MoneyLine Tutorial

Personal Finance Software Videos

MoneyLine personal finance software tracks all your money, bank accounts and spending in one place, helping you stay organized and in control of your finances.

Getting Started with MoneyLine
Import Data From Quicken
Creating a Budget Using MoneyLine
Transactions
Edit Transactions
Reconcile Your Bank Accounts
Generate and Print Reports
How to Split Transactions

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Getting Started with MoneyLine

This video covers the basics of using MoneyLine.

Import Data From Quicken

This 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 MoneyLine

This 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.

Transactions

This 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 Transactions

This 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 Accounts

This 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 Reports

This 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 Transactions

This 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.

Note: the tutorials on this page are for MoneyLine beginning with version 1.10. For tutorials for other NCH Software products see the NCH Software YouTube Channel.

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MoneyLine personal finance software gives you fast and easy access to all your important spending and financial data in one place to help you manage your spending and digitally balance your checkbook.

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