Adarian Money User`s Manual
Contents
1. 100 00 12 104 44 O cash 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 10 of 17 What s New in Adarian Money 2003 2005 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 11 o2. 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 Roll Over Roll Over Rollover budget balances Enter amount to roll over 1865 To Jon 2005 C122 W Adjust alert levels z583 Total amount to roll over i CERTI Expense 311 31 g 3421 Income 381 11 j 1086 Eie 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 atg o lAmt Balance 1713 Auto Regi 314 21 1 031 10 1713 Groceries 31 10 1 000 00 1713 Bonk Char 12 31 987 69 1713 cHousehoh 49 95 937 74 1713 Clothing 61 30 6876 44 126 Bills elul 64 00 812 44 1730 iLife lnsur 336 00 476 44 25 Rent FFS 00 298 56 2 11 iBills Wate 19 21 317 77 T Tm Tm T 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 Onl
3. K 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 12 of 17 What s New in Adarian Money 2003 2005 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 0089 29 00 When you re b
4. Version 2 Multiple Databases With this new feature Money allows the user to create and manage more than one database in the memory For example 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 Secret Accounts in Swiss O Show File Monager at start up New i Open _Exit_ Please refer to the User s Manual for more details on this feature What s New in Adarian Money 2003 2005 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 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 wd 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 Travel Budget Alert if gare ere 3343 zord 1905 1524 1251 1001 d3 36A 6525 O Same for every month W Can be rolled over Page 2 of 17 What s New in Adarian Money 2003 2005 Adarian Software LLC Also unused budgets or overage in the last month
5. ack to the Transaction dialog both amounts will be shown Transaction AMES 2 Chevron mii a z Unossigned gt 2 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 13 of 17 What s New in Adarian Money 2003 2005 Adarian Software LLC Transaction Amount w 31 Acct First Tech Payee w Item My gadgets does not exist in the database Do you want Class Unassigned Status w Posted Chk Mote to create it using default values 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 insert mode see the picture on the right All the f
6. als J F Jote tield O Discard check numbers I Motch transactions Page 7 of 17 What s New in Adarian Money 2003 2005 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 1 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 2 Tap to Select When tapping on a QuickSel
7. ect field the dotted underline area where you can enter text all text in it will become selected This makes it easier if you want to replace the text in there 3 Scroll Bar The scroll bar to the right of a QuickSelect list is made easier to aim and scroll Page 8 of 17 What s New in Adarian Money 2003 2005 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 9 of 17 What s New in Adarian Money 2003 2005 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
8. f 17 What s New in Adarian Money 2003 2005 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 16 Dining H
9. ields 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 Amount Acct Cosh Acct Cash Payee w Volvo Payee w Volvo Status w Cleared Chk Status w Posted Mote 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 14 of 17 What s New in Adarian Money 2003 2005 Adarian Software LLC w Amount Me R 71d Healthcare 14 12 716 Dining HE 403 C7416 iMoacation 63 76 D C F490 iinit 7 Amni N C Mote drew tonight ago should secure E C C fear dignity most stand gift intended matter tolerant since Mew Total 40 779 89 F 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 header for over 0 5 seconds the Swap sub menu will pop up directly Transfer Mone
10. or example if a transaction is from account AMEX then on the receiving side there must also exist an account called AMEX Page 6 of 17 What s New in Adarian Money 2003 2005 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 All clades Fp Se sree 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 origin
11. the field Page 16 of 17 What s New in Adarian Money 2003 2005 Adarian Software LLC Transaction 0000 MMI ged gale oe E Loan calculator A loan calculator is added so that you can calculate loans or mortagage 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 17 of 17
12. when you re in the Categories Budget view They can be used to expand or contract all sub categories Page 4 of 17 What s New in Adarian Money 2003 2005 Adarian Software LLC 7 One new command is added to 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 8 Increased the maximum number of accounts in an account group from 20 to 30 Page 5 of 17 What s New in Adarian Money 2003 2005 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 F
13. y 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 i x Quicken program Folder r During every HotSynt Only at the next HotSync ih Do not export Page 15 of 17 What s New in Adarian Money 2003 2005 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 have to use Graffiti any more and 2 you can do some calculations and enter the result right into
14. y 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 Page 3 of 17 What s New in Adarian Money 2003 2005 Adarian Software LLC Ze When defining a filter if you re using 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 keyboard to enter a letter the list will jump to the item that starts with the letter you entered Select ltems Check to include items O Auto O Fuel Os Insurance O Registration O Service O Bonk Charges O Bills Added an App y button in the Filter Manager dialog box so that you can select a filter and apply it right away In the Transaction dialog box two arrow buttons are added to make it easier to select a date just a few days away Transactinn w Withdrawal Amount E Payee w Acct Checking Catg w Unossigned gt gt Posted Chk In the 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 wold Exchg rate w 0 379 Convert to 272 45 TOE Two new commands are added to the Options menu Expand Alland Contract All These two will appear only
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