Keyboard Shortcuts in Moneydance 2010
Moneydance contains a number of time-saving features designed to
make entering information (especially transactions) as quick and
efficient as possible. Listed below are the most important
shortcuts and the context in which they apply.
Date Fields
+ or = Advance or "spin" the date forward - or _ "spin" the date
backward t (lower case) Go to the current date
m (lower case) Go to the first day in the month
h (lower case) Go to the last day in the month
y (lower case) Go to the first day in the year
r (lower case) Go to the last day in the year
Amount and Rate Fields
You can enter complex math expressions in any amount or rate field
and they will be automatically evaluated when you move to the next
field. For example, if you enter the following: 100 X (12 + 4),
this will be evaluated as 1600.
In addition, entering a value followed by a currency ID will
automatically convert the entered amount from the given currency to
the currency of the entry field. For example, if you are entering
transactions in your US Bank Account and you want to enter a
purchase that you made in Scotland for 200 British Pounds, just
enter 200 GBP which will be converted to the equivalent amount of
US Dollars, according to the exchange rate in your currency
list.
Check Number Fields
+ or = "spin" the Check Number up - or _ "spin" the Check Number
down In addition, pressing the plus key in an empty check number
field automatically calculates the next check number based on past
transactions in that account.
Transaction Register
Control-N (Command-N on a Mac) while in a transaction register will
begin entry of a new transaction.
Control-Backspace (Command-Delete on a Mac) will delete the
currently selected transaction, and pressing the enter key while
editing a transaction will record the current edits.
Control-L (Command-L on a Mac) while editing a transaction will
bring up the split editor.
Control-A (Command-B on a Mac) will select all the transactions in
the register.
Right-clicking (or control-clicking on a Mac) the transaction
register will display a pop-up menu with available actions
including the shortcut keys that invoke those actions.
Moneydance has an auto completion feature for transactions.
Transactions can be auto completed simply by typing in the payee
field. With each keystroke, past transactions are searched for
payees with names that begin with the text already entered. If a
matching transaction is found, the rest of the current payee field
is filled in with the matched payee value. At this point you can
either continue to type, or use the TAB key to continue to the next
field. Using the TAB key in the payee field after successful
auto-completion on a new transaction the down arrow while
auto-completion is active will display all address book entries and
recent payees that begin with the letters that have already been
entered and allow you to select one of them.
Reconciling- Ctrl-B opens the reconcile window when you are in
the register of an account. This is true for all account type other
than loans which we don't current offer the ability to
reconcile.
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Frequently Asked Questions
- Can I set a Starting Balance for my checking/savings/etc. Account?
- Can you change the word "Check" to "Cheque" anywhere in the programme?
- Does Moneydance allow for assigning 'classes' to transactions?
- How can I add extra principal payments to a Mortgage?
- How can I change an account's type after it's been created?
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iPhone app
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Importing from Quicken, MS Money and other programs
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Investments
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Linux