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Personal Finance Manager Help / FAQ


Please submit questions via the Support form.


Help Topics:

  • General Information
  • Entering Data
  • Storing Data
  • Working with Tabs
  • Working with Spreadsheets
  • Backing-up and Restoring Databases
  • Quick Start

  • How to Use the Tabs
  • Personal Profile
  • Personal Information Form
  • Account and Category Editor
  • Merging Accounts and Categories
  • Assets / Liabilities
  • Determining Net Worth
  • Personalizing Assets and Liabilities
  • Estimated Budget
  • Quick Estimate
  • Gross Monthly Income
  • Guideline Editor
  • Net Spendable Income
  • Living Expenses
  • Using Guideline Amounts
  • Using Estimated Amounts
  • Surplus / Deficit
  • Transactions
  • Entering New Transactions
  • Editing Transactions
  • Removing Transactions
  • Split Transactions
  • Recurring Transactions
  • Views, Sorts, and Balances
  • Cleared Button
  • Income Allocation
  • Monthly Allocations Spreadsheets
  • Auto-Allocating Income
  • Manual Allocations
  • Unallocating Surplus Amounts
  • Carrying-Over Surplus Amounts
  • Target Monthly Allocations
  • Savings
  • Creating New Goals
  • Editing Goals
  • Removing Goals
  • Allocations
  • Debts
  • Creating New Debt Names
  • Computing a Payment Schedule
  • Summary
  • Financial Summary
  • Graphical Budget Results
  • Savings Calculator
  • How to Use
  • Lump Sum vs. Annuity
  • Solving for Interest Rates and Periods
  • Retirement Example
  • Exporting Data Exporting Data to a File
  • Tips / Shortcuts General Tips
    Keyboard Shortcuts



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