How do I uninstall and start over on a Mac
Hi, can anyone help. I have got Moneydance in a muddle after trying to import a file from Microsoft Money. I have a MacBook Pro. I uninstalled Moneydance to start over but when I open it all the previous data is there. How do I get rid of this and start all over. Thanks10
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Support Staff 1 Posted by Ethan on 14 Jan, 2016 05:25 PM
Hello,
You don't need to uninstall the program to start a new file. Simply go to File -> New from the menu bar to create a new data file.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
Ethan closed this discussion on 14 Jan, 2016 05:25 PM.
andrewarthur2 re-opened this discussion on 14 Jan, 2016 05:29 PM
2 Posted by andrewarthur2 on 14 Jan, 2016 05:29 PM
Thank you Ethan
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
3 Posted by andrewarthur2 on 14 Jan, 2016 05:48 PM
Hi Ethan,
Can you help me with something else. When I import my Microsoft Money file for my main bank account it also imports several other bank accounts and the information is mixed up. I only specified one account to import.
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
4 Posted by Ben Spencer on 14 Jan, 2016 06:54 PM
Since Moneydance is a double entry bookkeeping system all transfers must have a balancing entry. The import process automatically creates the balancing entries on the other side of transfers. If the other side account on a transfer does not exist the import process will create that account.
Ben Spencer
Infinite Kind Support
5 Posted by andrewarthur2 on 14 Jan, 2016 09:47 PM
Thank you Ben. So I am really confused about this. I am just trying to recreate my Microsoft Money on Moneydance, get the accounts and balances to match what I currently have. It doesn’t seem to work. Perhaps I just have to start from fresh with Moneydance and create new accounts ect. But there is so much information for tax and accounts that I would like to preserve.
I have studied the User guide in detail but not having much luck.
Any help would be appreciated.
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
Support Staff 6 Posted by Ethan on 15 Jan, 2016 01:20 PM
Hello Andrew,
Just to make sure, are you following the instructions for importing from MS Money at http://help.infinitekind.com/kb/importing-data-from-banks-and-other...? If not, I'd recommend creating a new data file and following those instructions. Note that step 7 does involve creating all of your accounts in Moneydance before importing.
Ethan
Moneydance Support
7 Posted by andrewarthur2 on 16 Jan, 2016 05:56 PM
Thank you Ethan. I didn’t realise step 7 meant creating all of your account. Does that mean closed ones as well?
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
8 Posted by dwg on 16 Jan, 2016 08:34 PM
Your really need to create closed accounts as well as in most instances there are likely to be transfers between closed accounts and those still open, it would only be if there were no interaction that you could overlook any closed accounts.
9 Posted by andrewarthur2 on 20 Jan, 2016 09:49 PM
Dear Ethan,
Thanks for your help. After considering your advice I realise I have 70 accounts on Microsoft Money;
35 are closed. I don't think it's realistic to import them all to moneydance and clean up afterwards.
I think my only options are to continue with Money 2005 or start fresh with Moneydance.
Any further thoughts?
Best Wishes - Andrew
www.drarthur.co.uk
10 Posted by Scott Meehan on 21 Jan, 2016 04:08 PM
Hi Andrew,
Unfortunately importing from Microsoft Money can be a bit of an involved process. Our best instructions are here:
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...
But unfortunately that does involve moving over every account one at a time.
Another option, if possible, is to download your transactions from your bank(s) to get the transactions into Moneydance, however they typically only offer a certain date range for transaction downloads, so it's limited in that way and is also one at a time.
I'm sorry I don't have better news!
Scott Meehan
Infinite Kind Support
11 Posted by andrewarthur2 on 21 Jan, 2016 05:37 PM
Thank you for your advice Scott. I wish someone would come up with a good solution for
the thousands of us stuck with Microsoft Soft Money!
Kind regards
Best Wishes - Andrew
www.drarthur.co.uk
12 Posted by dwg on 21 Jan, 2016 09:07 PM
You are relatively lucky :)
I was migrating from a version of Reckon (localized Quicken) that only allowed exports in a sort of a CSV format. A CSV format that was not consistent in its column layout.
A bit of VBA coding was required to sort that problem out.
I set up all my accounts first in Moneydance then imported bank and credit card accounts so I could use these. As the other accounts were there transfers with these accounts were posted correctly. After that I worked back through the various investment accounts, starting with active accounts. I had over 70 accounts to import.
Note the account and category names must be identical between what you had in Money and what you create in Moneydance.
13 Posted by andrewarthur2 on 21 Jan, 2016 09:46 PM
Wow. Maybe I will keep an old computer alive to just run Money.
Best Wishes - Andrew
www.drarthur.co.uk
14 Posted by andrewarthur2 on 22 Jan, 2016 06:46 PM
Dear Scott,
Well good progress. I am just starting all my entries by hand but just from the last few months and it is going well. Money dance is very easy to use, intuitive, and flexible.
Can I just ask one last question please? On Microsoft Money could generate an annual a tax report by selecting categories that I had indicated were tax related. How do I do this in Moneydance? I am setting up categories in Moneydance with the tax related box ticked. How do I generate a report for just those.
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
15 Posted by Ben Spencer on 22 Jan, 2016 07:48 PM
Select Tools->Graphs and reports...
Select the "Income and Expenses" report.
In the options for the report check the "Only Tax Related" option.
Click Generate.
Ben Spencer
Infinite Kind Support
16 Posted by andrewarthur2 on 28 Jan, 2016 12:16 PM
Dear Ben,
My pension provider makes an annual small deduction in the number of shares I have invested to cover their fees. So this year it reduces from 894.7 shares to 893.020 shares. How do I update this investment without upsetting everything?
Thanks
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
17 Posted by dwg on 28 Jan, 2016 08:28 PM
I would think the best way to handle this is as a sale of 1.68 shares with the proceeds going to a fees category that you create for the purpose.
This would reduce the number of shares you own and also group the fees in one place and allow for reporting on them if desired.
18 Posted by andrewarthur2 on 29 Jan, 2016 05:14 PM
Thank you. I created a sale of 1.68 shares but it has now created a cash balance of +39.14 in my Register and added that to the shareholder creating an incorrect total value. As you suggested I created a fees category for that purpose. How do I get rid of the 39.14?
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
19 Posted by dwg on 29 Jan, 2016 07:54 PM
How about creating a MiscExp transaction for the amount with the category you have created been chosen in the category field,
20 Posted by andrewarthur2 on 30 Jan, 2016 12:02 PM
Thank you, that works.
It seems a cumbersome method though. Why can’t we simply adjust the new reduced number of shares without all this hassle. Many pension providers in the UK take their charges with an annual reduction in the shareholding.
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
21 Posted by dwg on 30 Jan, 2016 08:47 PM
Well Moneydance does not have an Add/Remove shares option to start with so that makes it impossible to just reduce the share number and also in this case it would be like shares/money disappearing into thin air without any accountability.
You could do it in one transaction using a SellXfr transaction with the category being the destination.
22 Posted by andrewarthur2 on 31 Jan, 2016 10:24 AM
Ha, ha. Well, these shares/money do disappear into thin air, almost without accountability when
the companies just take them! Anyway, this solution is better. Thanks.
Best Wishes - Andrew
www.drarthur.co.uk
23 Posted by dwg on 31 Jan, 2016 08:02 PM
Well I was thinking accountability on your part rather than theirs :)
24 Posted by andrewarthur2 on 13 Feb, 2016 10:03 AM
Hi, very pleased with Moneydance.
I have one question. I set up a monthly transaction reminder that I need to enter manually. I notice the transaction is several days old now and I haven’t manually entered it because I have not yet received the money. But it does not show up as overdue on the Summary. I have double checked the date and the entry and they are correct; it is not set to auto commit because the date I receive the payment is variable. I need this reminder to let me know I need to chase it up.
What should I do?
Thank you
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
25 Posted by Ben Spencer on 13 Feb, 2016 12:45 PM
Can you attach a screenshot of the settings you have used for the reminder.
Ben Spencer
Infinite Kind Support
26 Posted by andrewarthur2 on 13 Feb, 2016 01:13 PM
Dear Ben,
Thank you but I solved the problem by deleting the reminder and making a new one which does appear in the Overdue column. Don’t know why the other one wouldn’t.
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
27 Posted by David Hanley on 13 Feb, 2016 01:39 PM
Andrew,
Glad to hear that recreating the reminder solved your issue. Please feel free to contact us for additional support if you need!
David Hanley
Infinite Kind Support
David Hanley closed this discussion on 13 Feb, 2016 01:39 PM.
andrewarthur2 re-opened this discussion on 15 Feb, 2016 04:33 PM
28 Posted by andrewarthur2 on 15 Feb, 2016 04:33 PM
Dear David,
Thank you. How do I select which currencies show in the Summary page Currency box?
Thanks
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk
29 Posted by Scott Meehan on 15 Feb, 2016 06:32 PM
Hi Andrew,
You can accomplish this by going to Tools -> Currencies, then double clicking the currency, then clicking the Edit button in the currency history window that opens. Once in there, you'll see a checkbox where you can enable or disable a currency from showing up on the Summary page.
Please let us know if we can be of further assistance!
Scott Meehan
Infinite Kind Support
Scott Meehan closed this discussion on 15 Feb, 2016 06:32 PM.
andrewarthur2 re-opened this discussion on 16 Feb, 2016 07:36 PM
30 Posted by andrewarthur2 on 16 Feb, 2016 07:36 PM
Thank you Scott. Please may I ask, is it possible to set up the credit card payments as reminders if you pay the balance every month. I mean can Moneydance automatically transfer the balance from your bank account to pay off the balance every month. I have several cards and the balance is paid automatically every month.
Thanks. Support for this product is great!
Best Wishes - Andrew
[email blocked]
www.drathur.co.uk