Menus

These menus are displayed at the top of the Moneydance window.

If you're using a Mac, they'll be displayed at the top of your screen.
If you have enabled full screen for the Moneydance program, you'll need to hover your cursor at the top of your screen to reveal the menus.

The File Menu

• New
  Create a blank data file.

• New Transaction
  Allows you to enter a new transaction into your register.
  This is only available when an account register is open.

• Open
  Lists all data files you've previously accessed. Select the file name to open a different data file.
  Selecting "Open Other" allows you to navigate to a specific Moneydance file not already listed.

• Open New Window
  Opens a new Moneydance window displaying the Summary page.

• Import
  Import QFX, OFX, OFC, QFC, QIF, or CSV files.

• Export
  Export data in a specified format - QIF, Tab Delimited or Raw JSON.

• Export Backup
  Create a manual backup of your file to a specified location, saved as a '.moneydancearchive' file.

• Restore from Backup
  Open a '.moneydancearchive' backup file to restore your data.

• Passwords
  You can enable a Master password that you're prompted for when you open your data file.
  And enable Moneydance to store your online banking passwords for auto downloads.

• Syncing
  Here you can enable syncing to share your data file with mobile devices, or multiple computers.

• Print Checks
  Print checks from the account you're currently viewing (from within individual accounts only).

• Print Transactions
  Print transactions from the current account as they are shown in the register (from within individual accounts only)

• Page Setup
  Amend the page setup used when printing. Select which printer you are formatting, the paper size, orientation and scaling.

• Preferences
  For all options available here, you should refer to this section of the knowledge base.
  On a Mac this item is located under the Moneydance menu.
   

The Edit Menu

• In this menu you can Undo, Redo, Cut, Copy, Paste, and Select All.

• Find
  This sends the cursor to the Search box.

• Advanced Search
  Brings up a new window with advanced search options.
   

The View Menu

• Show Budget Status
  Displays the Budget Status graph in the status bar.

• Show Net Worth Graph
  Displays the Net Worth graph in the status bar.

• Hide Status Graph
  Displays no graph in the status bar.

The above options are all detailed further in this article.

• Hide/Show Side Bar
  Hides or Shows the Side Bar.

• Summary Page
  Shortcut to the Summary page.
   

The Account Menu

Items in this menu operate on the account that is currently open in the main window.

• New Account
  Create a new Account.

• Edit Account
  Edit the settings for the currently displayed account.

• Delete Account
  Delete the account and all transactions it contains.

• Reconcile
  Opens the reconcile interface.

• Adjust Account Balance
  Use this feature to change the balance of your account.
   

The Online Menu

Items in this menu operate on the account that is currently open in the main window.

• Download all Accounts
  Downloads transactions for all accounts that have automatic downloads enabled with either Direct Connect or Moneydance+.

• Open Account Website
  Automatically opens your browser to a page you've pre-set.

• Set up Online Banking
  Set up online banking for the account you're currently viewing.

• Set up Online Bill Pay
  Set up online bill payment services for the account you're currently viewing.

• Set Up Moneydance+
  Subscribe to Moneydance+ and connect your accounts.
  Once connected, use this menu option to view your Moneydance+ bank connections.

• Online Bill Payment
  Open the online bill payment window.

• Send Online Payment
  Send online payment.

• Download Account Name Transactions
  Downloads transactions from only the account you're currently viewing.

• Match Online Accounts
  This opens a window displaying accounts you have downloaded on the left, and the Moneydance account they are associated with on the right. Associated accounts can be removed or changed in this window.

• Confirm Selected New Transactions
  This confirms the selected transaction(s) for the current account.

• Forget Online Passwords
  Make Moneydance forget passwords (in encrypted data files) for accounts with automatic downloads.
   

The Tools Menu

• Accounts
  Opens the accounts window where you can add, edit, or delete accounts.
  Or print a chart of accounts in your data file.

• Categories
  Opens the category window where you can add, edit, or delete categories.
  Or print a list of all categories in your data file.

• Currencies
  Opens a window displaying all currencies associated with the current file.
  You can add, modify, or delete currencies; set the currency rate, or amend the base currency.

• Securities
  Add, edit, or delete securities.

• Reminders
  Displays a list of all reminders and the reminder calendar.

• Budget Manager
  Displays the budget management tool where you can create or delete budgets.

• Address Book
  Add, edit, and delete address book entries.

• Graphs and Reports
  Displays the graphs and reports window where you can generate graphs/reports.

• Translate Currencies
  Displays the currency converter tool.

• Calculator
  Displays a simple calculator.

• Loan Calculator
  Brings up the loan/mortgage calculator.

• VAT/GST Settings
  Specify which categories are to be used with VAT/GST, the rate for each category, and to which expense category you'd like the VAT/GST assigned.

• VAT/GST Transactions
  Displays a list of all the transactions for a specified account that have VAT/GST applied to them.

• Forefight Forecast
  This opens the Foresight window. This feature uses your reminders to determine your spending and balances in the future.

• Foresight Review
  Use Foresight Review to check if you are overspending by comparing your actual spending over a given period in the past against your transaction reminders for that period.

Extensions Menu

• Manage Extensions
  Displays the extensions available for download, with a brief description of each.
  Extensions can be installed, removed and updated from this window.

Once an extension is installed, it will become available within the Extensions menu, underneath the "Manage Extensions" option.
 

The Window Menu

Displays a list of any currently open windows at the bottom of the menu_

• Minimize
  Minimize the current window.

• Welcome to Moneydance
  Displays the Welcome to Moneydance window.

• Show Moneybot Console
  Allows you to access the Python script editor.
  In Moneydance 2017 and older versions, this option is named "Python Scripting".
   

The Help Menu

• Online Support
  Opens a web browser window displaying our online support forum and knowledge base. Check out our documentation, be part of our community, or ask our friendly support agents a private question.

• Register Moneydance
  If visible, the version of Moneydance you're running is not registered.
  You can enter the license key here to register the software.
  This is not visible if purchased from the Mac App Store or the Microsoft Store.

• Check for Updates
  Check if you're using the latest version of Moneydance, or if a newer version is available.

• Console Window
  Displays detailed error and debugging information.

• About Moneydance
  Provides information about what version of Moneydance you're using and your license key.
  On a Mac this item is located under the Moneydance menu.

• Show Backup Folder
  Opens the folder where Moneydance stores automatic backup files.

• Show Documents Folder
  Opens the folder where Moneydance stores data files by default.