On top of it all with in-note tasks Find things fast with search and tags Clip web pages Attach PDFs, receipts, files, photos, images, and documents.A spreadsheet is a computer application for organization, analysis, and storage of data in tabular form. Hint! If you tap/click any of your accounts, you will see its transactions list. You will be able use the templates for easy recording of transactions, manage the accounting. They have a nice dashboard view with different reporting options supported with pivot tables. Someka’s accounting & finance collection includes templates designed especially for small and mid-sized business owners. Excel Accounting and Finance Templates.
![]() ![]() Accounting Spreadsheet For Small Business Pages Download All TheThe last transactions for a specific time period (depending on each bank individually) may be downloaded with a delay.Money Pro will automatically categorize the downloaded transactions. Along with the accounts Money Pro will download all the transactions for the last 3 months. Once you add them they will appear in the Balance tab. When connected Money Pro will display all the payment accounts, credit cards and savings accounts you have in the bank. You can also contact our support team.You will be asked to enter authorization data you use in the Bank’s Dashboard. In case you overspend, you will start the next budget period in the negative. In future Money Pro will predict categories more accurately based on your previous actions.Hint! Budget rollover limits your spending automatically if you overspent in previous periods. Tap/click it and select a category. Uncategorized transactions will be marked with a question mark. Once you open the Balance tab tap/click the synced account to look through the transactions list. Yellow bars, on the contrary, testify that you spent more money than you made. In other words blue bars indicate your gain. So, the blue bars are above the horizontal axis and have positive values, the yellow bars are below the horizontal axis and have negative values.Blue bars show that your income exceeds your expenses in the certain period (f.e. For better understanding the chart, imagine that the blue and the yellow bars are separated by the horizontal axis. To navigate between the periods, tap/click the bars.The bars can be either blue or yellow. Use the filter to change the periodicity (day, week, month, etc). Actual amount spent (yellow) or earned (blue). The categories are displayed only if they have budget limits set or have actual transactions for the period selected. In other words it is the biggest amount of money gained in one of the periods in the chosen periodicity.Right below the widget you can see your categories with individual budget progress indicators. It shows whether you acted according to your budget plan or strayed away from it.The number in the left upper corner reflects the biggest bar. It helps better understand your spending behavior. Money transfer transaction. When you pay to someone else in exchange for a purchase or services. When you receive money from someone else as a paycheck, profit share, dividends, gifts, etc. There are three basic types of transactions: In the opened form tap/click “Show transaction list” in the bottom.Transaction types: income, expense, money transfer and othersTransactions are your actual or scheduled (planned) financial operations. Category: an appropriate category for the income. When you pay off your loan or close your credit card.Go to the Today section, tap/click “+” in the right upper corner.Hint! To split a transaction into multiple categories, tap/click “+” right under the field “Category” and pay for multiple items at once. When you take a loan and add it to the list of your Liabilities in the Balance section. When you sell an asset and delete it from your list of Other assets in the Balance section. When you buy a new asset and add it to your list of Other assets in the Balance section. You take a certain amount from your checking account to use it as cash.However, in the More section you will find a few additional types of transactions as well: Account (to): the account you are transferring money to. Account: the account you are transferring money from. Additional information (optional): description, photo attachments, check #, agent (payee), class of the transaction (business, personal or any other custom class). Cleared: you can reconcile this transaction. Date: along with the date you can enter the exact time of the transaction. Amount: a specific amount in the selected account’s currency. Date: along with the date you can enter the exact time of the transfer.Asset purchase is essentially an expense paid for some asset you would like to list in your balance sheet. But if the received amount differs from the one you transfer, correct it manually. It will be filled out automatically even if the two accounts have different currencies (see “Currency converter”). Amount received: the amount received by the account you are transferring money to. It should be entered in the currency of the first account. Parallels for mac to use linuxAfter that select the newly added asset from the appeared list. Save the changes and tap/click “Done”. Fill in the asset parameters. To do that, tap/click “Edit” in the right upper corner, then tap/click “Add”. Asset: you need to add a new asset to the existing list of assets. Two additional fields are: Asset: the asset you sell. Two additional fields are: This way the value of your asset will increase after each of your transactions.Asset sale is similar to an income transaction. This option may be helpful when you want to pay for your purchase in several installments. Liability: you need to add a new liability to the existing list. Two additional fields are: Partial sale: you may sell the asset at once or to decrease its value on the transaction amount.Liability acquisition is also similar to an income transaction since you receive money. After that select the newly added liability from the appeared list. Save the changes and tap/click “Done”. Fill in the liability parameters. It will also be deducted from both your account and your liability.When you finish the transaction details, tap/click “Save” and a new transaction will be created.Hint! To handle credit card payments, you can either use “Money transfer” transaction or record those as a “Discharge of Liability”. Extra payment: the amount you pay for discharging your liability in advance. Principal: it will be deducted from both your account and your liability. Interest: how much interest will be deducted from your account without discharging the liability. Liability: select the liability from the list of your liabilities. The only difference is that it decreases the balance of a liability.
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