![]() You can add, modify, or delete currencies set the currency rate, or amend the base currency.ĭisplays a list of all reminders and the reminder calendar.ĭisplays the budget management tool where you can create or delete budgets.Īdd, edit, and delete address book entries.ĭisplays the graphs and reports window where you can generate graphs/reports. Opens a window displaying all currencies associated with the current file. Or print a list of all categories in your data file. Opens the category window where you can add, edit, or delete categories. Or print a chart of accounts in your data file. ![]() 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. These menus are displayed at the top of the Moneydance window.
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