![]() Reminders The reminders screen will show you all your upcoming, due and past due bill and deposit reminders. The main screen is split up into four (4) sections: 1. Once you are done setting up your budgets, click the Next button to complete the setup.ģ Operating the Program Moneyspire was designed to be straightforward and easy-to-use. To setup a budget, click the button labeled Click here to setup a new budget. This step is optional, and you add more budgets later. For example, you can set a maximum of $ for automobile fuel for one month, and then later compare your actual spending with your target spending. Step 5 In step 5, you can setup your budgets, which allow you to set your desired spending for a given period of time. Once you are done setting up your reminders, click the Next button to proceed to step 5. To setup a reminder, click the button labeled Click here to setup a new reminder. This step is optional, and you can add more reminders later. Step 4 In step 4, you can setup your reminders, such as your bill reminders and other general reminders. ![]() Once you are done setting up your accounts, click the Next button to proceed to step 4. You can also choose to import your account data from a QIF file instead by clicking the Click here to import your accounts from a QIF file button. To setup an account, click the button labeled Click here to setup a new account. You must setup at least one account, and you can setup more accounts later. Step 3 In step 3, you have to setup your accounts, such as your bank accounts, credit cards, loans, etc. Once you have selected your currency, click the Next button to proceed to step 3. Step 2 In step 2, you have to select your local currency. This can be any name you want, and the default is "My Finances." Once you have entered a name, click the Next button to proceed to step 2. Select the first option labeled Setup Moneyspire for the first time, and follow the simple instructions: Step 1 In step 1, you have to enter a name for your new Moneyspire file. When you first start the program, you will be greeted with the welcome screen. All rights reserved.Ģ Getting Started Getting started with Moneyspire is easy. Sadly, you won’t be notified when your bill is due, which will save you from checking your calendar every day.Īll in all, Moneyspire is an easy-to-use OS X application that allows you to manage your personal finances more easily.1 Moneyspire Help Manual 2015 Moneyspire Inc. By setting transaction reminders, never forget to pay the bill again ![]() If you want to avoid these annoying surprises, you can take advantage of the reminder feature provided by Moneyspire, which enables you to schedule events and view all events on the built-in calendar. It is not uncommon to concentrate on other matters and simply forget payments due on certain dates. You can choose which categories and payees should be included, and then save these visual data representations for future reference. However, Moneyspire allows you to generate pie charts showing expenses by category, line charts to track your net worth, and various other types of reports. When looking at a long list of numbers, it can be difficult to get a full picture of the budget and see what can be improved. Keep an eye on your finances with graphs and reports You can perform this task manually as needed, but the app also allows you to import them from QIF, QFX, OFX, or CSV files, and use Direct Connect to automatically download transactions and pay bills online. You can add any number of bank accounts or credit cards, and then start entering all incoming and outgoing transactions. Moneyspire is not a complicated utility because its layout is very intuitive and its functions are clear at a glance. You can use it to store all transactions, set budgets and stick to them, generate detailed reports, and create reminders of due payments. Help you manage multiple accounts and provide online banking support Money Spire Can help you because it is an intuitive application that allows you to strictly control your personal finances.
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