On-Site Moneydance Setup for Mac

My MacBook already has Moneydance downloaded, but nothing is configured yet. I need an in-person visit to my office so the software is set up correctly from the start. The focus is on creating the full account structure—bank, credit card, and any other categories I’ll need—and then importing the transaction history I have saved in digital files.

During the session I’d like to watch and ask questions, so please be comfortable explaining what you are doing as you go. When we finish, Moneydance should be fully usable: accounts in place, opening balances matching my statements, and all historical transactions imported without duplicates. A short walk-through of the day-to-day workflow will wrap it up.

Experience with Moneydance on macOS is a must. Let me know your earliest on-site availability and an estimate of how long you think the job will take.