Keyboard Shortcuts in Moneydance
Using keyboard shortcuts can streamline your Moneydance experience. Windows and Linux users please substitute control/ctrl for ⌘, and alt for ⌥ in the instructions below.
General
Save ⌘S
Return to Summary ⌘ Shift H
Find ⌘ F
Advanced Find ⌘ Shift F
Hide/Restore Side Bar ⌘ Shift S
Close Current Window ⌘ W
Date Fields
+ or = Advance or “spin” the date forward
- or _ “spin” the date backward
t - Select the current date
m - Select the first day in the month
h - Select the last day in the month
y - Select the first day in the year
r - Select the last day in the year
Check Number Fields
+ or = “spin” the check number up
- or _ “spin” the check number down
Pressing the +/= key in an empty check number field automatically calculates the next check number based on past transactions in that account.
Transaction Register
⌘ N Begin entry of a new transaction.
⌘ Backspace Delete the currently selected transaction.
⌘ L While editing a transaction will bring up the split editor.
⌘ W To exit the split editor.
⌘ A Select all transactions in the register.
Right-click Displays a pop-up menu of available actions.
⌘ N Add a new line for a Split transaction.
⌘ ⌥ C Mark the selected transaction(s) as cleared.
⌘ ⌥ U Mark the selected transaction(s) as uncleared.
⌘ ⌥ R Mark the selected transaction(s) as reconciling.
⌘ T Scroll to the current date
⌘ [ Open the "other side" of the selected transaction in a new register.
⌘ return If a downloaded and not-yet-confirmed transaction is selected, confirm the transaction using the default option.
Reconciling
⌘ B Opens the Reconcile window for the current account
Amount and Rate Fields
You can enter math expressions ( "(200 + 86) * 0.25" for example) in any numeric field and Moneydance will calculate the answer.
Entering a value followed by a three digit currency ID (USD, GBP, EUR, etc) will automatically convert the entered amount from the given currency to the native currency of the field.
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Purchasing and Upgrading
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General
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Accounts and Categories
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Register and Transactions
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Budgeting
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Online Banking and Bill Pay
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Reminders
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Graphs and Reports
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Investment Accounts
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Loan Accounts
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Syncing and Sharing Data
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Currency and VAT/GST
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Backups and Exporting
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Importing Data from Other Programs
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Customizing and Preferences
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File Locations and Changes
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Extensions
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Moneydance 2017
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Linux
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Older Versions
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ARCHIVE - Getting Started
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ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
- View all (15 more)
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ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
- View all (3 more)
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ARCHIVE - Program Basics
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ARCHIVE - Account Basics
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ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
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ARCHIVE - Online Banking
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ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
- View all
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ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
- View all (1 more)
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ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
- View all
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ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
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ARCHIVE - Extensions
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ARCHIVE - Everything Else