[ Previous Section ]     [ Next Section ]

Navigating Moneydance

Now that you have created your data file, Moneydance, when opened, will automatically bring you to the main screen, called the Home Page.

From this page, clicking on an account will open the register for that account in the main window. An account can also be opened by selecting the desired account from the pop-up at the top of the window. Reminder notifications can be viewed by clicking on upcoming or overdue reminders.

Common features are always available on the toolbar. Clicking the house button on the toolbar will always bring you back to this home page.

Menu Items

- The File Menu

Clicking the File->New menu item will allow you to create additional data files. For example, you may want a data file for your business, and another for personal use.

If you choose to create additional data files, simply click on the File->Open menu item (after the files are created) and you can choose which file you will work from.

The File->Archive button will allow you to save older transactions to a separate file, with the option of purging old transactions from your current file.

Selecting the File->Preferences menu item gives you the ability to set the appearance and behavior of Moneydance to suit your personal needs. Click here for more information about the preferences section.


- The Account Menu

Items under the Account menu operate on the account that is currently open in the main window. It is possible to Edit, Delete, or create New accounts/categories using the items under this menu.


- The Tools Menu

The Tools menu is where most of the useful functions are located, including the Budget Tool, Exchange Rates, Calculators, etc. Click here for more information on items under the Tools menu.


- The Extensions Menu

The Extensions menu allows you to easily add new features to Moneydance by downloading extensions from our web site or by loading them directly from a file. Click here for more information on how to use extensions.