Entering Transactions

To create a new transaction, click the New Transaction button at the top of the Account Register screen; to edit a transaction already recorded, double-click the transaction itself or highlight the transaction using the mouse and press the enter key.

Once a transaction is open for editing, click the specific field you wish to edit and type or select the information you want.

All transactions in Moneydance are movements of funds from one account or category to another. As a result, any transaction committed in one account in Moneydance (such as a Bank account named "Checking") will result in a second transaction occurring on the "other side" (such as an expense category titled "Groceries").

For example: If you record a transaction as a decrease of $50 in checking, selecting "Personal:Groceries" as its category, then click record, a new transaction will appear in your checking with a decrease of $50. That same transaction will also appear in your Personal:Groceries expense category register, showing an increase of $50 and showing your checking account as its 'category.'