General
In this window, you can customize the general settings that relate to your file and accounts.
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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.
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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.
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Purchasing and Upgrading
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Accounts and Categories
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Register and Transactions
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Budgeting
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Online Banking and Bill Pay
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Moneydance+
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Reminders
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Graphs and Reports
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General
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Investment Accounts
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Loan Accounts
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Syncing and Sharing Data
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Currency and VAT/GST
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Backups and Exporting
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Importing Data from Other Programs
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Customizing and Preferences
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File Locations and Changes
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Foresight
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Extensions
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Moneydance 2017
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Linux
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Older Versions
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ARCHIVE - Getting Started
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ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
- View all (15 more)
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ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
- View all (3 more)
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ARCHIVE - Program Basics
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ARCHIVE - Account Basics
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ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
- View all (2 more)
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ARCHIVE - Online Banking
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ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
- View all
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ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
- View all (1 more)
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ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
- View all
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ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
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ARCHIVE - Extensions
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ARCHIVE - Everything Else