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You can use Command ⌘ instead of Control ^ on Mac
1 Posted by dwg on 06 Oct, 2024 01:26 AM
You have a number of options:
1. With the register open choose the Moneydance menu option Account --> Edit Account and set the initial balance to 5000.00
2. Create a category for initial balances. Then enter a transaction drawing on the initial balances category you created for the amount of 5000.00
2 Posted by Robert Alvarez on 06 Oct, 2024 02:16 AM
on your number 1 edit account is gray out or have not add any account yet, can not create account?
that strange going from email and program, now see edit and add account.edit account shows my file account RA2 which I named first.
under TOOLS you have accounts and categories . also have ACCOUNTS in bar to add account. That is a bit confusing?
When you first start the program with your name on left bar it already has a saving and checking account under bank. why make other account with beginning balance for savings or cash? how to add balance to saving?
found right click on savings to add information to savings.
robert
On Saturday, October 5, 2024 at 08:27:03 PM CDT, dwg <[email blocked]> wrote:
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3 Posted by dwg on 06 Oct, 2024 02:56 AM
The Account menu gives quick access to create a new account or change the account that is currently open. The Tools menu gives access to all accounts.
Moneydance come with two accounts already created as examples, you can have as many account as you need. Many of us have multiple accounts under each heading.
I have provided two ways of entering an initial balance for an account.
The Knowledge Base articles may also help you. The entry point is:
https://infinitekind.tenderapp.com/kb
4 Posted by Robert Alvarez on 06 Oct, 2024 03:11 AM
thanks for the help. will continue tomorrow. so far looks like a good program with good support.
On Saturday, October 5, 2024 at 09:57:00 PM CDT, dwg <[email blocked]> wrote:
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5 Posted by Robert Alvarez on 06 Oct, 2024 06:08 PM
am looking at savings which is shown on the left side barscreen shows all deposit made but do not see where to print that information?
robert
On Saturday, October 5, 2024 at 09:57:00 PM CDT, dwg <[email blocked]> wrote:
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6 Posted by dwg on 06 Oct, 2024 09:40 PM
The Moneydance menu item File --> Print Transactions prints out the register how it looks on the screen. Moneydance is really designed though around creating specific reports and printing these. Raw transaction printing is generally not of any great use.
You can refer to the Knowledge Base for more information about reports.