Entering Transactions

Enter Transactions -

To create a new transaction click the New Transaction button at the top right of the account register screen.


You can also create a new transaction by typing ⌘N.

The New Transaction dialog box is located at the very bottom of your screen, where you can input the transaction details.
Press the 'Enter' key when you're done. If enabled, you'll hear the cash register sound to confirm the transaction has been entered into the register.

Double-click on an existing transaction to edit it.

Sometimes you may want to create a transaction containing more than one category.
For example, you may make a purchase at a grocery store with is partially groceries and partially a reimbursable business expense.

To split a transaction into several categories, create a new transaction or double click a transaction to edit it, then select the Category field to open the Category drop-down menu and click the “Split” button at the top (or press ⌘-L or Ctrl + L on your keyboard).


To record a split, click the New Split button (or use the keyboard shortcut ⌘-N or Ctrl + N) for each split transaction you want to enter, then specify the amount, category, and description/memo for the split. Click the Done button when finished (⌘-W or Ctrl + W).


When entering a transaction, if you enter the full amount into the payment field, before opening the split window -
each split entered will calculate the remaining amount. For example - If you enter £100 into the transaction payment field, then select the "Split" button. You can amend the first split to £40, and select 'New Split'. This will create the next split with the reminder, £60.

Quick Entry -

The quick transaction entry interface is an easy way to enter transactions from within the search box.
Typing within the search box will bring up a quick entry interface. Moneydance will “guess” the account and category of the transaction based on how you’ve categorized similar transactions in the past.


Click the “Edit” button to change the transaction and the “Record” button to enter it into the register.

The Quick Entry interface is not available though the Reminders view, Loan registers, the Budget screen, or graphs and reports.

Auto Complete -

Moneydance has an auto completion feature for transactions. Transactions can be auto completed by typing into the payee (description) field.
With each keystroke, past transactions are searched for payees with names that begin with the text already entered.

If a matching transaction is found, the rest of the current payee field is filled in with the matched payee value.
At this point you can either continue to type, or use the TAB key to continue to the next field.

Using the down arrow while auto-completion is active will display all address book entries and recent payees that begin with the letters that have already been entered and allow you to select one of them.

You can opt to have auto-complete be case sensitive or non-case sensitive. You can edit this option within your Preferences.

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