Context Menu (right click)
When you right click (Ctrl+click) a transaction, this brings up the following menu -
Add Attachment - Attach image files to a transaction.
Create Reminder from Transaction - Create a Transaction reminder.
Duplicate Transaction - This will open the New Transaction window and fill in the current information that can be edited.
Show Other Side - This will open the register of the other account/category involved in the transaction.
Mark as Uncleared - Transaction becomes uncleared, and the green cleared symbol will be removed from the 'C' transaction field.
Mark as Reconciling - Transaction is assigned as reconciling, and you'll see a diamond symbol added to the 'C' transaction field.
Mark as Cleared - Transaction becomes cleared, and the green cleared symbol will be added to the 'C' transaction field.
Batch Change - Make changes to a single transaction, or multiple selected transactions at one time.
Delete - Delete the transaction.
Single Line Mode - Set the register to display only the Description line entries.
Two Line Mode - Set the register to display both Description and Memo line entries.
Sort by - Sort the register by a specified set of variables.
Ascending - Sort the register from earliest to most recent date.
Show Transaction Details - Display all information associated with the transaction in the format it will be saved to the data file. Generally only used for technical support issues.
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Moneydance+
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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
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ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
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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?
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ARCHIVE - Online Banking
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ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
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- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
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ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
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- Archive - What's the difference between a General and Transaction reminder?
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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?
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- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
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ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
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ARCHIVE - Extensions
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ARCHIVE - Everything Else