Home → Switching to Moneydance →

Setting up

• Edit

Roger Faircloth

17 Apr, 2024 03:54 PM

Is there a comprehensive guide as I am having problems setting up?

This discussion was closed! See this FAQ for more information:

1. First Steps with Moneydance

   Once you've opened Moneydance and created a new data file, you can begin to set up the file.

   Create your Accounts -

   You can create your accounts via Account > New Account.

   You can create the following account types -
   Bank, Credit Card, Investment, Asset, Liability, or Loan.

   The steps for creating accounts are detailed in this article.
    

   Once created, your accounts will be listed in the side bar on...

   See more..