Account Register and 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
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, 30 Aug, 2021 at 2:09 PM
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...
Mon, 21 Mar, 2022 at 10:36 AM
You may need to transfer funds between your accounts. For example, a transfer from a checking account to a savings account. Or payment to a credit card ...
Mon, 21 Mar, 2022 at 10:37 AM
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 ...
Mon, 21 Mar, 2022 at 10:38 AM
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
When you right-click (Ctrl+click) a transaction, you'll see the following menu - Add Attachment - Attach image files to a transaction. This is d...
Mon, 30 Aug, 2021 at 2:13 PM
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
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
Moneydance's address book allows you to include information such as street addresses, phone numbers and email contacts for people and businesses. To ad...
Mon, 21 Mar, 2022 at 10:50 AM