Starting a new Moneydance file

Henry Wilkinson's Avatar

Henry Wilkinson

18 Apr, 2020 12:37 PM

How do I start a new Money dance file using the existing accounts list but not none of the previously entered tranactions

  1. 1 Posted by TonyRI on 18 Apr, 2020 01:21 PM

    TonyRI's Avatar

    Hi Henry,

    I'm not from IK Support, but one way that I thought of would be to open the register (in each account) and select the last transaction, hold the shift key (in windows), scroll to the top of the register and click on the oldest transaction (depending on sort order) to "Select All" transactions (highlighted in blue), then right-click to delete all transactions. ALL accounts would have to have transactions deleted as they may have transfers among them.

    I would make a backup prior to doing this File > Export Backup

    Of course, if you just wanted to create a new Moneydance File, you would just select File > New. You would have to set up each account again.

    Regards,

    Tony

  2. 2 Posted by henrywilkinson on 18 Apr, 2020 03:06 PM

    henrywilkinson's Avatar

    Toni (R)Thanks Tony for your reply, I'll give it a try.I realise that I could just start  a new file from scratch but I was trying to avoid having to re-enter all that information again and I was sure that there would be an easy answer
    RegardsHenry Wilkinson
        On Saturday, 18 April 2020, 14:21:42 BST, TonyRI <[email blocked]> wrote:
     
      #yiv2286373208 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv2286373208 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
    |

  3. System closed this discussion on 18 Jul, 2020 03:10 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac