Opening Moneydance
When you open Moneydance for the first time, you'll see the 'Welcome to Moneydance' window.
New to Moneydance -
You can create a new file by selecting "Create New Account Set".
Choose this option if you don’t need to import data from another program.
Then follow the prompts to enter a name your new Account Set.
Choose a Primary Currency which will be the default currency for all new accounts.
You’ll also need to select a File Type -
* Minimal is designed for importing data from another program.
* Standard is for those who are not importing data.
Select "Import New Account Set" to import data from a QIF file.
Select "Migrate from Quicken Essentials" to import data from Quicken™ Essentials.
If you need any assistance getting started, you can get in touch with our support team by clicking on “Get Help with using Moneydance.”
Previously used Moneydance 2012 or a newer version -
Your account set should be visible in the list on the right.
Click the file name to open it and access your data.
If your file isn't displayed, select “Open Other”.
Then navigate to your .moneydance data file in a custom location.
Alternatively, select "Import New Account Set".
Then navigate to a .moneydancearchive backup file.
Previously used Moneydance 2011 or an earlier version -
Select “Import New Account Set”.
Then navigate to your .md data file to convert it to the newer file format.
* Select “Convert Only” to continue to store your data in its current location.
* Or select “Convert and Import” to move your data to the default location.
Important - Moneydance 2015 and newer versions use a new file format.
When you open an older data file with Moneydance 2015 or a newer version, your data will be converted to the newer format. This new file format cannot be opened using earlier versions of Moneydance.
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Purchasing and Upgrading
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Getting Started
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Accounts and Categories
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Register and Transactions
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Online Banking and Bill Pay
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Moneydance+
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Popular Banks
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Navigating Moneydance
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Budgeting
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Reminders
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Graphs and Reports
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Syncing and Sharing Data
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Backups and Exporting
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Investment Accounts
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Loan Accounts
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Currency and VAT/GST
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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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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