Quick Start Guide

We also have a complete guide here: https://money.pro/guide/

BALANCE

Start using the app with adding payment accounts (debit/credit cards, bank accounts, cash) in the “BALANCE” tab. The “Balance” tab will contain a list of all your payment accounts, assets and liabilities. Blue means positive amount. Yellow stands for debt. Also, you’ll find a list of transactions for each account for the selected period here.

• Open the “Balance” tab;
• Tap/click “Edit” > “Add”;
• Choose “Payment account”;
• Enter the account name and balance, pick one of icons and set a currency for the account;
• Save your choice;
• Tap/click “Done”.

There’s one important thing you should know. For your convenience every payment account can have its own currency. Make sure to set proper currencies for EACH PAYMENT ACCOUNT SEPARATELY. Transactions are created in the currency of the account they are assigned to.

Tap/click the account you’ve created and you’ll be able to add transactions assigned to it (“+”).

TODAY

Open the “TODAY” tab – it displays today’s transactions and lets you move between days and months quickly. Here you can easily add new transactions.

To add a transaction, tap/click the “+” icon in the upper right corner. The app will let you choose a category for your expense (for setting a different transaction type - income, money transfer, etc. - tap/click “Expense” at the top of the form). There are a number of categories both for expenses and incomes. You can create and edit the categories yourself. Categories can also include subcategories.

Imagine you went shopping for food today. Choose the “Groceries” category. The window will let you choose your payment account. Then enter the amount. When tapping/clicking the “Paid” field you will find two additional lines for scheduling your transaction for the future: “Automatic” and “Repeat”. Set the frequency with which the transaction will be repeated and check “Automatic” for the transaction to be created on the dates you’ve chosen (if you leave “Automatic” unchecked, you’ll have to confirm the transaction by hand). Also, check the date when you want to stop repeating the transaction (“End Repeat” field). This feature is necessary for recurring BILLS such as mortgage, car loan, health insurance, etc.

Don’t forget to set up notifications for your planned transactions:

• on iOS & Android devices, go to More > Advanced > Notify,
• for Mac open the Main Menu > Money Pro > Preferences > Notify

Specify when you want to be notified (1 day before, on the due date, etc.).You will receive a notification on the specified day. Moreover, every time you turn on your device, on the app’s icon you’ll find the number of planned transactions that are overdue.

You can input transactions manually or import .ofx or .csv files provided by your bank.

BUDGET

Open your “BUDGET” tab. Here you can set up a budget for each expense/income separately. If you know what your budget should be, do it right away, if not, wait for a while and analyze your actual expenditures. Think out the structure of your budget too. It should be convenient to use later on.

To add a budget categories, tap/click “Edit” in the upper right corner, select the desired category and enter the budget amount. You can set a budget using existing categories or add new ones by tapping/clicking “+” at the end of the list of available categories.

The default currency for BUDGETING and REPORTS can be chosen in “More” (for Mac go to Menu > Money Pro > Preferences > Currency; for Windows go to Menu > File > Preferences > Currency). Budget and all the reports are displayed in the default currency.

After you’ve set up your budget, use the tab to view your income and expenses for a selected period. The menu at the top of the screen will help you see your budget by day, week, month, etc. You can look at the totals or pick up a single category/subcategory. The yellow color represents actual expenses, blue stands for actual income, gray displays the planned amount. The bar chart in the upper part of the screen helps compare your gain/loss during a few time periods. Also, it shows how close your actual gain/loss was to the gain/loss you planned.

REPORTS

The “REPORTS” tab allows you to analyze your financial situation at any given period. You can see the correlation between income and expenses, a projection of your balance based on your planned income and expenses, your net worth, a list of all transaction one by one, etc. You can also filter these data by account, category, transaction type and so on.