EasyMoney User Manual
Contents
1. Fill in Payee and Amount for example Pets 50 Tap Save amp Split A New Split screen will appear aM 9 50 am Pets 50 00 Total Amount 50 00 Category Household Ww Amount Type 123 9 E Withdrawal Notes Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com EasyMoney User Manual Ver1 6 4 EasyMoney User Manual Ver1 6 4 Select Category Fill in Amount Select Type Fill in Notes optional Select Save amp New Split for more splitting or Save amp Done A Split Transaction record will appear Transactions Balance at Start of 1 May 2011 926 66 8 May Chilli 59 64 Restaurant 1 779 98 9 May Pacific Coffee 7 55 0 May f self Improvement 1 751 87 11 Groceries 173 90 May split Category 1 577 97 Y 10 Magazines 20 56 Balance at End of 31 May 2011 1 577 97 Change Period Add Transaction Tap on the Split Transaction record to view more A new screen will appear Tap on individual transactions to make changes Tap on New Category to create a new Split Transaction Groceries 11 May 2011 123 90 50 00 View Edit Transaction New Category Copyright 2011 Handy Apps Inc All Rights Reserved 14 www handy apps com EasyMoney User Manual Ver1 6 4 Transfers between Accounts Make Transfer Transactions between accounts such as ATM withdrawals quick and simple Transfer Transactions are simply money moveme2. Status Uncleared Ww Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com EasyMoney User Manual Ver1 6 4 11 EasyMoney User Manual Ver1 6 4 Select Transaction Status Cleared Uncleared Reconciled or Void A letter symbol icon will appear next to the Transaction record Select Transaction Status Cleared Uncleared Reconciled Cleared To mark that the transaction has been cleared Uncleared This is the default transaction status To change this setting tap and hold on the Account select View Edit Account Info and choose a different status under Default Trans Status Reconciled To indicate that the transaction is reflected in your monthly bank or credit card Statement Void To cancel the transaction but still keep a record for reference If you wish to take a picture of the receipt bill for proof of purchase records Tap the Camera Icon Snap a photo A thumbnail of that photo will replace the Camera Icon A photo symbol will appear next to the Transaction record To capture a new photo Tap the thumbnail for further photo options such as to take a new photo Copyright 2011 Handy Apps Inc All Rights Reserved 12 www handy apps com Split Transactions To make a split transaction go to Select Category Tap Split Category Select Category Vacation Others Transfer Outward Transfer Inward New Category
3. No Ww Select Default Transaction Status Cleared Uncleared Reconciled or Void Every transaction created in this account will be assigned the default transaction status selected Cleared To mark that the transaction has been cleared Uncleared This is the default transaction status To change this setting tap and hold on the Account select View Edit Account Info and choose a different status under Default Trans Status Reconciled To indicate that the transaction is reflected in your monthly bank or credit card Statement Void To cancel the transaction but still keep a record for reference Select Exclude from Total Balance Yes or No If selected Yes the account s balance will not be calculated into the Total Balance in the Accounts Overview page Copyright 2011 Handy Apps Inc All Rights Reserved 7 www handy apps com EasyMoney User Manual Ver1 6 4 Tap Save or Cancel Edit Delete an Account To edit or delete an account Tap and Hold on Account Name to raise the Account menu of options Add Transaction Make a Transfer View Transactions View Edit Account Info Delete Account Reorder Account On the pop up menu Tap Add Transaction to add a new transaction in the account Tap Make a Transfer to make a transfer transaction You will be directed to a Transfer Transaction screen to input transfer amount account to be transferred to and oth
4. Press the MENU button and Tap on Settings aM 9 40 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 s View Reports Manage Categories Database Tools About EasyMoney Select Bills Reminder Settings Change Settings Security Settings Currency Settings Display Settings Copyright 2011 Handy Apps Inc All Rights Reserved 57 www handy apps com Select Notification Time for Bills Bills Reminder Settings Default Reminder Days 5 Days Before Due Reminder Time Currency 08 35 B USD WwW The Default Reminder Time is 8am For Bills marked as Paid EasyMoney User Manual Ver1 6 4 Please note that after marking your bill as paid your Bills Reminder currency and Payment Account currency must be the same for any Transaction Record to be automatically created in your Payment Account Select Reminder Days for Bills Don t Send Notification 1 Days Before Due 2 Days Before Due 3 Days Before Due 4 Days Before Due 5 Days Before Due You may also select Dont Send Notification if you do not wish to receive any notification Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com 58 EasyMoney User Manual Ver1 6 4 Display Settings You may customize and modify any default periods set by EasyMoney when viewing or receiving Transactio
5. on Cancel to remove all the ticks For more information read Housekeeping Copyright 2011 Handy Apps Inc All Rights Reserved 29 www handy apps com EasyMoney User Manual Ver1 6 4 Delete Transaction To remove transaction permanently Clear Transaction To mark that the transaction has been cleared Reconcile Transaction To indicate that the transaction is reflected in your monthly bank or credit card Statement Unclear Transaction This is the default transaction status To change this setting tap and hold on the Account select View Edit Account Info and choose a different status under Default Trans Status Void Transaction To cancel the transaction but still keep a record for reference Copy Transaction A duplicate of the transaction will appear in the current Account Move Transaction To shift the transaction record to another Account Copyright 2011 Handy Apps Inc All Rights Reserved 30 www handy apps com EasyMoney User Manual Ver1 6 4 Budgeting Budgeting gives you greater control of your expenditure helping you to monitor your expenses for any Category before it reaches its limit Add A New Budget From the Accounts Overview Screen Tap View Budgets Tap New Budget Category All Categories Ww Account All USD Accounts Monthly Budget Amount Select Category Select Account Key in Monthly Budget Amount Tap Save or Cancel Swipe the header to the left or righ
6. time to perform this operation is 3 45am or whenever you are most likely to be not using the phone Auto Delete Old Backup Files Enable Disable No of Days to Keep Disabled Ww 30 Copyright 2011 Handy Apps Inc All Rights Reserved 49 www handy apps com EasyMoney User Manual Ver1 6 4 Other Features Add a Home screen Widget Bank Account USD Balance 26 816 10 EasyMone E 2 wp Dialer Contacts Browser Messaging The EasyMoney home screen widget enables even faster access to the application The widget provides shortcuts to view account Summary and allows adding of new transactions directly from the home screen Tap the Arrow key to switch between accounts Tap the Icon to add a new transaction i the currently selected account Tap the Account Name or Account Balance to view transactions for the currently shown account Please note that e The Home Screen Widget is not supported on alternative home screen applications such as Open Home or aHome From the Home Screen press the MENU button Select Add Copyright 2011 Handy Apps Inc All Rights Reserved 50 www handy apps com Wallpaper Search Notifications Settings Select Widgets Add to Home screen P Shortcuts ry Folders ah Wallpapers Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com EasyMoney User Manual Ver1 6 4 51 EasyMoney User Manual Ver1 6 4 Select EasyMone
7. yyyy yy MM dd yyyy MM dd The earlier instructions should allow you to import your data into the designated account If you encounter any error please email Support handy apps com Copyright 2011 Handy Apps Inc All Rights Reserved 47 www handy apps com EasyMoney User Manual Ver1 6 4 Auto Backup Settings EasyMoney has an automatic daily backup feature You can customize the backup time and choose to enable an automatic deletion of old backup files From the Accounts Overview Screen Press MENU and Select Database Tools M 9 23 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 View Reports Make a Transfer A Manage Categories Settings About EasyMoney Select Auto Backup Settings Copyright 2011 Handy Apps Inc All Rights Reserved 48 www handy apps com EasyMoney User Manual Ver1 6 4 M Database Tools Purge All Backup Files Import CSV Import QIF Beta Export CSV Export QIF Beta Customized your Backup Time The default time is 3 45am Select Enabled or Disabled for EasyMoney to delete backup files older than a specific number of days Auto Backup Settings Daily Automatic Backup Enable Disable Backup Time Enabled Ww 3 45 B If Auto Backup is enabled a backup file will be created in the SD Card every day at the specified timing The recommended
8. 3 www handy apps com EasyMoney User Manual Ver1 6 4 Drill Down by Subcategory To view expenses by Subcategory For example the Category Food may be drilled down into Subcategories Breakfast Lunch Dinner and Snacks Drill Down by Payee Item To view expenses by payee or item For example Burger King Wal Mart View Transactions To view details of transactions You will be brought to the Account transactions page B Income by Category To view income chart by category for a default or predefined period Income By Category Income 52 07 2 500 Tradings 20 54 Dividends 9 93 E Sales Commission 8 81 a Rebates 7 39 i Interest Income 1 26 I s60 C Monthly Expense To view expense chart by month The default date range is Year to Date Copyright 2011 Handy Apps Inc All Rights Reserved 24 www handy apps com EasyMoney User Manual Ver1 6 4 ea o wo wr Apr ay Monthly Expense Report D Monthly Income To view income chart by month The default date range is Year to Date Apr Monthly Income Report Copyright 2011 Handy Apps Inc All Rights Reserved 25 www handy apps com EasyMoney User Manual Ver1 6 4 E Monthly Cash Flow To view the difference between Income and Expense for each month The default date range is Year to Date Monthly Cash Flow Report F Daily Balance Chart To view your daily a
9. 500 00 Transfer Outward 25 514 36 12 Concert 65 00 Apr Entertainment 25 449 36 v 12 Abercombie 108 50 Apr Abby s 25 340 86 14 Pavcheck 2 500 00 Balance at End of 16 Apr 2011 27 840 86 Copyright 2011 Handy Apps Inc All Rights Reserved 65 www handy apps com EasyMoney User Manual Ver1 6 4 Select Action to perform Select Action Delete Transaction s Clear Transaction s Reconcile Transaction s Unclear Transaction s Void Transaction s Select All Delete Transaction s To remove transaction permanently Clear Transaction s To mark that the transaction has been cleared Reconcile Transaction s To indicate that the transaction is reflected in your monthly bank or credit card statement Unclear Transaction s To mark the transaction as Uncleared This is the default transaction status To change this setting tap and hold on the Account select View Edit Account Info and choose a different status under Default Trans Status Void Transaction s To cancel the transaction but still keep a record for reference Select All All transactions will be marked with a green tick on the box on the left of every transaction Tap on Action to perform mass action or Tap on Cancel to remove all the ticks Copyright 2011 Handy Apps Inc All Rights Reserved 66 www handy apps com EasyMoney User Manual Ver1 6 4 FAQ How do I upgrade Eas
10. Categories may also be added while creating a new transaction To create a new category From Accounts Overview screen Press the MENU button to raise EasyMoney menu options Tap Manage Categories Accounts Overview Cash 1 577 97 Initial Balance 235 80 Credit Card 844 42 Amex Spent Budget 0 00 1 500 00 Bank Account 29 514 36 A C 1123 3234 12 View Reports Make ein A Settings a Database Tools About EasyMoney Tap New Category Copyright 2011 Handy Apps Inc All Rights Reserved 17 www handy apps com EasyMoney User Manual Ver1 6 4 aM 9 54 am Manage Categories l Accommodation Automobile l Child Support l Credit Cards l Delivery l Donations l Drinks l Entertainment l Food New Category Fill in Category Name New Category Category Name D Transaction Type Expense Ww Parent Category Optional Description Optional Save Cancel Select Transaction Type Either Income or Expense If a category is assigned as an Income type all transactions under the category will be reflected as deposits Likewise if a Copyright 2011 Handy Apps Inc All Rights Reserved 18 www handy apps com EasyMoney User Manual Ver1 6 4 category is assigned as an Expense type all transactions under the category will be reflected as withdrawals Select Parent Category Optional Make this new category a subcategory by
11. EasyMoney v1 6 4 User Manual EasyMoney User Manual Contents A Welcome 1 Introduction 2 Support B Functions 1 Expense Tracking a Accounts Overview b Set up a New Account i Edit Delete c Add Edit a transaction i Split Transactions d Transfers between Accounts e Manage Categories and Subcategories View Reports i Select Account li View Transactions by Expense by Category Income by Category Monthly Expense Monthly Income Monthly Cash Flow Daily Balance Chart A See eae one 2 Checkbook Management 3 Budgeting Add Budget Set Default Viewing Periods Health Bar Indicators Edit Budget View Transactions Danno 4 Bills Reminder a Add a New Reminder b Overdue Paid Bills 5 Database Tools a Create Restore or Purge All Backups Full version only b Import Export to CSV file c Import Export to QIF file d Auto Backup Settings C Other Features Sound Effects Housekeeping a Add Home Screen Widget b Security c Currency d Bills Reminder e Display f g D FAQ Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com Ver1 6 4 EasyMoney User Manual Ver1 6 4 Welcome Track your daily expenses quickly and easily with EasyMoney a simple yet powerful application designed specifically for Android Analyze and manage your income expenses cash flow and budgets with interactive reports and graphs so you will have all your f
12. MARKS oo i E T Column 1 Payee Item Description This is the payee item field This is a mandatory text field Like all CSV text fields if the data string contains the field delimiter eg COMMAS it must be enclosed with DOUBLE QUOTES Additionally if a DOUBLE QUOTES appear within the data string it must be prefixed by another DOUBLE QUOTES Column 2 Category This is a mandatory text field If the category is not found in EasyMoney it will be created automatically with category type Expense if the amount is negative and Income otherwise Like all CSV text fields if the data string contains the field delimiter eg COMMAS it must be enclosed with DOUBLE QUOTES Additionally if a DOUBLE QUOTES appear within the data string it must be prefixed by another DOUBLE QUOTES Copyright 2011 Handy Apps Inc All Rights Reserved 41 www handy apps com EasyMoney User Manual Ver1 6 4 Column 3 Amount The amount must be a valid number For negative numbers a MINUS sign must be placed in front of the number There should be no group separator and the only two acceptable decimal separators are the PERIOD and the COMMA If you use COMMA as the decimal separator you must enclose the amount field with DOUBLE QUOTES Column 4 Status The status must be exactly one of the following Cleared Uncleared Reconciled and Void Note that this field i
13. Paid Bills From the Bills Reminder Screen you may view Pending Bills Upcoming bills that have not been paid Paid Bills Bills that you have mark as paid Paid Bills 20 Apr j Water 201 26 Paid on 12 May 2011 20 Apr Magazines 45 00 Paid on 12 May 2011 3 May Rent 1 000 00 Paid on 12 May 2011 Paid on 12 May 2011 Car Loan 275 50 a Paid on 12 May 2011 12 Apr f Electricity 253 65 20 Apr l Car Loan 275 50 l Paid on 8 Apr 2011 2 Bills totalling 385 95 Already past due Upcoming Bills Overdue Bills New Reminder Overdue Bills Bills that are already due but have not been paid An overdue notification will pop up on your mobile screen once a bill is overdue The notification will expire the following day aM 9 21 am Overdue Bills 22 Apr Mobile Phone 110 45 20 days past due 5 May Car Loan 275 50 7 days past due Paid Bills Upcoming Bills New Reminder New Reminder You will be directed to a New Reminder page to create a reminder Copyright 2011 Handy Apps Inc All Rights Reserved 39 www handy apps com EasyMoney User Manual Ver1 6 4 To View Edit Delete Bill Reminder Tap on a Bill Reminder To update and make changes to your Bill Reminder You may also tap and hold a Bill Reminder and Mark as Paid View Edit Reminder Mark as Paid Delete Reminder aM 9 22 am GBA Enter Payment Details Amount USD Date 110 45 12 May 2011 ow Pa
14. Reconciled Cleared To mark that the transaction has been cleared Uncleared This is the default transaction status To change this setting tap and hold on the Account select View Edit Account Info and choose a different status under Default Trans Status Reconciled To indicate that the transaction is reflected in your monthly bank or credit card Statement Void To cancel the transaction but still keep a record for reference A letter symbol showing the selected status will appear next to each Transaction Copyright 2011 Handy Apps Inc All Rights Reserved 28 www handy apps com EasyMoney User Manual Ver1 6 4 A Cleared Amount will appear next to the Balance on your Account page if you have Cleared and or Reconciled Transactions Transactions Balance at Start of 1 May 2011 3 514 36 Transfer Outward 2 014 36 7 May Transfer to Cash 1 500 00 Income 4 514 36 8 May Paycheck 2 500 00 Tax 3 613 36 9 May Income Tax E 901 00 l Balance 12 May 3 613 36 Cleared 1 292 14 Change Period Add Transaction Tap and Hold any Transaction record to raise further options such as 4 i 10 32 am Select All Delete Transaction Clear Transaction Reconcile Transaction Unclear Transaction Void Transaction Copy Transaction Select All All transactions will be marked with a green tick on the box to the left Tap on Action to perform mass action or Tap
15. Screen Widget Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com 54 EasyMoney User Manual Ver1 6 4 Currency You may customize what Currencies may be displayed when viewing or receiving Transactions Bill Reminders and Reports From the Accounts Overview Screen Press the MENU button and Tap on Settings aM 9 40 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 View Reports Manage Categories a Database Tools Select Currency Settings Copyright 2011 Handy Apps Inc All Rights Reserved 05 www handy apps com EasyMoney User Manual Change Settings Security Settings Bills Reminder Settings Display Settings Fill in how you wish your Currency figures to be displayed Currency Settings Default Currencies Accounts Default Bills Reminder Currency Currency USD w USD Currency Display Customization Code Symbol Symbol Placement USD w w 1 234 57 vy Decimal Decimal Group Places Separator Separator 2 v y v Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com Ver1 6 4 56 EasyMoney User Manual Ver1 6 4 Bills Reminder Settings Customize when you would like to receive you Bills Reminder Notifications Your Bills Reminder and Account must be set to the same currency From the Accounts Overview Screen
16. ance that is calculated based on all transactions dated up to the current date Selecting Include Future Dated Transactions will show a Balance that is calculated based on all transactions For Repeating Transactions The Default setting is O Days Please note that recurring Transactions will only be created on the Date of Transaction itself For Repeating Bill Reminders The Default setting is 30 Days The setting may be changed up to 90 Days in increments of 30 i e 30 60 and 90 Short Term Reports options include Month to Date This Month Last Month Next Month Last 7 days Last 30 Days Last 60 Days Last 90 Days Last 6 Months Year to Date Last Year All Past Transactions Post Dated Transactions All Time Long Term Reports options include Year to Date Last 6 Months Last 12 Months Last Year 2009 2008 2007 2006 Copyright 2011 Handy Apps Inc All Rights Reserved 61 www handy apps com EasyMoney User Manual Ver1 6 4 Sound Effects Hear a ka ching sound whenever you add an Income transaction The sound is enabled by default To change this settings From the Accounts Overview Screen Press the MENU button and Tap on Settings aM 9 40 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 View Reports Manage Categories a Database Tools Select Other Setting
17. can select the account to export and customizes the start date end date and the date format Click Export to complete the exporting You can find this file in gif_output under EasyMoney when you connect your phone to the computer This file can be view using the Quicken program Copyright 2011 Handy Apps Inc All Rights Reserved 70 www handy apps com
18. ccount balance fluctuation over time The default date range is Year to Date SaM 10 25 am 1 Jan 2011 11 May 2011 Daily Balance Chart Copyright 2011 Handy Apps Inc All Rights Reserved 26 www handy apps com EasyMoney User Manual Ver1 6 4 For further viewing options at any time or to quickly view other reports and transactions Press the Menu button to raise more options such as WA Select Account View Tra nsactions t alil f i gt Accounts Overview More Reports Change Period Select a Date Range for the Report EasyMoney automatically tracks reports by This Month and Year to Date Select Account To view report for a particular account View Transactions To view details of transactions You will be brought to an All Transactions page or a specific account transaction page depending on if you are looking at one account or all accounts of the same currency Account Overview Return to main page More Reports To view other report types Please note that e Transfer Transactions between Accounts are not reflected in Reports e Accounts of different currencies are shown in separate Reports Copyright 2011 Handy Apps Inc All Rights Reserved 27 www handy apps com EasyMoney User Manual Ver1 6 4 Checkbook Management To modify a Transaction status Tap any Transaction record to view the Transaction menu of options Select Transaction Status Cleared Uncleared
19. der form within an hour lf you do not receive it after 24 hours it could be due to one of the following reasons 1 The License Key email has accidentally landed in your spam folder 2 You paid using eCheck eChecks take some time to clear normally 3 to 5 business days 3 There was a typo in the delivery email address when the order was placed If the License Key email is not in your spam folder please contact us at support handy apps com You can expedite the resolution of this issue by forwarding us a copy of your PayPal receipt have not received my License Key even though have paid What is going on Part 2 You may have purchased the full version of EasyMoney When you purchase the full version directly from the Android Paid App Market a separate unlocked full version of the application is downloaded into your device To restore your trial version data you need to 1 Launch the full unlocked version of EasyMoney on your phone 2 Go to Accounts Overview gt MENU gt Database Tools gt Restore from Backup oF Select most recent backup to restore your trial version data As there will now be 2 copies of EasyMoney to uninstall the trial version you can A Go to Android Market 2 Search for EasyMoney and select the FREE version not the PURCHASED version 3 Uninstall the app from there installed EasyMoney on a new Android device and when enter the License Key it was rejected as invalid How can I reso
20. er details Please note that Transfers are only allowed between Accounts of the same currency and are not reflected in Reports Tap View Transactions to view transactions within the account Tap View Edit Account Info to make changes to the account You will be directed to the Edit Account screen where you can view your account details and update any changes Tap Delete Account to remove the account A warning message will pop up to confirm if you wish to proceed Tap Reorder Account to reorder the account A pop up will appear for you to choose which account to swap position with the selected account Copyright 2011 Handy Apps Inc All Rights Reserved 8 www handy apps com Add Edit a Transaction Tap Account Name then Tap Add Transaction Transactions Add a transaction to any of your accounts Balance at Start of 1 May 2011 926 66 Groceries 7 May f Watch Gift for Fred Restaurant 9 May Pacific Coffee Drinks 8 May Chilli 10 Magazines May f self Improvement 2 029 62 190 00 1 839 62 59 64 1 779 98 7 55 1 772 43 20 56 1 751 87 Balance at End of 31 May 2011 1 751 87 Change Period Add Transaction EasyMoney User Manual Ver1 6 4 A New Transaction Account Name screen will appear Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com EasyMoney User Manual Ver1 6 4 a A G 9 38 am Payee Item Amou
21. in 1 days Childcare 200 00 Abby s Satellite TV 147 00 Autopay Amex 206 71 due in 11 days Rent amp 1 000 00 due in 22 days 5 Jun Car Loan 275 50 due in 24 days 3 Bills totalling 587 21 Already past due Paid Bills Overdue Bills New Reminder To create a new Bill Reminder From Accounts Overview Screen Tap Bills Reminder Tap New Reminder This will bring up a screen similar to the Add a New Transaction page Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com 35 EasyMoney User Manual Ver1 6 4 aM 10 43 am Payee Item Amount USD Category m 433 Others Type Due Date Payable 9 19 May 2011 v Notes Send Daily Reminder Notification 5 Days Before Due WwW Does Not Repeat j Repeats Save Cancel Fill in Payee ltem Fill in Amount An alternative is to select the Calculator icon which you can use to calculate multiple numbers for a grand total Select Category If needed scroll down to create a New Category Go to Manage Categories and Subcategories for further information If no Category is selected the Transaction will be moved to a default Category Others Select Type Either Payable or Receivable EasyMoney automatically recalls the transaction type assigned to each Category Due Date The default setting is one week after the current date Fill in Notes optional F
22. inancial statements at your fingertips Handle multiple accounts set budgets and receive bill reminders as part of the package With smart features and user friendly functions EasyMoney helps make sense of your money Bank Account USD gt Balance 26 816 10 o 7m P EasyMone pee 4 guz be a i UE ua en a TAN ma ae ss E 2 wp Dialer Contacts Browser Messaging Support Please email support handy apps com for further support and enquiries Copyright 2011 Handy Apps Inc All Rights Reserved 3 www handy apps com EasyMoney User Manual Ver1 6 4 Expense Tracking Accounts Overview EasyMoney allows you to set up accounts easily You can create multiple accounts name them as you like and customize them to suit your financial style Accounts Overview Screen This is the Accounts Overview Screen From here you can access several options Accounts Overview Cash 1 751 87 Initial Balance 235 80 Credit Card 844 42 Amex Spent Budget 0 00 1 500 00 Bank Account 29 514 36 A C 1123 3234 12 Total Accounts Balance 32 110 65 View Budgets Bills Reminder Tap and Hold on any Account to view more options Copyright 2011 Handy Apps Inc All Rights Reserved 4 www handy apps com EasyMoney User Manual Ver1 6 4 Add Transaction Make a Transfer View Transactions View Edit Account Info Delete Account Reorder Account Or Press the MENU but
23. ion you may need to request for a replacement key if your Product Serial ID changes with a ROM upgrade When I try to download EasyMoney saw that it needs Phone State and Identity What is it needed for Phone state and identity is used to obtain the device ID which we need to generate a unique license key code This license key code is used to authorize users who upgrade the application using PayPal There are still many Android users outside of United States that does not have access to the Paid App Market Copyright 2011 Handy Apps Inc All Rights Reserved 69 www handy apps com EasyMoney User Manual Ver1 6 4 have just changed my phone which app should download lf you paid using PayPal and have goiten a license key please download the Trial App from the Android Free App Market Unlock the full version using a replacement Key Please visit the url below to generate your replacement key http www handy apps com main Support LicenseKeylssues ReplacementKeyforNewAndroidDevice a Spx If you paid using Google Checkout please download the full version from the Android Paid App Market using the Google account ID that you used to buy the app purchased the English version of EasyMoney but saw that you have it in another language Can i transfer my backup files and use it in the other version We are sorry but that will be a no Currently the data is not compatible between versions of different languages That s wh
24. lve this The License Key is tied to individual devices as added protection against software piracy The license you purchased is for 1 Android device only However we understand that sometimes customers need to replace their defective phones so we provide 2 free replacement keys Get a new replacement key here http www handy apps com main Support LicenseKeylssues ReplacementKeyforNewAndroidDevice a spx I do not own a PayPal account and Android Market does not support my country yet How can I go about purchasing EasyMoney You can purchase the full version of EasyMoney from the Amazon Appstore You can view our app over here __http Wwww amazon com Handy Apps Inc EasyMoney dp BO04GYVYV0 ref zg_bs 2478832011_1 Copyright 2011 Handy Apps Inc All Rights Reserved 68 www handy apps com EasyMoney User Manual Ver1 6 4 After have marked a bill as paid why doesn t it move to my account It is possible to have a bill that has been marked as paid to be moved into your account but you must ensure that the Bills Reminder currency is set to be the same as at least one of your accounts You can set the bill reminder currency in the Bills Reminder screen by pressing MENU gt Settings Once that is set you will be prompted to select a payment account the next time you mark a bill as paid How do input a post dated transaction without my balance changing until the day of the transaction You can set the Account Balance Dis
25. nput folder If the folder does not exist you need to create it Please note that e Data can only be imported into EasyMoney one account at a time e lf you are importing the data into a new account a new account must be created first e As a precaution always perform a backup before importing any data file To import a QIF file From the Accounts Overview Screen Press the Menu button and select Database Tools M 9 23 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 ef View Reports Manage Categories etting a Pa About EasyMoney Select Import QIF Beta Copyright 2011 Handy Apps Inc All Rights Reserved 45 www handy apps com EasyMoney User Manual Ver1 6 4 ba A 9 27 am M DEIRI KoE Create Backup File Restore Database from Backup File Purge All Backup Files Import CSV Export CSV Select the appropriate parameters and tap Import If you wish to import data into a new Account you must first create a new Account ar Import QIF Beta File sdcard EasyMoney gif_input Start Date 1 May 2011 zZ End Date 31 May 2011 v DELIGERO MM dd yy v Copyright 2011 Handy Apps Inc All Rights Reserved 46 www handy apps com EasyMoney User Manual Ver1 6 4 Our Date Format includes Select Date Format MM dd yy dd MM yy MM dd yyyy dd MM
26. ns Bill Reminders and Reports From the Accounts Overview Screen Press the MENU button and Tap on Settings aM 9 40 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 s View Reports Manage Categories Database Tools About EasyMoney Select Display Settings Q Change Settings Security Settings Currency Settings Bills Reminder Settings Copyright 2011 Handy Apps Inc All Rights Reserved 59 www handy apps com EasyMoney User Manual Ver1 6 4 Select the periods you wish to view your Account Balance Repeating Transactions Bill Reminders and the Default Report Period for Short Term and Long Term Reports Display Settings Account Balance Display Include Future Dated Transactions Create Repeating Transactions 0 Day in Advance Ww Create Repeating Bill Reminders 30 Days in Advance Ww Short Term Reports Long Term Reports This Month amp Year to Date Save Cancel For Account Balance Display Show Today s Balance 9 Include Future Dated Transactions ea The Account Balance is shown in the Account Overview screen the top of each Account screen and the Home Screen Widget Copyright 2011 Handy Apps Inc All Rights Reserved 60 www handy apps com EasyMoney User Manual Ver1 6 4 Selecting Show Today s Balance will show a Bal
27. nt USD Category C S Sen Type Date Withdrav v 11 May 2011 Ww Notes Eg Check Does Not Repeat j Repeats Status Uncleared Ww Fill in Payee Item Fill in Amount An alternative is to select the Calculator icon which you can use to calculate multiple numbers for a grand total Select Category If needed scroll down to create a New Category Go to Manage Categories amp Subcategories for more information If no Category is selected the Transaction will be assigned to a default Category Others Select Type Either Deposit or Withdrawal EasyMoney automatically recalls the transaction type assigned to each Category Set Transaction Date The default setting is the current date Fill in Notes optional For example Check Gift for Dad Select if the Transaction Does Not Repeat or Repeats If Repeats is selected choose frequency of Day Week Month or Year Fill in the Frequency and Next Transaction Date for the next Transaction to be recorded A repeat symbol will appear next to the Transaction record Copyright 2011 Handy Apps Inc All Rights Reserved 10 www handy apps com aM 9 39 am Amount USD Category 0 00 83 Others Type Date Withdrav 11 May 2011 ow Notes Eg Check J Does Not Repeat Repeats Repeats Every Next Tran Date 1 Month ma 11 Jun 20 w
28. nts Overview Cash 1 577 97 Initial Balance 235 80 Credit Card 844 42 Amex Spent Budget 0 00 1 500 00 Bank Account 29 514 36 A C 1123 3234 12 Make a Transfer Settings e Database Tools About EasyMoney Copyright 2011 Handy Apps Inc All Rights Reserved 21 www handy apps com EasyMoney User Manual Ver1 6 4 Select a Report Type Select a Report Expense by Category Report Income by Category Report Monthly Expense Report Monthly Income Report Monthly Cash Flow Report Daily Balance Chart Select a particular Account or all Accounts by Currency Type to view chart aM 10 00 am Select Account All USD Accounts Bank Account Cash Credit Card You may tilt the phone to view the following report charts in landscape view too Copyright 2011 Handy Apps Inc All Rights Reserved 22 www handy apps com EasyMoney User Manual Ver1 6 4 Type of Reports A Expenses by Category To view expense chart by category for a default or predefined period All USD Accounts Total Spent Expenses by Category Food 49 76 Shopping 22 39 Household 14 60 Pets 5 89 a Personal Care 3 76 F Self Improvement 2 42 Tap each Expense Category to view more details including M 10 02 am Select Option Drill Down by Subcategory Drill Down by Payee Item View Transactions Copyright 2011 Handy Apps Inc All Rights Reserved 2
29. nts between your accounts and are not considered under income or expenses in reports From Accounts Overview Screen Press the MENU button to raise EasyMoney menu options aM 9 52 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 642 60 A C 1123 3234 12 Le I View Reports Manage Categories Settings lt a Database Tools About EasyMoney Tap Make a Transfer Select Source Account A Transfer Transaction screen will appear Copyright 2011 Handy Apps Inc All Rights Reserved 15 www handy apps com EasyMoney User Manual Ver1 6 4 a A 9 53 am From Account To Account Bank Account Cash Ww Amount USD Date wt 12 May Ce Joes Not Repeat _ Repeats peat ay ep Status Uncleared WwW Select From Account Select To Account Fill in Amount Select Date Fill in Notes optional Select if the Transfer Transaction Does Not Repeat or Repeats A Transaction Record will be created for both accounts Please note that Transfers are only allowed between Accounts of the same currency and are not reflected in Reports Copyright 2011 Handy Apps Inc All Rights Reserved 16 www handy apps com EasyMoney User Manual Ver1 6 4 Manage Categories and Subcategories Create edit and manage new or existing Categories and Subcategories reflecting your financial habits New
30. oney software will be pre populated on the form From there you can pay via PayPal some scrolling will be necessary at the PayPal site because the phone screen is small Ordering via PC or Laptop If you find making payment via your mobile web browser to be inconvenient you can note down the Product Serial Dand_ then visit http Awww handy apps com easymoney order form aspx from your PC to place your order You should be able to find the Product Serial ID by pressing MENU button and select Upgrade EasyMoney after launching the application After payment has been processed you will be sent an email containing the license key and instructions on how to unlock the full version of the application Unlocking the Full Version Follow the steps below to unlock the full version of EasyMoney using the license Key 1 Launch EasyMoney 2 Press MENU button and select Upgrade EasyMoney An info screen should appear 3 Press the Upgrade to Full Version button from that screen and a Registration screen will appear Enter the license key a 6 character key code into the input box and press the Unlock button This will unlock the full version Copyright 2011 Handy Apps Inc All Rights Reserved 67 www handy apps com EasyMoney User Manual Ver1 6 4 have not received my License Key even though have paid What is going on Part 1 Usually the License Key will be emailed to the delivery email you specified in the or
31. or example Invoice Number Copyright 2011 Handy Apps Inc All Rights Reserved 36 www handy apps com EasyMoney User Manual Ver1 6 4 Select Send Daily Reminder Notification Period of Notification From 0 14 Days Before Due Select the number of days in advance that you wish to be notified of a bill M 9 49 am Don t Send Notification 1 Days Before Due 2 Days Before Due 3 Days Before Due 4 Days Before Due 5 Days Before Due Select if the Transaction Does Not Repeat or Repeats If Repeats is selected choose frequency of Day Week Month or Year Fill in the Frequency and Next Transaction Date for the next Transaction to be recorded A repeat symbol will appear next to the Transaction record If you have set a repeating bill a reminder will appear as a Pending Bill As default repeating bills will only appear on your Pending Bills 30 days in advance To change this setting access your display settings to change it up to 90 days in advance Copyright 2011 Handy Apps Inc All Rights Reserved 37 www handy apps com EasyMoney User Manual Ver1 6 4 A Bill Reminder will pop up on your mobile screen on the Date of Notification ay12 2011 yf o18am Notifications Unpaid Bill Amazon 50 39 Due On 15 May 2011 Copyright 2011 Handy Apps Inc All Rights Reserved 38 www handy apps com EasyMoney User Manual Ver1 6 4 Overdue
32. play to Show Today s Balance This setting can be found in Accounts Overview gt MENU gt Settings gt Display Settings Is there an easy way to tidy up an account and remove older transactions Yes You can use the Delete All function to purge older transactions At the Transaction List screen press Change Period to select the desired period then go to MENU gt Mass Operation gt Delete All to delete all transactions within that period How Do I Edit Delete Accounts and other items To edit or delete an account just go to the Accounts Overview Screen long press tap and hold on the selected account and a menu will pop up Select Edit Account or Delete Account to edit or delete that account Similar steps are used to edit delete other items such as budgets transactions and bill reminders etc What is the difference between EasyMoney and EasyMoney 1 0 EasyMoney is the 30 day trial version that can be activated via PayPal into full version by buying a license key from our website We offer PayPal as an alternative payment method for Android users who reside in countries which still have no access to the paid apps market EasyMoney 1 0 is the full version that can be bought directly from Android Paid App Market via Google Checkout If you buy EasyMoney 1 0 as long as you sign into a phone using your Google account ID that you used to buy the app it will be free for download With the PayPal opt
33. s Copyright 2011 Handy Apps Inc All Rights Reserved 62 www handy apps com EasyMoney User Manual Ver1 6 4 Change Settings Security Settings Currency Settings Bills Reminder Settings Display Settings Select Enabled or Disabled Other Settings Sound Effects Enable Disable Enabled Save Cancel Tap Save or Cancel Copyright 2011 Handy Apps Inc All Rights Reserved 63 www handy apps com EasyMoney User Manual Ver1 6 4 Housekeeping Manage Transactions by utilizing the small box next to each transaction in EasyMoney From the Transactions screen first define the period to manage Select Change Period from the Transaction Screen aM 9 55 am Transactions Balance at Start of 1 May 2011 28 514 36 Car Loan 275 50 Automobile 27 337 86 Magazines 45 00 Self Improvement 27 292 86 Water 201 26 Utilities 27 091 60 Car Loan 275 50 May Automobile 26 816 10 Balance 31 May 26 816 10 Cleared 1 292 14 Select Date Range Copyright 2011 Handy Apps Inc All Rights Reserved 64 www handy apps com EasyMoney User Manual Ver1 6 4 Select Date Range Custom Date Range Month to Date This Month May Last Month April Next Month June Last 7 Days Select Transactions Tap Action Transactions Balance at Start of 1 Apr 2011 28 014 36 8 Apr Rent 1 000 00 A Accommodation 27 014 36 J 9 Apr Transfer to Cash 1
34. s case sensitive Column 5 Transaction Date The data in this field must be a valid date string Accepted date formats 2 Dec 2009 amp 12 2 09 Column 6 Remarks This is an optional text field Like all CSV text fields if the data string contains the field delimiter eg COMMAS it must be enclosed with DOUBLE QUOTES Additionally if a DOUBLE QUOTES appear within the data string it must be prefixed by another DOUBLE QUOTES Sample CSV File PAYEE ITEM DESC CATEGORY AMOUNT STATUS TRAN DATE REMARKS Newspaper Self Improvement 0 90 Uncleared 4 NOV 2009 Cab Transportation 18 00 Cleared 5 Dec 2009 Drinks Food 60 00 Cleared 15 Dec 2009 Beer wine and spirits Groceries Groceries 170 15 Cleared 25 Dec 2009 Lots of food for Joanne s birthday party Lunch Food 9 20 Uncleared 10 6 09 Once your file is correctly formatted as above next Copy your CSV file into the sdcard EasyMoney csv_input folder If the folder does not exist you need to create it Please note that e Data can only be imported into EasyMoney one account at a time e lf you are importing the data into a new account a new account must be created first e As a precaution always perform a backup before importing any data file To import a CSV file Go to Accounts Overview Screen Press the Menu button and select Database Tools Copyright 2011 Handy Apps Inc All Rights Reser
35. selecting a Parent Category Note that subcategories cannot be selected as Parent Categories For example the Subcategory Groceries may be created under a Parent Category Household Fill in Description Optional Tap Color You can tap on the various color selection methods on the right for more customization When you are done tap on Accept Tap Save or Cancel to complete your New Category Copyright 2011 Handy Apps Inc All Rights Reserved 19 www handy apps com EasyMoney User Manual Ver1 6 4 Edit a Category From Accounts Overview Screen Press the MENU button to view EasyMoney menu options Tap Manage Categories Tap and Hold on Category Name to view Category menu of options View Edit Category Delete Category Tap View Edit Category to amend your category You will be directed to the Edit Category page where you can view your category details and update any changes Tap Delete Category to remove category Transactions from the deleted category will be moved to a default Category called Others Copyright 2011 Handy Apps Inc All Rights Reserved 20 www handy apps com EasyMoney User Manual Ver1 6 4 View Reports EasyMoney allows you to view charts and interactive reports on your income expenses cash flow and balance so that you can track your finances easily From Accounts Overview Screen Press the MENU button Tap View Reports aM 9 58 am Accou
36. t to view previous or next months budgets Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com 31 EasyMoney User Manual Ver1 6 4 May 2011 All Categories 758 57 Account Credit Card Automobile 174 93 Account All USD Accounts Food 273 67 Account All USD Accounts Budget 700 00 Restaurant 336 36 Account All USD Accounts Spent Budget 163 64 500 00 Total Spent 3 373 61 Total Budget 3 400 00 Accounts Overview New Budget Bills Reminder Your Monthly Budget Screen includes color coded Health Bar Indicators Green your budget is still healthy Amber you are almost reaching your budget limit Red you have exceeded your budget for this Category for the month EasyMoney includes a time factor when determining how healthy your current spending is relative to the set budget Here s a 300 Entertainment budget example On Day 15 if you have spent more than after 150 but less than or equal to 300 your Health Bar will be Amber t is time to slow down your spending At any time when you have spent over 300 your Health Bar will turn Red Time to stop spending For more options press the Menu button Copyright 2011 Handy Apps Inc All Rights Reserved 32 www handy apps com EasyMoney User Manual Ver1 6 4 aM G 10 36 am May 2011 All Categories Account Credit Card Automobile Account All USD Accounts Food 273 67 Account All USD Accoun
37. ton to access options such as View Reports Manage Categories or Make a Transfer bh A 9 34 am Accounts Overview Cash 1 751 87 Initial Balance 235 80 Credit Card 844 42 Amex Spent Budget 0 00 1 500 00 Bank Account 29 514 36 A C 1123 3234 12 QS alil p or View Reports Make a Transfer Manage Categories Settings a Database Tools About EasyMoney Copyright 2011 Handy Apps Inc All Rights Reserved 5 www handy apps com EasyMoney User Manual Ver1 6 4 To begin using EasyMoney Set up a New Account Tap New Account aM 9 36 AM Accounts Overview Cash 1 751 87 Initial Balance 235 80 Credit Card 844 42 Amex Spent Budget 0 00 1 500 00 Bank Account 29 514 36 A C 1123 3234 12 Total Accounts Balance 32 110 65 Fill in Account Name aM 9 36 am Account Name Currency Description Starting Balance 0 00 Monthly Budget optional 0 00 Default Tran Status Uncleared Ww Exclude from Total Balance Select Currency Copyright 2011 Handy Apps Inc All Rights Reserved 6 www handy apps com EasyMoney User Manual Ver1 6 4 Fill in Description For example AMEX or Saving Account Fill in Starting Balance Fill in Monthly Budget optional Set a monthly budget to keep track of your account s progress aaa Vv Description Starting Balance 0 00 Monthly Budget optional 0 00 Default Tran Status Uncleared Ww Exclude from Total Balance
38. ts Budget 700 00 TZA 120 wo a Previous Month Next Month New Budget Accounts Overview Bills Reminder Manage Categories Previous Month Last month s budget will be shown Next Month Next month s budget will be shown New Budget You will be directed to the New Budget page Accounts Overview You will be returned to EasyMoney s main page Bills Reminder You will be directed to the Bills Reminder page Manage Categories You will be directed to the Manage Categories page Copyright 2011 Handy Apps Inc All Rights Reserved 33 www handy apps com EasyMoney User Manual Ver1 6 4 You may view Transactions within each budget Tap on any Category to view Transactions To access budget category options Tap and Hold on any Category View Transactions View Edit Budget Info Delete Budget View Transactions To view details of transactions You will be directed to the Account s transactions page View Edit Budget Info You will be directed to the Edit Budget page where you can view your budget details and update any changes Delete Budget To remove budget permanently Copyright 2011 Handy Apps Inc All Rights Reserved 34 www handy apps com Bills Reminder EasyMoney User Manual Ver1 6 4 EasyMoney lets you create Bill Reminders for repeat bills such as Rent Car Loan or School Fees and one time bills such as Amex Upcoming Bills Car Loan 275 50 due
39. ved 42 www handy apps com EasyMoney User Manual M 9 23 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 View Reports Make a Transfer A ta YF Manage Categories Settings mn s About EasyMoney Select Import CSV DEIGI E K E Create Backup File Restore Database from Backup File Purge All Backup Files Import QIF Beta Export CSV Copyright 2011 Handy Apps Inc All Rights Reserved www handy apps com Ver1 6 4 43 EasyMoney User Manual Ver1 6 4 Select the appropriate parameters and tap Import If you wish to import data into a new Account you must first create a new Account Import CSV File sdcard EasyMoney csv_input Import into Account Bank Account Ww Decimal Separator Field Delimiter Period Ww Comma Ww First Line Format Column Names in First Line Import Import Cancel cancel lf your file is properly formatted following the earlier instructions your data should be imported successfully into the designated account If you encounter any error check that your CSV file is formatted to the required specifications Copyright 2011 Handy Apps Inc All Rights Reserved 44 www handy apps com EasyMoney User Manual Ver1 6 4 QIF importing Before importing a QIF file into EasyMoney Copy your QIF file into the sdcard EasyMoney qif_i
40. y Choose widget UP Analog clock i API Demos amp Music ow Picture frame ye Power Control Pa A If there is sufficient room on the home screen the EasyMoney widget should now appear You can reposition the widget by first tap and hold it for a while and then drag it to a new position Multiple widgets may be added Copyright 2011 Handy Apps Inc All Rights Reserved 52 www handy apps com EasyMoney User Manual Ver1 6 4 Security EasyMoney has a passcode security feature which you can enable if you wish to safeguard your account details from others who has access to your device From the Accounts Overview Screen Press the MENU button and Tap on Settings aM 9 40 am Accounts Overview Cash 1 572 97 Initial Balance 235 80 Credit Card 2 014 85 Amex Bank Account 26 816 10 A C 1123 3234 12 s View Reports Manage Categories Database Tools About EasyMoney Select Security Settings Change Settings Currency Settings Bills Reminder Settings Display Settings Copyright 2011 Handy Apps Inc All Rights Reserved 53 www handy apps com Select Enabled or Disabled Security Settings Passcode Security Disabled Set Passcode Must key in 4 digits a A 9 48 am EasyMoney User Manual Ver1 6 4 Once enabled EasyMoney will now prompt you for the Passcode each time you open the application including from the Home
41. y we had to split them into 2 different programs have just changed my ROM How come cannot import my backup files and keep getting force closes Help The Backup Restore error occurs when you just updated your Android version either from updating the phone and changing of ROM or device If you can try to export your data into CSV files and import them into the device you need to use EasyMoney with If that is not possible please contact us at Ssupport handy apps com and send us a backup file of at least 50kb for us to try and retrieve your data How Do I Edit Delete Accounts and other items Can I view my transactions on my computer How do I go about doing that This can only be done in the full version of EasyMoney as you need to export your accounts first There are two file formats available for exporting CSV and QIF Beta First you would need to export your accounts into individual files in EasyMoney Go to Accounts Overview screen press the Menu button and a menu will pop up Select Database Tools and select Export CSV or Export QIF Beta In Export CSV you can select the account to export and customizes the decimal separator field delimiter and the first line format Click Export to complete the exporting You can find this file in csv_output under EasyMoney when you connect your phone to the computer This file can be view using Microsoft Excel In Export QIF Beta you
42. yMoney from Trial to Full version The EasyMoney application downloadable from the Android Market is a free 30 day trial To continue using beyond the 30 day trial period you will need to upgrade to the Full version by purchasing a license key via an online order form at http www handy apps com easymoney order form aspx Order License Key Directly from your Android phone Make sure your Android phone is connected to the Internet 1 Launch EasyMoney 2 Press MENU button and select Upgrade EasyMoney An info screen should appear 3 Press the Upgrade to Full Version button from that screen and a Registration screen will appear 4 Press the Order License Key button An order form webpage will open in your mobile web browser with the Product Serial ID pre populated From there you can pay via PayPal some scrolling will be necessary at the PayPal site because the phone screen is small After payment has been processed you will be sent an email containing the License Key and instructions on how to unlock the full version of the application If your 30 day Trial has expired When the Trial Expired screen shows upon launching the application press the Register button to get to the Registration screen From there make sure your Android phone is connected to the internet you can press the Get License Key button to open up the order form webpage in your mobile web browser The Product Serial ID for your copy of the EasyM
43. yment Account Bank Account v Enter Payment Date Select Payment Account A New Transaction will be created in the Payment Account selected The Payment Date detail will be reflected under your Paid Bills Copyright 2011 Handy Apps Inc All Rights Reserved 40 www handy apps com EasyMoney User Manual Ver1 6 4 Database Tools EasyMoney allows the following Database Tools Create Backup File Full version only Restore Backup Files Full version only Purge All Backup Files Full version only Import CSV Available for Trial version Import QIF Beta Available for Trial version Export CSV Full version only Export QIF Beta Full version only Auto Backup Settings Available for Trial version Users may Import or Export Transaction details from other sources in the form of a CSV file or a QIF file Only Auto Backup Settings and Import to CSV and QIF are available in the Trial version CSV importing Before importing a CSV file into EasyMoney Check that your CSV file is correctly formatted for use in EasyMoney EasyMoney CSV File Format The first line in the CSV file contains the column headers You may choose not to include this header when you Export or Import the CSV file but the order of the columns must be maintained Each CSV file can only contain transaction data for a single account There are a total of 6 columns PAYEE ITEM DESC CATEGORY AMOUNT STATUS TRAN_DATE RE
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