add account

James F Sheridan's Avatar

James F Sheridan

29 Oct, 2019 09:48 AM

I cannot find out how to add accounts.

  1. Support Staff 1 Posted by Maddy on 29 Oct, 2019 10:44 AM

    Maddy's Avatar

    Hi James,
    Thank you for contacting Moneydance support.

    To create an account navigate to AccountNew Account.
    You will then be prompted to select which type of account you would like to create:

    Bank, Credit Card, Investment, Asset, Liability, or Loan.

    For further details, please refer to this article on Creating, editing or deleting Accounts, in the Knowledge Base.

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

    --
    Maddy, Infinite Kind Support

  2. System closed this discussion on 28 Jan, 2020 10:50 AM.

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