Randy's Avatar


17 Jan, 2022 10:46 PM

How do I rename a file or start a new file and keep all the current transactions

  1. 1 Posted by dwg on 18 Jan, 2022 01:54 AM

    dwg's Avatar

    I'm a fellow user.

    The knowledge base articles referred to below shows how to rename a data set,

    To create a new empty data set use the menu command File --> New

    Your existing transactions are still in the file you already have

  2. Support Staff 2 Posted by Maddy on 18 Jan, 2022 02:07 PM

    Maddy's Avatar

    Hi Randy,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers, and it appears you’ve been given all the information you need.

    However, don’t hesitate to get back in touch if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  3. Maddy closed this discussion on 18 Jan, 2022 02:07 PM.

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