![]() ![]() To produce reports showing all your tax related items select the Only Tax Related filter in the Income and Expenses and Income and Expenses, Detailed reports. (Investment accounts cannot be the parent or child of another account.) You can mark categories as Tax Related. For example, the expense category Bills could be the parent of the expense categories Electricity, Internet, and Water. Accounts and categories can be the Parent of another account or category of the same time. To create, edit, or delete an account go to Tools Accounts to create, edit, or delete categories go to Tools Categories. For an in-depth description of account and category types go to Chapter 3. 4ĥ Account and Category Basics Moneydance offers 6 types of accounts: Bank, Credit Card, Investment, Loan, Liability, and Asset, as well as Income and Expense categories. 4- Main window- Displays Summary, account register, budget, graph, or report. 3- Search Box- Search for an item using words or numerical amounts, or use new Quick Entry to quickly add a transaction. Set type or hide Status Graph in the View menu. 2- Status Graph- Displays Budget Status or Net Worth Graphs. Click an item to view it, click the + Symbol at the bottom to add or remove items from the Sidebar. 3Ĥ Moneydance at a Glance Sidebar- Displays Accounts, Budgets, Graphs, and Reports. See Chapter 16 for details on importing data from other personal finance programs. You can also get in touch with our support team by clicking on Get Help with using Moneydance. If you re new to Moneydance- You can create a new empty account set, import data from a QIF file, or import data from Quicken Essentials. Select Convert Only to continue to store your data in it s current location, or Convert and Import to move your data into Moneydance s internal library. If you ve are using Moneydance 2011 or earlier- Click Import New Account Set to navigate to and convert your data file into the next Moneydance 2015 format. Please note, Moneydance 2015 data files use a new format and cannot be opened using earlier versions of Moneydance. Click to open, or click Open Other to navigate to your data file in a different location. 9 Graphs and Reports! The full Moneydance User Guide continues on p 11 2ģ Opening Moneydance 2015 for the first time If you ve used Moneydance 2012 or Your account set should be visible in the list on the right. 7 iphone, ipad, ipod Touch, and Android app!. If you don't have Java installed on your system you can download a copy for free from .1 Moneydance 2015 Simplified Money Management Quick Start Guide and User Guide Version 1.0 January 6, 2015Ģ Moneydance 2015 Quick Start Guide Opening Moneydance 2015 for the first time!. You can then run the "moneydance" script in the new directory to start Moneydance. In that directory, create a symbolic link from "jre" to the directory where Java is installed on your system (for example "cd moneydance ln -s /usr/java1.7 jre"). Installers for other Linux variants are here:Īfter the download is finished, untar the downloaded file (using the command "tar xzf moneydance_") which will create a directory named "moneydance". The installer normally places Moneydance in /opt/Moneydance but the GUI-based installers prompt for the location to install Moneydance. You can also drag Moneydance to your dock where it can be launched with a single-click.Īfter the download is finished, double-click to install Moneydance.Īfter the download is finished, double-click the moneydance_linux_x86.deb file to install. Next, drag Moneydance from your Downloads folder to your Applications folder and double-click it. (Note: Safari may do this for you automatically). OS X 10.11 (El Capitan), 10.10 (Yosemite), 10.9 (Mavericks), 10.8 (Mountain Lion) & 10.7 (Lion)įor Mac PPC or computers, please use Moneydance 2012 or earlierįor 32-bit Macs (ie not compatible with OS X Lion 10.7 or higher), please use Moneydance 2014 or earlierĪfter downloading, double-click the Moneydance.zip file. For the most recent version of Moneydance, please see the primary download page Below you can download an archive copy of Moneydance 2015.
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