![]() Once you are done setting up your accounts, click the Next button to proceed to step 4. Step 4 In step 4, you can setup your reminders, such as your bill reminders and other general reminders. This step is optional, and you can add more reminders later. To setup a reminder, click the button labeled Click here to setup a new reminder. Once you are done setting up your reminders, click the Next button to proceed to step 5. Step 5 In step 5, you can setup your budgets, which allow you to set your desired spending for a given period of time. 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. This step is optional, and you add more budgets later. ![]() To setup a budget, click the button labeled Click here to setup a new budget. Once you are done setting up your budgets, click the Next button to complete the setup. Operating the Program Moneyspire was designed to be straightforward and easy-to-use. The main screen is split up into four (4) sections:ġ. ![]() Reminders The reminders screen will show you all your upcoming, due and past due bill and deposit reminders. Your reminders will be displayed in two formats: a calendar and a list. 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. 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). 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. Reports The reports screen allows you to generate detailed reports on your expenses, income and net worth. You can also save reports so that you can quickly view them at any time without having to configure the report options again.Ĥ. Accounts and Transactions To view an account's transactions, first click on the account on the left-hand side. You will then be taken to the account's transaction list where you can add, edit or delete transactions. You can customize the transaction register options by clicking the View menu option. You will also notice there are two balance columns, one labeled 'Balance' and the other labeled 'Cleared Bal ' The first column displays the total balance of all the transactions, while the second column displays the total balance of all the cleared transactions. You can clear a transaction by checking its corresponding check box, or by using the reconcile feature. You should clear a transaction when you know it has been processed, for example, when a check has been cashed. ![]() Managing Investments Moneyspire allows you to easily manage your investments. Once an investment account is added (via the Tools->Accounts menu option), you can manage your investments (securities) via the Portfolio button in that account register for that account, and record your investment transaction activity. Keeping Different Sets of Files Moneyspire allows you to keep different sets of data files. For example, you may want to keep one data file for your personal finances, and another data file for your child's personal finances. Each data file will have its own set of accounts, reminders, categories and budgets. To create a new file, click on the File->New menu option. To open a file, click on the File>Open menu option. Moneyspire will automatically open the last file you worked on when you start the program up. Multiple Currency Support Moneyspire allows you to have accounts in multiple currencies. INSTALLING MONEYSPIRE ON SECOND COMPUTER MANUAL. ![]()
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