Welcome to the mymoney application! Logging In. Changing a Password

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Letitia Lee
5 years ago
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1 Welcome to the mymoney application! The mymoney app will replace your paper checkbook organizers, save your financial transactions, set various budget categories, track recurring transactions, and will remind you to pay bills. Logging In To log in to mymoney for the first time: 1. Click the mymoney icon to display the Login Information screen. 2. In the password field, enter a password. 3. In the repeat password field, enter the same password. 4. Click ok. To log in to mymoney after the first time: 1. Click the mymoney icon to display the Login Page. 2. Click Login. 3. On the Confirm your ID screen, enter your password. 4. Click ok. Changing a Password To change your password: 1. Access the About panel. 3. Click set application parameters. 4. Click Set Login Password. 5. In the password field, enter a new password. 6. In the repeat password field, enter the same new password. 7. Click ok. Note: Once logged in, start by setting up your accounts via the Accounts panel, and specifying your budget categories via the Categories panel (see below). YASIG Engineering, Inc. Page 1 of 6

2 Setting Up Accounts To add a new account: 8. Access the Accounts panel. 9. Click the minimized menu (...) icon on the bottom. 10. Click add account. 11. Complete the Account Entry screen with as much detail as you wish. 12. Click save account. To edit an existing account: 1. Access the Accounts panel. 2. Click the account to edit. 3. Make edits to fields as needed. 4. Click save account. Specifying Budget Categories To specify a budget category: 2. In the Category Name field, enter a budget category name (e.g., utilities). 3. In the Budget field, enter the budget amount allocated to this category. 4. Toggle the Income/Expense icon to display this category as income or expense. 5. Click the Add icon. 6. Click the minimized menu (...) icon on the bottom. 7. Click save checkbook data. To edit a budget category: 2. Click the Edit icon next to the category you wish to edit. 3. Make edits in the Category Name and/or Budget fields as needed, and/or toggle the Income/Expense icon. 4. Click the Add icon. 5. Click the minimized menu (...) icon on the bottom. 6. Click save checkbook data. To delete a budget category: 2. Click the Delete icon next to the category you wish to delete. 3. Click the minimized menu (...) icon on the bottom. 4. Click save checkbook data. YASIG Engineering, Inc. Page 2 of 6

3 Entering Transactions To add a transaction: 3. Click add transaction. 4. Complete the Transaction Entry screen: a. Click Deposit or Withdrawal for the transaction. b. Toggle the Cleared icon to turn it on or off. This indicates whether or not a transactions has cleared in your account. c. Select the Account Name, Transaction Method, and Category Name for the transaction. d. In the Amount field, enter the transaction amount. e. In the Date fields, enter the date and time for the transaction. f. In the Payer, Reference Number, and Memo fields, enter information as needed. g. Toggle the Business and Tax Deductible icons to turn them on or off. h. Take a picture (optional): i. Click the minimized menu (...) icon on the bottom. ii. Click camera. iii. Click the camera icon to take a picture, or select an existing picture. i. Calculate amounts (optional): i. Click the minimized menu (...) icon on the bottom. ii. Click calculator. iii. Use the calculator as needed. 5. Click save transaction. Displaying Transactions To display transactions: 2. Click the Account Names field and select the appropriate account, or check the Accounts Names checkbox to display transactions for all accounts. 3. Enter the beginning and end dates for which you want to display transactions. To display past transactions on a calendar: 3. Click past transactions. Note: You may edit a transaction by clicking it, making changes as needed, then saving the edited transaction. 4. Click the back (left) arrow to return to the Categories panel. YASIG Engineering, Inc. Page 3 of 6

4 To display future transactions on a calendar: 3. Click future transactions. 4. Click the back (left) arrow to return to the Categories panel. Entering Recurring Transactions To enter a recurring transaction: 1. Access the Auto Recurring panel. 2. Click the recurring icon. 3. Complete the Recurring Entry screen. Note: Toggle the Withdraw/Deposit icon to turn it on (deposit) or off (withdrawal). 4. Click save. Displaying Recurring Transactions To set up a recurring transaction: 1. Access the Auto Recurring panel. 2. Click the Account Names field and select the appropriate account, or check the Accounts Names checkbox to display recurring transactions for all accounts. 3. Enter the beginning and end dates for which you want to display recurring transactions. 4. Click save. Note: Recurring deposits display in green; recurring withdrawals display in red. Viewing Budget Charts You may view your budget categories, expenses by categories, expenses vs. income, or stacked expenses/income graphically in a chart. To view budget charts: 3. Click the chart you wish to view: Budget categories chart Note: You may toggle between the Actual and Budget charts. Expenses by categories chart Notes: You may select any category under the Category Name field. Expenses vs. income chart Stacked expenses/income chart Note: You may toggle between the Income and Expenses charts. 4. Click the back (left) arrow to return to the Categories panel. YASIG Engineering, Inc. Page 4 of 6

5 Displaying Money Spent By Category To view the amount spent against each category: 3. Click category spent report. 4. Change the current month (optional): a. Click the current month displayed by default. b. Select a different month in the past. c. Click the done (check mark) icon. 5. Click the back (left) arrow to return to the Transactions panel. Adding Bill Reminders and Alerts To add a bill reminder: 1. Access the Bill Reminders panel. 3. Click add bill reminder. 4. Complete the Bill Reminder Entry screen. 5. Click the minimized menu (...) icon on the bottom. 6. Add an alert (optional): a. Click add alert. b. Complete the Bill Reminder screen. Note: Toggle the Alert Type to Reminder or Alarm. The green circle on the top left of the screen indicates an alarm; the red circle indicates a reminder. c. Click the minimized menu (...) icon on the bottom. d. Click set reminder. 7. Click save bill reminder. To synchronize a bill reminder to the current date: 1. Access the Bill Reminders panel. 2. Click the bill for which you want to synchronize a reminder. 3. Click the minimized menu (...) icon on the bottom. 4. Click synchronize bill reminder. 5. Click the back (left) arrow to return to the Bill Reminders panel. YASIG Engineering, Inc. Page 5 of 6

6 Backing Up and Retrieving Your Data Note: All data you enter using this application is kept locally only, on your device, unless you manually decide to back up your data on Microsoft s SkyDrive. To back up your data: 1. Access the About panel. 3. Under the SkyDrive Operations, click Backup. 4. If Microsoft s Sign in screen displays, complete your SkyDrive login information and click Sign in. On the Microsoft account screen, click Yes. 5. When done, the message Uploading Done displays on the bottom. 6. Click the back (left) arrow to return to the About panel. To restore (retrieve) your data: 1. Access the About panel. 3. Under the SkyDrive Operations, click Restore. 4. If Microsoft s Sign in screen displays, complete your SkyDrive login information and click Sign in. On the Microsoft account screen, click Yes. 5. When done, the message Downloading Done displays on the bottom. 6. Click the back (left) arrow to return to the About panel. YASIG Engineering, Inc. Page 6 of 6

Checkbook HD for ipad

Checkbook HD for ipad www.checkbookhd.com Contents Overview 3 Accounts 4 Set up a new account 4 Adjust an account balance 6 Keep track of your balance changes 6 Transactions 7 Add an expense 7 Add an income