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gordon.dow

26 Sep, 2020 03:15 PM

I'm in the process of moving from MS Money to Moneydance on an iMac.

I've managed to transfer most of the accounts but I've got in a bit of pickle by opening two different Files - so under the File menu on the top of the screen, under Open I've got a choice of Finances & Personal Finances.

I just want one of these Files (or are they Accounts?) so how do I delete one without unintentionally damaging the other?

Regards,

Gordon.

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  1. 61 Posted by derekkent23 on 16 Oct, 2020 03:20 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Gordon.

    Exactly.
    Moneydance follows accounting rules.
    Within a transaction money can neither appear or disappear from nowhere, that’s called fraud.

    Hope this helps.

  2. 62 Posted by gordon.dow on 17 Oct, 2020 07:55 AM

    gordon.dow's Avatar

    OK thanks Derek, that explains why I'll always have large imbalances when importing to MD from MS Money.

    Regards,

    Gordon.

  3. 63 Posted by gordon.dow on 01 Dec, 2020 03:03 PM

    gordon.dow's Avatar

    Derek - if you're still there, I've decided to try to work with MD and have got everything imported. What I want do now is make things look a lot more attractive.

    In your post here on 6th October at 16:45, you showed two screens shots -

    1. a register - where can I learn how to smarten things up like that?
    2. a credit card - how you delete the blank line between each transaction?

    I have looked but can't see where the help is.

    Regards,

    Gordon.

  4. 64 Posted by derekkent23 on 01 Dec, 2020 04:54 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Gordan

    The easy one first. In each register you can set Single or Two Line Mode. Highlight a Transaction and right click and make a selection.
    Moneydance comes with a number of pre-set themes under FILES (MONEYDANCE on Mac) – PREFERENCES – THEME dropdown. After changing a theme, you have to restart Moneydance before the change takes effect. In my case I selected the Theme that I liked the best then using the CUSTOMIZE button went about changing different elements of the display. The colour of almost everything can be changed. However, it’s easy to get in a mess as there is no undo. There is a file called “custom_theme.properties” that holds the changes you make. My approach was to copy this file, make a change make another copy of the file at each change so if things went wrong, I could reinstate the last copy. Deleting the file take you back to the default theme. Not for the faint hearted.
    There is nothing secret in this file so I can post a copy if you want and you can try it.
    I am a Windows and Linux user so don’t know the location of the file on a Mac.

    Hope this helps.

  5. 65 Posted by gordon.dow on 02 Dec, 2020 09:16 AM

    gordon.dow's Avatar

    OK, thanks again Derek. As you said, first change was easy.

    Yes, I'd played around with different colours for areas on MD but hadn't managed to get such a neat layout as you obviously have. Will investigate your suggestion.

    Annoyingly I can't see under the User Guide area any help on this.

    Cheers,

    Gordon.

  6. 66 Posted by derekkent23 on 02 Dec, 2020 09:47 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Gordan

    Yes, the article on themes customization is poor. https://infinitekind.tenderapp.com/kb/customizing-and-preferences/t...

    The offer to post my theme file still stands. The “custom_theme.properties” file set the colours, it does not affect the layout. The Layout section of the Summary Page is set under FILE (MONEYDANCE on Mac) – PREFERENCES – SUMMARY PAGE tab.

    Have Fun, Stay Safe.

  7. 67 Posted by gordon.dow on 02 Dec, 2020 05:15 PM

    gordon.dow's Avatar

    Thanks again Derek, I'm happy playing about with the colours but I'd missed the Summary Page tab, thanks.

    Regards,

    Gordon.

  8. Melissa closed this discussion on 03 Dec, 2020 02:46 PM.

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