Download Moneydance 2010 User Guide - Moneydance - Personal Finance PDF

TitleMoneydance 2010 User Guide - Moneydance - Personal Finance
Author
LanguageEnglish
File Size1.3 MB
Total Pages77
Table of Contents
                            Table Of Contents
Chapter 1:  Introduction
	Introduction
	What's New and Improved in Moneydance 2010
	How to Install Moneydance
	Registering Moneydance
	How to Upgrade to Moneydance 2010
Chapter 2:  Getting Started with Moneydance
	Getting Started
	Create a Data File from Scratch
	Preparing Moneydance for Import
	Setting Your Preferences
Chapter 3:  Navigating Moneydance
	NEW! The Moneydance Side Bar
	The Moneydance Home Page
	The Balance Box
	The File Menu
	The Edit Menu
	The View Menu
	The Account Menu
	The Online Menu
	The Tools Menu
	The Extensions Menu
	The Window Menu
	The Help Menu
Chapter 4:  Getting Started with Accounts
	Understanding Moneydance Accounts
	About Default Categories
	Bank Accounts
	Credit Card Accounts
	Investment Accounts
	Asset and Liability Accounts
	Loan Accounts
	Expense and Income Categories
	Balancing Accounts Using the Reconcile Tool
Chapter 5:  Entering Transactions
	Transaction Basics
	Entering Transactions
	Creating a Split Transaction
	The Transaction Register
	Right-Clicking and Multiple Selection
	Using Batch Change
	Categorizing Your Transactions
	Investment Transactions
	Loan Transactions
	Scheduling Recurring Transactions
	Using the Address Book with Transactions
	Transaction Tags
		Adding, Modifying and Deleting Tags
	Entering Tags in the Register
Chapter 6:  Managing Your Budget
	Creating a Budget
	Creating a Budget Manually
	Automatically Calculate a Budget
	Monitoring a Budget
	Budget Bars
	What is a Budget Bar?
	Customizing the Budget Bars
	Getting the Most out of the Budget Bars
	Budget Manager Graph/Report
Chapter 7:  Staying on Schedule
	Reminders
	Using the Calendar
Chapter 8:  Online Banking and Bill Payment
	Online Banking and Bill Payment
	Ensuring Your Institution Supports OFX Banking
	Setting up Online Banking
	Using Online Banking
	Downloading Transactions Through the OFX Connection
	Importing Transactions with Web-Based Online Banking
	Confirming Downloaded and Imported Transactions into the Register
	Setting up Online Bill Payment
	Using Online Bill Payment
Chapter 9:  Tracking Your Investments
	Tracking Your Investments
	Securities
	Lots vs Average Cost Purchases
	The Portfolio View
	The Investment Transaction Register
	The Securities Detail
	Adding New Securities
	Methods of Entering Your Holdings
		Manual Entry
		Starting with a Current Balance
	Importing Security, Stock, or Mutual Fund Prices
Chapter 10:  Graphing and Reporting
	Graphing and Reporting Overview
	Graph Types and Uses
	Report Types and Uses
	Memorized Graphs and Reports
	Exporting Graphs and Reports
	Expenses Graph Widget
	Tax Related Reporting
Chapter 11:  Managing Debt
	Liability, Loan, and Credit Card Accounts
	Credit Card Accounts
	Scheduling Automatic Loan Payments
	The Loan Calculator Tool
Chapter 12:  International and Multi-Currency Support
	Moneydance's Multi-Currency Capabilities
	Working with Currencies
	Converting Currencies in an Account
	Entering the Exact Amounts on Both Sides of a Foreign Currency Transfer
	The Translate Currencies Tool
Chapter 13:  Privacy and Security
	Encrypting Your Data
	Detailed Security Info
Chapter 14:  Using Moneydance to Simplify Tax Reporting
	Setting up VAT/GST
	Exporting data for U.S. Tax preparation
Chapter 15:  Backing Up Your Data
	Backing Up Your Data File
Chapter 16:  Advanced Topics
	Installing the Moneydance iPhone / iPod Touch App
	Keyboard Short Cuts
		General
		Date Fields
		Check Number Fields
		Transaction Register
		Reconciling
		Amount and Rate Fields
	Printing Checks
	Exporting Data from Moneydance
	Creating an Archive
	Extensions
                        
Document Text Contents
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