Accidently deleted the "equity account" What can I do to retreive it?

jaybyrd123's Avatar

jaybyrd123

21 Apr, 2021 06:56 PM

I am done with Quicken and Intuit. And while there are things that I don't like about Money Dance, the things I do like about MD, I really like - Specifically the privacy, the data is on my computer and not on some cloud base somewhere in the world where it can be hacked.
I also like the very open forum that MD supports.
As I am still exploring the product, I do have some questions:
1) There is an Auto Back up when I close the file, Where is this stored?
2) Every time In open an new screen, the program makes a new screen and it stays open forever until I manually go in and close the window. Is this to be expected? Am I missing something?
3) I like to see Assets with Assets and Liabilities with Liabilities, Your default is that Credit cards are grouped after banks on the reports. Is there anyway around this?
4) I would like to see a register report for my bank and credit cards.
5)There were several "Unknown" accounts which I deleted. I suspect that this is what happened to my Equity Account which no longer shows on the Account Balances or Net worth reports. Nor is there a Net income line on the income and expense report. Any suggestions?

Thank you very much for any assistance you can give this newbie!

Sincerely,
Joanne Byrd

  1. 1 Posted by dwg on 21 Apr, 2021 09:23 PM

    dwg's Avatar

    I'm a fellow user.

    I will have a go at answering some of your questions at least.

    1. The default location for backups is .moneydance\archive\backups You can change this in preferences.

    2. If you single click on a major item it generally uses the same window, if you double click it opens a new window, naturally this does not apply to small drop down or dialog boxes.

    3. In the listing in the summary window or the side bar, it is grouped by account type not Assets and Liabilities, this is not changeable, in reports they are grouped appropriately.

    4. I'm not sure what you want here. There is an option to print the transaction registers 'as is'. I think you need to elaborate more on exactly what you want.

    5. It would only be speculation as to what has happened to your equity account, sure deleting an account could well do it, but there are other ways to have an account that does not show in reports.

    There is a Total Income - Expenses line on the I & E reports, which if all items are included is the Net Income. The reports are template reports and can be used for multiple purposes so calling the line Net Income could be misleading, for example I have a memorized report based on this that shows taxation information only.

  2. 2 Posted by derekkent23 on 22 Apr, 2021 06:50 AM

    derekkent23's Avatar

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

    Backing up your Moneydance data set is one thing to understand and get right from the start.

    Moneydance has two methods for making a backup.
    In both cases you can select the backup location and as such it is good practice to set the location on a cloud server such as Dropbox, in case your hard drive fails. The Auto backup location can be found under HELP– SHOW BACKUP FOLDER.

    Manual backup. A manual backup can be made under FILE (MONEYDANCE on Mac) – BACKUP EXPORT. The file naming convention is yourdatasetname-yyyymmdd-tttt.moneydancearchive

    Automatic backup is set under FILE (MONEYDANCE on Mac) – PREFERENCES – BACKUPS. Auto backup makes a backup every time you close Moneydance. Moneydance only keep the last auto backup of the day, overwriting any previous auto backups for that day. You can set the number of backups to be kept. When this number is exceeded the oldest backup is deleted. The file naming convention is yourdatasetname.yyyy-mm-dd.moneydancearchive

    When a backup is made, if you were syncing, the syncing method is set to don’t sync. This prevent syncing if you restore a backup. This can be important if the need for restoring a backup was related to syncing. Other backup methods such as making a copy of your data set want do this and can mean a restored data set will sync and your data set will be corrupted again.
    If you are syncing and using say Dropbox as a backup location don’t set your computers to use the exact same backup location. When you sync you have a primary computer and secondary computers. A primary data set is not the same as a secondary data set and hence neither are there backups. But as they use the same data set name it possible to get confused, one overwriting the other. A secondary data set can be identified by the fact that the syncing method cannot be changed. It is possible to convert a secondary data set to a primary data set but it means running a python script. Your password is not reset, you still need it to open a backup.

    It may also be possible to recover your data set as a last resort if you have been syncing.

    A moneydancearchive file is a compressed data set.
    The contents of a backup file is encrypted and provided you have set a password under FILE (MONEYDANCE on Mac) – PASSWORDS can only be opened by Moneydance by entering your password after using FILE (MONEYDANCE on Mac) – RESTORE FROM BACKUP.

    When you FILE (MONEYDANCE on Mac) – RESTORE FROM BACKUP you do not overwrite your existing data set. This is in case you later find you need access to your old data set. A new data set is created with the naming convention – from manual backup yourdatasetname-yyyymmdd-tttt.moneydance the date time code taken from the backup file - from auto backup yourdatasetname (plus at number) e.g. yourdatasetname 2.moneydance The default data set location can be found under HELP – SHOW DOCUMENT FOLDER. You can delete old data sets you no longer want. You can rename a restored data set with Moneydance closed as you would any other folder provided you retain “.moneydance” extension. A data set is a folder not a file containing other folders and files. When you open Moneydance it will open in the “Welcome to Moneydance” window with the data set name listed on the right.

    Hope this helps.

  3. 3 Posted by jaybyrd123 on 23 Apr, 2021 05:30 AM

    jaybyrd123's Avatar

    Thank you so much for your time! These little tricks are such a help

  4. Melissa closed this discussion on 28 Apr, 2021 06:08 PM.

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