Moneydance Help : Getting Started : Working with Accounts


Now that you have created a file, you may need to add to, delete, or customize the accounts within it. You can create, delete, and modify accounts by clicking on the black buttons at the top of the main window.

Creating accounts: To create additional accounts, click on the New button at the top of the main window. This will display a window in which you specify the type, name, currency type and other details applying to the account. To specify where this account appears in the hierarchy of you accounts, check the box next to "is child of" and select which account will parent it.

Deleting accounts: To delete an existing account, select the account in the account popup at the top of the main window, and click the Delete button. It is not possible to delete accounts that contain transactions, or that have sub-accounts.

Modifying accounts: To modify an existing account, simply select the account in the account pop-up at the top of the main window, and click the Edit button at the top of the main window. This will display a window that will allow you to change the account type, name, and other details that apply to the account. It is not possible to change the currency type of an account once the account has been created.



Next: Entering Transactions