Entering Transactions

Enter Transactions -

To create a new transaction, select "New Transaction" at the top right of the account register.

In the screenshot below, the button is highlighted on the far right.
 

New_Transaction_'23.png
 

You can also create a new transaction by typing N (on a Mac).
Windows and Linux users can type Ctrl and N
 

After selecting "New Transaction", you'll see the new transaction dialog box in the account register
(usually located at the very bottom of your screen).
You can input the new transaction details here.

This article includes a summary of the different transaction fields.
 

Once you've input the transaction details, press the "Enter" key.

Then you'll hear the cash register sound to confirm the transaction has been entered into the register (provided this is enabled in General Preferences).
 


If you're using an older version of Moneydance, the screenshot below displays the "New Transaction" button on the right.

filter.png
 

Editing Transactions -

Simply double-click on an existing transaction to edit it.
The transaction fields will then become editable.
Make the necessary amendments, then press the "Enter" key to apply the changes.
 

Split Transactions (multiple categories) -

Sometimes you may want to create a transaction containing more than one category.

For example, you make a purchase at a grocery store which 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.
(as shown in the screenshot below)
Then select the “Split” button at the very top of the menu.
 


 

This will open a new window (shown below) where you can enter the split details.

To record a split, click the "New Split" button.

You should create a new split line for each different category you want to use in the transaction.
In each line, choose a category and specify the amount.
You can also enter a memo but this is optional.

When you're finished adding the splits, click the 'Done' button.


 

You can enter the full amount of the transaction into the Payment or Deposit field before opening the split window. By doing this, each split you enter will automatically calculate the remaining amount.

For example - Enter £100 into the transaction Payment field first.
Then select the "Split" button to open the Split window.
You can amend the first split to £40, and select "New Split".
This will create the next split with the remaining amount, £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 the quick entry interface (shown below).
Moneydance will suggest a suitable account and category for the transaction, based on how you’ve categorized similar transactions in the past.
 

quick_entry_search_2017.png

Select “Edit” to amend the transaction details.
Or select “Record” to enter the transaction into the specified account.

The Quick Entry interface is not available when you're viewing Reminders, Loan account registers, the Budget screen, or any 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 Moneydance finds a matching transaction, the remainder of the payee field is completed with the matched payee details.

At this point, you can either continue to type or use the TAB key to continue to the next field.

While auto-completion is active you can select the arrows on the right of the field.
This will display all address book entries and recent payees that begin with the letters that you have already entered, and allow you to select one of them.

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

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