FAQ - Frequently Asked Questions
What's a good way to start?  
ANS: Explore your MoneyDiary® and/or LoanPDA™.  Use the example entries, either on your own, or walk thru them with the Getting Started tutorials.

I have an iPhone® LoanPDA™

Click here for Getting Started with LoanPDA™ for your iPhone® (PDF)
Click here for Getting Started with LoanPDA™ for your iPhone® (TXT)

I have an iPhone® MoneyDiary®.

Click here for Getting Started with MoneyDiary® 5.3 for your iPhone® (PDF)
Click here for Getting Started with MoneyDiary® 5.3 for your iPhone® (TXT)

Click here for Getting Started with MoneyDiary® 4.0 for your iPhone® (PDF)
Click here for Getting Started with MoneyDiary® 4.0 for your iPhone® (TXT)

How do I add records?
ANS: There are two ways to add records. First, you can add a new record by tapping on the  ( + )  button on the main menu where your MoneyDiary® records are listed. The Info edit screen will pop up with a new record ready to be entered. Second, you can copy an existing record by tapping on the listed record in the main menu and tap on the NewCopy button in the detail Info screen. The Info edit screen will pop up with a copy of the record you were viewing. The date will have been changed to the current date. The original record you copied remains unaltered.

How do I delete records?
ANS: Tap on the  ( Edit )  button on the main menu where your MoneyDiary® records are listed.  Tap and confirm delete of the selected record.

How do I edit or change records?
ANS: Tap on the record you want to change in the main menu where your MoneyDiary® records are listed. Tap on the (Edit) button in the detail Info screen and the Info edit screen will pop up with the tapped record ready for change.

How do I add a Category?
ANS: When adding a new record, scroll to select  "(+)enter new category" at the end of the Category picker screen.  Enter your own personalized new MoneyDiary® Category.  Tap on the ( Save ) button.  Your new Category will be available for selection, for subsequent records, at the end of the Category picker screen.  The next time you turn your iPhone® off and on, your new Category(s) will be integrated and reordered on the Category picker screens for day to day use.

How do I edit or delete a Category?
ANS: Add your corrected Category and edit your MoneyDiary® records to reflect your new Category.  When the MoneyDiary® notices you are no longer using an old Category, it will automatically delete it the next time you turn your iPhone off and on.

How do I find records and get an instant summary?
ANS: Tap on the binoculars at the bottom right of the main menu where your MoneyDiary® records are listed.  Enter your criteria, tap on the (GoFind) button, and only records matching your request will be listed on the main menu list.  Tap on the currency symbol ( $  in U.S.) and a balance of just those listed items will be displayed!  The binoculars icon will change to the smiling MoneyDiary® icon whenever a Find is in progress.  Check out more info on "Hints and Tips".

How do I export or create a custom report of records?
ANS: Tap on the email icon while in the main menu where your MoneyDiary® records are listed.  All, but only, the listed and scrollable data on the main menu screen will be added as an email attachment to send to whoever you like.   The attachment is a tab delimited file which may be copied (or imported) directly into a spreadsheet or word processor on your laptop/desktop/mainframe.  Tap on the email icon while looking at the detail Info, and your single entry is reported as an email receipt, invoice, expense.  Your original MoneyDiary® entries remain unchanged.  

How do I create an Account?
ANS: You may customize this seven digit field for your own purpose or not use it at all (zero is the default).  The following illustrates how this field may be used.  Use the first three digits to represent a source of money, credit, or invoice.  By doing this, you may enter the first three digits in the Account field of the 'GoFind' function and request a current Balance of the account or invoice at any time.  This field is best used to maintain a current balance to be compared with a financial statement of the account.  The most common example for demonstration would be a checking account.

Let's use '100' for our checking account.  First, make a starting balance entry from your checkbook or statement. 

1.  Tap on the add  ( + ) button on in the main menu where your MoneyDiary® records are listed.

2.  Use the date from your last check transaction and enter it using the 'Date Calendar' scroll selection.

3.  Enter '1000000' (our checking account plus four zeros) into the Account field.

4.  Enter your starting balance in the Amount field (we will use $500 for our example).

5.  Enter 'Starting Balance' (or something similar) in the Description field.

6.  Enter the name of your bank into the Payee/Payor field.

7.  Tap on the  ( Save )  button in the upper right corner.

8.  You're done


Now, make a check entry.  Our example will be for writing check number 1234567 to the phone company in the amount of $50.00.

1.  Tap on the add  ( + ) button on the main menu where your MoneyDiary® records are listed, or use the NewCopy function.

2.  Use the 'Date Calendar' scroller to change the date, if different than today.

3.  Enter '1004567' (our three digit account plus last four digits of check) into the Account field.

4.  Enter '-50.00' into the Amount field.

5.  Enter 'Phone bill dated 07-22-2011 into the Description field.

6.  Enter the name of your phone company into the Payee/Payor field.

7. Tap on the  ( Save )  button in the upper right corner.

8.  You're done.


Now, make a deposit into your checking account.  Our example will be for depositing $250.00.  The important thing is to capture the deposit to your 3 digit account and easily cross reference the deposit to your future statement.  If you have multiple checks to deposit, just enter the total.  The multiple checks should already have been entered into your MoneyDiary® when they were received (as expense check, invoice payment, paycheck, etc.).

1.  Tap on the add  ( + ) button on the main menu where your MoneyDiary® records are listed, or use the NewCopy function.

2.  Use the 'Date Calendar' scroller to change the date, if different than today.

3.  Enter '1000000' (our three digit account plus four zeros) into the Account field.

4.  Enter '250.00' into the Amount field.

5.  Enter 'For deposit' or skip the Description field.

6.  Enter the name of your bank or skip the Payee/Payor field.

7. Tap on the  ( Save )  button in the upper right corner.

8.  You're done.


Now, to obtain a current balance.  Our example shows $500 - $50 + $250 = $700.00.

1.  Tap on the binoculars, or smiling MoneyDiary® icon , in the lower right of the main menu where your MoneyDiary® records are listed.  This will take you to the GoFind screen.

2.  Tap on the  ( Clear )  button in the bottom middle to clear out any prior selection criteria.

3.  Enter '100' (our three digit account) into the 'Account' field.

4.  Leave all other fields empty.

5.  Tap on  ( GoFind )  button in the upper right.  This will list all your checks beginning with our account of ‘100’

6.  Tap on the  ( $ )  symbol in the bottom middle of the main menu where your MoneyDiary® records are listed.  Your balance of $700.00 is displayed.

 A similar process may be done to keep track of a credit card.  But you don't need to enter a sequential check number, just the trailing zeros.  The date and Payee/Payor will cross reference to your credit card statement.  A payment on your credit card would be similar to the MoneyDiary® entry for a checking account deposit.  When you make a payment from your checking account to your credit card, two MoneyDiary® entries are made.  The normal MoneyDiary® entry for your check (our example account '100') and a payment/deposit entry for your credit card account (for example, account '2000000'). 

The Account field is an extremely flexible, efficient, secure, and private feature. It is optional.  However, the more you use it, the more you discover how easy it is to maintain all your financial accounts.  



I have a Palm phone/personal digital assistant (PDA).
How do I add records?
ANS: There are two ways to add records. First, you can add a new record by tapping on the New button on the main menu where your MoneyDiary® records are listed. The Edit screen will pop up with a new record ready to be entered. Second, you can copy an existing record by tapping on the description of the record in the Descr... column and tap on the NewCopy button in the boldfaced view screen. The Edit screen will pop up with a copy of the record you were viewing. The date will have been changed to the current date. The original record you copied remains unaltered.

How do I edit or change records?
ANS: Tap on the date of the record you want to change in the main menu list screen. The Edit screen will pop up with the tapped record ready for change. Actually, to edit a record, you can tap on any part of the record except the description. Tapping the description will pop up the boldfaced view screen.

How do I export records?
ANS: Tap on the Palm drop down icon while in the MoneyDiary® main screen. Tap on Export Quicken to format your data for a Quicken Bank Account. Tap on Export Text to format your data for a spreadsheet or word processing on your desktop. Follow the prompts to use MemoPad, Bluetooth, or Serial Communications to transfer your data. Your original MoneyDiary® entries remain unchanged.