You can choose 'All Available' to download all available history. Then choose Online > Download AccountName Transactions.Īs this is the first download, you'll be asked how much transaction history you would like to download. To begin downloading, select your Moneydance account. This removes the account you've assigned. Once an account has been selected, you can click again to choose 'Don't download'. If you see 'None', click on this, and you can specify which account in your data file you'd like to use. On the right you should see which account the transactions will download into. The name of the financial institution will be displayed, and on the right you'll see 'connected'.īelow this you'll see your account information and the currency your account uses. You'll see a list of any accounts you've connected with. Once completed, you can navigate back to Moneydance.Ĭhoose Online > Set Up Moneydance+ and select the 'Accounts' tab. You should grant third party access for each account type individually. ![]() You should follow the prompts to login (using your regular online banking credentials) and allow access to your accounts. Select your bank or credit card company, and you'll be directed to their website. You'll then be directed to the Plaid Link interface, where you can search for the financial institution you want to connect with. Select `Online > Set Up Moneydance+>Accounts>Connect Accounts' ![]() Select the "Disable" button to remove the OFX connection - restart Moneydance!) To achieve this: launch Moneydance, select the relevant account from the left side bar and choose Online > Set Up Online Banking. (If you you were using the OFX service method before subscribing to Moneydance +, you should remove the OFX connection prior to connecting your accounts with Moneydance +. Some commonly used extensions are the Quotes and Exchange Rates extension which downloads stock prices and currency exchange rates and the Moneydance Updater extension which notifies you when a newer version of Moneydance is available.After subscribing to Moneydance+ you'll need to connect your accounts. You can track your budget performance in a number of ways- through the Budget Bars on the Moneydance home page, through the Budget sidebar report, through reports, or using the Budget Status graph visible at the top of the of your Moneydance window. Use the categories you created in step 3 to set your income and expense items. If your bank is not currently supported, contact us to see if we can begin doing so.īuild a budget. You may need to Enable Direct Connections with your bank before you can connect with your bank through Moneydance. It's important not to delete categories which have transactions associated with them, as this will delete those transactions. You can always add categories at a later point. It's generally easier to delete categories you won't be using. To create, edit, or delete accounts go to the Tools->Categories menu. This value cannot be changed once you've entered a transaction in the account. It's also VERY important to choose the currency associated with each account (if different from the currency of your data file). This number should be the balance of each account immediately before the date you chose in step 1. When you create your accounts you should enter the Initial Balance (or Debt) for each account. ![]() To create, edit, or delete accounts, go to the Tools->Accounts menu. If you're importing data from another personal finance program, check out the Importing Data from other programs section of our knowledge base. If you're starting from scratch you'll need to decide when to start Some people will choose the date they begin using Moneydance, some people will choose the first date of that month, some may choose the first day of the year, some will import data from another program. You can find the full Moneydance user guide here.ĭecide whether to start from scratch or import data from another program. It's not necessary to do these steps in order, or even to do them all, but they're a good starting point. While everyone manages their finances differently, there are some steps which are fairly universal. Getting started with Moneydance can be easy.
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