Getting Started

To get the most out of MoneyBench application, start by reviewing the help topics:

• Overview: What you can see in the application?
• Accounts: How to open a new account, modify an existing account, delete an account and close an account?
• Categories: What are categories? What categories are available? How to add a new category, modify a category and delete a category?
• Transactions: Which types of transactions are available? How to create a new transaction, modify a transaction, copy a transaction and delete a transaction? How to search transactions using filters?
• Investments: How to create an investment portfolio? How to see Gain and Loss, Cost and Market Value of investments? How to create Buy, Sell or Dividend transactions?
• Reports: Which types of reports are available in the application?
• How to change Settings?