Moneydance Summary Page

john's Avatar


18 Sep, 2018 03:36 PM


I have a small issue which I can't seem to rectify and would like some help. I am trying to move Moneydance to a new PC and have successfully moved the datafiles, however on my old PC the Summary page displayed any future transactions recorded in an account as a balance which included the future transaction.

On the new PC the Summary page on shows the balance as at todays date and omits the future transaction.

How can I display the future credit / debit transaction as per the old PC?



  1. 1 Posted by -Kevin N. on 18 Sep, 2018 05:00 PM

    -Kevin N.'s Avatar

    Hi John,

    Two things come to mind...

    1) Click the small, double-facing, up & down arrow that precedes the currently displayed balance type. See screenshot SP_Balance.jpg

    Change it so that the balance type selected is 'Balance'.

    2) From the Moneydance menu bar, go to File > Preferences > General Tab.
    Set the 'Side Bar Balance Type' to 'Balance'.

    HTH -Kevin N. (not a member of MD support)

  2. 2 Posted by john on 18 Sep, 2018 05:46 PM

    john's Avatar

    Hi Kevin,

    Thanks for pointers. All sorted now

    Kind regards


  3. 3 Posted by -Kevin N. on 18 Sep, 2018 05:56 PM

    -Kevin N.'s Avatar

    Hi John,

    You're welcome. Glad to be of help.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

  4. System closed this discussion on 18 Dec, 2018 06:00 PM.

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