When configuring an account for the first time, you are asked to select the account's currency. So you may have one bank account in US Dollars, and another bank account in Canadian Dollars for example. Moneyspire allows you to have accounts in multiple currencies. Moneyspire will automatically open the last file you worked on when you start the program up. To open a file, click on the File > Open menu option. To create a new file, click on the File > New menu option. Each data file will have its own set of accounts, reminders, categories and budgets. For example, you may want to keep one data file for your personal finances, and another data file for another family member’s personal finances. Moneyspire allows you to keep different sets of data files. ![]() Once an investment account is added (via the Tools > Accounts menu option), you can manage your investments (securities) via the Portfolio button in that account register for that account, and record your investment transaction activity. Moneyspire allows you to easily manage your investments. Additional Information Managing Investments You can also track which invoices are due or how late invoices are. You can create professional looking invoices, print and email them to your customers. Moneyspire allows you to create and manage invoices (in the Moneyspire Pro version). You can also save reports so that you can quickly view them at any time without having to configure the report options again. The reports screen allows you to generate detailed reports on your expenses, income and net worth. You can also click on an individual budget category to see a detailed list of the spending for that particular category and budget period. The budget screen will show you how you are currently doing on your budget, including how much money you have spent and how much money you have left in your budget (or how much money you have overspent). The calendar allows you to visually see and browse your upcoming bills, while the list allows you to see each bill reminder and its status in an easy-to-read list format. Your reminders will be displayed in two formats: a calendar and a list. The reminders screen will show you all your upcoming, due and past due bill and deposit reminders. You may add any type of file, such as documents, images, PDF files, etc. You can add file attachments to an account (such as an account statement) by right clicking the account from the account list and selecting File attachment. You should clear a transaction when you know it has been processed, for example, when a check has been cashed. You can clear a transaction by checking its corresponding check box, or by using the reconcile feature. ![]() The Balance column displays the total balance of all the transactions, while the Cleared Balance value at the bottom displays the total balance of all the cleared transactions. You will also notice there is a Balance column in the transaction register and a Cleared Balance value in the status bar at the bottom. You can customize the transaction register options by clicking the View menu option. You will then be taken to the account's transaction list where you can add, edit or delete transactions. To view an account's transactions, first click on Accounts on the top, then double-click the desired account. Screenshot of Transaction Register Screen You can click the Choose accounts and Choose categories buttons to select which accounts and categories you want included in the overview chart and bills due list. The Overview screen allows you to see your income, expenses (and the difference) for the month, as well as your bills due and your budget progress. The main screen is split up into six (6) sections: 1. ![]() Moneyspire was designed to be straightforward and easy-to-use.
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