Account Register and Transactions

Transactions
A transaction is any change in the balance of your accounts. It includes all the information about how much was spent or received, and where the money went ...
Mon, 17 May, 2021 at 11:24 AM
Transaction Fields
You can create a transaction in any register except in a Loan Account. Investment Accounts have a slightly different set of fields, which are explained ...
Mon, 17 May, 2021 at 11:50 AM
Entering Transactions
To create a new transaction click the New Transaction button at the top right of the account register screen. You can also create a new transaction...
Thu, 10 Jun, 2021 at 11:57 AM
Transfers Between Accounts
You may need to transfer funds between your accounts.   For example, a transfer from a checking account to a savings account. Or a payment to a credit card...
Thu, 10 Jun, 2021 at 12:40 PM
Sort and Filter the Register
Transaction Filters - To open an account register click on the account name in the Side Bar or Summary, or select the account name from the drop-down box ...
Thu, 10 Jun, 2021 at 1:32 PM
Adding Attachments
To more easily track and reference receipts, you can attach image files to transactions. You can attach PDF, JPG, and other image files.   Multiple image ...
Thu, 10 Jun, 2021 at 1:38 PM
Context Menu (right click)
When you right click (Ctrl+click) a transaction, you'll see following menu - Add Attachment - Attach image files to a transaction. This is deta...
Tue, 15 Jun, 2021 at 10:59 AM
Batch Change
When you right-click (Ctrl+click), this will bring up the context menu providing functions that can be applied to the selected transactions. One of thes...
Tue, 15 Jun, 2021 at 11:06 AM
Tags
Transaction tags provide another level of income or expense tracking. While you may track your vacation in several categories, such as Lodging, Food, Gas, ...
Tue, 15 Jun, 2021 at 11:27 AM
Address Book
Moneydance's address book allows you to include information such as street addresses, phone numbers and email contacts for people and businesses. To a...
Tue, 15 Jun, 2021 at 11:46 AM