NCH Software MoneyLine

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1 NCH Software MoneyLine This user guide has been created for use with MoneyLine Version 2.xx NCH Software

2 Technica Support If you have difficuties using MoneyLine pease read the appicabe topic before requesting support. If your probem is not covered in this user guide pease view the up-to-date MoneyLine Onine Technica Support at If that does not sove your probem, you can contact us using the technica support contacts isted on that page. Software Suggestions If you have any suggestions for improvements to MoneyLine, or suggestions for other reated software that you might need, pease post it on our Suggestions page at Many of our software projects have been undertaken after suggestions from users ike you. You get a free upgrade if we foow your suggestion.

3 MoneyLine Contents Introduction... 3 Keyboard Shortcuts... 4 NCH Software Suite... 5 Software License Terms... 6 Using MoneyLine Getting Started... 7 Main Window Reference... 8 Adding and Managing Transactions... 9 Tips for Retrieving Transactions from Your Financia Institution Reconcie with Statement Budgeting Reports Screen References Accounts Categories Payees Securities Report View Import Transactions from OFX or QFX Spit Transactions Schedued Transactions Schedued Investment Transactions Budgets Journa - Category Transactions Journa - Payee Transactions Back Up and Restore Data Back Up Data Fax Settings Fax Number Emai Address Print Preview Add/Edit Account Add/Edit Transaction Add/Edit Investment Add/Edit Category Add/Edit Payee

4 Add/Edit Security Reconcie Transactions Add Financia Institution Add/Edit Schedued Transaction Add/Edit Investment Schedued Transaction Change Password Settings Remove Password Accessing MoneyLine Report Period Report Period For Account Report Period Account Activity Budget Report Period Import Transactions from CSV Import Investments from CSV Options ~ Regiona Options ~ Security Options ~ Other New Budget Wizard ~ New Budget New Budget Wizard ~ Seect Accounts New Budget Wizard ~ Income Budget New Budget Wizard ~ Expense Budget

5 Introduction Thank you for instaing MoneyLine. MoneyLine is a persona finance management software soution for tracking your bank accounts, spending and budgeting. Features Checkbook register for a your persona accounts, incuding savings and checking accounts Add and track additiona accounts, incuding credit cards Categorize transaction types and set budgets to manage finances and track spending Spit transactions across mutipe categories Schedue recurring transactions ike paychecks and mortgage payments Downoad transactions directy from your bank Reconcie your purchases and transactions against your bank statement Track transfers between accounts Report on income and expenses by category and payee to hep manage and track your spending System Requirements Windows XP/Vista/7/8 Internet Connection (for transaction retrieva) Printer (for printing reports) 3

6 Keyboard Shortcuts The foowing ist shows shortcuts for the most common tasks used in MoneyLine: Add Transaction Ctr+N Edit Transaction Ctr+E Deete Transaction Deete Void Transaction Ctr+V Find Transaction Ctr+F Find Next F3 Retrieve Transactions Ctr+R Account Information Ctr+I Transfer Funds Ctr+T Program Options Ctr+O Open Program Hep F1 Exit MoneyLine At+F4 4

7 NCH Software Suite This is a usefu way to browse a the software avaiabe from NCH Software You can see a set of products by type ike Audio, Video and so on and view the product. From there you can try out the product and it wi downoad and insta it for you to tria. If you aready have the product instaed then you can cick "Run It Now" and the program wi be aunched for you. There is aso a ist of features for products in the category. Cick on a feature, such as "Edit a Video Fie", to insta a product with that abiity. Search Search our website for products matching any keywords you type. See more of our software Browse our website for more software. Subscribe to our newsetter You can subscribe to our newsetter for announcements of new reeases and discounts. You can unsubscribe at any time. See the atest discounts for purchase See the atest discounts we are offering for purchasing our products. 5

8 Software License Terms 1. The copyrights in this software and any visua or audio work distributed with the software beong to NCH Software and others isted in the about box. A rights are reserved. Instaation of this software and any software bunded with or instaed-on-demand from this software is icensed ony in accordance with these terms. 2. By instaing, using or distributing this software you, on your own behaf and on behaf of your empoyer or principa, agree to be bound by these terms. If you do not agree to any of these terms, you may not use, copy, transmit, distribute, nor insta this software - return it to the pace of purchase within 14 days to receive a fu refund. 3. This software, and a accompanying fies, data and materias, are distributed "as is" and with no warranties of any kind, whether express or impied except as required by aw. If you intend to rey on this software for critica purposes you must test it fuy prior to using it, insta redundant systems and assume any risk. 4. We wi not be iabe for any oss arising out of the use of this software incuding, but not imited to, any specia, incidenta or consequentia oss. Your entire remedy against us for a caims is imited to receiving a fu refund for the amount you paid for the software. 5. You may not use this software in any circumstances where there is any risk that faiure of this software might resut in a physica injury or oss of ife. You agree to indemnify us from any caims reating to such unauthorized use. 6. You may copy or distribute the instaation fie of this software in its compete unatered form but you may not, under any circumstances, distribute any software registration code for any of our programs without written permission. In the event that you do distribute a software registration code, you wi be iabe to pay the fu purchase price for each ocation where the unauthorized use occurs. 7. Use of statistics coected by the software is subject to the NCH Software Privacy Statement which aows automatic anonymized coection of usage statistics in imited circumstances. 8. The contract arising out of this agreement is governed by the aws and courts of the Austraian Capita Territory. 6

9 Using MoneyLine - Getting Started Upon instaing MoneyLine, you have the option to set up your own account detais or use the defaut accounts incuded with MoneyLine. If you seect the option to set up you accounts, you wi be guided through the process of setting up a Checking, Savings, and Credit Card account, and given the option to add additiona accounts, using the Add/Edit Account diaog, which aows you to input your starting baance, account nicknames, and other basic information. If you choose to bypass the account setup, three basic accounts wi be created for you: Checking, Savings, and Credit Card. The detais for these accounts may be edited at any time by seecting the View Accounts option in the Accounts menu. See Aso: Main Window Reference Add/Edit Account 7

10 Using MoneyLine - Main Window Reference The main window ayout of MoneyLine consists of the menu and toobars aong the top, the exporer bar on the eft, and the transaction ist occupying the remaining space. Menus The menu bar provides ready-access to a of the features contained within MoneyLine. The Fie menu contains some common actions, as we as options for importing data from other programs for financia institutions into MoneyLine. The Accounts menu contains options for managing accounts, such as adding accounts, adding transactions and reconciing your accounts. The Manage menu contains options for viewing and adding categories, payees, schedued transactions and budgets. The Reports menu aows you to view reports based on your spending and budgeting. The Toos menu is where you can seect program Options and the backup and restore feature. Toobars The toobar provides one-cick access to the most common tasks such as adding, editing, deeting and remotey retrieving transaction, budgeting, and program options. Exporer Bar The Exporer Bar provides account summaries and asset/iabiity standings at a gance, as we as quick access to reports, and actions such as transaction search and transaction retrieva. Note that the account summaries shown refect a transactions entered, regardess of date. Transaction List The transaction ist provides a summary of transactions which meet the criteria specified in the fiters above the ist. The avaiabe fiters are account type and date range, with pre-defined time periods for daiy, weeky, monthy and yeary resuts. The first coumn in the transaction ist denotes if a transaction has been ceared. Check this when a transaction is known to have ceared through the financia institution. The second coumn abeed "R" shows that this transaction has been reconcied with the financia institution by using the Reconcie Account feature in the Accounts menu. The other coumns of the transaction ist provide information about each transaction, gathered at the time the transaction is entered into MoneyLine. You can doube-cick on any transaction in the ist to edit its detais. To quicky edit the category, cick the category to make a drop-menu appear, from which you can seect a new category for the transaction. 8

11 Using MoneyLine - Adding and Managing Transactions Adding Transactions There are two basic ways you can add your daiy financia transactions to MoneyLine: manuay, or by downoad. Manuay This option for adding transactions means that you wi enter each transaction for each account using the Add Transaction diaog, accessed by cicking the Transaction button on the toobar. Use this option if you do not want MoneyLine to downoad your transactions automaticay, if you do not have an internet connection, or if you prefer to manage each transaction entry yoursef. Downoad This option means that you have enabed onine account access for one or more of your accounts and entered a the bank detais needed for onine access. Onine access can be managed from the Add/Edit Account diaog. Use this option if it is more convenient for you to automaticay import transactions. To retrieve transactions, cick the Retrieve button on the toobar. Note that you may sti make changes to each transaction once it has been oaded into MoneyLine. See aso: Tips for Retrieving Transactions from Your Financia Institution Importing Transactions from Another Program or from Your Bank You can aso import transactions from some programs and from your bank if you can export an OFX, QFX or CSV fie of your transactions from your other program or financia institution. To import, see either the Import Transactions from OFX or QFX or Import Transactions from CSV hep topics in this manua. Viewing Transactions Once a transaction has been added to MoneyLine, it wi appear in the main window in the transactions ist. If you cannot see the transaction you have just entered, make sure you have the correct account and time period seected from the fiter options above the transaction ist. Editing Transactions 9

12 You can edit a transaction after it has been added to the transactions ist. If you ony need to change the Category, doube-cick the existing category to open a drop-menu and seect a new category assignment. To change any other detai, either doube-cick the transaction in the ist, or seect it and cick the Edit button in the toobar. The Edit Transaction window wi open. Change any detais you need and cick OK to save them. Additiona Transaction Options Right-cicking on a transaction in the transactions ist opens a context menu with more options. From the context menu, you can void a transaction, schedue a transaction, spit a transaction, and search for a transaction. 10

13 Using MoneyLine - Tips for Retrieving Transactions from Your Financia Institution Severa things can cause data to not be retrieved from your financia institution. If you find that there are no transactions to retrieve you may not have any data for the date range that you have input and you wi need to change the date for your ast import. Beow are a few items that you shoud check in your Account information. Last Import Date Make sure that there are ceared transactions posted to your account after the ast import date to MoneyLine. It can take severa days for transactions to cear, particuary over weekends and hoidays. Account Information Try reentering the information for your account, incuding routing number, account number, user ID and password. Some institutions require a different user ID for onine banking and for retrieving transactions. Check with your financia institution. Contact Your Financia Institution You may need to inform your institution that you are panning to downoad transactions from them. Banks wi often post such requirements on the onine account access section of their websites. 11

14 Using MoneyLine - Reconcie with Statement When you receive a statement from your financia institution, you can reconcie the transactions that you have entered into MoneyLine with that statement by seecting Reconcie Account from the Accounts menu. Enter the date and the cosing baance from the statement you received and cick OK. The reconcie window wi show the date of your ast reconcie and the baance as the opening baance and date. Beow that is the baance of the transactions from this statement that have been reconcied, foowed by the cosing baance entered from your financia institution's statement, and any difference between the vaues of your opening baance and your cosing baance. The bottom of the window wi show a of your unreconcied entries for the current statement period. If you need to reconcie transactions from other periods with this statement cick the checkbox at the top-right to show a unreconcied transactions. Check off transactions that have ceared from your statement in the R coumn in order to reconcie your account. If you find that you have made a mistake entering transactions, you can edit the amounts directy from the ist by cicking the vaue and editing it. Once you have finished reconciing your statement cick OK. If there is a difference between your baance and the baance provided by the bank, you wi be given the opportunity to add an adjusting entry. Seecting Yes wi add a baance-adjusting entry in order to make your account reconcied, marking a of those transactions reconcied and ceared. Seecting Finish Later wi keep any changes that you made to the transactions but wi not mark any of the transactions reconcied. Unreconciing a Transaction If you need to unreconcie a transaction at a ater date, you can right-cick on the transaction from transaction ist and seect Unreconcie Transaction. 12

15 Using MoneyLine - Budgeting Create a New Budget To set up your first budget, cick the Budget button on the toobar, then cick the Add button to open the New Budget Wizard. See the foowing topics in this manua to guide you through the New Budget Wizard: New Budget Wizard ~ New Budget New Budget Wizard ~ Seect Accounts New Budget Wizard ~ Income Budget New Budget Wizard ~ Expense Budget Tip: on the Expense Budget tab of the New Budget Wizard, check the Dispay a warning for each transaction that exceeds the budget checkbox at the bottom of the window to receive a notification as soon as you go over budget in any category. This wi hep you make adjustments to your budget quicky so you can stay within your spending imits. Monitoring your Budget From the Budget window, cick the Report button. Seect the budget, time period, and cick OK. You' see a ist of your spending by category, the budget you set for that category, your spending in that category, and the variance between your budget and spending as a doar amount and as a percentage. See aso: Budgets 13

16 Using MoneyLine - Reports MoneyLine's reports can be accessed by cicking the Reports menu and seecting the desired report. There are four reports you can use to anayze your spending: Income/Expenses by Category - ists a summary of a transactions within the specified time period, grouped and sorted by category. Doube-cick any category to view a the transactions made in that category during the specified time period. Expenses by Payee - ists a summary of a expense transactions within the specified time period, grouped and sorted by Payee. Doube-cick any payee to view a the transactions made to that payee during the specified time period. Account Activity - ists a the transactions for an account within the specified time period. Aso dispays whether the transactions have been reconcied or not, denoted in the R coumn of the report. Budget - ists your spending by category and compares it to your budgeted amounts, isting variance by doar amounts and percentages, for a specified time period. See aso: Report View 14

17 Screen References - Accounts The Accounts diaog aows you to add, edit or deete accounts. To open the Accounts diaog, seect View Accounts from the Accounts menu. Add Cick the Add button to open the Add/Edit Account diaog, which aows you to create a new account. Deete Cick the Deete button to deete the seected accounts. Edit Cick the Edit button to open the Add/Edit Account diaog and edit the seected account. Find Account From the Accounts menu of this diaog, seect Find Account to enter the name of the account you are ooking for. Press the F3 key to advance through the resuts to the next match. 15

18 Screen References - Categories This diaog aows you to add, edit or deete categories. To open the Categories diaog, seect Categories from the Manage menu. Add Cick the Add button to open the Add/Edit Category diaog, which aows you to create a new category for the Categories ist. Deete Cick the Deete button to deete the seected categories. Edit Cick the Edit button to open the Add/Edit Category diaog and edit the seected category detais. Find Category From the Categories menu of this diaog, seect Find Category to enter the name of the category you are ooking for. Press the F3 key to advance through the resuts to the next match. 16

19 Screen References - Payees This diaog aows you to add, edit or deete payees. To open the Payees diaog, seect Payees from the Manage menu. Add Cick the Add button to open the Add/Edit Payee diaog, which aows you to create a new payee for the Payees ist. Deete Cick the Deete button to deete the seected payee(s). Edit Cick the Edit button to open the Add/Edit Payee diaog and edit the seected payee detais. Find Payee From the Payees menu of this diaog, seect Find Payee to enter the name of the payee you are ooking for. Press the F3 key to advance through the resuts to the next match. 17

20 Screen References - Securities This diaog aows you to add, edit or deete securities. To open the Securities diaog, seect Securities from the Manage menu. Add Cick the Add button to open the Add/Edit Security diaog, which aows you to create a new security. Deete Cick the Deete button to deete the seected securities. Edit Cick the Edit button to open the Add/Edit Security diaog and edit the seected security detais. Find Security From the Securities menu of this diaog, seect Find Security to enter the name of the security you are ooking for. Press the F3 key to advance through the resuts to the next match. 18

21 Screen References - Report View Use this window to preview, print or save a report. It opens any time you view a report in MoneyLine. To earn more about the specific information contained in each report, see the Reports topic in this manua. Preview You can preview a report printout or pdf by cicking the Preview button. Print Ctr+P You can print a report by cicking the Print button. Save Ctr+S You can save a report as a PDF or CSV fie by cicking the Save button seecting Save as PDF or Save as CSV, and then choosing the ocation on your computer to save the report to. Emai Ctr+E You can emai a report as a PDF fie by cicking the Emai button. Note that you may need to set up your emai settings on the Other tab of Options. Fax You can send a report by Fax as a PDF fie by cicking the Fax button. Note that you may need to set up your fax settings on the Other tab of Options. 19

22 Screen References - Import Transactions from OFX or QFX Import Transactions This diaog aows new transactions to be imported from either an OFX or QFX data fie. To access this diaog, either seect Import from OFX or QFX from the Fie menu, or cick the Retrieve button on the toobar to retrieve this fie directy from your bank. New transactions for import This is a ist of new transactions to be imported. Each transaction may be individuay excuded from the import by unchecking the transaction in the far eft coumn. Baance after import The projected account baance after importing the seected transactions is dispayed under the ower right of the import ist. Existing unceared transactions This is a ist of transactions currenty on record with MoneyLine. If a transaction in this ist has the same date and amount as a transaction in the import ist, the transaction wi be automaticay unchecked for excusion from the import to avoid dupicate transaction entries. 20

23 Screen References - Spit Transactions Spit transactions are used to itemize arger transactions into smaer amounts with mutipe categories. You can open the Spit Transactions window from the Add Transaction window by cicking the Spit Transaction button, or after a transaction has been added to MoneyLine by right-cicking the transaction and seecting Spit Transaction from the context menu. Add Cick the Add button to add a new spit for the current transaction to the ist. Deete Cick the Deete button to deete the seected spit for the current transaction. Once you have the number of spits needed in the transaction ist, you can edit the categories by cicking the assigned category and seecting a new category from the drop menu. Add any notes by doube-cicking in the notes coumn and entering text. Change the Payment or Deposit amount by doube-cicking in the coumn and editing the amount. Note that the Spit Transactions window cannot be cosed unti the totas add up to the tota of the origina transaction. 21

24 Screen References - Schedued Transactions Schedued transactions are used for recurring activities ike paychecks or mortgage payments. You can create new schedued transactions by cicking on the Manage Schedued Transactions ink on the eft side of the screen or seecting View Schedued Transactions from the Manage menu. Schedued transactions can aso be created from existing transactions that were manuay entered by right-cicking on the transactions and seecting Make a Schedued Transaction from the context menu. This ast option wi take you directy to the Add/Edit Schedued Transaction diaog, bypassing the Schedued Transactions ist described here. Add Cick the Add button to open the Add/Edit Schedued Transaction diaog, which aows you to create a new schedued transaction. Deete Cick the Deete button to deete the seected schedued transaction(s). Edit Cick the Edit button to edit the seected schedued transactions. Ony show overdue transactions Check this box, ocated under the bottom eft of the ist, to ony show transactions that are past the due date and need attention. Skip Transaction Cick the Skip Transaction button, ocated under the bottom right of the ist, to advance the seected schedued transactions that are due to their next schedued date without posting a transaction. Post Transaction Cick the Post Transaction button, ocated under the bottom right of the ist, to create a new transaction from a seected schedued transactions that is due or past due. Show od schedues Use the Show od schedues option to show schedued transactions that have expired. 22

25 Screen References - Schedued Investment Transactions Schedued Investment transactions are used for recurring activities ike paychecks or mortgage payments. You can create new schedued transactions by cicking on the Manage a Schedued Investment Transactions ink on the eft side of the screen or seecting View Schedued Investment Transactions from the Manage menu. Schedued investment transactions can aso be created from existing investment transactions that were manuay entered by right-cicking on the investment transactions and seecting Make a Schedued Investment Transaction from the context menu. This ast option wi take you directy to the Add/Edit Schedued Investment Transaction diaog, bypassing the Schedued Investment Transactions ist described here. Add Cick the Add button to open the Add/Edit Schedued Investment Transaction diaog, which aows you to create a new schedued investment transaction. Deete Cick the Deete button to deete the seected schedued investment transaction(s). Edit Cick the Edit button to edit the seected schedued investment transactions. Ony show overdue transactions Check this box, ocated under the bottom eft of the ist, to ony show investment transactions that are past the due date and need attention. Skip Transaction Cick the Skip Transaction button, ocated under the bottom right of the ist, to advance the seected schedued investment transactions that are due to their next schedued date without posting a transaction. Post Transaction Cick the Post Transaction button, ocated under the bottom right of the ist, to create a new transaction from a seected schedued investment transactions that is due or past due. Show od schedues Use the Show od schedues option to show schedued investment transactions that have expired. 23

26 Screen References - Budgets Create budgets to manage your finances and track your spending. To open the Budgets window, cick the Budget button on the toobar in the main window. Add Cick the Add button to open the New Budget Wizard, which aows you to create a new budget. Edit Cick the Edit button to edit the seected budget. Deete Cick the Deete button to deete the seected budget(s). Rename Seect Rename from the Budgets menu to rename the seected budget. View Budget Report Cick the Report button or seect View Report from the Budgets menu to view the budget report. 24

27 Screen References - Journa - Category Transactions This diaog shows a the transactions for the seected category, within the specified time period from the Income/Expense Report by Category. To open the Journa, doube-cick a category from the Income/Expense Report by Category. You can add, edit or deete transactions in the Journa. Add Cick the Add button to open the Add Transaction diaog, which aows you to create a new transaction. Note that the transaction you add does not need to match the category of the journa you are viewing; it wi be added to the genera transactions ist. Deete Cick the Deete button to deete the seected transaction(s). Edit Cick the Edit button to edit the seected transaction. 25

28 Screen References - Journa - Payee Transactions This diaog shows a the transactions for the seected category, within the specified time period from the Expense Report by Payee. To open the Journa, doube-cick a category from the Income/Expense Report by Category. You can add, edit or deete transactions in the Journa. Add Cick the Add button to open the Add Transaction diaog, which aows you to create a new transaction. Note that the transaction you add does not need to match the payee of the journa you are viewing; it wi be added to the genera transactions ist. Deete Cick the Deete button to deete the seected transactions. Edit Cick the Edit button to edit the seected transaction. 26

29 Screen References - Back Up and Restore Data It is a good practice to back up your Invoice data often in the event that your PC fais, in order to reduce the oss of data. Invoice gives you severa options for backing up your data, and makes it easy to restore your data when you need it. To back up data, cick the Toos menu and seect Back Up Data. Seect a method for backup depending on how you woud ike to access the data ater on. Aso see the NCH Backup Options page for more information about each backup option. To restore data, cick the Toos menu and seect Restore Data. Confirm you want to restore, and browse to the ocation of your backup fie. 27

30 Screen References - Back Up Data It is essentia that you backup your data reguary just in case something goes wrong. Pease seect one of the options beow. Backup Options Back up to a Network Foder This is a good option if you are working in an office. Ask your Network Administrator to create a safe foder on the shared server. Seect this foder and cick Backup. The entire appication foder wi be copied to that foder. If something goes wrong (ike a hard drive crash) you just copy back the foder and everything wi be restored. Back up to a CD or DVD with Express Burn Seect this option to burn a the data to disc using Express Burn. See to earn more about Express Burn. Back up to a Removabe Drive As an aternative use this option to backup to an externa USB hard drive or USB key fash drive. Pease consider using MEO to encrypt the fies if using removabe media. 28

31 Screen References - Fax Settings To send faxes you need an eectronic gateway to send direct from your PC using emai protocos. Cick on the recommended gateways ink for more information. Gateway domain To send faxes you must enter the gateway domain (that is the part For exampe to send a fax to enter yourfaxco.com as the domain. 29

32 Screen References - Fax Number Pease enter the teephone number for the fax to send to. Remember this fax number Tick 'Remember this fax number' to save the number for use in the future. 30

33 Screen References - Emai Address Pease enter the emai address you want to send to. This needs to be the fu emai address, e.g. To send to mutipe emai addresses, separate each address with a comma.for probems with sending an emai, pease refer to this page. Remember this emai address If this option is avaiabe, tick 'Save this as emai...' to save the emai address for use in the future. 31

34 Screen References - Print Preview The Preview window dispays each page of the document as it wi be printed by the printer. Print (if avaiabe) You can print the document by cicking the Print button. This wi open the printer seection and settings diaog where you can seect which pages of the document to print. Previous and Next Use the Previous and Next buttons to view each page of the document when there is more than one page to print. Cose The Cose button coses the window. 32

35 Screen References - Add/Edit Account This diaog aows you to edit the detais of an existing account or add a new account to your MoneyLine records. To add a new account, cick on the Accounts menu and seect Add Account. To edit an existing account, cick on the Accounts menu and seect View Accounts to view the ist of existing accounts in MoneyLine, then seect an account and cick the Edit button on the toobar. Type of Account: Seect the appropriate type of account from the drop menu. Account Name: Enter a brief descriptive name to hep you identify the account throughout the program. Description: Enter a description of the account. Starting Baance: Enter the baance hed by the account prior to the eariest transaction entered or imported into MoneyLine. Current Baance: This fied wi be automaticay popuated with the current baance hed by the account. Current Check No.: Enter the number of the next check to be used with the account. Enabe onine account access Check this box if you woud ike to enabe onine access to this account. This means that once you have entered your onine banking ogin detais, you wi be abe to retrieve transaction data from your bank through MoneyLine's interface. Onine Access MoneyLine can be used to retrieve transaction and baance data from your financia institution if they support OFX connections. Contact your bank and ask if they aow connections to their OFX server, or if you are ony aowed to downoad OFX fies through their website. If downoading through their site is your ony option, you can import transactions from the Fie menu by seecting Import from OFX/QFX Fie. If you are abe to connect to their OFX server, you wi need to gather the information required in the Onine Access section of this window to connect. Financia Institution: 33

36 Seect the name of the financia institution with which the account shoud be associated. Aternativey, new financia institution information may be entered by using the Add Routing Number: Enter the routing number (or sort code, transit number, or BSB number) for your financia institution. Account Number: Enter the account number issued by the financia institution hoding the account. User ID: Enter the user ID issued by the financia institution for accessing the account. Password: Enter the password associated with the above user ID. Prompt me for my password when connecting to my bank Check this box to prevent MoneyLine from storing your password. You wi be prompted to enter your bank password each time your account information is retrieved. Last Import: Last date an import of transactions was performed for this account. Notes: This optiona fied may be used for notes reating to the account. 34

37 Screen References - Add/Edit Transaction The Add/Edit Transaction window aows you to edit the detais of an existing transaction or add a new transaction to your MoneyLine records. To create a new transaction, cick the Transaction button on the main toobar. To edit an existing transaction, doube-cick it from the transactions ist in the main window. Account: Seect the account for this transaction. Transaction Date: Enter the date on which the transaction occurred. Transaction Type: Seect the type of transaction entered. Deposit - Deposit income into this account. ATM - A withdraw from an ATM machine. EFT - An eectronic funds transfer. Check - A written and numbered check. Purchase - Point of sae purchase. Transfer - A transfer to another account. Check Number: Enter the transaction check number, if appicabe. The check number shoud contain no more than six numbers. Payee: Seect or type in the name of the party to whom the transaction is credited. Once a payee is entered the first time, it wi be added to the payees ist and wi be isted in this drop-down ist. Account (for transfers ony):seect the account to transfer funds to. Note: This optiona fied may be used to enter a brief description about the transaction. Category: Seect the income or expense category to which the transaction is assigned. Note: If this is a spit transaction cick the Spit Transaction button to aocate mutipe categories. 35

38 Sub-Category: Seect or enter the income or expense sub-category, if appicabe. Once a category is entered the first time, it wi be added to the categories ist and wi be isted in this drop-menu. Amount: Enter the amount of the transaction. Spit Transaction Cick the Spit Transaction button to aocate mutipe categories for this transaction. Tax Deductibe: Seect the appropriate tax deduction for the transaction. 36

39 Screen References - Add/Edit Investment The Add/Edit Investment window aows you to edit the detais of an existing investment transaction or add a new investment transaction to your MoneyLine records. To create a new transaction, cick the Transaction button on the main toobar. To edit an existing transaction, doube-cick it from the transactions ist in the main Investment window. Account: Seect the account for this transaction. Transaction Date: Enter the date on which the transaction occurred. Transaction Type: Seect the type of transaction being entered. Buy - Purchase shares. Se - Se shares you currenty own. Dividend - A sum of money paid by a company to its sharehoders. Income - Money received from investments. Misc Expense - Any other fees paid. Deposit - Deposit income into this account. Withdraw - Move funds out of this account. Security Name: Seect the security for this investment. Note: This optiona fied may be used to enter a brief description about the transaction. Number of Shares: Enter the number of shares for this investment. Price Paid per Share: Enter the price of each share for this transaction. Commission: Enter the amount of the commission paid. Tota Cost: 37

40 Enter the amount of the tota cost paid. 38

41 Screen References - Add/Edit Category MoneyLine comes with a defaut ist of spending categories instaed. You may add to or edit this ist at any time. You may aso add sub-categories to any category. The Add/Edit Category window aows you to edit the detais of an existing category or add a new category to your MoneyLine records. To add a new category, either type the new category into any category fied in MoneyLine, or seect Category from the Manage menu. To edit an existing category, seect Categories from the Manage menu, then seect a category from the ist and cick the Edit button in the toobar. Note that if a category is a parent for other categories, you wi not be abe to edit the category type (Expense/Income) or header category options. Name: Enter the name of the category. Expense Seect this option for categories associated with expenditures. Income Seect this option for categories associated with revenue. Parent Category Check this option to mark the category as a parent category. A category that can have sub-categories is caed a parent category. Parent Category: If you want the new category to be a sub-category, seect the parent category to which the category shoud be assigned. Tax Deductibe Category Check this option if transactions associated with the category shoud be tax deductibe. 39

42 Screen References - Add/Edit Payee The Add/Edit Payee window aows you to edit the detais of an existing payee or add a new payee to your MoneyLine records. To add a new payee, either type the new payee into any payee fied in MoneyLine, or seect Payee from the Manage menu. To edit an existing payee, seect Payees from the Manage menu, then seect a payee from the ist and cick the Edit button in the toobar. Name: Enter the name of the payee. Notes: This optiona fied may be used to enter notes reating to the payee. 40

43 Screen References - Add/Edit Security The Add/Edit Security window aows you to edit the detais of an existing security or add a new security to your MoneyLine records. To add a new security, either type the new security into any security fied in MoneyLine, or seect Security from the Manage menu. To edit an existing security, seect Securities from the Manage menu, then seect a security from the ist and cick the Edit button in the toobar. Name: Enter the name of the security. Symbo: Enter the security symbo. Price: Enter the current security price. 41

44 Screen References - Reconcie Transactions The Reconcie Transactions window coects information needed from your bank statement to compete reconciiation. To reconcie the active account in MoneyLine, seect Reconcie Account from the Accounts menu. Bank Statement Date: Enter the date of the current bank statement. Cosing Baance: Enter the cosing baance as shown on the current bank statement. 42

45 Screen References - Add Financia Institution This diaog aows entry of OFX information for financia institutions not incuded with the instaation of MoneyLine. This information is used by MoneyLine to connect with the financia institution for retrieva of transaction data -- if the OFX information is missing or incorrect, MoneyLine wi be unabe to connect to the financia institution. Many financia institutions wi provide these detais to their customers upon request. Name: Enter the name of the financia institution. ID: Enter the ID associated with the financia institution. ORG Name: Enter the organization name associated with the financia institution. URL: Enter the URL used by the financia institution for accepting OFX (transaction data) requests. Port Number: Enter the port number used by the financia institution for accepting OFX (transaction data) requests. Bank ID: Enter the Bank ID associated with the financia institution, if appicabe. The routing number ocated on your checks and/or deposit sip is commony used for the Bank ID. 43

46 Screen References - Add/Edit Schedued Transaction MoneyLine aows you to schedue recurring transactions, such as a paycheck or mortgage. To create a new schedued transaction, either right - cick on a transaction from the transactions ist in the main window and seect Make a Schedued Transaction. To edit an existing schedued transaction, seect View Schedued Transactions from the Manage menu, seect a transaction and cick the Edit button on the toobar. Account: Seect the account this schedued transaction shoud be appied to. Transaction Type: Seect the type of transaction entered. Payee: Seect or type in the name of the party to whom the transaction is credited. Amount: Enter the amount for this schedued transaction. Category: Seect the income or expense category to which the transaction is assigned. Sub-Category: Seect or enter the income or expense sub-category, if appicabe. Next Date: Seect the next date this transaction shoud occur. End Date: Seect when this schedued transaction shoud end. No end date Check this if the schedued transaction shoud occur indefinitey. Schedue Every Seect this to choose an interva period for the transactions to occur. 44

47 Occurs once a month on Seect this to choose a specific day of the month for transactions to occur, then choose the day of the month from the drop menu. Remind me before this transaction occurs Seect this to receive an aert that a transaction is about to occur. 45

48 Screen References - Add/Edit Investment Schedued Transaction MoneyLine aows you to schedue recurring investment transactions, such as a paycheck or mortgage.to create a new schedued investment transaction, either right - cick on a transaction from the transactions ist in the main window and seect Make a Schedued Investment Transaction.To edit an existing schedued investment transaction, seect View Schedued Investment Transactions from the Manage menu, seect a transaction and cick the Edit button on the toobar. Account: Seect the account this investment schedued transaction shoud be appied to. Action Type: Seect the type of action entered. No.of Shares: Enter the no. of shares for this investment schedued transaction. Price Paid: Enter the price paid per share for this investment schedued transaction. Commission: Enter the commission for this investment schedued transaction. Tota Cost: Enter the cost for this investment schedued transaction. Security: Seect or type in the name of the party to whom the transaction is credited. Next Date: Seect the next date this transaction shoud occur. End Date: Seect when this schedued transaction shoud end. No end date Check this if the schedued transaction shoud occur indefinitey. 46

49 Schedue Every Seect this to choose an interva period for the transactions to occur. Occurs once a month on Seect this to choose a specific day of the month for transactions to occur, then choose the day of the month from the drop menu. Remind me before this transaction occurs Seect this to receive an aert that a transaction is about to occur. 47

50 Screen References - Change Password Settings Overview This diaog aows you to change the password required to access MoneyLine. You can change your password by opening the Security tab of the Options window, and cicking the Change Your Password button. Password Current Password: Enter your current password. If you are setting up your password for the first time, this fied wi be disabed. New Password: Enter the password you want to use to access MoneyLine. Confirm New Password: Re-enter your new password. The password entered in this fied must match the password entered in the New Password fied. Password Hint: Enter a hint that wi be dispayed if you enter the incorrect password. Recovery Emai Address: Enter the emai address you woud ike your password recovery emai to be sent to. Send a test emai Check this box to send a test emai to your account, to make sure MoneyLine is configured for sending emais. If you are having difficuty with the emai settings, see the artice Probems when sending emai. 48

51 Screen References - Remove Password Overview This diaog aows you to remove password required to access MoneyLine. You can remove your password by opening the Security tab of the Options window, and cicking the Remove Your Password button. 49

52 Screen References - Accessing MoneyLine If you set up MoneyLine to ask for a password on each run, you wi see the Accessing MoneyLine diaog each time you open the program. Enter the correct password to gain access to the program. To disabe password protection, go to Options ~ Security and cick the Remove Your Password button. If you set up a hint and emai recovery when you created your password, these wi be shown to you if you enter the incorrect password. 50

53 Screen References - Report Period Generate Report for Period Seect Period: Seect the period for the report. The fixed period choices avaiabe are the current month, the previous month, the current caendar year, and the ast caendar year. If "Seect" is chosen in the drop-menu, you can enter a custom Start Date and End Date in the fieds beow for the period of the report. Start Date: Enter the date (incusive) the report period wi start from. Cicking the down arrow wi dispay a caendar from which the start date for the report can be seected. End Date: Enter the date (incusive) the report period wi end on. Cicking the down arrow wi dispay a caendar from which the end date for the report can be seected. 51

54 Screen References - Report Period For Account Generate Report for Period Seect Period: Seect the period for the report. Fixed period choices avaiabe are the current month, the previous month, the current caendar year, and the ast caendar year. Or you can choose Seect and then enter any custom Start Date and End Date you ike in the boxes beow for the period of the report. Start Date: Enter the date (incusive) the report period wi start from. Cicking the down arrow wi dispay a caendar from which the start date for the report can be seected. End Date: Enter the date (incusive) the report period wi end on. Cicking the down arrow wi dispay a caendar from which the end date for the report can be seected. Expand by Accounts Seect to expanded the report by accounts. 52

55 Screen References - Report Period Account Activity Generate Report for Period Account: Seect the account for this report. Seect Period: Seect the period for the report. Fixed period choices avaiabe are the current month, the previous month, the current caendar year, and the ast caendar year. Or you can choose Seect and then enter any custom Start Date and End Date you ike in the boxes beow for the period of the report. Start Date: Enter the date (incusive) the report period wi start from. Cicking the down arrow wi dispay a caendar from which the start date for the report can be seected. End Date: Enter the date (incusive) the report period wi end on. Cicking the down arrow wi dispay a caendar from which the end date for the report can be seected. 53

56 Screen References - Budget Report Period Generate Report for Period Seect Budget: Seect Budget for the report. Seect Period: Seect the period for the report. Choose monthy or yeary. Month: Seect a month for a monthy period report. Year: Seect the year for the report. Seect Expense/Income: Seect A, Income or Expense. 54

57 Screen References - Import Transactions from CSV Transaction data can be imported into MoneyLine using csv fies. To add a csv fie, seect Import from CSV Fie from the Fie menu, then ocate and open the csv fie you want to import. The Match CSV Fieds diaog wi appear, and is where you match a the needed fieds from the CSV fie to the MoneyLine item fieds. To associate simiar fieds, cick the Cick to assign text in the right coumn of the eft ist to seect the CSV fied that matches the MoneyLine fieds dispayed in the eft coumn. Enter a vaue in the Data begins on row fied under the ist to et MoneyLine know where in the fie your data begins. Typicay, if the CSV Data Fieds Preview dispays headings such as "Amount," "Payee," etc., the data begins on row 2 or higher. If the preview dispays headings such as "$54.11," "Grocery Store," etc., the data begins on row 1. 55

58 Screen References - Import Investments from CSV Investments data can be imported into MoneyLine using csv fies. To add a csv fie, seect Import Investment from CSV Fie from the Fie menu, then ocate and open the csv fie you want to import. The Match CSV Fieds diaog wi appear, and is where you match a the needed fieds from the CSV fie to the MoneyLine item fieds. To associate simiar fieds, cick the Cick to assign text in the right coumn of the eft ist to seect the CSV fied that matches the MoneyLine fieds dispayed in the eft coumn. Enter a vaue in the Data begins on row fied under the ist to et MoneyLine know where in the fie your data begins. Typicay, if the CSV Data Fieds Preview dispays headings such as "Cost," "Security," etc., the data begins on row 2 or higher. If the preview dispays headings such as "$54.11," "God," etc., the data begins on row 1. 56

59 Screen References - Options ~ Regiona The Regiona tab of the Options diaog is where settings specific to your region are set. Some defaut settings are set automaticay according to the ocation set on your computer. To open the Regiona tab, cick the Options icon on the toobar and cick the Regiona tab. Regiona Format Settings Currency Symbo: This is the symbo used for money in your country, such as $ or &. Currency Name: This is the name used for money in your country. For exampe, Doars or Pounds. Currency Order: Use this option to specify if the currency symbo appears before the number (e.g., $10.00) or after the number (e.g., 10.00$). Currency Digits: Use this option to set the number of digits after the decima point. It can be set to zero, one, two or three. Decima Symbo: This is the symbo used for the decima point; usuay a dot everywhere but in Europe, where a comma is used. Thousands Symbo: This is the symbo used to separate thousands, usuay a comma. Printed Date Format: This is the date format used for printing or pdf generation. Paper Size: This is the paper size used for pdf generation and when the defaut printer is used. 57

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