Data Files

Your Moneydance data file is the file that contains all of your accounts and transactions.

There is no limit to the number of accounts or transactions you can create within each data file.

There is no limit to the number of data files you can create.

You may wish to have one data file for your own accounts, and another data file to track finances for a family member (e.g. your child's accounts, or if you are helping to manage finances for your parents).

Each data file is completely separate. Therefore, you cannot easily transfer data between your files.

Create A New Data File -

If you have just started using Moneydance, you can follow the steps in this article to create your first data file.

To create additional data files, open Moneydance.
Then select File > New > Create New File.

Then follow the prompts to enter a name for your new data file.

Choose a Primary Currency which will be the default currency for all new accounts and categories.
Other currencies can still be used.

You’ll also need to select a File Type -

  • "Minimal" is designed for importing data from another program.
  • "Standard" is for those who are not importing data.

Once created, you'll be viewing your new, blank data file.

You can then follow the steps in this article to set up your data file by creating your accounts and categories, and then adding transactions.

Accessing Different Data Files -

To switch between your data files, open Moneydance and select File > Open.
In this menu, each of your data file names will be listed.
Simply click the data file name to open the file.

Making Changes To Data Files -

If you'd like to move, rename or delete any of your data files, you can follow the steps in this section of the knowledge base.