Getting Started
The first screen that is presented when starting Moneydance for the first time provides three options:
- Create New File: Select this option to create a new data file with the default set of accounts and categories
- Open Existing File: Select this option to open an existing Moneydance data file
- Import File: Select this option if you would like to create a new data file using information from a QIF file that was exported from another finance application
Once you have selected an option and opened your data file in Moneydance, you will see the "Base" screen with a summary of your accounts, exchange rates, scheduled transactions stock prices, and common functions.