|
Download
Purchase
Screenshots
User's Guide
Forum
1. Create a new account
- Select Menu -> New Account.
- Enter the account name and an initial balance.
- Check "Describe every transaction" to be prompted for a
description with each transaction.
2. Record withdrawals as you make them
- On the home screen, enter the amount using the phone keypad.
- Use the right and left arrow keys to toggle between Withdraw and
Deposit.
- Press the left soft key to note the transaction quickly, or the
enter key to add a description first.
3. Edit details of recorded transactions
- On the home screen, use the up and down arrow keys to select a
recorded transaction.
- Press the enter key to edit a selected transaction.
- Choose a Quick Description, or enter a Custom Description in the box below.
- Custom Descriptions will be saved for quick re-use later!
- Use the right and left arrow keys to adjust the date.
- To delete a transaction, first highlight it, then select Delete Transaction
from the Menu. The deleted debit or credit will be reversed.
4. Mark a transaction "cleared"
- On the Home screen, use the up and down arrow keys to highlight a transaction.
- Press [*], [#], or [space] to mark the highlighted transaction "cleared".
- Press [*], [#], or [space] again to remove the mark.
- Windows Mobile stylus users: tap a highlighted transaction to mark it "cleared".
5. Delete a transaction
- On the Home screen, use the up and down arrow keys to highlight a transaction.
- Select Delete Transaction from the Menu.
- The deleted debit or credit will be reversed.
6. Adjust an account balance
- Select Menu -> Adjust Balance.
- Enter the new account balance in the box provided.
7. Manage multiple accounts
- Select Menu -> Accounts to quickly switch between accounts.
- Select Menu -> Manage Accounts to rename or delete accounts.
8. Export to Microsoft Excel (Windows Mobile only)
- Use the Manage Accounts screen to export account data to the phone's My Documents folder.
- Accounts can be saved as Microsoft Excel compatible .csv files.
9. Set a Password
- On the Home screen, choose Menu -> Tools -> Set Password.
- Type the new password.
- Confirm the new password.
10. Erase All Data
- On the Home screen, choose Menu -> Tools -> Erase All Data.
- Choose "Yes".
- All data, including accounts, preferences, and any password will be removed.
|
|