iyad's Avatar


22 May, 2023 08:19 AM

Hi ,
i tried the software before i did purchase .. i want to delete all the dat i entered and start again.. i could not do this .. pls advise ..
Also when addingf ac account .. i want to use the SAR currency with the others .. unfortunaetly .. could not find out how to add it to the list showing at the time i enter account details.
Thank you

  1. 1 Posted by dwg on 22 May, 2023 08:27 AM

    dwg's Avatar

    I'm a fellow user.

    You can create a new empty data file by using the File --> New menu command.

    You can delete the old file by following the instructions in the Knowledge Base article:

    You can add additional currencies by following the instructions in:

    To have the currency available during import tick the box to Show on summary page during creation of the currency.

  2. 2 Posted by Iyad Dakkak on 22 May, 2023 09:35 AM

    Iyad Dakkak's Avatar

    Thank you ..
    I deleted all banks accounts and opened file and new portfolio with a new
    then all came back again !!!!
    Just wanrs to start from nothing again before importing data !!

    On Mon, May 22, 2023 at 12:27 PM dwg <[email blocked]>

  3. 3 Posted by dtd on 23 May, 2023 02:10 AM

    dtd's Avatar

    just a user - "it all came back again" indicates you probably did not use the File-New menu command, as that doesn't look to any previous data.

    Did you use that? If so, can you describe in a bit more detail about what you actually did? That would help in diagnosis.

  4. Support Staff 4 Posted by Maddy on 23 May, 2023 04:15 PM

    Maddy's Avatar


    I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that in order to get started, you should refer to this article of the Knowledge Base and follow the links listed on the right hand side of the screen. The screenshots in each article display what you should expect to see.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

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