tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1215-how-do-i-uninstall-and-start-over-on-a-macInfinite Kind: Discussion 2018-06-18T10:47:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-14T17:25:03Z2016-01-14T17:25:03ZHow do I uninstall and start over on a Mac<div><p>Hello,</p>
<p>You don't need to uninstall the program to start a new file.
Simply go to File -> New from the menu bar to create a new data
file.</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-14T17:29:34Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Thank you Ethan</p>
<p>Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-14T17:48:08Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Hi Ethan,<br>
Can you help me with something else. When I import my Microsoft Money file for my main bank account it also imports several other bank accounts and the information is mixed up. I only specified one account to import.<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-14T18:54:35Z2016-01-14T18:54:35ZHow do I uninstall and start over on a Mac<div><p>Since Moneydance is a double entry bookkeeping system all
transfers must have a balancing entry. The import process
automatically creates the balancing entries on the other side of
transfers. If the other side account on a transfer does not exist
the import process will create that account.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-14T21:47:30Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Thank you Ben. So I am really confused about this. I am just trying to recreate my Microsoft Money on Moneydance, get the accounts and balances to match what I currently have. It doesn’t seem to work. Perhaps I just have to start from fresh with Moneydance and create new accounts ect. But there is so much information for tax and accounts that I would like to preserve.<br>
I have studied the User guide in detail but not having much luck.<br>
Any help would be appreciated.<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-15T13:20:05Z2016-01-15T13:20:05ZHow do I uninstall and start over on a Mac<div><p>Hello Andrew,</p>
<p>Just to make sure, are you following the instructions for
importing from MS Money at <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/moving-from-ms-money-to-moneydance">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a>?
If not, I'd recommend creating a new data file and following those
instructions. Note that step 7 does involve creating all of your
accounts in Moneydance before importing.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-16T17:56:17Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Thank you Ethan. I didn’t realise step 7 meant creating all of your account. Does that mean closed ones as well?<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-16T20:34:52Z2016-01-16T20:34:52ZHow do I uninstall and start over on a Mac<div><p>Your really need to create closed accounts as well as in most
instances there are likely to be transfers between closed accounts
and those still open, it would only be if there were no interaction
that you could overlook any closed accounts.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-20T21:49:14Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Dear Ethan,<br>
Thanks for your help. After considering your advice I realise I have 70 accounts on Microsoft Money;<br>
35 are closed. I don't think it's realistic to import them all to moneydance and clean up afterwards.<br>
I think my only options are to continue with Money 2005 or start fresh with Moneydance.<br>
Any further thoughts?<br>
Best Wishes - Andrew<br>
<a href="http://www.drarthur.co.uk">www.drarthur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-21T16:08:56Z2016-01-21T16:08:56ZHow do I uninstall and start over on a Mac<div><p>Hi Andrew,</p>
<p>Unfortunately importing from Microsoft Money can be a bit of an
involved process. Our best instructions are here:</p>
<p><a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/moving-from-ms-money-to-moneydance">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a></p>
<p>But unfortunately that does involve moving over every account
one at a time.</p>
<p>Another option, if possible, is to download your transactions
from your bank(s) to get the transactions into Moneydance, however
they typically only offer a certain date range for transaction
downloads, so it's limited in that way and is also one at a
time.</p>
<p>I'm sorry I don't have better news!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-21T17:37:21Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Thank you for your advice Scott. I wish someone would come up with a good solution for<br>
the thousands of us stuck with Microsoft Soft Money!<br>
Kind regards</p>
<p>Best Wishes - Andrew<br>
<a href="http://www.drarthur.co.uk">www.drarthur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-21T21:07:32Z2016-01-21T21:07:32ZHow do I uninstall and start over on a Mac<div><p>You are relatively lucky :)</p>
<p>I was migrating from a version of Reckon (localized Quicken)
that only allowed exports in a sort of a CSV format. A CSV format
that was not consistent in its column layout.</p>
<p>A bit of VBA coding was required to sort that problem out.</p>
<p>I set up all my accounts first in Moneydance then imported bank
and credit card accounts so I could use these. As the other
accounts were there transfers with these accounts were posted
correctly. After that I worked back through the various investment
accounts, starting with active accounts. I had over 70 accounts to
import.</p>
<p>Note the account and category names must be identical between
what you had in Money and what you create in Moneydance.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-21T21:46:21Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Wow. Maybe I will keep an old computer alive to just run Money.</p>
<p>Best Wishes - Andrew<br>
<a href="http://www.drarthur.co.uk">www.drarthur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-22T18:46:34Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Dear Scott,<br>
Well good progress. I am just starting all my entries by hand but just from the last few months and it is going well. Money dance is very easy to use, intuitive, and flexible.<br>
Can I just ask one last question please? On Microsoft Money could generate an annual a tax report by selecting categories that I had indicated were tax related. How do I do this in Moneydance? I am setting up categories in Moneydance with the tax related box ticked. How do I generate a report for just those.<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-22T19:48:30Z2016-01-22T19:48:30ZHow do I uninstall and start over on a Mac<div><p>Select Tools->Graphs and reports...<br>
Select the "Income and Expenses" report.<br>
In the options for the report check the "Only Tax Related"
option.<br>
Click Generate.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-28T12:16:55Z2018-06-18T10:47:25ZHow do I uninstall and start over on a Mac<div><p>Dear Ben,<br>
My pension provider makes an annual small deduction in the number of shares I have invested to cover their fees. So this year it reduces from 894.7 shares to 893.020 shares. How do I update this investment without upsetting everything?<br>
Thanks<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-28T20:28:01Z2016-01-28T20:28:01ZHow do I uninstall and start over on a Mac<div><p>I would think the best way to handle this is as a sale of 1.68
shares with the proceeds going to a fees category that you create
for the purpose.</p>
<p>This would reduce the number of shares you own and also group
the fees in one place and allow for reporting on them if
desired.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-29T17:14:02Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Thank you. I created a sale of 1.68 shares but it has now created a cash balance of +39.14 in my Register and added that to the shareholder creating an incorrect total value. As you suggested I created a fees category for that purpose. How do I get rid of the 39.14?</p>
<p>Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-29T19:54:51Z2016-01-29T19:54:51ZHow do I uninstall and start over on a Mac<div><p>How about creating a MiscExp transaction for the amount with the
category you have created been chosen in the category field,</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-30T12:02:48Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Thank you, that works.<br>
It seems a cumbersome method though. Why can’t we simply adjust the new reduced number of shares without all this hassle. Many pension providers in the UK take their charges with an annual reduction in the shareholding.<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-30T20:47:09Z2016-01-30T20:47:09ZHow do I uninstall and start over on a Mac<div><p>Well Moneydance does not have an Add/Remove shares option to
start with so that makes it impossible to just reduce the share
number and also in this case it would be like shares/money
disappearing into thin air without any accountability.</p>
<p>You could do it in one transaction using a SellXfr transaction
with the category being the destination.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-31T10:24:10Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Ha, ha. Well, these shares/money do disappear into thin air, almost without accountability when<br>
the companies just take them! Anyway, this solution is better. Thanks.</p>
<p>Best Wishes - Andrew<br>
<a href="http://www.drarthur.co.uk">www.drarthur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-01-31T20:02:10Z2016-01-31T20:02:10ZHow do I uninstall and start over on a Mac<div><p>Well I was thinking accountability on your part rather than
theirs :)</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-13T10:03:54Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Hi, very pleased with Moneydance.<br>
I have one question. I set up a monthly transaction reminder that I need to enter manually. I notice the transaction is several days old now and I haven’t manually entered it because I have not yet received the money. But it does not show up as overdue on the Summary. I have double checked the date and the entry and they are correct; it is not set to auto commit because the date I receive the payment is variable. I need this reminder to let me know I need to chase it up.<br>
What should I do?<br>
Thank you<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-13T12:45:56Z2016-02-13T12:45:56ZHow do I uninstall and start over on a Mac<div><p>Can you attach a screenshot of the settings you have used for
the reminder.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-13T13:13:00Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Dear Ben,<br>
Thank you but I solved the problem by deleting the reminder and making a new one which does appear in the Overdue column. Don’t know why the other one wouldn’t.<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-13T13:39:00Z2016-02-13T13:39:00ZHow do I uninstall and start over on a Mac<div><p>Andrew,</p>
<p>Glad to hear that recreating the reminder solved your issue.
Please feel free to contact us for additional support if you
need!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-15T16:33:39Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Dear David,<br>
Thank you. How do I select which currencies show in the Summary page Currency box?<br>
Thanks<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2tag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-15T18:32:17Z2016-02-15T18:32:17ZHow do I uninstall and start over on a Mac<div><p>Hi Andrew,</p>
<p>You can accomplish this by going to Tools -> Currencies, then
double clicking the currency, then clicking the Edit button in the
currency history window that opens. Once in there, you'll see a
checkbox where you can enable or disable a currency from showing up
on the Summary page.</p>
<p>Please let us know if we can be of further assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/389224392016-02-16T19:36:05Z2018-06-18T10:47:26ZHow do I uninstall and start over on a Mac<div><p>Thank you Scott. Please may I ask, is it possible to set up the credit card payments as reminders if you pay the balance every month. I mean can Moneydance automatically transfer the balance from your bank account to pay off the balance every month. I have several cards and the balance is paid automatically every month.<br>
Thanks. Support for this product is great!<br>
Best Wishes - Andrew<br>
<a href="mailto:andrewarthur2@yahoo.co.uk">andrewarthur2@yahoo.co.uk</a><br>
<a href="http://www.drathur.co.uk">www.drathur.co.uk</a></p></div>andrewarthur2