bill gawler's Avatar

bill gawler

04 Apr, 2017 03:14 PM

can I create my own categories?

  1. 1 Posted by Ian O on 04 Apr, 2017 03:16 PM

    Ian O's Avatar

    Hi Bill,

    Absolutely, you can view a list of categories within Moneydance by navigating to Tools --> Categories, and these can be edited, deleted and new categories can be added.

    I hope this is helpful, please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by Bill Gawler on 04 Apr, 2017 07:24 PM

    Bill Gawler's Avatar

    Ian- thanks for the quick response. After many years of Quicken I am thoroughly disgusted and may try Moneydance. I have downloaded MD and will delve into it tomorrow. Meanwhile let me ask some questions. As transactions are downloaded from financial institution I assume they are automatically placed in appropriate categories after MD finally recognizes them-correct? Can one create a yearly budget? Can I print such budget? Do I have to manually update(download) tranactions.. or is that done automatically or can that be scheduled at certain days/times? Can I create reports-monthly ,weekly and if so, print them? User manual? And most important-have any customers have as their financial institution...Janney Montgomery Scott, a brokerage firm? Also-how is the support system-chat with someone from Guatemala, etc-I hope not!


    Bill Gawler

  3. System closed this discussion on 04 Jul, 2017 07:30 PM.

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