Adding another bank account

fionastamp's Avatar

fionastamp

03 Feb, 2025 09:59 AM

I currently run Moneydance for a choir, with a current and a savings account: Can I add my own personal bank account to this, and how do I stop my personal spending appearing in the choir's accounts? Many thanks

  1. 1 Posted by dwg on 03 Feb, 2025 10:18 AM

    dwg's Avatar

    I would suggest the easiest and possible best approach is to set up a separate file for your personal data, mixing personal and organisation data in one file tends to be messy at best.

    You can create a new file with the File => New command and switch between them using the File => Open menu command.

  2. Support Staff 2 Posted by Maddy on 03 Feb, 2025 11:21 AM

    Maddy's Avatar

    Hi Fiona,
    Thank you for contacting Moneydance support.

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and it appears you’ve been given all the information you need.

    However, don’t hesitate to get back in touch if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  3. Maddy closed this discussion on 03 Feb, 2025 11:21 AM.

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