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Step 1 | Click the New Transaction button. By clicking on the New Transaction button, Moneydance has opened an entry form allowing you to input the necessary data for this transaction. |
Step 2 | Input the date of the transaction. See the shortcuts section for helpful tips to speed up entry of dates. |
Step 3 | Press the tab key to move your cursor to the check number box. |
Step 4 | Click the down arrow to see which options you can use in the check number field. The items in this drop-down list are configurable. To edit the items in this list, go to the home page, and click the Account->Edit menu. From there you will be able to add, remove, or modify items in this list. |
Step 5 | By selecting the next check number option, Moneydance will record for you the next unused check number. By selecting the {Print} |
Step 6 | Press the tab key again and this will take you to the Payee field. In this field you simply enter the description of the transaction. In this case we're going to put in the company's name to whom we're making the check out. |
Step 7 | Using the tab key we will then move to the payment box and enter the amount of the check. |
Step 8 | We will next move to the Account field. An account can be selected by beginning to type the name of the account, or by clicking the down arrow and selecting an account from the list. When typing the name of the account, Moneydance will auto-complete the account name to speed up the entry of transactions. |
Step 9 | At this point you should move to the memo box and record any information that will help you recall this transaction at a later date. If this transaction is to be printed as a check then the contents of the memo field will be included in the memo section of the printed check. |
Step 10 | To record the transaction press the Record button. |
If this is a transaction that occurs on on a regularly scheduled basis it might be in your best interest to have Moneydance "memorize" the transaction so that you don't have to repeatedly enter the same transaction. To do this, simply click on the Memorize button and a reminder window will appear so that you can schedule future occurrences of this transaction. |