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setup new account not connected to already existing account

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William Walker

02 Dec, 2024 10:38 PM

Our purchase info is probably under a different name as my wife passed away the end of October. Her name was Linda Walker and her email address was [email blocked]. My question, is it possible to setup a totally new account that is not linked to any current accounts as at some time in the future I would like to be able to delete the old info without affecting the new account.

1. 1 Posted by dtd on 02 Dec, 2024 10:41 PM

   

   File/New

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2. 2 Posted by dtd on 02 Dec, 2024 10:42 PM

   

   And my condolences.

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3. 3 Posted by dtd on 02 Dec, 2024 10:43 PM

   

   woops, sorry, you meant an account here with MD/IK, not within Moneydance. Sorry, never mind.

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4. 4 Posted by William Walker on 02 Dec, 2024 10:47 PM

   

   I want to keep using moneydance but I do not want the new account attached to the existing parent.

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5. 5 Posted by William Walker on 02 Dec, 2024 10:56 PM

   

   We did not setup an account here with MD/IK. I would like to continue
   using moneydance for a new bank account that is not attached to the
   existing parent account in moneyblock.

   On Mon, Dec 2, 2024 at 4:43 PM dtd <[email blocked]> wrote:

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6. 6 Posted by William Walker on 03 Dec, 2024 02:47 PM

   

   We did not setup an account here with MD/IK. I would like to continue using moneydance for a new bank account that is not attached to the existing parent account in moneyblock.

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7. Support Staff 7 Posted by Maddy on 03 Dec, 2024 02:57 PM

   

   Hi William,
   Thank you for contacting Moneydance support.

   If you wish to create a new data file, you should open Moneydance and simply navigate to File->New->Create a New File.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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