Credit Card Accounts

Stevan Zaiman's Avatar

Stevan Zaiman

01 Apr, 2019 09:47 PM

How does one record credit card transactions with Money Dance?

  1. 1 Posted by TonyRI on 01 Apr, 2019 10:17 PM

    TonyRI's Avatar

    Hi Stevan,

    Information concerning the creation, editing and deleting of accounts can be found here:

    https://infinitekind.tenderapp.com/kb/accounts-and-categories

    Credit Cards are particularly referenced here:

    https://infinitekind.tenderapp.com/kb/accounts-and-categories/credi...

    If you're question includes "How do I make a payment from my Checking Account to my Credit Card Account?" You would wand to refer to this article:

    https://infinitekind.tenderapp.com/kb/register-and-transactions/tra...

    The full Knowledge Base can be accessed here:

    https://infinitekind.tenderapp.com/kb

    Hope that this helps,

    Tony (Not from MD Support)

  2. 2 Posted by Stevan Zaiman on 01 Apr, 2019 10:30 PM

    Stevan Zaiman's Avatar

    Sorry, but none of this answers question as to why I have account balance
    showing, even though the account has been deleted. I am much in need of
    your assistance, to correct same.

    Thank you.

    Stevan M. Zaiman

  3. 3 Posted by TonyRI on 01 Apr, 2019 10:38 PM

    TonyRI's Avatar

    Stevan, sometimes it's difficult to understand what the poster is asking when they post on this public forum. I'm just another MD customer, like you. When you asked how to record a Credit Card transaction, I don't know any of the following:

    1. Do you already have accounts set up
    2. Do you know how to enter transactions into registers
    3. Your experience with Moneydance, etc.

    Now you mentioned that an account has been deleted and there is an account balance.

    Now I don't know which account was deleted and which account has a balance

    The more information that you can provide, the better able IK Support, or fellow users will be able to assist you.

    I realize that you are just seeking support, but I wanted to offer that information as an overview of the process

  4. 4 Posted by Stevan Zaiman on 02 Apr, 2019 01:08 AM

    Stevan Zaiman's Avatar

    Thanks for your email. Didn't realize you were another customer. I set up 2
    credit card new accounts, as a long time Moneydance customer, I deleted one
    account that, began with large balance, from left-hand column. The balance
    remains, effecting my net worth, in the contiguous column. Hope I provided
    the right info.

    SMZ

  5. 5 Posted by dwg on 02 Apr, 2019 01:18 AM

    dwg's Avatar

    i'm a fellow user.

    Deleting an account from the side bar just deletes it from the sidebar, nothing more. The account still exists.

    The only way to eliminates an account from the net worth calculation when it has a balance is to mark the account as inactive.

    Take the Menu path Tools --> Accounts

    Select the account you wish to modify and select the edit button, in the resultant screen check on inactive.

  6. 6 Posted by Stevan Zaiman on 02 Apr, 2019 01:33 AM

    Stevan Zaiman's Avatar

    Thank you. I took then path you mentioned, and it allowed me to delete the
    account in question.

    SMZ

  7. System closed this discussion on 02 Jul, 2019 01:40 AM.

  8. Stevan Zaiman re-opened this discussion on 17 May, 2022 07:59 PM

  9. 7 Posted by Stevan Zaiman on 17 May, 2022 07:59 PM

    Stevan Zaiman's Avatar

    I am a user of money dance. Money dance is on my desktop computer and I now
    wish to load money dance on my new laptop, please advise how I can have
    money dance installed on my new laptop and do I have to pay for the
    installation..I await your reply

    Smz

  10. 8 Posted by dwg on 17 May, 2022 09:57 PM

    dwg's Avatar

    I'm a fellow user.

    If you want to move your data t a new computer i.e., replacing the existing one then instructions are in:

    https://infinitekind.tenderapp.com/kb/file-locations-and-changes/moving-to-a-new-computer

    If you want Moneydance on both machines and want to share the data then look to:

    https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data/syncing-with-other-computers

    You should note that you should not open an old closed unrelated issue to post a new question you should start a new topic.

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