Just want to get started

Richard A Perry's Avatar

Richard A Perry

17 Jun, 2019 09:29 PM

Just purchased your product. I plan to set up all my accounts and budgets from scratch.
How the heck to I get started? I see no buttons / pulldowns for creating accounts!

Could you please send me a link for a user guide or at least a quick start guide.

Thank you,

Richard A. Perry

  1. 1 Posted by Richard A Perry on 17 Jun, 2019 09:31 PM

    Richard A Perry's Avatar

    How do I get started?

  2. 2 Posted by dwg on 17 Jun, 2019 09:38 PM

    dwg's Avatar

    I'm a fellow user.

    These are forum systems rather then instant chat so responses are at a more email like speed.

    I would suggest you look at some of the knowledge base articles, it is sort of like an online manual. The structure is not probably what you are looking for but the details of getting started are there.

    https://infinitekind.tenderapp.com/kb

  3. 3 Posted by Richard A. Perr... on 17 Jun, 2019 09:52 PM

    Richard A. Perry's Avatar

    Thanks. I'll try it.
    All I want to do is to start setting up my checking accounts. Asummed that that would be simple
        On Monday, June 17, 2019, 5:39:06 PM EDT, dwg <[email blocked]> wrote:

    |

  4. 4 Posted by dwg on 17 Jun, 2019 10:10 PM

    dwg's Avatar

    It is pretty simple but like most things in the computer world you have to follow a procedure

    To create a new account in Moneydance for example:

    https://infinitekind.tenderapp.com/kb/accounts-and-categories/create-edit-or-delete-accounts

  5. 5 Posted by Richard A. Perr... on 17 Jun, 2019 10:54 PM

    Richard A. Perry's Avatar

    Thank you very much dwg,Your link has gotten me started 

        On Monday, June 17, 2019, 6:10:20 PM EDT, dwg <[email blocked]> wrote:
     
       
    |

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? 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