05 Jun, 2020 10:48 AM

How does one get a manual on the software

  1. 1 Posted by JONATHAN PEASLE... on 05 Jun, 2020 10:51 AM


    The manual required is for at least moneydance 2019

  2. Support Staff 2 Posted by Ethan on 05 Jun, 2020 11:06 AM

    Ethan's Avatar


    The most up to date information on Moneydance can be found on our online searchable knowledge base:

    Please let me know if I can be of further assistance,

    Infinite Kind Support

  3. Ethan closed this discussion on 05 Jun, 2020 11:06 AM.

  4. Jonathan Peasley re-opened this discussion on 05 Jun, 2020 11:38 AM

  5. 3 Posted by Jonathan Peasle... on 05 Jun, 2020 11:38 AM

    Jonathan Peasley's Avatar

    One issue that I have comes across time and time again in personal/standard
    finance software packages is that they adopt a formal input method of
    entering transactions in that they involve tax code and receipt number when
    it was a case of having eight year's records of general transactions i.e.
    date,Organisation in question,amount and description of the type of
    purchase.In addition to this at the beginning it requests you to set up the
    account with the opening balance and date etc.Is it possible to adapt money
    dance to these types of accounts in order for you to obtain a graphical
    representation of one's history of transactions

  6. 4 Posted by derekkent23 on 05 Jun, 2020 02:53 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Jonathan

    See reply at

    Hope this helps.

  7. Support Staff 5 Posted by Ethan on 05 Jun, 2020 07:03 PM

    Ethan's Avatar


    I had a bit of trouble understanding some of what you wrote, but Moneydance can indeed display a variety of graphs, and you can set up accounts with initial balances. I'm not quite sure I understand the tax code part of the question, but you can enter in such things in the description or memo sections of the transactions as appropriate. If that's not what you were asking, please try to explain your question in more detail, perhaps with a specific example.

    If you haven't already, I encourage you to download our free trial version from and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    Infinite Kind Support

  8. System closed this discussion on 04 Sep, 2020 07:10 PM.

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