When Importing your data, the date format, for dates within the file must match the date format you select during the Import. You can choose the following formats - DAY/MONTH/YEAR, MONTH/DAY/YEAR, YEAR/MONTH/DAY.
If the date formats do not match you will get a data format invalid error, just correct the date format and re-run the import.
When you import your data, using OFX, or CSV file format, you will have to re-categorise your transactions from the default Credit, and Debit categories.
Once you have categorised your entries, any future imports you perform for the same Payee, will be automatically categorised.
If you make and receive payments to the same payees, it would better to import a small selection of entries, then categorise these first, before running a large import
The auto-categorise feature for account transactions rapidly reduces the amount of information you need to complete. This does not apply to Transfers, Split transactions
When entering details of your transactions as you start to complete the payee details, etc the category and further fields are completed for you - helping you to complete your transaction details quicker.
You will need to do this if you are moving your data to another computer or just keeping your data safe.
To backup your data, on to any media, use the File Backup function. We recommend users (as with any software application) back up their data consistently.
To use the backup function go to the File menu and select Backup. You will need to have your back-area ready; choose a folder on your computer or a separate disk drive
To restore the data the restore files function can be used, this is again under the file menu.
- On the registration screen click on the Buy Now button.
- Fill in your user information and confirm you wish to purchase.
- Click Next, you will be taken to the payment pages - this shows a summary of your payment allowing you to pick your payment provider PayPal or NoChex. After selecting a payment provider you will be taken to the appropriate website.
- Complete your payment details.
- Check you have received your email from PayPal or NoChex, confirming your payment.
Go back to the registration screen, and click Buy Now. The registration screen will check if your payment has been received successfully.
If it has the software will become activated. (There may be a short delay while PayPal or NoChex processes the payment).
If the software has still not been activated please submit a Support ticket