Renaming Files

Locate Your Data File -

  • Open Moneydance and select Help > Show Documents Folder.
    This will open a new file browsing window displaying the default location of your data files.

ShowDocFolder.png

  • If your files are stored outside the Moneydance library, open a file browsing window and navigate to the file location on your system.

  • You'll see your data files here, displayed as YourFileName.moneydance files.

On a Mac, the data files will appear with the Moneydance icon displayed.

On a Windows system, the files will appear as a regular 'folder' so you won't see the Moneydance icon as you might expect.

show_documents_folder_2017.png

Rename Your Data File -

Once you've located the file, it's VERY IMPORTANT that you close the Moneydance program, and ensure it's closed fully before making any changes.

Keep the file browsing window open so you can view your files.

Once Moneydance is closed -

  • Right-click (or press Ctrl and click) on the .moneydance data file/folder.
    Then select "Rename".

  • Change the name to whatever you wish.
    Just be sure to retain the .moneydance file extension at the end of the name.

For example, MyFinances.moneydance or JohnsAccounts.moneydance
 

Access the Renamed Data File -

  • Open Moneydance and you'll likely see the "Welcome to Moneydance".

    • If your data file is stored in the default location, it'll be listed on the right of the window. Click the new name to open the data file.
    • If your data file isn't listed here, select "Open Other" at the bottom right of the window.
      A file browser will open, and you should navigate to the newly named data file.

  • If you open Moneydance and see the main program, choose File > Open

    • If your data file is stored in the default location, it'll be listed here.
      Click the new name to open the data file.
    • If your data file isn't listed here, select "Open Other".
      A file browser will open, and you should navigate to the newly named data file.

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