Renaming a File

mmfelton's Avatar


04 May, 2018 03:39 PM

I have a lot of data in my Money Dance file. I have archived the file. I would like to start fresh with the same file, but no transactions and a different name, 2018. I tried renaming the archive file, but it opens with the old name. I then thought about just starting over, but I have a ton of information in my address book.

Is it possible to save the file as a different name, or rename an existing file?
Is it possible to export the Address Book and then import it into a different file?

Do you have any other suggestions on starting with existing accounts and no transactions? Currently the file name is 2017.

This discussion was closed! See this FAQ for more information:

  1. Renaming Files

    From Moneydance, navigate to Help → Show Documents Folder. This will open a new file browsing window displaying the default location of your files.

    If your files are stored outside the Moneydance library, navigate to the file location on your system.

    • Once you've located the file, it's important that you close Moneydance - but keep the file browsing window open.

    • You will see a file/folder in yo...

    See more..
  1. mmfelton closed this discussion on 04 May, 2018 03:42 PM.

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