Renaming Files

From Moneydance, navigate to Help → Show Documents Folder. This will open a new file browsing window displaying the default location of your files.

If your files are stored outside the Moneydance library, navigate to the file location on your system.

  • Once you've located the file, it's important that you close Moneydance - but keep the file browsing window open.

  • You will see a file/folder in your file browser named yourfilename.moneydance

On a Mac system, the file will appear with the Moneydance icon displayed.

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


  • You can right click (Crtl+click) on the file/folder and select 'Rename'.

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

  • When you then reopen Moneydance you will likely be presented with the 'Welcome to Moneydance' window.

  • Your newly renamed data set should be displayed on the right of this window.

  • If not, click the 'Open Other' option. A file browser will open, allowing you to navigate to and select your newly renamed data.