General

In this window, you can customize the general settings that relate to your file and accounts.

  • Show Full Account Paths
    If unchecked the account path “Bills: Electricity” will appear as "Electricity".

  • Register Follows Recorded Transactions
    When enabled, the register will scroll to new transactions as they are entered.

  • Use VAT/GST
    When enabled Moneydance will automatically split any transactions that have associated VAT/GST rates into two categories, one to reflect the purchase cost and one for the VAT/GST. This is detailed in this article.

  • Case Sensitive Auto-Completion
    Only match previous transactions that begin with the exact text that has been typed in the Description field.

  • Auto-Insert Decimal Points
    When enabled, values such as '1234' will be interpreted as '12.34', always putting two digits after the decimal point.

  • Auto-create New Transactions
    After entering a transaction a new transaction entry window will automatically open.

  • Separate Tax Dates for Transactions
    Allows two dates to be entered for each transaction, one for your records and one that can be used for taxes.

  • Show All Accounts in Popup
    If left unchecked, income/expense categories and accounts with the “Hide on Summary Page” option checked will not be in the pop-up list available at the top left of the Moneydance window (Inactive accounts are never visible in this pop-up).

  • Beep when Transactions Change
    When enabled, Moneydance makes a cash-register sound when a transaction is entered.

General_Preferences.png

  • Show Selection Details
    This will amend the 'online' and 'attachment' panels (seen on the right of your account register when selecting unconfirmed transactions, or a transaction that includes an attachment). By default, this is set as 'In Main Window'. It can be changed to 'In separate popup'

  • Side Bar Balance Type
    Choose between Current Balance, Balance, and Cleared Balance -
    Balance - The total of all transactions in an account register, regardless of date or cleared/uncleared status.
    Current Balance - The total of all transactions up to and including today's date.
    Cleared Balance - The total of all transactions you have marked as "cleared.”

  • Date Format
    Choose between several date formats.

  • Decimal Character
    Choose between a decimal point or a decimal comma.

  • Locale
    Select your locale to alter language and spelling (some locales will also amend the week start day).

  • Fiscal Year Start
    Set a fiscal year with a start other than January 1st.

  • Check for Updates
    Choose which types of updates you're notified about. Or remove the update notifications -
    Don't check for Updates - You won't be notified when a new version of Moneydance is available.
    Stable Updates Only - notified when a new version is available on our main download page.
    Preview/Beta Updates - notified when a new version of is available on our preview download page. You can view a list of changes in the preview version in the changelog here.