![]() moneydance_linux_x86wj.sh if you downloaded the version bundled with Java. The Java-less installation checks to make sure you have Java installed before going through with the installation, and if not will automatically download Java for you. The first time you run the program, you’re presented with three options: you can create a new file to record all your transactions in, open an existing file, or import a file in QIF, OFX, or OFC format. When you create a new file, Moneydance uses its own format, with the extension of. If you import a QIF file from Quicken and save your data, it takes the Moneydance format. Upon my first attempt at importing a QIF file, I found that Moneydance duplicated some of my prior transactions from Quicken. A quick visit to their forum explained an easy workaround. I had to set up each of my accounts, checking and credit card, manually, and then import the information from the QIF. This wasn’t too big of an issue, and the problem seems to stem from how much data is actually available from the imported files. In short, filetypes won’t always play nice with each other, but it can be made to work.Īfter you create a file, you choose what your primary currency is. Next, choose whether you want to run in a standard or minimal account set. A standard account set includes checking accounts, loan accounts, liability accounts, as well as general income and expense accounts. Minimal account sets include just checking and savings, and leave you to import your data from other financial management programs. You need to enter standard bank account information, such as the account and routing numbers, for Moneydance’s check printing and online banking functions. If you’re setting up a credit card account, you can enter a card’s annual percentage rate, while liability accounts ask for your initial liability. Once your data is set up, you can begin entering transactions. If you’re security-conscious, you can encrypt your data with a choice of either 56-bit DES or the somewhat slower Triple DES. Downloading extensions and using the 'Quotes and Exchange Rates' extension is detailed within this section of the knowledge base.If you ever need to get your information out of Moneydance, you can export it to. ![]() To automatically update your currency history, you can install the Quotes and Exchange Rates extension. This will allow you to change the Currency ID, Currency Name, Value Prefix (such as £, €, AU$, etc) of the currency. To edit a currency, highlight the currency name and select the 'Edit' button. While this will change the base currency of your file, and the default currency of new accounts or categories you create, it will not affect the currencies of existing accounts and/or categories.ĭouble click the currency’s name to view the current and historical exchange rates.įrom here you can add or remove historical exchange rates, import a set of historical exchange rates, or clear all exchange rates. To change the Base Currency of your account set, highlight the desired currency and click the “Set Base Currency” button. The Base Currency is displayed at the top of the currencies window. You cannot delete a currency that is involved in any transactions in your data file. To delete a currency, highlight the currency and click the - button. To add a new currency, click the + button. To view and edit the list of currencies in your data file, navigate to Tools > Currencies. You might want to make up your own currency if, for example, you would like to track something other than money (cryptocurrencies, gold bars, or jellybeans) using an account in Moneydance. You can even make up your own currencies, as long as the "Currency ID" (the standard, three-letter identifier for currencies such as USD, GBP or EUR) is unique. Moneydance was designed to provide a way to deal with multiple currencies in an easy and flexible manner.īy default a new Moneydance data file contains several dozen currencies making it easy for you to get started with Moneydance, or simply to track spending on a trip out of your home country. ![]() ![]() Solution home Moneydance Documentation Currency and VAT/GST Create, Edit or Delete Currencies ![]()
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