Moneydance Help : Getting Started : New File


To get started, create a new data file in which to store all of your accounts and transactions. To do this, select the File->New menu item.

This will display the New File window. In this window:

  1. Specify the primary currency you wish to use. If you wish to use a currency that is not on the list, specify a new currency by clicking on the Edit... button next to the currency selection.
  2. Specify the account format you prefer. Choose either "Standard" or "Minimal." The "Standard" account format will create a default set of income, expense, and bank accounts. The "Minimal" account setup will create only a small set of accounts. This setup is generally preferred only if you wish to create your own account structure, or if you plan to import most of your transactions from other sources, such as QIF format files.
That's it! Click the "Ok" button to create your new file.

Next: Working With Your Accounts