don't know how to use this app at all

desmond stock's Avatar

desmond stock

06 May, 2019 11:55 PM

need help settling this app up I don't understand anything about this app or how to link its with my banks. or how to set up the budget

  1. 1 Posted by TonyRI on 07 May, 2019 12:02 AM

    TonyRI's Avatar

    Hi Desmond,

    There is certainly a learning curve, but you basically begin by setting up accounts.

    There is a Knowledge Base that contains all of the information necessary to get started. If you have specific questions after you begin, you can post back here:

    After you set up accounts, you will set up your online banking and budget by following the instructions in the appropriate sections listed in the above link.


    Tony (NOT from Moneydance Support)

  2. 2 Posted by sth on 11 May, 2019 06:28 PM

    sth's Avatar

    Simply create a data file when you open the app. (or Help->Open Other and create a new data file if you want to restart.

    Then under account->Add New Account and fill in the data.
    Then select the account on the left hand menu, and Online->Setup Online Banking
    and fill in the data.

    To create a budget, Tools->Budget Manager and create a new budget (for 2019 for example) and then enter your budget data.

  3. System closed this discussion on 10 Aug, 2019 06:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac