Moneydance file not already listed. Select the file name to open a different data file. Lists all data files you've previously accessed. This is only available when an account register is open. If you have enabled full screen for the Moneydance program, you'll need to hover your cursor at the top of your screen to reveal the menus The File MenuĪllows you to enter a new transaction into your register. If you're using a Mac, they'll be displayed at the top of your screen. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically.These menus are displayed at the top of the Moneydance window. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. You can set up a payment schedule for single or recurring transactions so you'll never miss a payment.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. The payee auto-complete feature makes it easier to enter and categorize your transactions. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The account register is used to enter, edit, and delete transactions in an account. Graphs can also be printed or saved to PNG image files. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Set the graph type, the date range, and any specific settings for the type of graph you desire. ![]() Use the graphing tool to generate visual reports of your income and expenses. Clicking on a transaction reminder will display a window where you can automatically record the transaction. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. It learns how to automatically categorize and clean up downloaded transactions. Online Banking Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. Moneydance handles multiple currencies and virtually any financial task with ease. Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking.
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