tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2090-purchasing-moneydanceInfinite Kind: Discussion 2016-10-02T02:37:51Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-22T17:27:02Z2016-05-22T17:27:02ZPurchasing Moneydance<div><p>Hello,</p>
<p>To create a new data set, on the trial or purchased version,
simply go to File -> New from the Moneydance menu bar.</p>
<p>You should be able to edit any part of any transaction by double
clicking on it in the register.</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-22T17:28:54Z2016-05-22T17:28:55ZPurchasing Moneydance<div><p>Is there a way to change my base account in the trial so I won't
have this incorrect entry appear in my purchased version?</p></div>Sandytag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-22T17:30:39Z2016-05-22T17:30:39ZPurchasing Moneydance<div><p>I'm not quite sure I understand what you mean by "change my base
account." Can you try explaining it in a different way in more
detail?</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-22T22:22:19Z2016-05-22T22:22:20ZPurchasing Moneydance<div><p>The "base" that appears next to the stack of coins in my version
now reads Bank of American #7897 which is one of my checking
accounts. I would prefer for my "base" to read Personal
Finances<br>
Can this be corrected? or can I be sure if I purchase, this mistake
will not carry over?</p>
<pre>
<code>On Sunday, May 22, 2016 10:30 AM, Ethan <tender+d55e22b9cc@tenderapp.com> wrote:</code>
</pre>
<p>#yiv1881862266 pre {width:92%;margin:10px 2%;padding:5px
2%;background:#efefef;border:1px solid #d6d6d6;}#yiv1881862266
blockquote {margin-left:0;padding-left:1em;border-left:5px solid
#ccc;}</p></div>Sandra Sterntag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-22T23:09:17Z2016-05-22T23:09:17ZPurchasing Moneydance<div><p>Hi Sandy,</p>
<p>To change the 'base' name, you need to locate and change the
name of the actual data set.</p>
<p>Provided that you are using the default location for Moneydance
data sets, you can easily access the required location from within
Moneydance.</p>
<p>From the Moneydance menu bar, go to Help > Show Documents
Folder.</p>
<p>A file browser will open to the default location for Moneydance
data sets. You should see your data set there in the following
format:<br>
<em>yourfilename</em>.moneydance<br>
Where <em>yourfilename</em> is the name that you gave to your data
set.</p>
<p>Be sure that you know and understand this location. You'll need
to navigate back to it on your own shortly.</p>
<p>At this point, close Moneydance but keep the file browser
open.</p>
<p>You can then go ahead and rename
<em>yourfilename</em>.moneydance to<br>
the desired name, making certain to retain the .moneydance
extension.</p>
<p>The next time that you start Moneydance, you will likely be
greeted with the Moneydance Welcome screen.<br>
Click the 'Open Other' link on the Welcome Screen.<br>
Again, a file browser will open allowing you to navigate to the
location of the data set that you just renamed.<br>
Highlight the data set and click 'Open' on the file browser
window.<br>
Going forward, Moneydance will remember this data set as the
default.</p>
<p>That should do it.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-22T23:53:57Z2016-05-22T23:53:57ZPurchasing Moneydance<div><p>Thank you Kevin. It was just easier to create a new base.
I do have two other questions: first, in the "check#"
column, I would like to add "Online" to the options. How do I
do that?<br>
Also, should I continue to add my transactions until I reach my 100
and then will it prompt me to purchase at which time I will
purchase; and all my entries will transfer to my
purchased download? Or should I stop what I'm doing now, go
back to the home page and purchase, then continue to enter my
transactions...<br>
Now that I am getting familiar with the operation, I do love
it!</p>
<pre>
<code>On Sunday, May 22, 2016 4:09 PM, -Kevin N. <tender+d55e22b9cc@tenderapp.com> wrote:</code>
</pre>
<p>#yiv7915620770 pre {width:92%;margin:10px 2%;padding:5px
2%;background:#efefef;border:1px solid #d6d6d6;}#yiv7915620770
blockquote {margin-left:0;padding-left:1em;border-left:5px solid
#ccc;}</p></div>Sandra Sterntag:infinitekind.tenderapp.com,2009-01-14:Comment/399396722016-05-23T00:49:01Z2016-05-23T00:49:01ZPurchasing Moneydance<div><p>To edit the items in the Check column, open your Summary page by
clicking on it at the top of your left sidebar, and then go to
Account -> Edit Account from the menu bar. You can then add or
delete items that appear in the check column.</p>
<p>You can either purchase now or wait until you reach your 100
transaction limit; it makes no difference. Purchasing from <a href="http://infinitekind.com/purchase">http://infinitekind.com/purchase</a>
at any point will provide you with a license key to remove the 100
transaction limit. Nothing in your data files will be changed.</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan