Knowledge Base / Frequently Asked Questions

47 articles in the Frequently Asked Questions section in our Knowledge Base.

• Can I set a Starting Balance for my checking/savings/etc. Account?

  First published May 02, 2009. Updated: May 02, 2009

• Can you change the word "Check" to "Cheque" anywhere in the programme?

  First published May 02, 2009. Updated: May 02, 2009

• Does Moneydance allow for assigning 'classes' to transactions?

  First published May 02, 2009. Updated: May 02, 2009

• How can I add extra principal payments to a Mortgage?

  First published May 02, 2009. Updated: May 02, 2009

• How can I edit the items that show up in the "Check#" list (i.e., , Dep, Trn, etc.) ?

  First published May 02, 2009. Updated: May 02, 2009

• How do I get the Register to auto fill todays date instead of the last entered date?

  First published May 02, 2009. Updated: May 02, 2009

• How do I move a transaction to a different account?

  First published September 17, 2009. Updated: September 17, 2009

• How do I restore from a backup in Moneydance 2011 and earlier?

  First published July 13, 2009. Updated: January 24, 2013

• How Many License Keys do I Need?

  First published April 06, 2009. Updated: January 19, 2012

• I get the initial startup page every time I start Moneydance on my mac

  First published July 20, 2009. Updated: July 20, 2009

• Applying specific Java settings / Making Moneydance portable (USB)

  First published June 18, 2009. Updated: June 18, 2009

• Moneydance doesn't remember my preferences or license key between restarts

  First published July 13, 2009. Updated: March 12, 2012

• My bank does not appear in the list of financial institutions in the "Setup Online Banking" window. How can I connect to them?

  First published September 21, 2009. Updated: June 12, 2011

• Python script to import security price history from a csv file

  First published September 11, 2009. Updated: September 11, 2009

• Recover Lost License Key

  First published April 06, 2009. Updated: February 11, 2012

• What is the deal with setting up a new PIN?

  First published July 13, 2009. Updated: July 13, 2009

• What is the difference between the Trial version and the Licensed version of Moneydance?

  First published April 06, 2009. Updated: April 06, 2009

• Keyboard Shortcuts in Moneydance

  First published February 02, 2010. Updated: March 22, 2013

• How do I print checks in Moneydance?

  First published March 05, 2010. Updated: August 06, 2012

• How should I handle update errors (Moneydance on Windows)?

  First published April 18, 2010. Updated: March 15, 2011

• Firewall Notice: Accept incoming Network Connections

  First published April 26, 2010. Updated: May 26, 2010

• How can I enter the exact amounts on both sides of a foreign currency transfer?

  First published June 09, 2010. Updated: January 09, 2013

• Closing Accounts

  First published August 09, 2010. Updated: January 06, 2013

• Setting up Direct Connections with Bank of America

  First published August 22, 2010. Updated: November 30, 2011

• How to represent a house as an investment

  First published August 21, 2010. Updated: August 21, 2010

• Does archiving work for investment accounts?

  First published November 24, 2010. Updated: November 24, 2010

• How do I get Started?

  First published January 20, 2012. Updated: February 06, 2013

• How do I import a CSV file

  First published March 26, 2011. Updated: March 26, 2011

• Moneydance 2012 license keys and Upgrade Policy

  First published May 09, 2011. Updated: January 06, 2013

• Is Moneydance compatible with Mac OS X Mountain Lion?

  First published July 06, 2011. Updated: January 06, 2013