Home → Switching to Moneydance →

setup

• Edit

denis.rivest

Jan 22, 2013 @ 04:00 PM

Hello,
I am seting up with MD, Is there a way to have both Personnal and company related accounts in a single location?
while still being able to produce different reports for only personnal or the company without consolidation?
tsk

1. 1 Posted by Scott Meehan on Jan 22, 2013 @ 04:16 PM

   

   Hi Denis,

   I would recommend using one data set for your personal finances and another data set for your company finances. You can create a new data set in Moneydance by going to File -> New, and you can create as many of them as you like.

   As well, you might find our user guide helpful to get you up and running with Moneydance can do. It's located here:

   http://help.infinitekind.com/kb/documentation/documentation

   Also, if you haven't already, I encourage you to download our free trial version 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 connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

   For more information on how to get the most out of your trial period, check out our blog post on the subject.

   Scott Meehan
   Moneydance Support

   • Edit

2. 2 Posted by mauryb101 on Mar 04, 2013 @ 01:49 AM

   

   Is it possible to create a report which combines the summary of data sets. Being self employed, I often move funds between my business and personal accounts, often look at the total as one since the combination is my real financial picture.

   • Edit

3. 3 Posted by Jon Hoover on Mar 04, 2013 @ 02:21 AM

   

   Hi,
   The best way to accomplish this would be to copy the contents of the two reports into a spreadsheet and combine them in there.

   Please let us know if you have any more questions.
   Sincerely,
   Jon Hoover, Moneydance Support

   • Edit

4. System closed this discussion on Mar 31, 2015 @ 03:55 PM.