To access your Moneydance preferences, choose File > Preferences.
On a Mac, choose Moneydance > Preferences.
This article details the options available within the "General" tab.
|Show Full Account Paths||If unchecked the account path “Bills: Electricity” will|
appear as "Electricity".
|Register Follows Recorded Transactions||When enabled, the register will scroll to new transactions as they are entered.|
|Use VAT/GST||When enabled Moneydance will automatically split any transactions that have associated VAT/GST rates into two categories, one to reflect the purchase cost and one for the VAT/GST. This is detailed in this article. |
|Case Sensitive Auto-Completion||Only match previous transactions that begin with the exact text that has been typed in the Description field.|
|Auto-Insert Decimal Points||When enabled, values such as '1234' will be interpreted as '12.34', always putting two digits after the decimal point.|
|Auto-create New Transactions||After entering a transaction a new transaction entry window will automatically open.|
|Separate Tax Dates for Transactions||Allows two dates to be entered for each transaction, one for your records and one that can be used for taxes.|
|Show All Accounts in Popup||If left unchecked, income/expense categories and accounts with the “Hide on Summary Page” option checked will not be in the pop-up list available at the top left of the Moneydance window (Inactive accounts are never visible in this pop-up).|
|Beep when Transactions Change||When enabled, Moneydance makes a cash-register sound when a transaction is entered.|
|Show Selection Details||This will amend the 'online' and 'attachment' panels (seen on the right of your account register when selecting unconfirmed transactions, or a transaction that includes an attachment).|
By default, this is set as 'In Main Window'.
It can be changed to 'In separate popup'
|Side Bar Balance Type||Choose between Current Balance, Balance, and Cleared Balance.|
|Date Format||Choose between several date formats.|
|Decimal Character||Choose between a decimal point or a decimal comma.|
|Locale||Select your locale to alter language and spelling (some locales will also amend the week start day).|
|Fiscal Year Start||Set a fiscal year with a start other than January 1st.|