Adarian Money User`s Manual
Contents
1. What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Keep sub categories together when sorted In the Categories Budget view when you sort on any column like Budget Actual Remain etc Money will first sort the main categories then sort sub categories This way a main category s sub categories will still be kept together after sorting In the following picture categories are sorted by their budgets in ascending order Note that main categories are in order and the three sub categories of Vacation are still under their parent and also sorted by ascending budget d The Mont gt Plame Budget alActual Household 1 795 Education 2 037 i Vacation o A857 Tickets amp Ad shored Lodging B08 Trowel D Tod Childcare 3 163 Mise 3174 Life Insurance 3 4961 DF Quick Access Buttons In the previous version Money has this Quick Access Keys which you can enter a Graffiti letter to quickly switch to a view But some models of Palm PDA can t use Graffiti when the screen is extended to 320x450 or 450x320 modes In this version we added a row or column of Quick Access Buttons at the bottom or rightmost part of the screen Tapping on these buttons have the same effect as using Quick Access Keys Transaction Log q Jul2004 P Date Category Amount Mc 7 9 Visa DKK4 R 7712 Groceries 223 86 Transaction Log View R 7 14 Healthcare ARAE ao SAA 7 12. all text in it will become selected This makes it easier if you want to replace the text in there 20 Scroll Bar The scroll bar to the right of a QuickSelect list is made easier to aim and scroll Page 19 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC gt Retain current position in the Categories Budget view 4 The table does not scroll after the date range is changed Page 20 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 2 0 Cash Flow view One more built in view is added the Cash Flow view This view shows an account s or a group of accounts daily ending balances in a line chart If there are upcoming scheduled transactions they will be included to obtain future balances 7 Hest 30 Dow ow First Tech 200 150 100 oS rid eid 11713 12713 oI rid eid 11713 12713 Currency Currency Account Groups In Cash Flow and Accounts List views you can group accounts into Account Groups When in the Accounts List view only accounts in the selected group are displayed and from the footnote you can get to know the total balance of these accounts For example a group All credit cards can be used to check the total balance of all your credit cards Peers Accounts List Account Group Mame All credit cardd jj iflbotes Accounts in the group Mame Begin fe AME AMES 100 00 12 104 44 O cas
3. insert mode see the picture on the right All the fields in the dialog box will remain the same except the date is changed to today s date And when you tap on the OK button a new transaction is inserted into the database Transaction Transaction Amount Acct Cash Payee Volvo Amount Acct Cosh Payee Volvo Status w Cleared Chk Hote Status w Posted Mote Quick view of notes A column of note icons is added to Transaction Log Account Register Accounts List Categories Budget Payees and Classes views You can tap on the note icons to view the first 4 lines of note text attached to a transaction category payee or class Page 25 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC w Amount Mel R 71d Healthcare 14 12 716 Dining HE 403 Tel Vacation 63 76 D C e a a 49017 7 Note C drew tonight ago should secure K a C fear dignity most stand gift intended matter tolerant since New Total 40 779 89 4 Add a column in the Scheduled view A new column is added to the Scheduled view to display the account where the scheduled transaction will come from Directly access the Swap sub menu The Swap sub menu in the Table s menu is a very often used item To make it easier for you this version added the ability to access this sub menu directly Press and hold down the stylus anywhere inside the table head
4. its information you still can See the Lists Accounts dialog box Similar to closing accounts you can also close inactive payees They are just hidden from most of the user interface but their data are still there See the Lists Payees dialog box Similar to closing accounts you can also close inactive classes They are just hidden from most of the user interface but their data are still there See the Lists Classes dialog box Page 2 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC 4 Accounts do not have to be sorted alphabetically You can sort them any way you want for example you can move frequently used accounts to the top of the list See the Lists Accounts dialog box Data Synchronization These new functions are available only when you have the Windows version of Adarian Money 1 Partial Sync You can keep the complete database in the PC while carrying only the most recent data in the handheld This reduces the size of database on the handheld and speeds up some operations Check out the File Data Synchronization Partial Sync menu command in the Windows version 2 Family Sync Allows more than one person such as family members to share and sync data together Check out the File Data Synchronization Family Sync menu command in the Windows version Plug Ins for Other Applications 1 A plug in for DateBKG6 is added so that it shows the information
5. 07 Adarian Software LLC 3 5 Six new columns are added to the Scheduled Transactions view to show information like payee auto processing type number of payments left frequency etc Two new columns are added to the Transaction Log and Account Register views to show if a transaction is excluded and its transaction type A footnote is added to the Categories Budgets view to show your total budget situation Transaction Related l ay 4 A new transaction attribute is added Transaction Type In addition to the original 3 built in types Withdraw Deposit Transfer users can now define their own transaction types Check out the Lists Transaction Types menu command Users can define frequently used transactions as Templates so that when entering new transactions they can choose and apply a pre defined template quickly Added a new Data Replace menu command to replace the payees categories classes for more than one transactions at a time Added a new option Show day names in the Preferences dialog box to show or hide day names in the Transaction dialog box Lists Related l Now you can close inactive accounts that are no longer used When an account is closed it will be hidden in most of the user interface most of the time but all its data are still in the database That is they don t come in the way while you re using the software but they are not deleted When you need to go back and check
6. 6 Dining HK 403 q Juizo p C 7 16 Vacation 83 76 D i eee c 72 5plit 3 420 17 D C 7 16 Vacation 83 76 a c 7 29 Checking NT 6 468 C 77 29 5 pit 3 420 17 C 7 29 Checking HK 3 505 C 7 29 Checking NT 6 468 C 7 29 Checking 387 83 C 7 29 Checking HK 3 505 C 7 29 Checking IT 16 250 C 7729 Checking 387 83 C 7729 Checking 154 11 C 77 29 Checking NT 16 250 R 7730 Food 178 10 lt i checking aAA C 7 31 BillsElectricity 29959 oo 178 Tran E 709 4 C 7 31 Bills Electricity 299 59 F as Total 6 709 94 2 Page 23 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC These buttons show only when the screen is extended And there is an option in the Preferences to show hide these buttons Retain foreign currency s original amount and exchange rate When a transaction is made using a currency different from that of the account s Money will always remember the original amount and the exchange rate used By default the exchange rate will be the same as the one set up in the Currency list But can also overwrite that default rate by specifying a different on when entering a transaction To do so in the Transaction dialog box select Exchange Rate command from the currency pop up list then another dialog box appears where you can enter the exchange rate and foreign currency amount Exchange Rate Amount w 10000 Exchange rate 0 0059 1 0000 0 008
7. 8 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Show Years option A new option is added in the Preferences so that you can show the year part in dates in all columns that display dates This may be useful for those lucky ones who have wide screen Palms I envy you Preferences Group Display Currency symbols Display if not home currency O Reinstate hint messages AY Show complete catg name O Show decimal digits O Show combined expenses Usability improvements gt Auto Fill In in Transaction dialog box 4 When you enter or modify a transaction Money remembers the association between the payee and other attributes namely category account and class Next time when you are entering or modifying a transaction if you select the payee these three attributes will be filled in automatically This can save you the effort of entering the same information again This feature can be disabled by unchecking an option in the Preferences dialog box gt QuickSelect Improvements 4 18 Key to Select In the Transaction dialog box when a QuickSelect list is showing i e the Categories Accounts and the Payees list you can enter a letter using Graffiti or keyboard to make the item that starts with the letter be selected List is automatically scrolled if necessary 19 Tap to Select When tapping on a QuickSelect field the dotted underline area where you can enter text
8. 9 39 00 When you re back to the Transaction dialog both amounts will be shown Transaction AMES 2 Chevron mi a ow Unossigned gt z Posted Chk In order to let you view the foreign currency amount and the exchange rate two columns are added to the Transaction Log view and the Account Register view Also a new criteria Original Amount is added to the filer definition so that you can find transactions with original amounts and exchange rates Automatically add non existent items When entering or modifying a transaction now you can enter accounts categories and payees that do not already exist in the database Money will ask you if you want to create them Page 24 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Transaction Amount w 31 Acct First Tech Payee w Catg k Item My gadgets does Class lt Unassigned gt not exist in the Status w Posted Chk database Do you want to create it using default values Mote Duplicate transactions When tapping on a transaction in the Transaction Log or Account Register view you will be brought to the Transaction dialog box to modify it In this dialog box the Modify used to be the OK button and Delete buttons are already available in the previous version In v2 0 we added a Dup button see the picture on the left Tapping on the Dup button Money turns the dialog box from modification mode to
9. What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 4 0 Views Related 1 The original Summary view has been replaced with the new Current Status view which gives a quick glance of your complete financial status q ThisManth P Options a damant oo Net Incame 1 106 435 Expense 3 65 00 learnt 4 781 435 Net Warth 57 060 44 What s Caming 62 14 Cell phone 128 2 6 16 cabel TY 755 00 Over Budgets Overdratts AMEX 1 4352 12 e Income expense budget summary e Net worth summary e Select account s ending balances e Upcoming and unrealized transactions e Overdue over budget over limit alerts e And select categories payees classes that you want to keep an eye on 2 The original Calendar view has been totally redesigned It now shows upcoming transactions in the calendar 10 11 12 13 14 15 16 i7 18 19 20 21 22 23 24 25 26 2 29 29 30 Page 1 of 28 What s New in Adarian Money for Palm OS 2003 20
10. about upcoming transactions in DateBK6 s Today screen 2 A plug in for ZLauncher is added so that it shows the information about upcoming transactions in ZLauncher s main screen Miscellaneous 1 When entering a transaction that involves foreign currencies current exchange rates are remembered so that when they fluctuate in the future past information won t be affected 2 Added anew automatic processing option for scheduled transactions overdue silently When it s due nothing happens it just becomes overdue without any warning or message 3 In Auto Backup dialog box a new option is added so that the user can specify how many back up copies he wants to keep 4 Improved the Quit on sleep option in the Preferences dialog box Page 3 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC 5 Users can now specify a custom date range when defining custom views 6 Password entry screen has been improved a full keyboard is made available 7 Importing of check numbers in QIF and OFX files has been improved 8 Searching on note text is now case insensitive Page 4 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 3 8 Data Encryption To better protect your data v3 8 employs Blowfish encryption algorithm to your data when you have assigned a password to your database To minimize the time and memory for encryption decryptio
11. er for over 0 5 seconds the Swap sub menu will pop up directly Transfer Money as payee when exporting to Quicken Add an option in the PC Conduit so that Transfer Money is used as the payee when exporting directly to Quicken Quicken Options j E x Quicken program Folder i During every HotSynt Only at the next HotSync amp Do nok export Page 26 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 1 2 Support for high res handhelds When run on high resolution handhelds you can choose from eight built in fonts to be used in the table These fonts include small fonts so that more rows and columns can be displayed at a time afd Aun inane cD cnet li Brio Mie f t Brill Avionics 21035 E ariy ieg piii iHd O81 kE ris La irg sl Te k efit LEa vary al E E eri 4 vary EI 248 E Bhd Aut Dareke HD 144 E eF E ap d7 jJ k EEE ican ng 52 k ers Fa Ss ed k amp iE taal ee Ls orig Cash 13238 E OGTEE cach 4i5 16 kE mf bs Fat EF k mie iia eii Dg k eps Ca RaSh w New Total 2 566 45 Support of navigation buttons This version supports buttons include palmOne s 5 way navigator and Sony s JogDial Arithmetic calculator An arithmetic calculator is added in this version In almost every place that needs to enter a number such as amounts budgets opening balances etc you can use the calculator so that 1 you don t
12. h Master card DEE400 KK 10 r03 O Checking Visa MT 600 107 635 O First Tech I Master Cord O Savings I Visa Beginning 16 15 w Ending 7 113 92 Cleared 5 510 32 Deposit 33 155 50 Withdrawal 41 343 43 Similarly in Cash Flow view you can use this group to see the changes on total daily balance for all your credit cards Page 21 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC w 30 Days Tele rral 8715 Expand Contract sub categories In the Categories Budget view add a column to show zoom in out buttons at the front The user can use these buttons to expand or contract sub categories When sub categories are hidden the budget and actual spending shown in the parent category row are the sum of all its children categories a ee Actua l a Expense Auto P1445 920 Fuel Ld 1 016 Insurance 1 868 ggd Registratio 6 579 756 Service E s 171 Bonk charges 4 012 1 293 Bill 0 Childcare DOB PS rii Shared budget for sub categories An option is added so that sub categories do not have to have their own budgets they can share their parents budgets For example you can assign a lump sum of 100 to the main category Auto this 100 is allocated for category Auto and all its sub categories Category Type Expense Subcategory of lt Mone gt Monthly budget Mone gt Shore from parent s Page 22 of 28
13. have to use Graffiti any more and 2 you can do some calculations and enter the result right into the field Page 27 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Transaction 0000 MMI ged gale oe E Loan calculator A loan calculator is added so that you can calculate loans or mortgage without buying another program Loan calculator Loan amount 400000 Annual int rate 5 3600 _ 8E Length in years 30 0 Payment freg Monthly Payment 2362 32 cm Principal Jint Sum 1 1 953 00 409 82 1 353 00 F 2 1 957 00 4ile2 3 905 00 3 i 194400 413 82 5 854 00 q 1 94700 4q1582 7 801 00 5 1 945 00 417 82 9 747004 Page 28 of 28
14. ing criteria on accounts categories payees or classes now you can select more than one item in the definition Also in this dialog box you can use Graffiti or the built in Page 14 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC keyboard to enter a letter the list will jump to the item that starts with the letter you entered Select Items Check to include items O Auto O Fuel Cs Insurance O Registration O Service O Bonk Charges O Bills O Cellular CT Electricity 3 Added an Apply button in the Filter Manager dialog box so that you can select a filter and apply it right away 4 Inthe Transaction dialog box two arrow buttons are added to make it easier to select a date just a few days away Transaction w Withdrawal Amount E Payee w Acct Checking Catg w 2Unossigned gt gt Posted Chk 5 Inthe Exchange Rate dialog box among the three factors original amount exchange rate and converted amount you can choose to select any two of the three and let the program calculate the third for you Exchange Rate Amount w sid Exchg rate ow 0 979 Convert to 272 49 OK Cancel Range Clear 2 6 Two new commands are added to the Options menu Expand All and Contract All These two will appear only when you re in the Categories Budget view They can be used to expand or contract all sub categories 7 One new command is added to
15. ls Bank Charges Se ee Bills Total amount to roll over Electricity Expense 311 31 Income 381 11 COE m Because of this change weekly budgets are no longer supported in this version Future Transactions in Register view In the Account Register view future transactions of an account as specified using the Scheduled Transaction command will be shown at the bottom so that you can get to know how the account balance will change in the future Future transactions are marked with an F you can use the Preferences command to select how many days into the future to show or simply disable this feature Date cata o lAmt Balance 1713 Auto Regi 314 21 1 031 107 1713 Groceries 31 10 1 000 00 1713 Bonk Char 12 31 987 69 113 cHousehoh 49 95 937 74 1713 Clothing 61 30 6876 44 126 Bills elul 64 00 812 44 Life Insur 336 00 476 44 25 Rent FFS 00 295 56 2 11 iBills Wate 19 21 317 77 a Gies a Sian m 7 mdo aa mat Other improvements 1 Inthe Preferences dialog box there is a new option Work on temp database When checked every time you enter Money Money creates a working copy of the main database All the changes you made in Money will be in this temporary database Only when you exit and if the temporary database is undamaged will Money copy the contents in this temp database to the main one This option helps ensure the safety of your data 2 When defining a filter if you re us
16. mand Anew command Purge Payees is added to the List menu which can be used to delete inactive payees Users can delete payees by filtering payees based on the last time a payee was used or the number of times the payee was used After a payee is removed the user can optionally keep the payee name in the transaction s note field Anew Import command is added under the Data menu Improved Reconciliation In the new design the program displays the expected cleared balance in the footnote area while the user can access all the rest of the functionality of the program until the balance is correct This way while seeing the expected balance the user can freely make whatever changes are not necessary to the data to obtain the result Auto Backup Anew command Auto Backup is added When enabled Money will copy your database to memory card when exit as a backup Page 6 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Other Improvements 9 Improved performance for importing QIF OFX files noticeable especially when there are thousands of records 10 Insert upcoming scheduled transactions by tapping on S transactions in the Transaction Log or Account Register views 11 The File Manager command is changed so that the use of the expansion memory card is not limited to the Adarian Money folder only the user can choose to use any folder on the card Page 7 of 28 What s New i
17. mple the user can create a database for his own personal money another for his business expenses File Manager File in use Personal Money Memory Handheld Business Finance Rename Personal Money l a Secret Accounts in Swiss Details O Show File Monager at start up New Open Eit Please refer to the User s Manual for more details on this feature Page 12 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 2 5 Pie Chart view A new view is added in this version the Pie Chart view In this view the program uses a pie chart to show the incomes and expenses based on categories payees or classes J O Sort Total 10 597 62 W Combine Improved budgeting Instead of using the same budget for every month you can now specify different budget for each month in the year Expense Budget Category Vacation Trowel Budget Alert if Jara ere S343 zord 1905 1524 1251 1001 d3 36A 76525 p220 O Same for every month EY Can be rolled over Also unused budgets or overage in the last month can be rolled over to the next month by using the Roll Over command from the Data menu when you re in the Categories Budget view Page 13 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Roll Over Roll Over Rollover budget balances Enter amount to roll over To Jon 2005 Insurance AY Adjust alert leve
18. n Money also lets you specify which parts of the program are to be encrypted A new group Security is added to the Preferences dialog box and the original Security command is renamed to Password Manual QuickSelect QuickSelect is the feature where in the New Transaction dialog box you can enter only one or a few letters the program will look in the list of payees accounts or categories to look for the first item that begins with the letters you have entered and automatically put the found item in the text entry field This feature works well for single byte systems but doesn t work on double byte systems Manual QuickSelect is a way for the user to manually make the program to do such a search It s designed for double byte systems but also works on single byte systems When you have entered one or several double byte characters you can enter a Return character a northeast to southwest Graffiti stroke or you can use the keyboard if your handheld has one to make the program to do the search Page 5 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 3 7 Import Export Through Memory Cards In this version users who don t use the PC Conduit can also import and export files through the memory expansion card Files can be imported are QIF and OFX Transactions can be exported in QIF and CSV formats Tables can be exported in CSV HTML RTF and TXT formats Purge Payees Com
19. n Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 3 6 Auto Processing for Scheduled Transactions A new group is added to the Preferences dialog box the Sync with AMWin group Options in this group let you decide if you want to synchronize data with Adarian Money for Windows If you do you can also decide which side the PC or the handheld will handle the automatic processing for scheduled transactions Other Improvements 12 When pulling down the category payee and account list in the New Transaction dialog box current selection status is preserved Page 8 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 3 5 Unrealized Transactions Unrealized transactions are like scheduled transactions in that they haven t happened yet The difference is they don t repeat they happen only once You can enter an unrealized transaction into Money as a reminder to yourself that there is a transaction will happen some time in the future Such transactions are not included in the calculation of income and expense and do not affect the display of an account s ending balances But they do affect the running balance the balance shown in each row in the table in the Account Register view Transfers as Income or Expense In previous versions transfer transactions are never counted in when calculating income or expense In this version when defining an account y
20. ou can specify how transfers into or out from this account will be treated when calculating income expense You can select 1 Transfers are not included as before 2 all transfers into this account should be counted as expense 3 all transfers out from this account should be counted as income An option is added in the Preference dialog box so that you can decide whether this feature should be enabled or disabled Your options are 1 Disabled that is everything will be like before transfers are not counted 2 Enable for all accounts that is transfers are treated in the way as specified in the account definition as described earlier 3 Enable only for accounts that are not included in the filter in effect If there is no filter in effect then it will be just like before Excluded Transaction A new attribute is added to transactions Excluded On every aspect Excluded transactions are exactly the same as ordinary transactions with one exception When a transaction is marked as Excluded it will never be included in the calculation of income and expense no matter Page 9 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC what category it has been assigned to Setting a transaction to Excluded affects only the income expense but will never affect the calculation for other account related information such as balance withdraw deposit transfer in and transfer out To support this new at
21. the Options menu Zero Items This command appears only when you re in Categories Budget Payees or Classes view It can be used to show or hide items whose amounts are 0 Page 15 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC 8 Increased the maximum number of accounts in an account group from 20 to 30 Page 16 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 2 2 Trend view A new view is added in this version the Trend view It shows the monthly weekly daily trend in income and expenses With a proper filter you can easily find out the trend on a particular category or payee or anything 60 SOF 40 SO Moy Jun Jul Aug Sep Unit Thousand Custom Views for charts In previous version v2 0 the Cash Flow view cannot be used as the base view of custom views In this version a new Trend view is added and these two chart based views can both be used as the base view for custom views Beaming of transactions In previous versions Adarian Money can only beam list items such as accounts categories etc In v2 2 beaming of transactions is supported You can select which transactions to beam However one prerequisite must be satisfied list items used in the transactions must already exist in the receiving side For example if a transaction is from account AMEX then on the receiving side there must also e
22. tribute a new filter criteria Excluded is also added in Filter dialog box Import of OFX Files In addition to QIF files now you can import transactions from OFX Open Financial Exchange files Other Improvements 13 A pair of buttons is added to the left of the View menu to let you easily navigate back and forth among views 14 In this version unrealized and upcoming scheduled transaction will also be displayed in the Transaction Log view A few new options are added to the Preferences dialog box to select the range 15 Anew repeating option for scheduled transactions is added the Every weekday option 16 Cash flow chart s date range selection is made to be more flexible 17 Items in the footnote of the Account Register and Accounts List views are changed Page 10 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 3 0 HotSync with Adarian Money for Windows The only change in this version is the support of seamless synchronization with Adarian Money for Windows v3 0 There is no added or changed user interface or operation in terms of the Palm OS version The PC Conduit has changed to support this new feature Page 11 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Version 2 6 Multiple Databases With this new feature Money allows the user to create and manage more than one database in the memory For exa
23. xist an account called AMEX Page 17 of 28 What s New in Adarian Money for Palm OS 2003 2007 Adarian Software LLC Select Transactions 398 08 Split 2 079 16 Bills Telephone MT 330 Bills Telephone 107 21 O categories O Payees Entertainment 408 12 Auto Service 32 00 O casses i Clothing DEK 12 O Scheduled Transactions O Currencies New options in the PC Conduit Two new options are added to the PC Conduit One allows you to disable or enable the export function The other lets you choose the date format used in import QIF files Condit Configuration i Di shied sihe nest HotSync Tl Carce cu dech oguen QGucken Opto Alaini fw Epai bo GIF File DF Oiii Expo SY Fie CSV Options Eat ual Expert iamas im the ange C Aldas E Fom 7 20 j APATE May Ori paw hantac ons Med shai mpura hom DE Lara fres Importing statuses from QIF files In previous versions the status of imported transactions are always marked as an o in Transaction Log or Register view In this version an option is added to let you select if you want to set the status to Posted Cleared Reconciled For review same as in previous versions or set to the status that are used in the QIF file import imported data is found Do you want to import Set status to Retain originals J F Jote tield O Discard check numbers I Motch transactions Page 1
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