- #Moneydance change account type for free
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- #Moneydance change account type download
Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
#Moneydance change account type download
Moneydance can automatically download transactions and send payments online from hundreds of financial institutions.
#Moneydance change account type how to
It learns how to categorize and clean up downloaded transactions. Send online payments, for banks that support them, directly from scheduled transaction notifications.
#Moneydance change account type full
View the full list of supported direct-download banks at Please note that some banks charge a monthly fee for download and bill payment services. The account register is used to enter, edit, and delete transactions in an account. It is visually similar to a paper checkbook register, but the calculation of balances and sorting of transactions is all done automatically. The payee auto-complete feature makes it easier to enter and categorize your transactions.įollow your investments and bring your portfolio into focus with support for stocks, bonds, CDs, mutual funds, and more. View the total value of your investment accounts or the performance of individual stocks and mutual funds over time. Stock splits and cost basis computations are a snap, and current prices can be downloaded automatically. You can set up a payment schedule for single or recurring transactions so you'll never miss a payment. Use the graphing tool to generate visual reports of your income and expenses. Set the graph type, the date range, and any specific settings for the type of graph you desire. Pop-up balloons display more information about the data being graphed as you move the mouse pointer over different regions of the screen. Graphs can also be printed or saved to PNG image files. Set spending targets for categories per month, week or any other interval. View your up-to-the-minute budget status right in the toolbar, on the home page or in detailed graphs and reports. Use the highly acclaimed "envelope method" to specify expenses for each period and your to-the-minute status is shown with over-budget items highlighted. Moneydance will help you set a target and stick to it!Įnable file syncing to share or collaborate on a data file across multiple computers. Whether sharing with your partner or accountant, syncing your data will provide secure efficient access to your accounts from any computer. Start typing a transaction description into the search field and Moneydance will intelligently fill in the details based on natural language date parsing and your history. For example, typing "1.23 sta" will display a transaction entry panel with the name Starbucks, category "Coffee", today’s date under the last account to have a transaction for Starbucks. The description, category and account are filled in based on your history.Īttach images, PDFs, and other such files to transactions by dragging the file into the register. Clicking an attachment thumbnail will open it in an appropriate application. When you're on the go, you can use the Moneydance mobile app to enter or edit transactions and view balances.
#Moneydance change account type for free
#Moneydance software price for free#Īvailable for free in the iOS and Google Play stores for your iPhone, iPad, iPod touch, and Android devices.Ĭhanges are synced instantly and securely with your desktop. * Added detailed check number popup settings, accessible by selecting Edit List from the popup list.
* When importing QIF files from the file chooser, double-clicking a file, or using drag-and-drop, use the currently selected account as the default import destination if the account type is even remotely compatible with the file * Performance improvements of long imports * Added progress indicators and status descriptions to all non-instantaneous import processes, and made long-running imports cancelable This includes a per-account editable list of entries as well as the option to include recent entries from either the same account or all accounts.
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