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1 Posted by derekkent23 on 13 Feb, 2026 08:11 AM
I am not support staff, just a user.
Hi Bernie
Highlight the account in the sidebar, list on the left and right click, EDIT ACCOUNT.
Hope this helps.
Support Staff 2 Posted by Maddy on 13 Feb, 2026 11:13 AM
Hi Bernie,
If by "account" you mean "data set" instead, you can follow the steps in this article of the Knowledge base.
It's important you close the Moneydance program fully before you make any changes.
Then rename the data file. You should retain the .moneydance file extension at the end of the file name.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support