getting back to initial set up

Peter Matchett's Avatar

Peter Matchett

15 Oct, 2015 12:22 PM

I would like to go right back to the initial set up page. I thought that if I removed the program and then reinstalled it ,that would happen it did not. So how can I get back to the first set up page.

Regards
Peter Matchett

  1. 1 Posted by -Kevin N. on 15 Oct, 2015 12:41 PM

    -Kevin N.'s Avatar

    Hi Peter,

    If I understand you correctly, you want to display the Welcome Screen.

    To do so, from the Moneydance Menu bar go to Window > Welcome to Moneydance.

    HTH -Kevin N.

  2. 2 Posted by Peter Matchett on 15 Oct, 2015 12:52 PM

    Peter Matchett's Avatar

    Hi Kevin
    Not exactly although your advice did get me back to the welcome screen
    what I would like to do is remove the name that has come up on top right
    see screen shot. I tried to upload files and seem to have made a mess of
    it. I have many more accounts in drop down lists than I want and
    although I have removed all unwanted accounts there are still in the
    drop down list. It would seem to me easier to go right back to the start
    as if I was installing for the very 1st time.
    Regards
    Peter

  3. 3 Posted by David Hanley on 15 Oct, 2015 01:17 PM

    David Hanley's Avatar

    Hi Peter,

    You can take the following steps to remove the dataset that you created when you started, please be aware that these changes cannot be undone:

    Open Moneydance.
    Click the Help menu -> Show Documents Folder. This will open a file navigator window to the storage location of your Moneydance dataset.
    Close Moneydance.
    Delete any files within this folder to remove all unwanted acounts.

    Restart Moneydance, and you will be presented with the Welcome to Moneydance screen. From there you can start again from scratch.

    Hope this helps, and feel free to contact me with any questions about this process!

    David Hanley
    Infinite Kind Support

  4. 4 Posted by -Kevin N. on 15 Oct, 2015 01:25 PM

    -Kevin N.'s Avatar

    Hi Peter,

    I see that David from MD support has already replied. The only thing that I would add to his reply is to take note of the default location of Moneydance data files for future reference. It's always good to know exactly where your data is.

    HTH -Kevin N.

  5. 5 Posted by Peter Matchett on 15 Oct, 2015 01:28 PM

    Peter Matchett's Avatar

    Thanks Kevin I am starting from scratch and hope not to have any more
    problems.

    Regards
    Peter

  6. 6 Posted by Peter Matchett on 15 Oct, 2015 01:29 PM

    Peter Matchett's Avatar

    Hi David
    Thank you for your help. I have now got back to a clean sheet and am
    staring again. Taking more care this time:-)

    Regards
    Peter

  7. 7 Posted by David Hanley on 15 Oct, 2015 01:34 PM

    David Hanley's Avatar

    Great to hear that worked out for you. As Kevin pointed out, it's a good idea to keep track of where you're storing your dataset. The Help -> Show Documents Folder function will only take you to the default Moneydance dataset storage folder, so it won't be helpful at all if you've moved your dataset to another location!

    Please feel free to contact us if you run into any more trouble!

    David Hanley
    Infinite Kind Support

  8. David Hanley closed this discussion on 15 Oct, 2015 01:34 PM.

  9. Peter Matchett re-opened this discussion on 15 Oct, 2015 01:48 PM

  10. 8 Posted by Peter Matchett on 15 Oct, 2015 01:48 PM

    Peter Matchett's Avatar

    Thanks David
      I always allow programs to store files etc where they want to. I am
    not computer literate enough to try anything else.

    Peter

  11. Jerome closed this discussion on 15 Oct, 2015 01:53 PM.

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