General Questions

Have a question about Moneydance that doesn't fit into the other categories? Post it here! You may also be interested in our knowledge base.

Title State Replies Latest Post
ioweejun's Avatar

Fidelity Access

open 357 16 Feb, 2026 07:29 PM by bpdonovan
dan.tappan's Avatar

Is there a tool or extension to find duplicate transactions?

open 0 16 Feb, 2026 04:48 PM by dan.tappan
john's Avatar

Archiving old transactions

open 3 16 Feb, 2026 03:06 AM by LarryCL
G Haddock's Avatar

auto updating

open 0 15 Feb, 2026 06:07 PM by G Haddock
Charles Fetter's Avatar

how do I edit splits

open 2 15 Feb, 2026 02:08 AM by Ethan
George Rand's Avatar

Canceling program

open 1 15 Feb, 2026 02:04 AM by Ethan
Charles Fetter's Avatar

reconciling account

open 0 14 Feb, 2026 05:38 PM by Charles Fetter
Pam 's Avatar

COntinuing saga

open 0 14 Feb, 2026 04:58 PM by Pam
Charles Fetter's Avatar

how do i record reminders?

resolved 0 14 Feb, 2026 04:49 PM by Charles Fetter
Pamela White's Avatar

Categories

resolved 12 14 Feb, 2026 01:41 PM by William White
Bernie's Avatar

Sound

open 1 13 Feb, 2026 11:28 PM by dwg
PARAS SHAH's Avatar

re: QUOTE LOADER

open 8 13 Feb, 2026 10:23 AM by dwg
Louis Ciarallo's Avatar

Back up file storage location

resolved 4 12 Feb, 2026 09:55 PM by dwg
Cindy's Avatar

delete account

resolved 1 12 Feb, 2026 08:47 PM by dwg
JIM's Avatar

making double entry= Bank term deposit etc.

open 1 11 Feb, 2026 09:35 PM by dwg
paul.hoffman1940's Avatar

Reinstalling MoneyDance

resolved 2 11 Feb, 2026 01:13 PM by derekkent23
John Palmer's Avatar

Budget Bars on Summary Page

open 7 10 Feb, 2026 05:38 PM by jepalmer169
mgarnham87's Avatar

Archiving old transactions

resolved 2 10 Feb, 2026 01:42 AM by mgarnham87
shamsu's Avatar

how to set up the tax report

open 1 09 Feb, 2026 09:03 AM by tonyt
fj58's Avatar

Auto-Categorization: Cannot "unlearn"

open 4 09 Feb, 2026 04:49 AM by dwg
ALEX's Avatar

money dance problem

open 3 07 Feb, 2026 06:01 AM by Alex Magdaleno
gsanse's Avatar

Security Details Report

open 9 06 Feb, 2026 03:57 PM by gsanse
Melinda's Avatar

Base Account (Personal Finances)

open 4 05 Feb, 2026 11:38 PM by Melinda
Henry Sully's Avatar

Export Categories to .csv with comments

open 5 05 Feb, 2026 09:42 PM by Stuart Beesley (Mr Toolbox)
Adrian McCloskey's Avatar

Help reconcile an account

open 1 04 Feb, 2026 10:09 PM by dwg
Jen25's Avatar

Making Tax Digital

open 0 04 Feb, 2026 05:11 PM by Jen25
David's Avatar

It's a bad sign that the topic in the knowledge base "Opening Moneydance" doesn't tell you how to open Moneydance

open 2 04 Feb, 2026 01:10 PM by Maddy
John Palmer's Avatar

Budget Sidebars

open 1 04 Feb, 2026 09:21 AM by jepalmer169
JUNE REEDY's Avatar

Change category names

resolved 5 03 Feb, 2026 04:34 AM by mawaters.biz
Fred Squier's Avatar

How do I undo an account reconciliation

open 1 02 Feb, 2026 10:47 PM by dwg

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