MoneyLine TutorialPersonal Finance Software Videos | |||
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Getting Started with MoneyLineThis video covers the basics of using MoneyLine.
Import Data From QuickenThis tutorial shows you how to import data from OFX or QFX files. If your version of Quicken does not export to these formats, export to CSV and follow the import steps in this tutorial. If CSV is not an option, export to XLSX, then save your excel file to CSV before importing to MoneyLine.
Creating a Budget Using MoneyLineThis tutorial will show you how to use MoneyLine Personal Finance software to create and manage a budget. This video will show you how to create a budget and how to generate a budget report.
TransactionsThis tutorial will tell you all about transactions in MoneyLine Personal Finance Software. You'll learn how to add transactions, how to split a transaction into multiple categories, how to import transactions, and how to retrieve transactions.
Edit TransactionsThis video will teach you to edit and split existing transactions. You will also learn to void or delete unwanted transactions. And finally, learn how to find a specific transaction in the transaction list.
Reconcile Your Bank AccountsThis video takes you through the step-by-step process of reconciling your account in MoneyLine with your bank statement. It also teaches you the difference between clearing and reconciling an account, as well as, how to create a balancing transaction or unreconcile a transaction.
Generate and Print ReportsThis tutorial will show you how to generate and print reports. Learn how to generate reports for account activity, budget, expenses and income.
How to Split TransactionsThis video tutorial will show you how to split transactions with MoneyLine. Splitting transactions allows you to designate multiple categories in a single purchase or multiple payment methods.
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