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Helps
Create a new account (Checking, Saving, and Credit Card Accounts)
Add transactions to existing account
Edit transaction
Delete transaction
Delete account
Edit category
Edit description
Create new budget account
Create new Bill account
Reconcile account
Deactivate/Activate account
Print Envelopes
Create a new account (Checking, Saving, and Credit Card Accounts)
Click "Checking", "Saving" or "Credit Cards" button on the toolbar.
Right click on the tab, choose rename to give the account a name.
Enter the begining date, and the beginning balance.
Beginning balance - is the ending balance from your last bank statements or the current balance available on the account.
If you have more than one account, click "New" on the tab for another account.
Add transactions to existing account
Open an existing account by Click "Checking", "Savings" or "Credit Cards" on the toolbar
On the Data entry section, enter the following data
Choose a date
Select a category
Enter a descritpion (optional)
Check# (optional)
Tax (optional)
Amount
Select either "Deposit and Other addition" or "Withdrawal and other deduction".
Click "Enter" button to add the transaction.
Edit transaction
You can manully edit a transaction by double click on the cell that you like to edit and enter a new data.
Delete transaction
Select row(s) that you want to delete, you can select a single row or multiple rows to delete.
Right click on the rows and choose delete or click on the "Delete" button.
Delete Account
Right click on a tab (account name) and select delete.
Edit category
On the data entry section for the category comobox, change to "Edit Categories" to display the cateogry form.
Enter a new category into the category textbox and click "Enter".
Select a category and click "Delete" to delete a category.
Click "Reset" button to reset the category.
Edit description
On the data entry section for the description comobox, change to "Edit Descriptions" to display the description form.
Enter a new description into the description textbox and click "Enter".
Select a description and click "Delete" to delete a description.
Create new budget account
Click "Budget" on the toolbar
Right click on tab, choose rename to give the account a name.
You can either set the budget for all accounts or some accounts on the Target account section.
Select a cateogry and enter the amount, click "Enter" to add the category for budget.
select a category on the grid and click "Delete" button to delete a category.
Create new bill account
Click "Bill Schedule" on the toolbar
Right click on tab, choose rename to give the account a name.
Enter the data informations on the Bill entry selection and click "Enter"
Select a bill on the grid and click "Delete" button to delete a bill.
On the column "Payment Option", select Pay to display the payment form
You can either just update the date or make a payment and update date.
If you make a payment, a transaction will be add to the account you selected.
Reconcile account
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Deactivate / Activate account
If you are no longer using that account, however you still want to save all the history, you can deactivate the account.
Right click on a tab (account name) and select deactivate.
Once an account is deactivate, it's show up in Account History.
If you want to use the account again, click Acount History button on the toolbar
Select an account type, right click on the account and then select activate.
Print Envelopes
Login into Easy Print Envlopes or Click Envelopes toolbar on My Home Software.
Click "New" to enter a contact and fill out the informations on the Contact Form and then click "Add and New" or "Add and Close".
Once you have entered all your contacts, selected the Envelope tab.
Click "From" address book button to select a contact, you can only choose a single contact.
Click "To" address book button to select a contact, you can choose a single or multiple contacts.
Choose your Envelope size: 3.625 x 6.5 or 5.75 x 8.875 or 4.125 x 9.5
Choose your print position: Left, Middle and Right. If you are not sure what is your printer position, you can print a envelope with a black paper.
Put envelopes into your printers.
Click Print button to print Contact to Envelope.