Maddy on 06 Nov, 2019 02:01 PM
If you haven't already, I encourage you to download our free trial version and experiment with the program. You can download the trial version of Moneydance from our website on this page.
The trial version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.
You can find the Moneydance Knowledge Basehere which will be useful if you're using the program for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.
From Income and Expenses, Detailed, click on Edit and select custom dates and flag the items you wish to include in your report, and click Generate (at the bottom, right).
Once your report is generated, you can select Memorize and click OK.
Finally, for a detailed list of Report Types and Uses, please refer to this page.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.