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FAQ

Basic Navigation

Installation

Operating System

Starting in the Program

Using the Program

Basic Navigation

1)

Q: How Do I View Multiple Accounts?

A: viewing multiple accounts In any of the reporting screens you can choose to either view a single accounts - or all accounts together. Viewing all accounts will show you the consolidated balance accross all the acocunts you have set up. this is a good tool if you have to move money to get through a tight cashlfow spot -you can see if you move enough money, whether you will have enough resources to get back into the black. You are able to double click into any transaction from within list view to modify, edit or make inactive any transaction. If you wish to add a new transaction from within List View - Simply right click on the date required and choose from the list to add new 'income' or 'expense'

2)

Q: What is List View

A: List view allows you to see all the days in the month listed down the left hand side of the screen and all the transactions in sequence. If the acocunt you are looking at goes into negative, the balance figure will turn red. You will only see days listed that have transactions on them. you are able to scroll forward or backward through the months using the arrows on the top right and top left of the screens.

3)

Q: What is Calendar View?

A: Calendar view allows you to view the transactions in the form of a 'standard' calendar layout. you are able to scroll forward or backward through the months using the arrows on the top right and top left of the screens. You are able to double click into any transaction from within calendar view to modify, edit or make inactive any transaction. If you wish to add a new transaction from within calendar View - Simply right click on the date required and choose from the list to add new 'income' or 'expense'

Installation

1)

Q: How Do I install the software?

A: Installation Downloading from the email when you sign up, you will received an email within 4 or 5 minutes that has all the information for getting the Cashflow software program immediately. You must have signed up to trigger this email. Once you have the email, simply click on the link and if prompted click on 'run' follow the prompts through the installer.

2)

Q: I get a message that says Not Registered User?

A: this means that your name has not been registered through http://www.truefinancefreedom.com Registering is free and includes a thirty day trial. You will need to enter the same name and email details that you did at the time you registered.

3)

Q: I get a message that says the software is Not activated

A: This means that you are on a trial version and will need to upgrade in order to keep using the program.

Operating System

1)

Q: Can this software run on Apple or MAC?

A: This software requires Microsoft windows to operate. It will run in any windows environment including Vista For more about running windows on MAC (so YOU CAN run Finance Freedom) Go Here http://www.apple.com/downloads/macosx/system_disk_utilities/parallelsdesktopformac.html

Starting in the Program

1)

Q: How Do I Set Up a New Account?

A: Click on the accounts button. Click on 'new account' there, you can enter a name and description of the account. you can also select if this account is a 'credit or loan' account - meaning that all the balances will be reversed. For example in a NON credit or loan account you would enter that you have a balance of $500. This means you have $500 in real money that you can put in your pocket. If the account is a credit or loan account - you can still enter a $500 figure, but this is counted as money you OWE. in these two examples - if you looked at the view of 'all accounts' you would see you have $0. $500 in one account and then reduced by $500 in the credit or loan account. Set up your loans and credit cards using the 'credit or loan account'

2)

Q: When Do I run the New Accounts Wizard?

A: ou can then select to run the new account wizard on setup. You can run the new account wizard at any time afterwards.

3)

Q: How do I use The New Account Wizard?

A: in the 'Accounts' menu - you can select to run the New Accounts Wizard the wizard prompts you to choose Which account you are running it for and enter your opening balance. This is the amount you have in that account right now - before we run any transactions. Then you select to enter up to two incomes that you know come into this account and also the expenses. You set (or create) the 'type' of transaction - this is how the reports will classify your transactions. (see reports) then the amount and the recurrence of these transactions. For more information on the recurring transactions see 'Reccurring Transactions'

Using the Program

1)

Q: How Does The Goal Calculator Work?

A: The aim of the goal calculator is to put the complex maths of compound interest at your fingertips. You just enter the amount you are targetting. Maybe saving for a wedding and you need 20,000. So you put in 20,000 put in when you need it by, Lets say june 20th in two years. and the rate of interest you think you can have that money invested for. and finally how much you are starting with, and the calculator will tell you exactly how much you will need to save per month to achieve your goal.

2)

Q: How Do I Enter A New Expense?

A: Right click on a particualr day in either list or calendar view and choose 'add expense'. you can also go to the expense button on the left hand side and choose Expense from the choices there. In the expense screen, first choose the account, then the type or description of the expense. You can either choose from the list or type a new description then choose the category of the expense. For example - The power bill or gas bill might be the desription, but they both are under the category of 'utilities' (you can set up categories by going to the general button and then category list) If you enter no category - it will report in the charts as teh description. So in the example above you would see the power bill and the gas bill reported seperately.

3)

Q: How Does The ReOcccuring Transactions Work?

A: When loading in either an income or an expense, you have the ability to set that transaction as 'Recurring' meaning that it happens over some frequency and repeats. First choose the start date for the transaction (it may be today, or a date in the future) Then choose how for how long it will continue. Either - No end date, which means it will continue to repeat until modified or deleted End after e certain number of occurences - Eg a loan that has thirty payments remaining, or ending on a certain date. Then you choose the pattern of recurrence. Daily, weekly, monthly etc and how often. So for example - If you wanted to setup a bill payment that happened every two weeks (fortnightly) you would choose 'weekly' from the recurrence pattern and then select (2) weeks and then choose the day of the week that the transaaction occurs.

4)

Q: How do I Enter a New Income?

A: Right click on a particular day in either list or calendar view and choose 'add income'. you can also go to the income button on the left hand side and choose Income from the choices there. In the Income screen, first choose the account, then the type or description of the expense. You can either choose from the list or type a new description then choose the category of the Income. For example - The rent from a property might be the desription, But several properties would all come under the description of RENT (You can set up categories by going to the general button and then category list) If you enter no category - it will report in the charts as the description. So in the example above you would see rents from multiple properties reported seperately. Then enter the amount, choose if the income is a one off, or recurring (for more information about recurring transactions, see recurring transactions) And choose if it is a passive income. The program separates passive income for reporting (see more in passive income)