Moneydance 2022 and PayPal

Lionel Goulet's Avatar

Lionel Goulet

17 Jan, 2022 05:51 PM

I already have and love Moneydance.
It works just fine for my bank's 3 checking accounts, two savings accounts, and two loans. These 7 different accounts are all at one bank.

Now I need to create an entirely separate "set of books" and link it to a PayPal account.
1. Can I create a BRAND NEW "X.moneydance" file for this new set of books?
2. How do I "connect" this new set of accounts to PayPal? I see support on how to do this dated 2010, but this is 2022. How do I connect the latest version of Moneydance to PayPal? Perhaps you have a Web page on the subject?

Thank you.

  1. Support Staff 1 Posted by Maddy on 18 Jan, 2022 02:30 PM

    Maddy's Avatar

    Hi Lionel,
    Thank you for contacting Moneydance support.

    Firstly, (if you haven't already) you should download and install
    Moneydance 2022.3 (4063). This is available to download from this page.

    Secondly, if you wish to create a new data file, from within Moneydance simply navigate to File->New->Create New File.

    Lastly, if you wish to download your Paypal data automatically, you could subscribe to Moneydance +. Since you already own a license of Moneydance 2022, the subscription will be free for the first 14 days and $2monthly thereafter.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  2. System closed this discussion on 19 Apr, 2022 02:30 PM.

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