Naming Account

Michelle Rowell's Avatar

Michelle Rowell

15 Oct, 2021 06:55 PM

Hi,

I downloaded the program, and am planning to purchase. I opened the program and imported my data from Quicken. So, my MoneyDance Account has my bank account name and "Owner's Quicken Data." Will I be able to change the name of the account, and if so, how will I do this? Is this something I cannot do until the program is purchased and registered?

Thank you,
Michelle

  1. 1 Posted by dtd on 15 Oct, 2021 07:00 PM

    dtd's Avatar

    just a user

    You should be able to change the name using the demonstration program.

    Someone may provide more specific instructions, but I did change mine long ago.

  2. 2 Posted by Stuart Beesley ... on 15 Oct, 2021 07:02 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Essentially you need to:
    1/ exit md and rename your something.moneydance file
    To
    somethingelse.moneydance

    2/ double click the renamed file to launch MD. then on the summary screen choose Account/edit account and change the name there too.

    (Not support, just a fellow user)

  3. 3 Posted by MICHELLE ROWELL on 15 Oct, 2021 07:31 PM

    MICHELLE ROWELL's Avatar
    Thank you.  This worked.


    ------ Original Message ------
    Received: 02:02 PM CDT, 10/15/2021
    From: Stuart Beesley - JUST A FELLOW USER and Toolb ox ‘guy’ <[email blocked]>
    To: [email blocked]
    Subject: Re: Naming Account [Switching to Moneydance #19588]


    #usanet1634326258623HYGZRG pre { width: 92%; margin: 10px 2%; padding: 5px 2%; background: #efefef; border: 1px solid #d6d6d6 } #usanet1634326258623HYGZRG blockquote { margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }

    // Please reply above this line
    ==================================================

    From: Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’

    Essentially you need to:
    1/ exit md and rename your something.moneydance file
    To
    somethingelse.moneydance

    2/ double click the renamed file to launch MD. then on the summary screen choose Account/edit account and change the name there too.

    (Not support, just a fellow user)

    On Fri, Oct 15 at 12:00 PM PDT, dtd wrote:

    just a user

    You should be able to change the name using the demonstration program.

    Someone may provide more specific instructions, but I did change mine long ago.

    Having trouble reading this? View this discussion online: Naming Account.

    Reply with #ignore to stop receiving notifications for this discussion.



  4. Maddy closed this discussion on 27 Oct, 2021 10:21 AM.

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