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un-offical user guide

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Walter Holbrook

15 Apr, 2025 09:01 PM

Hello,
I've used MoneyDance for awhile and recently started again.
Some time back Someone thats helps sent me a link for an un-offical user guide. I found it very helpful, but can't locate?!
Could someone send me the link or download please?
Thank you.
wh

1. 1 Posted by TonyRI on 15 Apr, 2025 09:45 PM

   

   Hi Walter,

   I don't know of an "un-official user guide" per se, however the Moneydance Knowledge Base is presented as a technical resource:

   https://infinitekind.tenderapp.com/kb

   Regards,

   Tony (Fellow user, Not IK Support)

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2. 2 Posted by walter on 15 Apr, 2025 10:00 PM

   

   Tony,

   Thank you..

   This is what I was looking for:

   https://entp-tender-production.s3.amazonaws.com/assets/7896c992c41153bff573d
   507cec1c4d86f95bb19/2012.5_User_Guide.pdf?AWSAccessKeyId=AKIAZVKEELNVYS2GSCG
   C&Expires=1745355720&Signature=QWML7NEEfX2NU35OmcwDQvYA%2BkA%3D

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3. 3 Posted by dwg on 15 Apr, 2025 11:39 PM

   

   That is the official guide to the 2012 version of Moneydance. Quite a lot has changed since.

   For the 2017 version of Moneydance TiK decided to move to the Knowledge Base form of a user guide and that document was separated into the various topics that are in the Knowledge Base.

   The Knowledge Base, as a whole, is effectively the current version of that document.

   There is no way of generating a PDF of the Knowledge Base.

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4. Support Staff 4 Posted by Maddy on 18 Apr, 2025 11:55 AM

   

   Hi Walter,
   Thank you for contacting Moneydance support.

   In order to get started, please refer to this article of the Knowledge Base and follow the links listed on the right hand side of your screen.

   Finally, you may want to refer to this article describing the First Steps with Moneydance in an easy and comprehensive manner.

   If you let us know which features and functions you'll be using, we'd be happy to provide guidance and links to the articles you'll need.

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

   --
   Maddy, Infinite Kind Support

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5. 5 Posted by walter on 19 Apr, 2025 04:43 PM

   

   Maddy,

   Thank you for the support and help.

   New question:

   Can you print a "reconcile" ?

   Have not been able by normal mean such as - print page or any print options?

   Thank you,

   Walter

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6. 6 Posted by dwg on 19 Apr, 2025 09:36 PM

   

   There is no report as such, the reconciliation state is very much a point in time thing, once you hit done the state of the transaction changes so the previous state is not present.

   There are a couple of ways of creating a reconciliation type report.

   1. When you are performing reconciliation you have a reconciliation window. An approach you could take is to take a screen image of this window just before you hit the done button and save or print this.

   This provides a good snapshot of the position in an easy to see way, provided that all data fits on the screen without any scrolling being required.

   Perhaps the developer could give some thought to having a print option directly from this screen.

   2. Another approach you can take is to generate a Transaction Report using specific parameters.

   Within parameters set:

           i. Set the date to range to match the period reconciled.
           ii. Tick box for using the Cleared field and then select the boxes for "Cleared" and "Uncleared" transactions.
           iii. Then generate the report.

   3. You may notice there is a reconciliation report in Moneydance. This will give you a report containing data similar to the reconciliation screen but only if you create it before you perform your reconciliation, it cannot do so afterwards.

   A reconciliation report is a point in time report, it shows the position at that point in time and it is not possible to generate it at a later date as the status of transactions will be different to what they were before or even during a reconciliation.

   You can see this during a reconciliation. When you have completed the reconciliation and have a zero difference, before you press the ‘Done’ button you can see that the transactions that have been reconciled are showing an orange diamond, once you press the ‘Done’ button this will change to the Green reconciled circle. Thus a true reconciliation report could only be created when the transactions are in the reconciling state with a zero difference and Moneydance does not have an option to do this.

   To generate the report otherwise Moneydance would need to be able to determine the date when the status of transactions change however this is not information that is tracked within the transaction and this, at a minimum, would be required to be able to go back and re-generate a reconciliation report as of a specific date.

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