Carolyn S. Carr's Avatar

Carolyn S. Carr

09 Dec, 2019 07:22 PM

Hi, I am new to MoneyDance and don't know how or where to get started. Do you have a step by step tutorial either video or written
I can refer to?

  1. 1 Posted by dwg on 09 Dec, 2019 07:35 PM

    dwg's Avatar

    I'm a fellow user.

    There is no tutorial as such. The manual for Moneydance takes the form of an online knowledge based broken up into sections, it can be found at:


    In the old Moneydance 2015 manual there is a getting started section at the front which you may find useful and it is still pretty relevant as the user Interface has not changed:


  2. Support Staff 2 Posted by Maddy on 09 Dec, 2019 07:37 PM

    Maddy's Avatar

    Hi Carolyn,
    Thank you for contacting Moneydance support.

    You can find the Knowledge Base here
    The articles are broken into sections and you can search at the top of the page.

    If you let me know which features and functions you'll be using, I'd be happy to provide guidance and links to the articles you'll need.

    Additionally to the Knowledge Base you can search through public customer discussions on the forum.

    Firstly, for a general Overview, please refer to this article.

    In order to get familiar with your Menus, you can see this article.

    • You can create a new file by selecting "Create New Account Set". Choose this option if you don’t need to import data from another program. You’ll name your new Account Set, and will choose a Primary Currency which will be the default currency for all new accounts.

    Also, Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. When you do this, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for ATM or online banking. You can find the steps for setting this up outlined in this article.

    If your bank does not support Direct Connect, you are still able to easily import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site.
    You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

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

    Maddy, Infinite Kind Support

  3. System closed this discussion on 09 Mar, 2020 07:40 PM.

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