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About Sean
Real Name:Sean Reilly 
Last Login:30 Dec 2008 17:40
Posts:5
Recent Downloads:
  1. Curio
  2. BitWise IM
User Reviews


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Moneydance
Oct 5 2009

SEANREILLY  To change the category from an existing transaction simply double-click on the transaction, go to the category field and type the first character or two - just like in quicken. You can also single-click the transaction and press 'enter' if double-clicking doesn't do it for you.

Same goes for predictive entry, type the first couple characters of a previous transaction and the rest of the transaction (category, memo, amount, etc) is auto-filled. Yes, the predictive entry does not span accounts, but that is due to customer requests that preferred it that way.

When importing downloaded files, Moneydance will remember the account to which each downloaded file should be imported as long as it is a type of file that has some sort of account ID (such as OFX, QFX, OFC). QIF is probably one of the worst formats to use for downloading financial transactions. I beg you: please use any format other than QIF!  
(Version 2008r4)

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Moneydance
May 2 2007

SEANREILLY  To record a transfer, set the category for a transaction to the account to/from which you would like to transfer money. A deposit in one account automatically shows up as a payment in the other.

Also, we now have an online manual available here: http://moneydance.com/userguide

Thanks!

Sean  
(Version 2007)

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Moneydance
Sep 28 2006

SEANREILLY  To get to single-line mode just right-click (or control-click) on the transaction register and select the option for single line mode.

Thanks,

Sean  
(Version 2006r5)

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Moneydance
Dec 22 2005

SEANREILLY  Hi, you can still cut, paste, etc from Moneydance using the shortcut keys (Command-C/X/V). I will try to add the edit menu, but unfortunately an application-wide edit menu is a bit difficult with java apps such as Moneydance.  
(Version 2006r2)

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Moneydance
Feb 17 2005

SEAN REILLY  You should be able to generate a balance forecast in Moneydance by adding the "Balance Predictor" extension. To add this extension, click the "check for new updates/extensions" link and then click the Balance Predictor link. You can generate forecasts for well into the future based on a configurable number of months/years in the past.  
(Version 2005)

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