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Getting started

Getting started with Moneyspire is easy. When you first start the program, you will be greeted with the welcome screen. Select the first option labeled Setup Moneyspire for the first time, and follow the simple instructions:

Step 1

In step 1, you have to enter a name for your new Moneyspire file. This can be any name you want, and the default is "My Finances." Once you have entered a name, click the Next button to proceed to step 2.

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Step 2

In step 2, you have to select your local currency. Once you have selected your currency, click the Next button to proceed to step 3.

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Step 3

In step 3, you have to setup your accounts, such as your bank accounts, credit cards, loans, etc. You must setup at least one account, and you can setup more accounts later. To setup an account, click the button labeled Click here to setup a new account. You can also choose to import your account data from a QIF file instead by clicking theClick here to import your accounts from a QIF file button. Once you are done setting up your accounts, click the Next button to proceed to step 4.

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Step 4

In step 4, you can setup your reminders, such as your bill reminders and other general reminders. This step is optional, and you can add more reminders later. To setup a reminder, click the button labeled Click here to setup a new reminder. Once you are done setting up your reminders, click the Next button to proceed to step 5.

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Step 5

In step 5, you can setup your budgets, which allow you to set your desired spending for a given period of time. For example, you can set a maximum of $175.00 for automobile fuel for one month, and then later compare your actual spending with your target spending. This step is optional, and you add more budgets later. To setup a budget, click the button labeled Click here to setup a new budget. Once you are done setting up your budgets, click the Next button to complete the setup.

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Step 6

In step 6, you can optionally specifiy a password to securely encrypt your data file.

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Finished

You have completed all the setup steps, and now you can begin managing your personal finances in Moneyspire!

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