Moneydance Help : Getting Started : Entering Transactions


You can enter transactions in any editable account. Currently, the only editable account types are Bank and Investment accounts; Expense and Income accounts are primarily used for reporting purposes.

Once you have opened an editable account (by selecting an account from the pop-up at the top of the main window), you can begin entering transactions by clicking the New Transaction button on the account panel.

The transaction entry panel contains the following fields:

In addition, there are four buttons along the right side of the transaction panel: Record, Cancel, Delete, and Split. The Split button displays a window where you may edit any split transactions.