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Trial to paid

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Bernard Sullivan

15 Mar, 2025 07:04 PM

I've filled the trial version and bought the permanent. How do I transfer/convert/whatever my trial version entries to the paid version without losing six hours' work?

1. 1 Posted by dtd on 15 Mar, 2025 07:39 PM

   

   You don't need to do anything. Just keep using what you have.

   The "key" here is to take the license code you received in email and enter it using Help/Register Moneydance

   If you bought the permanent like today, it may take up to 24 hours to receive that code. (You should get email verification quite quickly, but the code may take longer)

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2. 2 Posted by Urban Hermit on 16 Mar, 2025 12:01 PM

   

   Got it. Up and running. Two early criticisms: It apparently takes four clicks to mark a transaction cleared or reconciled: edit, click the small square, click the green or orange mark, press enter.

   I am experiencing out-of-sequence placement of debits and credits.

   BJS
   ________________________________

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3. 3 Posted by dwg on 16 Mar, 2025 12:09 PM

   

   Try doing a Right click on a transaction and select "Mark as Cleared" from the pop up.

   To change the sort order you can right click on a transaction select Sort By then select the sort order you want.

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