Money for iPad User Guide: A tutorial for Jumsoft Money for iPad, a mobile accounting application

Money
for iPad
User Guide
A tutorial for Jumsoft Money for iPad, a mobile accounting application for
small businesses and personal use

---

Money for iPad
User Guide / Table of Contents
Getting Started
Overview
Features
Accounts
Syncing
Sync With the Desktop Money
Contact Us
Thank you for using Money for iPad!
2/12

---

Money for iPad
User Guide / Getting Started
Overview
Getting your finances under control can be tough. However, the first step is exactly the
same for a college student as it is for a shareholder of a massive corporation. Everything
starts with keeping records of what and how you earn and spend.
Jumsoft Money for iPad is an easy-to-use yet effective tool for keeping track of financial
transactions and budgeting on the iPad platform, adapted from the original Money
application for Macintosh computers. It allows you to track transactions to and from your
wallet, bank accounts, or share trading accounts; you can also manage your bills, and
generate income and expense reports. Most importantly, it does not require a computer to
perform even the most advanced tasks—you can do it all from your iPad.
Money for iPad is designed to serve the accounting needs of home users, small businesses,
clubs, associations, or self-employed individuals. It is functional yet user-friendly, and does
not require special accounting knowledge. Instead of double-entry bookkeeping, you can
create different types of accounts for your cash, bank accounts, credit cards, and
investments to keep track of transactions to, from, and among them. Budget Monitor will
help you follow your pre-planned budget, while the Bills section will remind you of bills to
be paid. Money for iPad also has a report capability. It can display key information about
your spending in graphs and tables.
For further convenience, Money for iPad can be easily synchronized with the computer
version of the application. Money for iPad uses an individualized passcode to ensure the
security of your financial information.
Please read this manual carefully as it contains useful information on how Money for iPad
operates and how you can take a full advantage of its features.
If you are reading this manual in PDF format, you can use the hyperlink function to quickly
jump to another section for more information on the topic. To do so, look for underlined
phrases and click on them.
3/12

---

Money for iPad
User Guide / Getting Started
Application Structure
After you launch Money for iPad, you can see five main self-explanatory icons at the
bottom of the screen: Accounts, Budgets, Bills, Reports, and Settings. These categories cover
all of the functions that Money for iPad supports, from basic account set up to updating
your securities to synchronizing with Money for Macintosh. The minimalist design of the
application accurately reflects its structure—every feature is stripped of any unnecessary
components to provide a basic and reliable way of handling finances.
4/12

---

Money for iPad
User Guide / Features
Accounts
The first step when using Money for iPad is creating new accounts or editing existing ones.
Money for iPad supports four types of accounts: Bank, Cash, Credit Card, and Investment.
The net amount of money held in each account is displayed in the Accounts panel.
Creating an account
1. Open the Accounts panel.
2. Click the “+” button located on the upper left corner of the screen.
3. Select any given type, choose a name for the account.
4. Click OK to apply and save your changes.
Editing account settings
1. Open the Accounts panel.
2. Select Edit and click the account whose settings you want to change.
3. Change any settings as necessary.
4. Click OK to apply and save your changes.
Deleting an account
1. Open the Accounts panel.
2. Select Edit.
3. Click the “-” button next to the unwanted account.
5/12

---

Money for iPad
User Guide / Features
Transactions
Money features three major types of
transaction:
• Deposits: money is added to the
account.
• Withdrawals: money leaves the
account.
• Transfers: money is transferred from
one account to another.
Transactions allow you to track cash flow
from, to, and among your accounts.
Account transactions are displayed when
you click on the name of the account in
the Accounts panel.
Adding a new transaction
1. Open an appropriate account.
2. Click the “+” button located in the
account window.
3. Select transaction type, date,
category, amount, and payee/transfer
Editing a transaction
destinations.
1. Click on the appropriate transaction in
4. Click OK to apply and save your
the account window.
changes.
2. Edit the relevant data.
3. Click OK to apply and save your changes.
If you want the transaction to include
more than one income/expense
Deleting a transaction
category, click on Split. This function
allows you to divide the transaction
1. Selecting the appropriate transaction
amount into as many categories as you
from the list.
wish.
2. Press the Delete button.
6/12

---

Money for iPad
User Guide / Features
Budgets
Money for iPad allows you to estimate your future income and expenses, and monitor the
accuracy of these estimates. You can create a budget for a specific period of time, and see
the fraction of the budget you have already spent or earned throughout that period, as
well as compare actual outcome.
Creating a budget
1. Go to the Budgets panel.
2. Click the “+” button and enter the name of the new budget. The budget is created.
3. Click on the name of the new budget and then the “+” button.
4. Choose the category for your new budget, the period, and the spending/earning limits
you want to set.
5. Save the settings to see a monitor line with the amounts spent and remaining.
The Budget Monitor feature lists all of your created budgets and shows the fraction already
spent.
7/12

---

Money for iPad
User Guide / Features
Bills
Money for iPad can automatically create scheduled or recurring transactions under the Bills
section. Bills are made to help entering repetitive money operations like household bills,
insurance, or taxes.
Creating a bill
1. Go to the Bills panel and click the
“+” button.
2. Set a few parameters like amount,
frequency, and next date.
3. Money for iPad will remind you
whenever a scheduled transaction is
ready to be made, and create it for
you.
Note: You can use the Split feature
here as well.
8/12

---

Money for iPad
User Guide / Features
Reports
Money for iPad allows you to create several types of reports on your past financial
information: Spending by Category, Transactions by Category, and Monthly Reports. This
way, you can track different types of information related to your finances, analyze your
performance, and identify areas for improvement.
Creating a new report
1. Go to the Reports panel, and click
the “+” button.
2. Add several preferences like report
type, date, and category.
3. You can also select the relevant form
of the report: summary, bar, or pie
chart.
4. Click OK to apply and save your
changes.
9/12

---

Money for iPad
User Guide / Features
Settings
Options of the Settings panel
• Edit the list of your payees.
• Add or remove spending/income categories.
• Keep a list of securities you own and their values.
• Choose the currency of your transactions.
• Set a passcode to keep your data private. You will be asked for the passcode each time
you open Money for iPad.
• Sync with the desktop version of Money.
10/12

---