tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1109-immediate-problems-with-helpInfinite Kind: Discussion 2018-03-17T05:41:29Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-01T21:07:21Z2016-01-01T21:07:21ZImmediate problems with Help<div><p>It sounds like you want to perhaps create an account, the
instructions you found relates to changing what is displayed on the
summary page.</p>
<p>Have you looked at the Users Guide?</p>
<p><a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide</a></p>
<p>Or perhaps you colud expand on what you are trying to do.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-01T21:14:01Z2016-01-01T21:14:01ZImmediate problems with Help<div><p>The User’s guide is where I got the misleading
instructions. They tell me to proceed to a link that doesn’t
exist (please read my query thoroughly). There IS no tab for
“Home.” Until I can get there, the User Guide is
unusable.</p>
<p>Thanks for getting back to me.</p>
<p>Roger Downey<br>
<a href="mailto:ozmirage@comcast.net">ozmirage@comcast.net</a><br>
206-285-4888</p></div>Roger Downeytag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-01T21:35:54Z2016-01-01T21:35:54ZImmediate problems with Help<div><p>The documentation is slightly out of date. The "home page" tab
referred to in the documentation is called "Summary Page" in the
current version.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-01T21:56:09Z2016-01-01T21:56:09ZImmediate problems with Help<div><p>I suspected that might be the case. But I still don’t see
how to proceed. I do not have just one bank account at my principal
bank: I have three—checking, saving, and an interest-bearing
IRA-like drawing account. I don’t see how I can go about
adding this account to my assets.</p>
<p>Likewise with my credit/debit cards: how do I get them to
display? These seem like such obvious problems that I can’t
understand why there isn’t a “Getting Started”
tutorial. Or is there? If so, I haven’t found it.</p>
<p>Roger Downey<br>
<a href="mailto:ozmirage@comcast.net">ozmirage@comcast.net</a><br>
206-285-4888</p></div>Roger Downeytag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-02T05:46:12Z2016-01-02T05:46:12ZImmediate problems with Help<div><p>To create new account in your data set, at least on Windows, you
select Account --> New account from the menu bar at the top,
follow the prompts and enter the appropriate information. This is
documented on page 18 of the User guide.</p>
<p>You can create as many accounts as you require.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-02T16:26:38Z2016-01-02T16:26:38ZImmediate problems with Help<div><p>Just my luck; I’m on iOSX.</p>
<p>Roger Downey<br>
<a href="mailto:ozmirage@comcast.net">ozmirage@comcast.net</a><br>
206-285-4888</p></div>Roger Downeytag:infinitekind.tenderapp.com,2009-01-14:Comment/388133202016-01-02T16:28:39Z2016-01-02T16:28:39ZImmediate problems with Help<div><p>There is practically no difference between the mac and the
windows version of Moneydance. On either mac or windows to create a
new account go to the menu bar and select Account->New
Account...</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencer