The Tools menu

Edit Accounts This item displays a list of your accounts and provides the ability to open, create, edit, and delete accounts.

Edit Categories This item displays a list of your income and expense categories as well as the ability to open, create, edit, and delete categories.

Currencies/Exchange Rates Selecting the Currencies/Exchange Rates menu item displays a window that shows the list of currencies associated with the current file. From this window, currencies can be added, modified, or deleted. The base currency can also be set here, and the history of each currency is tracked so that you can see the exchange rate for each currency for any time in the recent past.

Edit Securities This menu item shows a list of securities (stocks, mutual funds, etc). The price of each security is stored relative to your base currency, but can be displayed in terms of a currency of your choice.

Reminders Selecting the Reminders menu item displays a large calendar and reminder list window. Reminders can be added, modified and removed in this window. The monthly calendar can be printed for offline viewing. For more information on reminders please see the Reminders section.

Budget Manager This menu item presents the budget mangement tool. This tool provides the ability to specify how much income and expenses that you expect to assign to specific categories. The budgeting chapter has more information about managing your budget.

Address Book Selecting this menu displays the list of people/addresses contained in the current file. Entries in the address book are used for auto-completing payees in the account registers as well as when printing checks.

Edit Transaction Tags Transaction tags can be associated with transactions and later used to find or report on transactions by the tags associated with them. Selecting this menu displays the list of tags and a way to add, remove and edit the tags.

Translate Currencies One way to take advantage of the up-to-date exchange rates managed by Moneydance is by using the Translate Currencies tool. Selecting this menu item displays a window where you can enter an amount in one currency, and view the equivalent value in all of the other currencies. Translating Currencies has more information about using this feature.

Calculator Selecting the Calculator menu item displays a calculator window

Loan Calculator Selecting the Loan Calculator menu item displays a tool that lets you calculate payments on a loan or mortgage. This also includes a tool to help you decide between a loan with high points and low rate, and a loan with low points and a higher rate. LoanCalculator? has more information about using this feature.