Moneydance 2017 - Register and Transaction basics
If you're using Moneydance for the first time, you may wish to refer to the following article -
You can find more information about Moneydance 2017 register and transaction features below -
When in the account register, your balance is listed in the lower right hand corner. Clicking on this box will allow you to see the various balance calculations. Some values are available only for account(s) which download information and transactions directly from your bank.
Balance - The total of all your transactions in an account register, regardless of date or cleared/uncleared status.
Current Balance - The total of all your transactions up to and including today's date.
Cleared Balance - The total of all transactions you have marked "cleared.”
Confirmed Balance - The total of all transactions you have confirmed.
Unconfirmed Total - The total of all transaction that are marked as unconfirmed.
Ledger Balance - The balance provided by the bank. This includes all “outstanding” transactions such as deposits that are still pending clearance.
Available Balance - The current available balance provided by the bank when you last imported/download transactions.
Moneydance's address book allows you to include information such as street addresses, phone numbers and email contacts for people and businesses. To add, delete, or edit addresses go to the Tools → Address Book.
You can select any entry from your Address Book from the Description drop-down menu in an account register. Description choices which point to address book information are marked with @ symbols. Address book entries must be used to print addresses on checks.
The quick transaction entry interface is an easy way to enter transactions from within the search box. Typing within the search box will bring up a quick entry interface. Moneydance will “guess” the account and category of the transaction based on how you’ve categorized similar transactions in the past.
Click the “Edit” button to change the transaction and the “Record” button to enter it into the register. The Quick Entry interface is not available though the Reminders view, Loan registers, the Budget Manager, and graphs or reports.
You can find a full list of the keyboard short cuts available in Moneydance 2017 here.
Right-clicking a transaction brings up the Transaction Editing Menu. (If you are using a single-button mouse, holding Control while clicking will also bring up this menu.)
From the right-click menu you can:
Add Attachment To attach image files to a transaction
Create Reminder from Transaction Creates a transaction reminder.
Duplicate Transaction Opens the New Transaction dialog box and fills in the current information which can be edited.
Show Other Side Opens the register of the other account/category involved in this transaction.
Mark as Uncleared Removes green check mark.
Mark as Reconciling Inserts diamond mark.
Mark as Cleared Inserts green check mark.
Batch Change Allows you to make changes either to a single transaction, or to multiple selected transactions at one time. (See below for more details)
Delete Deletes transaction.
Single Line Mode Sets the register to display only the Description line entries.
Two Line Mode Sets the register to display both Description and Memo line entries.
Sort by Sorts the register by a specified set of variables. (See below for more details.)
Ascending Sorts the register from earliest to most recent date.
Show Transaction Details Displays all information associated with the transaction in the format it will be saved to the data file. Generally only used for technical support issues.
Right-clicking (CTRL-clicking for Macs) one or more selected
transactions will bring up a context menu providing functions that
can be applied to the selected transaction(s).
One of these functions is Batch Change, which makes changes to the currently selected transaction(s).
Batch Change allows you to make changes to the Description, Check#,Memo, Tags, Category, and Account fields in the register.
Changing the Category of a transaction changes the information which is currently in the Category field of the transaction. Changing the Account of the transactions will move them out of the current account (or category) register into a different account (or category) register withour creating a transfer transaction between the accounts.
Date Chronological by Date column.
Date Entered When you entered the transaction into the register.
Description Alphabetical by description field.
Amount Sorts by Payment and Deposits fields.
Cleared Status Sorts transactions by status under the “C” field.
Account Sorts transactions by account/category under the Category field.
Date/Status Sorts transactions by date, then by status within each day.
Date/Amount Sorts transactions by date, then by amount within each day.
Date/Check# Sorts transactions by date, then by check # within each day.
Check# Sorts transactions by check number.
Status/Check# Sorts transactions by status and check number.
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