You will then be taken to the account's transaction list where you can add, edit or delete transactions. Accounts and Transactions To view an account's transactions, first click on the account on the left-hand side. You can also save reports so that you can quickly view them at any time without having to configure the report options again.Ĥ. Reports The reports screen allows you to generate detailed reports on your expenses, income and net worth. You can also click on an individual budget category to see a a detailed list of the spending for that particular category and budget period.ģ. Budget The budget screen will show you how you are currently doing on your budget, including how much money you have spent and how much money you have left in your budget (or how much money you have overspent). The calendar allows you to visually see and browse your upcoming bills, while the list allows you to see each bill reminder and its status in an easy-to-read list format.Ģ. Your reminders will be displayed in two formats: a calendar and a list.
Reminders The reminders screen will show you all your upcoming, due and past due bill and deposit reminders. The main screen is split up into four (4) sections:ġ. Operating the Program Moneyspire was designed to be straightforward and easy-to-use. Once you are done setting up your budgets, click the Next button to complete the setup. To setup a budget, click the button labeled Click here to setup a new budget. This step is optional, and you add more budgets later. For example, you can set a maximum of $175.00 for automobile fuel for one month, and then later compare your actual spending with your target spending. Step 5 In step 5, you can setup your budgets, which allow you to set your desired spending for a given period of time. Once you are done setting up your reminders, click the Next button to proceed to step 5. To setup a reminder, click the button labeled Click here to setup a new reminder. This step is optional, and you can add more reminders later. Step 4 In step 4, you can setup your reminders, such as your bill reminders and other general reminders. Once you are done setting up your accounts, click the Next button to proceed to step 4. You can also choose to import your account data from a QIF file instead by clicking the Click here to import your accounts from a QIF file button. To setup an account, click the button labeled Click here to setup a new account. You must setup at least one account, and you can setup more accounts later. Step 3 In step 3, you have to setup your accounts, such as your bank accounts, credit cards, loans, etc. Once you have selected your currency, click the Next button to proceed to step 3. Step 2 In step 2, you have to select your local currency. This can be any name you want, and the default is "My Finances." Once you have entered a name, click the Next button to proceed to step 2. Step 1 In step 1, you have to enter a name for your new Moneyspire file. Select the first option labeled Setup Moneyspire for the first time, and follow the simple instructions: When you first start the program, you will be greeted with the welcome screen. Getting Started Getting started with Moneyspire is easy.
#Does moneyspire track investments manual
Moneyspire Help Manual © 2015 Moneyspire Inc.
0 kommentar(er)
