files / accounts

K H Peter Kammler's Avatar

K H Peter Kammler

20 Nov, 2021 09:20 PM

I have two companies to run, and my personal finances.
In Reckon (associated with Quicken) I have three files which are totally separate from each other. Each file represents a company , or my own finances respectively. Each entity then has several bank accounts.
Does this apply to Moneydance as well? Or could I run three times the same software, one for each entity?

  1. 1 Posted by dwg on 20 Nov, 2021 09:38 PM

    dwg's Avatar

    I'm a fellow user.

    You can have as many separate files (data sets in Moneydance terminology) as you want. So you can have a separate file for each entity the same as you currently have.

    So you still only have one copy of Moneydance. The software and the data files are completely separate.

  2. Support Staff 2 Posted by Ethan on 21 Nov, 2021 09:00 PM

    Ethan's Avatar

    The above information is correct. Think of Moneydance in the same way you use your word processing program: one program, but many separate text files.

    I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, detailed information on how to use the program can be found at https://infinitekind.tenderapp.com/kb

    Ethan
    Infinite Kind Support

  3. Ethan closed this discussion on 21 Nov, 2021 09:00 PM.

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