To access your Moneydance preferences, choose File > Preferences.
On a Mac, choose Moneydance > Preferences.
This article details the options available within the "General" tab.
| Show Full Account Paths | If unchecked the account path “Bills: Electricity” will appear as "Electricity". |
| Register Follows Recorded Transactions | When enabled, the register will scroll to new transactions as they are entered. |
| Use VAT/GST | When enabled Moneydance will automatically split any transactions that have associated VAT/GST rates into two categories, one to reflect the purchase cost and one for the VAT/GST. This is detailed in this article. |
| Case Sensitive Auto-Completion | Only match previous transactions that begin with the exact text that has been typed in the Description field. |
| Auto-Insert Decimal Points | When enabled, values such as '1234' will be interpreted as '12.34', always putting two digits after the decimal point. |
| Auto-create New Transactions | After entering a transaction a new transaction entry window will automatically open. |
| Separate Tax Dates for Transactions | Allows two dates to be entered for each transaction, one for your records and one that can be used for taxes. |
| Show All Accounts in Popup | If left unchecked, income/expense categories and accounts with the “Hide on Summary Page” option checked will not be in the pop-up list available at the top left of the Moneydance window (Inactive accounts are never visible in this pop-up). |
| Beep when Transactions Change | When enabled, Moneydance makes a cash-register sound when a transaction is entered. |
| Show Selection Details | This will amend the 'online' and 'attachment' panels (seen on the right of your account register when selecting unconfirmed transactions, or a transaction that includes an attachment). By default, this is set as 'In Main Window'. It can be changed to 'In separate popup' |
| Side Bar Balance Type | Choose between Current Balance, Balance, and Cleared Balance.
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| Date Format | Choose between several date formats. |
| Decimal Character | Choose between a decimal point or a decimal comma. |
| Locale | Select your locale to alter language and spelling (some locales will also amend the week start day). |
| Fiscal Year Start | Set a fiscal year with a start other than January 1st. |