set up

Jim Baril's Avatar

Jim Baril

18 Nov, 2015 08:22 PM

How do youset this up

  1. Support Staff 1 Posted by Ian L on 19 Nov, 2015 12:58 PM

    Ian L's Avatar

    When you're getting started you'll want to create some accounts and categories, and then enter transactions.

    To create, edit, or delete an account go to Tools->Accounts. To create, edit, or delete categories go to Tools->Categories.

    To begin entering a transaction click the new transaction button, or hit Cmd+N.

    Have you had a chance to look through the Moneydance User's Guide? If you haven't already, then I highly recommend checking it out. You can find our user's guide here.

    Creating accounts and entering transactions are covered in the Moneydance User's Guide on pages 5-6, and pages 18-25.

    I also recommend checking out our Knowledge Base. There you will be able to find many helpful articles about the various aspects of using Moneydance.

    Hope that helps. Please let me know if I can be of further assistance, and thanks for using Moneydance.

    Ian
    Infinite Kind Support

  2. Ian L closed this discussion on 19 Nov, 2015 12:58 PM.

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