The File Menu

Filemenu.tiff


New
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. 


Open
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. 


Save
This will save any changes you've made to your financial information, updating your old saved file or prompting you to enter a path and filename if this is a new file.

Save As
This will prompt you for a path and filename, allowing you to save your information to a new location while leaving your original saved file unchanged.

Import
File->Import includes a submenu to let you select which type of file to import. You can import financial data in QFX, OFX, OFC, or QIF format using this menu, allowing you to add new transaction information from a variety of sources including data exported from other financial management programs, and new transaction information from financial institution websites. For information on how to import a data file, please see “Importing Data Into Moneydance”. For information specific to Quicken QIF Files, see Importing Files from Quicken to Moneydance.

Export
Selecting the File->Export... option will allow you to export data from your current Moneydance save file in any of several formats. For more information, please see Exporting Files From Moneydance.

Encryption
To password-protect your Moneydance file, and keep your sensitive financial information safe, use the File->Encryption menu choice. For further information, see File Encryption.

Archive
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.

Preferences
Under Windows the prefereences are in the File menu. On Mac they are in the Moneydance Menu

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