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Trying Trial considering

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Richard Sella

15 Oct, 2024 06:32 AM

I have been using QB for over 15 years. I have spent the past 6 hours making entries. I am not an accountant, however I have enough background experience to pretty much know my way around. But I don't know it all .
  I like what you have done.. being retired, I have no need for all the bells and whistles of QB since i am not doing businesses. Just private stuff.
  One Problem I can't seem to figure out.. Don't laugh..
I would like do a reconciliation.. however when I select - Recon, all I get is a blank page, saying Nothing to Report.. I am missing something, I have read your Help page,, bust still lost..
  One other issue, do you have a command for making a Backup of the file data.. I know that when I exit it does and I can select options. It would be nice to have an Icon or a Ctrl-B or of sorts.
   Is any of this related to the Trial version ? as I understood the Trail was just same as the Basic MoneyDance
Thank You - Regards, Richard

1. 1 Posted by dwg on 15 Oct, 2024 06:42 AM

   

   I'm a fellow Moneydance customer.

   The only silly question is the one not asked.

   With the account register open you can take the menu option Account -> Reconcile to start an account reconciliation.

   Reconciliation is discussed in the Knowledge Base article:

   https://infinitekind.tenderapp.com/kb/register-and-transactions/reconciling

   You can make an on demand back by using the Moneydance menu command File -> Export Backup

   The only limit in trial mode is a 100 manually entered transaction limit, entering a license key unlocks this limit.

   • Edit

2. 2 Posted by CaptRic on 15 Oct, 2024 07:07 AM

   

   Thanks, Yes, I have used the Export method.. will look closer at to the
   Recon.. method..
   Thank You
   Regards,
   Ric

   On Tue, Oct 15, 2024 at 6:42 PM dwg <[email blocked]> wrote:

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3. System closed this discussion on 14 Jan, 2025 07:10 AM.