EasyMoneyTM 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.
This is the Account Overview Screen. The default accounts are Cash, Credit Card and Bank account but you can create other accounts too. You can easily navigate to other pages such as Budgets and Bills Reminder with the tabs at the bottom.
To access options available,
Tap and Hold on any Account to view more options
Or
Press the MENU button to access options such as View Reports, Manage Categories or Make a Transfer
Set up a New Account
Tap on New Account
Fill in Account Name
Select Currency
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.
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
Tap Save or Cancel
Edit/Delete an Account
Tap and hold on Account Name to raise the Account menu of options
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 other details.
Please note that Transfers are only allowed between Accounts of the same currency and are not reflected in Reports and Budgets.
Tap View Transactions to view transactions within the account.
Tap View/Edit Account 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 current account.
Main Manual | Expense Tracking | Checkbook Management | Budgeting
Bills Reminder | Database Tools | Settings | Other Features