Opening new account

Thomas Mason's Avatar

Thomas Mason

May 17, 2018 @ 06:13 PM

What is the right way to start an account? I started one and it is listed as "Base" and I can't delete it.

  1. 1 Posted by -Kevin N. on May 18, 2018 @ 01:18 AM

    -Kevin N.'s Avatar

    Hi Thomas,

    'Base' is likely the name that you gave to your data file. This 'base' account should be considered as your 'financial world'. I really serves no other purpose than as a holder of your individual accounts. e.g. Bank, Checking, Credit Card, Investment, etc.

    If you want to delete the 'Base' account (data file), you must delete the actual data file. See the following Moneydance KB article:
    http://help.infinitekind.com/kb/file-locations-and-changes/deleting...

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on Aug 17, 2018 @ 01:20 AM.

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