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Online Banking →
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
on 07 May, 2019 12:02 AM
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)
on 11 May, 2019 06:28 PM
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.
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