Delete or re-name an account

Graham Lockley's Avatar

Graham Lockley

11 Sep, 2019 10:28 AM

I seem to have duplicated my main account. How can I re-name one of them or better still, how can I delete one?

  1. 1 Posted by derekkent23 on 11 Sep, 2019 12:58 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    To delete an account highlight it in the side bar, list on right and click ACCOUNT – DELETE ACCOUNT.
    If the account you want to delete has transactions that are transfers to other accounts then the transactions will also be deleted from the other account.

    If you want to move any transaction from the account you want to delete to another account highlight these transactions, then right click BATCH CHANGE – ACCOUNT and select the account you want to move the transaction to.

    Its good practice to do an EXPORT BACKUP before using Batch Change in case you make an error.

    Hope this helps.

  2. 2 Posted by graham on 11 Sep, 2019 02:52 PM

    graham's Avatar

    Hello Support,

     

    I think I used the wrong terminology. It is my main Data File that I have inadvertently duplicated and it is a data file that I wish to delete or rename.

     

    Any help you can give will be appreciated.

     

    Many thanks

     

    Graham Lockley

     

     

     

    From: Infinite Kind <[email blocked]>
    Sent: 11 September 2019 11:31
    To: [email blocked]
    Subject: Your support request has been received by The Infinite Kind

     

     <https://infinitekind.com>

    The Infinite Kind technical support: infinitekind.com/help <https://infinitekind.com/help>
    email: <mailto:[email blocked]> [email blocked]

     

    Hello Graham Lockley!

    This is an automated response to let you know that we've received your request:

    Delete or re-name an account

    and will respond as quickly as possible. Answers to many common questions can be found in our knowledge base <https://infinitekind.tenderapp.com/kb> and user guide <https://infinitekind.tenderapp.com/kb/user-guides/moneydance-2015-user-guide> .

    Based on your support request, we think you may find the following articles from our FAQ helpful:

    * Create, edit or delete Accounts <https://infinitekind.tenderapp.com/kb/accounts-and-categories/create-edit-or-delete-accounts>

    We'll send an email to you (at [email blocked] <mailto:[email blocked]> ) when we update your support request. Alternatively, you can keep track of this conversation online <https://infinitekind.tenderapp.com/discussions/general-questions/90265-delete-or-re-name-an-account> .

    Thanks again!

    Sincerely,
    The Infinite Kind

     

    Be a part of the Community: Blog <https://infinitekind.com/blog> | <https://twitter.com/theinfinitekind> | <https://facebook.com/MoneydanceApp>

     

    You have been sent this message because you recently opened a help request with The Infinite Kind.

  3. 3 Posted by graham on 11 Sep, 2019 03:17 PM

    graham's Avatar

    Thanks for your suggestion. I think I have mis-led you with the word ‘Account’. It is actually a Data File that I wish to delete or rename.

  4. 4 Posted by derekkent23 on 11 Sep, 2019 04:48 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Assuming you are running a later version of Moneydance then:

    Click on HELP – SHOW DOCUMENT FOLDER to open a file explorer at the default location for data sets. Close Moneydance. A data set is a folder containing other folders and files with the naming convention yourdatasetname.moneydance. You can delete or rename your data sets folder in the normal way.
    If you delete or rename the data set that was last open Moneydance will open in the Welcome to Moneydance window with your data sets listed on the right. Double click to open.

    Hope this helps.

  5. 5 Posted by graham on 12 Sep, 2019 01:07 PM

    graham's Avatar

    Brilliant – that’s solved my problem. Thank you very much.

  6. 6 Posted by derekkent23 on 12 Sep, 2019 04:54 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Glad I was able to help.

    Have Fun.

  7. Maddy closed this discussion on 12 Sep, 2019 06:16 PM.

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