Network
In this window you can customize the network and online banking settings.
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Automatically Download Transactions in Background
Initiates transaction download for all Direct Connect enabled accounts upon program start. You must ensure you've set a Master Password within File --> Passwords, and enable the option to 'Store Online Passwords in File'. -
Automatically Merge Downloaded Transactions
Automatically merges and categorizes transactions downloaded through direct connections, or imported from your bank's website. -
Mark Transactions as Cleared When Confirmed
Marks transactions as cleared when they are confirmed. Only applies to downloaded and imported transactions, and does not apply to transactions in Investment Accounts. -
Use Bank Dates for Merged Transactions
When this box is checked and the date on a manually entered transaction is different from the date of the transaction it is being merged with, the bank’s date replaces the manually entered date. For example when a check is written on December 4 and cashed on December 8,
When this box is not checked the manually entered date will remain. -
Ignore Transaction Types in Favor of Amount Signs was introduced within Moneydance 2019.3 (1880) to prevent amounts from being inverted when importing OFX files. Some financial institutions seem to have re-interpeted the OFX specification which results in data being interpreted incorrectly and thus stored incorrectly. Eg. credit vs debit
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Auto-commit Reminders (applies to the current file on this computer), this preference is specific to the currently open data set. It will not be visible unless the current file has syncing enabled. The reason for this option is to avoid possible duplicated transactions if an auto-committing transaction reminder is recorded on two different computers before the changes can be synced between them. By default this option is enabled on the computer that created the data set, and disabled on the rest. We recommend enabling this option only on the computer which is the most used and most often connected to the Internet.
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Use Proxy
For those who use a Proxy to connect to the internet. If you think you need to use proxy settings, contact your network administrator. -
Observe Online Payment Date Restrictions If checked, Moneydance will re-set the date given to initiate a new payment forward by the number of days your bank needs for processing. If you initiate a payment for a date earlier than your bank says it can be processed, Moneydance will send you an error message.
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Only match downloaded transactions when they are at most X days apart
If checked, the program will only offer matches which have dates in the stated range.
When set to 'default', Moneydance will match older transactions within 90 days and future transactions within 14 days.
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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