![]() ![]() Once the file has been opened, Moneydance will remember the new location of your file and open it automatically next time you launch the program. Manage your money, accounts, budget, investments. Open Moneydance and in the "Welcome to Moneydance" window, click the 'Open Other' option.Ī file browser will open, allowing you to navigate to your file at the new location. Manage your finances with Moneydance - powerful budgeting software for Mac, Windows, Linux and mobile. ARCHIVE - Moneydance 2017 Last Updated: 28 Nov, 2019 10:22 AM. Pros: The interface is very intuitive and well. Quicken is a duel between two personal financial software programs that are remarkably similar. Overall: Moneydance makes keeping track of my accounts and expenses easy and I can see where I stand at a glance. If you copy the file, you'll have two seperate copies of your data set. By Matt Castillo Bennet NovemMoneydance vs. You only want one copy of this folder on your system, so it is important to move the file to the new location. Move this file/folder to its new location. On a Windows system, the file will appear as a regular 'folder' so you won't see the Moneydance icon. On a Mac system, the file will appear with the Moneydance icon displayed. When enabled Moneydance will automatically split any transactions that have associated. When enabled, the register will scroll to new transactions as they are entered. ![]() If unchecked the account path Bills: Electricity will appear as 'Electricity'. You will see a file/folder in your file browser named yourfilename.moneydance In this window, you can customize the general settings that relate to your file and accounts. Once you've located the file, it's important that you close Moneydance - but keep the file browsing window open. This will open a new file browsing window displaying the default location of your files. The file should remain on your local system if your data is being synced or shared.įrom Moneydance, navigate to Help → Show Documents Folder. If a category was highlighted when you selected 'New', this category will be assigned. My biggest disappointment with Moneydance is its. In the next window, you can input the category details including name, currency and the parent category. I bought it as a replacement for Quicken, which has gone to the yearly subscription format, which I abhor. With online banking, online bill payment, investment management and budgeting, Moneydance provides all the features of Quicken plus benefits such as ease of use and no sunsetting of features. You can then choose the category type, either Income or Expense. Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. If you are syncing your data with a mobile device, or another system - you should NOT move your data file to a shared folder location, like Dropbox. From the Categories window, to create a new category click New. If you obtained Moneydance from the Mac Apple Store, unfortunately you cannot move your data file due to limitations imposed by Apple regarding the 'sandboxing' of Apps. If you have created a data file in Moneydance but would like to store your data outside the Moneydance library, you can follow the steps below. ![]()
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