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Knowledge Base

Guides and answers to common questions.

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  • Purchasing and Upgrading

    • Trial Version
    • Purchase Options
    • Registering
    • License Key Recovery
    • Licensing Policy

    View all 9 articles in Purchasing and Upgrading

  • Getting Started

    • Opening Moneydance
    • First Steps with Moneydance
    • Customising Moneydance

    View all 3 articles in Getting Started

  • Accounts and Categories

    • Types of Accounts
    • Create, edit or delete Accounts
    • Create, edit or delete Categories
    • Parent and Child
    • Credit Card Accounts

    View all 9 articles in Accounts and Categories

  • Register and Transactions

    • Transactions
    • Transaction Fields
    • Entering Transactions
    • Transfers between Accounts
    • Sort and Filter the Register

    View all 16 articles in Register and Transactions

  • Online Banking and Bill Pay

    • Downloads Methods
    • Direct Connect
    • Manual Downloads
    • Importing CSV Files
    • Recognise Downloaded Data

    View all 11 articles in Online Banking and Bill Pay

  • Moneydance+

    • Moneydance+ Overview
    • Subscribing to Moneydance+
    • Connect Accounts with Moneydance+
    • Data Files Associated with your Subscription

    View all 4 articles in Moneydance+

  • Popular Banks

    • Connecting to Wells Fargo
    • Connecting to USAA
    • Connecting to Chase
    • Connecting to BBVA
    • Connecting to TD Bank

    View all 5 articles in Popular Banks

  • Navigating Moneydance

    • Overview
    • Summary Page
    • Menus
    • Keyboard Shortcuts in Moneydance
    • Console Window

    View all 5 articles in Navigating Moneydance

  • Budgeting

    • Create a Budget
    • "Newer" Budget Format
    • "Mixed Interval" Budget Format
    • Budget Bars
    • Budget Status Graph

    View all 5 articles in Budgeting

  • Reminders

    • Types of Reminders
    • General Reminders
    • Transaction Reminders
    • Reminder Frequency
    • Applying Reminders

    View all 5 articles in Reminders

  • Graphs and Reports

    • Create a Graph or Report
    • Export a Graph or Report
    • Memorized Graphs and Reports
    • Graph Types and Uses
    • Report Types and Uses

    View all 7 articles in Graphs and Reports

  • Syncing and Sharing Data

    • Syncing with Other Computers
    • Syncing with the Mobile App
    • Using the Mobile App
    • Sync using Multiple Dropbox Accounts
    • Console Window Sync Options

    View all 5 articles in Syncing and Sharing Data

  • Backups and Exporting

    • Exporting Data
    • Creating Manual Backups
    • Enabling Automatic Backups
    • Restoring from a Backup

    View all 4 articles in Backups and Exporting

  • Investment Accounts

    • Create an Investment Account
    • Investment Account Registers
    • Adding Securities
    • Security Prices
    • Entering Holdings

    View all 12 articles in Investment Accounts

  • Loan Accounts

    • Create a Loan Account
    • Schedule Loan Payment Reminder
    • Enter an Existing Loan
    • Loan Calculator
    • Entering Loan Account Transactions

    View all 5 articles in Loan Accounts

  • Currency and VAT/GST

    • Create, Edit or Delete Currencies
    • Cross-Currency Transactions
    • Updating Currencies
    • Base Currency
    • Currency Calculator

    View all 7 articles in Currency and VAT/GST

  • Importing Data from Other Programs

    • Importing Data in QIF format
    • Possible Problems After QIF Import
    • Importing From Microsoft Money
    • Importing From Quicken 15/16 For Mac
    • Importing From Quicken Essentials

    View all 7 articles in Importing Data from Other Programs

  • Customizing and Preferences

    • Preferences Overview
    • General Preferences
    • Appearance Preferences
    • Network Preferences
    • Check Printing Preferences

    View all 12 articles in Customizing and Preferences

  • File Locations and Changes

    • Data Files
    • Default File Location
    • Moving Files
    • Renaming Files
    • Deleting Files

    View all 6 articles in File Locations and Changes

  • Foresight

    • Getting Started with Foresight
    • Reminder Review
    • Foresight Budgeting

    View all 3 articles in Foresight

  • Extensions

    • Extensions Overview
    • Installing Extensions
    • Python Scripts
    • Text File Importer Extension
    • Find and Replace Extension

    View all 8 articles in Extensions

  • Linux

    • Installing Moneydance on ChromeOS
    • Linux and HiDPI (High Resolution) Screens

    View all 2 articles in Linux

  • Known Problems

    • Mac OS Sonoma 14.0

    View all 1 article in Known Problems

  • Older Versions

    • Moneydance 2015 User Guide
    • Moneydance 2014 User Guide
    • Moneydance 2012 User Guide
    • Moneydance 2011 User Guide
    • MD 2014 - Restoring Backup

    View all 8 articles in Older Versions

Recent articles

  • Syncing with the Mobile App
  • MacOS changes for Intel-based apps with Apple silicon
  • Appearance Preferences
  • Default File Location
  • Upgrading

Recent Discussions

  • about Moneydance+ connections with Bank of America 10 Oct, 2026 06:28 PM
  • Sluggish under Gnome/Wayland compared to KDE Plasma/Wayland 10 Oct, 2026 04:48 PM
  • disconnecting Vanguard from Moneydance+ 10 Oct, 2026 04:16 PM
  • Moneydance updates 10 Oct, 2026 04:16 PM
  • Transactions entering twice & lack of subject history 10 Oct, 2026 03:57 PM

Recent Articles

  • Syncing with the Mobile App
  • MacOS changes for Intel-based apps with Apple silicon
  • Appearance Preferences
  • Default File Location
  • Upgrading

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