Moneydance 2015 User Guide

The Moneydance 2015 User Guide is available here:
Moneydance_2015_User_Guide_v1.0.pdf

Note that the most up to date information for recent releases can be found online on our general Knowledge Base pages.

Purchasing and Upgrading
- Trial Version
- Licensing Policy
- License Key Recovery
- Registering
- Purchase Options
- View all (3 more)
Getting Started
- Opening Moneydance
- First Steps with Moneydance
- View all
Accounts and Categories
- Types of Accounts
- Create, edit or delete Accounts
- Create, edit or delete Categories
- Parent and Child
- Credit Card Accounts
- View all (3 more)
Register and Transactions
- Transactions
- Transaction Fields
- Entering Transactions
- Transfers between Accounts
- Sort and Filter the Register
- View all (9 more)
Online Banking and Bill Pay
- Downloads Methods
- Direct Connect
- Manual Downloads
- Importing CSV Files
- Recognise Downloaded Data
- View all (4 more)
Moneydance+
- Moneydance+ Overview
- Subscribing to Moneydance+
- Connect Accounts with Moneydance+
- View all
Popular Banks
- Connecting to Wells Fargo
- Connecting to USAA
- Connecting to Chase
- Connecting to BBVA
- Connecting to TD Bank
- View all
Navigating Moneydance
- Overview
- Summary Page
- Menus
- Keyboard Shortcuts in Moneydance
- View all
Budgeting
- Create a Budget
- "Newer" Budget Format
- "Mixed Interval" Budget Format
- Budget Bars
- Budget Status Graph
- View all
Reminders
- Types of Reminders
- General Reminders
- Transaction Reminders
- Reminder Frequency
- Applying Reminders
- View all
Graphs and Reports
- Create a Graph or Report
- Export a Graph or Report
- Memorized Graphs and Reports
- Graph Types and Uses
- Report Types and Uses
- View all (2 more)
Syncing and Sharing Data
- Syncing with Other Computers
- Syncing with Mobile App
- Using the Mobile App
- View all
Backups and Exporting
- Exporting Data
- Creating Manual Backups
- Enabling Automatic Backups
- Restoring from a Backup
- View all
Investment Accounts
- Create an Investment Account
- Investment Account Registers
- Adding Securities
- Security Prices
- Entering Holdings
- View all (7 more)
Loan Accounts
- Create a Loan Account
- Schedule Loan Payment Reminder
- Enter an Existing Loan
- Loan Calculator
- View all
Currency and VAT/GST
- Create, Edit or Delete Currencies
- Cross-Currency Transactions
- Currency Calculator
- VAT/GST
- Bitcoin and other cryptocurrencies
- View all
Importing Data from Other Programs
- Importing Data in QIF format
- Possible Problems After QIF Import
- Importing From Microsoft Money
- Importing From Quicken 15/16 For Mac
- Importing From Quicken Essentials
- View all (2 more)
Customizing and Preferences
- Preferences Overview
- General
- Appearance
- Network
- Check Printing
- View all (5 more)
File Locations and Changes
- Default File Location
- Moving Files
- Renaming Files
- Deleting Files
- Moving to a new computer
- View all
Foresight
- Getting Started with Foresight
- Reminder Review
- Foresight Budgeting
- View all
Extensions
- Extensions Overview
- Installing Extensions
- Python Scripts
- Text File Importer Extension
- Find and Replace Extension
- View all (1 more)
Linux
- Installing Moneydance on ChromeOS
- Linux and HiDPI (High Resolution) Screens
- View all
Older Versions
- Moneydance 2015 User Guide
- Moneydance 2014 User Guide
- Moneydance 2012 User Guide
- Moneydance 2011 User Guide
- MD 2014 - Restoring Backup
- View all (3 more)
ARCHIVE - Getting Started
- Archive - Getting Started - First Steps with Moneydance
- Archive - Getting Started - Register and Transaction basics
- Archive - Getting Started - Account and Category basics
- Archive - Getting Started - Online Banking and Bill Pay
- Archive - Getting Started - Creating a budget
- View all (3 more)
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)
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)
ARCHIVE - Program Basics
- Archive - Where is my data stored?
- Archive - Can I automatically download transactions from my financial institution?
- Archive - Sharing data via two computers using Dropbox
- Archive - How to delete an unwanted data set
- Archive - How do I encrypt my data file and create a password?
- View all (10 more)
ARCHIVE - Account Basics
- Archive - Can I set a 'Starting Balance' for my account?
- Archive - How can I 'Close' an Account?
- Archive - What do the different types of balances mean?
- Archive - What types of accounts does Moneydance support?
- Archive - How do I create a new account?
- View all (3 more)
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)
ARCHIVE - Online Banking
- Archive - How can I setup Online Banking?
- Archive - How can I enable 'Direct Connect' access?
- Archive - How can I download data from my bank automatically?
- Archive - Why can I connect in Quicken but not in Moneydance?
- Archive - How can I 'Confirm' downloaded/imported transactions?
- View all (4 more)
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
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)
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
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)
ARCHIVE - Extensions
- Archive - MoneyPie Budgeting Extension Documentation
- Archive - Installing extensions
- Archive - Changing the "As Of" date in the Security Price Entry Extension
- View all
ARCHIVE - Everything Else
- Archive - How can I add extra principal payments to a Mortgage?
- Archive - How do I print checks in Moneydance?
- Archive - .moneydance preferences folder not created on OS X
- Archive - Encrypting your data file
- Archive - Restoring from a checkpoint file in Moneydance 2012 and 2014
- View all (2 more)

Recent Discussions

	22 Sep, 2023 04:03 AM	Transaction filter report filtering by tag issue
	22 Sep, 2023 01:09 AM	Registration of MD software on a second computer it soon reverts from full version to the trial versionware on a second computer it soon reverts from full version to the trial version
	21 Sep, 2023 08:19 PM	Inactive Account
	21 Sep, 2023 07:57 PM	Relink investment account for transaction importing
	21 Sep, 2023 07:27 PM	Problems getting USAA to download transactions

Recent Articles

	Create, Edit or Delete Currencies
	Fixing mismatched securities from downloads
	Track Precious Metals
	Entering Holdings
	Security Prices