![]() Some commonly used extensions are the Quotes and Exchange Rates extension which downloads stock prices and currency exchange rates and the Moneydance Updater extension which notifies you when a newer version of Moneydance is available. You can track your budget performance in a number of ways- through the Budget Bars on the Moneydance home page, through the Budget sidebar report, through reports, or using the Budget Status graph visible at the top of the of your Moneydance window. Use the categories you created in step 3 to set your income and expense items. If your bank is not currently supported, contact us to see if we can begin doing so.īuild a budget. You may need to Enable Direct Connections with your bank before you can connect with your bank through Moneydance. It's important not to delete categories which have transactions associated with them, as this will delete those transactions. You can always add categories at a later point. It's generally easier to delete categories you won't be using. To create, edit, or delete accounts go to the Tools->Categories menu. This value cannot be changed once you've entered a transaction in the account. It's also VERY important to choose the currency associated with each account (if different from the currency of your data file). This number should be the balance of each account immediately before the date you chose in step 1. When you create your accounts you should enter the Initial Balance (or Debt) for each account. To create, edit, or delete accounts, go to the Tools->Accounts menu. If you're importing data from another personal finance program, check out the Importing Data from other programs section of our knowledge base. ![]() If you're starting from scratch you'll need to decide when to start Some people will choose the date they begin using Moneydance, some people will choose the first date of that month, some may choose the first day of the year, some will import data from another program. You can choose 'All Available' to download all available history. ![]() As this is the first download, you'll be asked how much transaction history you would like to download. Then choose Online > Download AccountName Transactions. ![]() You can find the full Moneydance user guide here.ĭecide whether to start from scratch or import data from another program. To begin downloading, select your Moneydance account. It's not necessary to do these steps in order, or even to do them all, but they're a good starting point. While everyone manages their finances differently, there are some steps which are fairly universal. ![]() Getting started with Moneydance can be easy. ![]()
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