Flying Bird Mobile Software for Symbian OS, Windows Mobile OS phones

When you first run FlyingMoney you are prompted to add new account. Flying Money has several predefined account types but it’s possible to create the new ones.

The predefined set of account types:

Checking - for tracking checking accounts

Savings - for tracking savings accounts

Credit Card - for tracking credit card accounts

Cash - for tracking your cash expenditures

Liability - for tracking liabilities like Mortgages and Auto loans

Line of Credit - for tracking your line of credit accounts

Asset - for tracking assets such as Home Equity, Vehicles or Retirement Accounts

1. Welcome to FlyingMoney Manager.

Thank you for choosing FlyingMoney Manager. We have worked hard to make FlyingMoney Manager the feature rich and at the same time easy to use application for tracking your personal finances, daily expenses, schedule the regular expenses and incomes. We hope that you will find the application to be your good companion in your every day finance activities.

We encourage you read this documentation fully to get the most out of your software.

1.1. Copyright and distribution notice.

1.2. Technical support.

If you have any technical questions concerning this product, we encourage you to send email to our troubleshooting and support team at support@flyingbirdsoft.com

Our online support centre contains a significant amount of support information including solutions to frequently asked questions, latest versions and numerous operational tips.

1.3. Installation.

Requirements:

1. Symbian UIQ 3.0 or higher
2. Sony Ericsson PC Suite for Smartphone if you are using Sony Ericsson phone or PC Sync if you are using Motorola

To install FlyingMoney Manager to your smartphone please do the following steps:

1. Download the installation file ( .sis). ( If you download the archive like .zip file unzip it beforehand)
2. Connect your smartphone to your computer

NOTE: to ensure that your PC and smartphone are connected properly, look at the Task Bar. The Sony Ericsson PC Suite or Motorola Sync icon must be there and in active mode.

3. Run the installation program ( .sis file). While the installation is running you will be prompted to click Next to proceed with installation.

4. You need continue installation from your smartphone by clicking YES on the question if you agree to install the software.

5. You will see the warning, ignore it and continue installation.

6. Choose when you want to install the application to the phone memory or the card memory. Choose destination and click Continue.

7. Run the application.

NOTE: if you are upgrading your cope, please make sure you have backup copy of your financial data and then remove your previous version from the smartphone using the Uninstall tool on your smartphone before install the upgrade.

1.4. Password protection.

Flying Money Manager protects your finance data by providing you the passoword each time you enter the program. So you should never be afraid that if you lost the phone anybody can access your finance information.

Money Manager prompts you to set up the password the first time you open the program. You can close the message and set up the password-protection later from Settings Menu.

1.5. Registration.

FlyingMoney Manager is protected from illegal distribution. The trial version is fully functional for 15 days. After that period, Flying Money Manager will stop working if not registered. Please visit www.flyingbirdsoft.com/buy.php to make payment or go to mobile optimized version or at its mobile optimized version http://www.flyingbirdsoft.com/mbuy.php

To register your copy and remove time limitation please click on More at the bottom menu then About - > Register menu, enter Registration key you have received in email and click OK button.

After a purchase you will get your serial number by e-mail. Serial number consists of 12 digits number, e.g. 1234-5678-1234-5678.

1.6. Supported phones.

FlyingMoney Manager works on the following phone models: Sony Ericsson P1, M600, M608c, P990, W950, W958c, W960; Motorola Z8, Z10.

back to the top

2. Synchronization.

Flying Money Manager has opportunity of continuous exchange of data between desktop computer application like Intuit Quicken or MS Money or the bank statement and the mobile application FlyingMoney Manager. This data exchange is organized in a form of import/export of QIF format file.

If your financial data is presented in OFX format please use the conversion tool. QIF is for file format used for financial data transfer. Most of the financial application supports this file format.

2.1. Import data from the desktop application or bank statement to FlyingMoney Manager

If you want to import data from your desktop finance application or electronic bank statement to FlyingMoney Manager you should follow the following steps:
1. Open your desktop application and save your finance data as .QIF file.
For example see export data from MS Money:

2. Connect your smartphone to PC and transfer this file to your Documents at the phone.

3. Open FlyingMoney Manager. Go to Sync. You will see the dialog:

Action: Import.
File: choose the file destination with your finance data from desktop computer.
Include: check what data you want to be imported
Click Run.
All checked data will be imported to your smartphone and you can start using it.
Flying Money Manager supports export/import in QIF format.
Flying Money Manager supports import in OFX / QFX format.

2.2. Export data from handheld.

If you want to have your finance data from handheld be exported to your desktop finance program please go to Sync.
Choose the action: Export, choose destination where you want to have the file. The finance data will be exported in .QIF format.

personal finance management, sony ericsson, UIQ

2.3. Export to .csv format ( MS Excel)

To export your incomes, expenses and other transactions go to Reports - > Chose fields that you want to export and set the conditions if needed - > Run. All data will be displayed on the screen, choose CSV then select a folder to place the exported file in. The file format is CSV (Comma Separated Values). Copy this file to your PC using PC Suite software. Double click the file on the PC to open it in Microsoft Excel ™ personal finance management, sony ericsson, UIQ

back to the top

3. Accounts.

When you first run FlyingMoney Manager you are prompted to add new account. FlyingMoney Manager has several predefined account types but it’s possible to create the new ones.
The predefined set of account types.
• Checking - for tracking checking accounts
• Savings - for tracking savings accounts
• Credit Card - for tracking credit card accounts
• Debit Card - for tracking debit card accounts
• Cash - for tracking your cash expenditures
• Asset - for tracking assets such as Home Equity, Vehicles or Retirement Accounts
• Liability - for tracking liabilities like Mortgages and Auto loans
• Line of Credit - for tracking your line of credit accounts

3.1 Add/Edit Account

You may create new accounts as follows: personal finance management, sony ericsson, UIQ

At the bottom menu click the button “New” to add new account or “EDIT” to edit existent account. The Account Info Dialog appears where you may enter the following information.
* Name: The name of the account (e.g., My salary).
* Type: Choose from the predefined account types (Checking, Savings, Cash, Credit Card, Asset, Liability)
* Description: you can type the description to the account with any additional information you want to have with the account.
* Institution: The name of the Bank or other financial institution where you have opened an account
* Account #: The account number.
* Contact: Name of the contact person in the bank
* Phone: The phone number of the contact person in the bank
* Preferred: Check this if you want this account to be the default account for your transactions.
Go the second tab to add or edit balances for the account.
* Ending Bal.: The starting balance for the account. Note: You must enter the beginning balance for Credit and Liability accounts as a negative amount.
* Current Bal: the current balance. For the new accounts the current balance equals to the ending balance.
* Minimum balance: some account has the required sum of money that can’t be spent, the balance of the account can not go below this amount.
* Last check #: enter the last check number to continue numeration of the next checks.
* Currency: The currency used for this account. Each account may use a different currency.
Click Save
If you are creating the new account the program will prompt to enter the starting balance for the account.

3.2 Delete account.

To delete account – select it at the Account View and click More - >> “DELETE” at the bottom menu.
Please note that if you want to delete account that already has transaction associated with it then all those transaction will not be deleted and you still can see them through register view or reports. After deleting such account you will not see it again in the account view and can’t use in the transaction

3.3 Preferred account..

FlyingMoney Manager allows you to specify an account as preferred. Listing preferred account first is especially convenient when you actively use a small subset of a large number of accounts.
To specify a "preferred" account:
1. Select the account name at the account list .
2. The Account Details view will be opened.
3. Check the Preferred checkbox.

back to the top

4. Register

The Register view displays a list of transactions.
More - > Filter. The list of transaction can be filtered by:
* Account ( you may choose to view transaction belongs to one specific account
* Date ( today/this week/ last week / last month / this quarter / custom..) you can specify the date range of the transaction to view.

4.1. Filters.

White viewing Registry you can set up filters to view only transactions you want.
The are three types of filters available:
By account: only transactions associated with the selected account will be displayed.
By type: Scheduled : you will see only scheduled transaction that required your action – accept, postpone or delete. ( more detailed on Scheduled Transactions)
Cleared: you will see transaction that already took place and were resulted at the ending account balance
By Date: you can select time period and you will see only transaction that took place at this period.

4.2. Search Transaction.

You may search for transactions in Flying Money registry by clicking Find from the bottom menu of the Registry View. More - > Find… The Find dialog appears. Enter the parameters of the transaction you are looking for and start the search. All matching records will appear in the Find Results dialog. You may then select an item and go to that transaction.

4.3. Forecasting of upcoming bills and deposits .

By default in the registry view you see all transaction month to the today. You can use time filters to see the other period of time. More about filters.

There are situation when you would like to see the future month's scheduled and already entered transaction. For this purpose we have created the tool - Forecast. You can open it from the right menu. More - > Forecast.

By clicking this command you will see the transactios planned for the month ahead, all scheduled and entered transactions dated from tommorow + 30 days ahead. You can list months by clicking arrrows << Prev and Next>> at the bottom menu.

To change the viewing period to weekly/ daily /monthly/quarterly/custom use time filter. More- > Filer - > by Date - > Daily/weekly..

When you want to returm to the current view click More - > Back to registry.

back to the top

5. Working with transactions.

Once you have entered or transferred from the desktop application your account details you are ready to use FlyingMoney Manager to enter the new transactions while you are on the move.
A transaction is any type of activity that affects the balance of an account e.g. ATM withdrawals, check payments, salary deposits, credit card charges, and the transfer of funds between accounts.

5.1 Create/edit transaction

To create a transaction go to Register View. From the bottom menu choose NEW then choose what kind of transaction you want to create - payment / deposit / transfer. personal finance management, sony ericsson, UIQ

The Edit/Add new Transactions dialog appears. You can also run this dialog from the main program menu. personal finance management, sony ericsson, UIQ
To create transaction you should fill in the following fields:
Account: In the drop-down menu, you may select which account to add the transaction to. The default selection will be the account which was set as preferred.
Ref: transaction reference number, the predefined types - EFT (electronic fund transfer ), Check, ATM, TXFR ( transfer), Dep ( deposit). You can add your customized type as well by clicking Add at the drop-down menu.
Date: Date of transaction. By default - today date
Payee: The name of the Payee. You may enter a name or select from the popup list of memorized Transactions (see Auto-Fill)
Amount: The amount of the transaction. The amount is recorded in the currency set for this account. You can set different currencies for different accounts. You may enter a foreign currency and its exchange rate by tapping the Currency Window (see Multiple Currencies).
Please Note: if you are entering payment. You should not try to put minus before the amount as it is already there.
Category: You may enter a Category (e.g., Car, Restaurant, Groceries, Gifts, Salary etc.) in the Category field. You may choose category from the list of memorized categories. Each category could belong to Incomes, Expenses, Savings. Flying Money includes predefined categories which you can modify.
Class: You may specify for the transaction the class it belongs to ( e.g. Personal, Business, etc). You may choose class from the drop-down list of memorized classes or create a new one. Flying Money includes predefined classes which you can modify.
Note: Enter a memo, or note to describe the transaction in more details.
After you enter all information for the transaction click Save.

Create memorized transaction. From this view you may create memorized transaction if you plan to use it later as well. Click More -> Memorize ( see memorized transactions)

Create scheduled transaction. You may male the transaction scheduled by clicking More- > Schedule. The Scheduled transaction window will open you can set the parameters of scheduling for the transaction. ( see scheduled transactions)

5.2. Delete transaction.

You can delete transaction only from the Registry View.
Registry - > More -> Delete.
When you delete a transaction it removes it from your register and it is no longer calculated into your account balance. You should not delete valid transactions as it will alter your balance and potentially cause problems when reconciling.

5.3. Delete scheduled transactions.

If you want to delete the scheduled transaction completely go to Scheduled Transactions View, choose the scheduled transaction you want to delete and click More - > Delete. Please note that all transactions that were accepted before the date it was deleted will - not be deleted. By deleting scheduled transaction you assure that you’ll never see this transaction in the registry as the required some action.
If you deleting scheduled transaction from registry view you just delete this particular transaction but it will appears again according to the scheduled period.

5.4. Transferring funds between Accounts

You may transfer funds between your accounts using one of the following methods.
At the main program menu choose New - > Transfer; or from the Registry view choose New -> Transfer.
The Create New Transfer dialog appears.
From: The Account the funds will be withdrawn from.
Ref: TXFR stands for Transfer ( optional)
Date: Enter the date of the transaction.
From: The Account the funds will be withdrawn from.
To: The Account the funds will be deposited into.
Amount: The amount of the transfer.
Category: Transfer ( by default) but you can set your customized category
Note: Describe additional information on this transaction

5.5. Splitting transaction categories.

personal finance management, banking, expense tracking, sony ericsson, UIQ

Split in the transaction when you need to assign more than one category to a single transaction. For example, a check you write to a car dealer might cover fuel, license, and a lease payment. You can split the transaction by entering category names and amounts for each part of the transaction.

To split a transaction category:
While creating/editing a transaction, select [...] near category field. You will see the list of categiries. Check more than one category. Click Done. You will see the split categories view. Near each category at the right you can type in the amount. Aftr finishing click Done.

If the total amount of the splitted categories will be more than entered before while entering the transactions details you will see the warning and will be given the opportunity to adjust the transaction amount to equal the amount entered by the splits or return to split categories view to change the amount of any of the splits.

5.6. Purging Transactions.

When you purge a transaction, it is removed from your register but your account balance is adjusted by the amount of the transaction being purged.

The end result is that your ending balance will be accurate even though the purged transaction is no longer listed in the register.

For example, you can purge all transactions over 3 months old, and still have an accurate ending balance. It's recommened to purge transactios older than 3-6 months to prevent running out of memory.

back to the top

6. Working with the categories.

Categories provide a powerful mechanism for specifying where the incoming payment came from (e.g. salary, dividends, bonus, etc.) or where expenditures went (e.g. auto, groceries, tax etc.).
If for instance you buy clothes at many different stores , you can assign the same clothes category each time you make a payment to those stores.
You may then use the budgeting and reporting facilities to quickly determine your periodic clothes expenditure.
The Category List views allow you to review and select categories on the handheld.
To review and/or select categories: from the main program menu choose - > Lists > Categories

6.1 Adding Categories

Although the default Category List contains an extensive number of categories for your use, you may decide to add some categories of your own. This provides you with a way to manage transactions in a way that is meaningful to you
To add a new category from the main menu go to Lists.
You will see the categories divided to three folders – Income, Expense and Savings. Choose the required folder, click New, enter the name of the category. Click Save.
You can also add new category through the edit transaction dialog. When selecting the category for the transaction the Categories view will be open. Choose the required folder (incomes, expense or saving), click new and add a new category

6.2 Deleting Categories

If you no longer wish a category to be available on the Categories list, you may delete it from the list.
To delete a category from the main program menu choose Lists - > Categories. Select the required folder ( Incomes, Expenses, Savings) where your category is placed and click More -> Delete

back to the top

7. Working with classes

The class list view is displayed on your right hand.
Classes provide another tool for further classifying transactions. You can use classes to specify where, to what, or to whom your transactions apply.
For example you could use classes to use your personal checking account for business and personal expenses. Assign the class name Business to business transactions.
The Class List views allow you to review and select classes on the handheld. To review and/or select Classes. From the main program menu choose Lists - > Classes.

7.1. Adding a class

To add new class from the main program menu choose Lists - > Classes - > New. Name the class and click Save.
You can add a new class from the transaction edit dialog when choosing the class for a transaction.

7.2. Deleting a class

To delete a class from the main program menu choose Lists - > Classes . Select the required class and click
More - > Delete.

8. Multiple Currencies

FlyingMoney Manager supports multiple currencies allowing you to track accounts in different currencies as well as recording individual transactions in different currencies and converting them to your account currency. You must specify a Home Currency, and all other currencies will have a conversion rate relative to the Home Currency. Each account can use a different Account Currency, but there is only one Home Currency.

8.1 Editing Currencies

You may create unlimited amount of the currencies, each with its own conversion rate. One currency must be defined as your Home Currency with a conversion rate of 1.0. All other currency conversion rates will be in relation to the Base Currency.
To edit/create a Currency:

1. Select Currencies from the main program menu - > Lists .
2. Specify one of the currencies as your Home currency by selecting it and tapping Home.
3. Select an existing currency and tap Edit, or tap New to create new Currency.
4. Enter a currency name, ISO Code, symbol (1 character).
5. Enter a conversion rate. The conversion rate is relative to the base. For example, if your base is a dollar ($) and you want to enter the conversion rate for the Euro (E) and the conversion rate is 0.6995 Euros to the Dollar, the conversion rate is calculated by dividing 0.6995 Euros by 1 Dollar (1/0.6995) resulting in a conversion rate of 1.4296. If you change the Home currency the rates will be recalculated.
6. Click OK.
The application supports entering multiple currency transaction.
For example you can enter payment in US dollar to your Euro account and the application will display everything correctly. See example above.

back to the top

9. Balancing Accounts

We suggest you do the reconciliation of your accounts balance between FlyingMoney application and printed statement from bank to be sure that balances are always reconcile and you always have the most recent and accurate data.

Go to Accounts view and see the ending and current balances for the account.

If the ending balance doesn’t match with the printed statement from the bank and you may want to adjust it.

9.1 Adjusting Ending Balance

It's easy to change your Ending Balance by Using Adjust Ending Balance tool. When you do this, Flying Money Manager actually adjusts the Beginning Balance by the appropriate amount to get the Ending Balance to equal the desired amount that you see in your bank printed statement.

This method is quick and easy way to make sure your Flying Money Manager register reconciles with your bank statement or a desktop application like Quicken or Microsoft Money.

back to the top

10. Using Auto-Fill

Flying Money Manager makes it easy to enter transactions that occur frequently. It can remember transactions you've entered previously and saves them as Memorized Transactions. The program auto-fills them for you.

When entering text into the Payee, Category, Flying Money will attempt to auto-fill the text for you based on matching data previously entered in those fields. For example if you write the letter "R" in the Category field, FlyingMoney will auto-fill the field with a previously entered Category that starts with the letter "R." – Restaurant

When you are typing the payee once a match with the one of the memorized transaction has been accepted in the Payee field Flying Money will auto-fill the other fields (Ref, Amount, Category, Class, and Note) to the same values as the previous transaction for that Payee. You can then edit any of these fields afterwards, if necessary. This is a great way to quickly enter recurring transactions and to ensure that they are recorded in a consistent fashion.

As an alternative to entering text, you can tap on the drop-down menu for a list of previous entries to choose from.

The Auto-Fill works also when you are entering category for the transaction.

back to the top

11. Scheduled Transactions

Flying Money Manager features Scheduled Transactions, enabling you to setup transactions that occur on a regular basis. Once you setup a Scheduled Transaction, you will be notified when thr transaction is due by red flag on registry view.

11.1. Creating/Editing Scheduled Transactions

To create the new scheduled transaction click NEW button from the bottom menu at the Scheduled Transaction main View.

You need to choose what type of scheduled transaction you want to add – Deposit/Payment/ Transfer.

To edit transaction click EDIT button at the bottom menu at The Scheduled Transaction Main View.

Create /Edit scheduled transaction dialog appears.

Enter the Account this transaction will affect from the Account popup menu. Choose the Reference ( EFT, Check, etc)

Tap the Date picker to open the Change Date Dialog where you can specify start date.

Payee: The name of the Payee. You may enter a name or select from the popup list of memorized Transactions (see Auto-Fill)

Amount: The amount of the transaction. The amount is recorded in the currency set for this account. You can set different currencies for different accounts. You may enter a foreign currency and its exchange rate by tapping the Currency Window (see Multiple Currencies).

Category: You may enter a Category (e.g., Car, Restaurant, Groceries, Gifts, Salary etc.) in the Category field. You may choose category from the list of memorized categories. Each category could belong to Incomes, Expenses, Savings. Flying Money includes predefined categories which you can modify.

Class: You may specify for the transaction the class it belongs to ( e.g. Personal, Business, etc). You may choose class from the drop-down list of memorized classes or create a new one. Flying Money includes predefined classes which you can modify.

Note: Enter a memo, or note to describe the transaction in more details.

Set the Scheduling period. There are several options available for the frequency of Scheduled Transactions and how you want to enter them in your register.

Choose from: Never / once / daily / weekly / every two weeks / twice a month / every four weeks / monthly / last day of month / every two months / quarterly / twice a year / annually.

Final Date: Set the ending date for the scheduling transactions to run.

Next payments: the next scheduled date for the transaction will be displayed here.

Save: Click Save button at the bottom menu to save the scheduled transaction.

Scheduled Transactions prompt: If you have one or more transactions that are due today or before today at the Register View you will have the mark { } at the left of the transaction. This sign reminds you that this transaction require the action. You can:

Accept the transaction so it will be recorded and you effect at the account balance.
Delete the transaction - the scheduled transaction will be deleted.
Postpone - the date for this transaction will be postpone to the next scheduled due date or you can specify the date of transaction manually.

11.2. Deleting scheduled transactions.

If you want to delete the scheduled transaction completely go to Scheduled Transactions View, choose the scheduled transaction you want to delete and click More - > Delete. Please note that all transactions that were accepted before the date it was deleted will - not be deleted. By deleting scheduled transaction you assure that you'll never see this transaction in the registry as the required some action.

If you deleting scheduled transaction from registry view you just delete this particular transaction but it will appears again according to the scheduled period.

11.3. Reminders for scheduled Transactions.

You can set up the reminders for the scheduled transaction.
For example you want to be notified 5 days before the your rent bill is due.

You create the scheduled transaction - payment for the appartment rent
Set the Recurrence period - monthly (other options: once/daily/weekly/every two weeks/ monthly/..)
Choose the final date for this payment transactions to be valid.
Choose Remind me and choose how many days in advance you want to get the notification in the registry view.

After saving this scheduled transaction you will see in the registry 5 days in advance the notification about this schedued transaction.

Please note, by default in the registry view you see only transaction mounth to today, and only if you activate the reminder the transaction will be at the top of your registry screen in a couple of days in advance.

You can choose the option Auto entry. By choosing this option - the transaction will be automaticaly entered and affect the account's balance without requiring from you the approval action. By default all scheduled transaction need to be approved to be cleared and change the account total.

back to the top

12. Memorized transactions

You often have regular transactions such as rent or insurance that have the same transaction details. Flying Money speeds entry of these transactions by allowing you to reuse previously entered information.

12.1. The memorized list view

The Memorized List allows you to view, select and delete memorized transactions on the handheld. To open the memorized transaction list:

1. View Register and at the payee field click [..] to open the memorized transaction view

2. Select Menu > Lists > Memorized Transaction.

12.2. Adding Memorized Transactions

While entering new transaction click at the Payee field and the Memorized Transaction View will appears. Click Save to

Or you can open main program Menu --> Lists --> Memorized Transaction -> Create New

12.3. Synchronizing Memorized Transactions.

While synchronizing your Flying Money with other desktop application you can choose to import/export Memorized transactions. See Synchronization for details

12. Memorized transactions

12.4. Selecting from Memorized Transaction List

Memorized transactions may be entered directly into the Memorized Transaction List.

To manually add a Memorized Transaction:
From the main program menu choose - > Lists > Memorized Transaction -> New - > Payment/deposit

12.5. Memorize while adding a transaction

You can memorize a single transaction as it is being entered into the register.

1. Create a new transaction.

2. Select Memorize This Transaction.

3. Optionally, the transaction may be locked by selecting Lock memorize transaction.

12.6. Memorizing previously entered transactions

If a transaction that you wish to memorize is already in the register, it can be quickly added to the Memorized Transaction List. To add a previously entered transaction to the Memorized Transaction List:

. View the Register List and open the transaction you want to memorize.

. Click Payee to open the memorized transaction list.

. Click New to create a new memorized transactions.

12.7. Editing Memorized Transactions

Memorized Transactions may be edited in order to refine their contents. To edit a Memorized Transaction:

1. From the main program menu select Lists > Memorized Transaction.

2. Highlight the memorized transaction to edit.

3. Click Edit

12.8. Deleting Memorized Transactions

To delete a Memorized Transaction:

1. From the main program menu select Lists > Memorized Transaction.

2. Highlight the memorized transaction to delete

3. Click More - > Delete

12.9. Using memorized transactions

Pocket Quicken provides three distinct ways of recalling memorized transactions.

1. Recalling via the Edit Transaction "Payee"field:

Click [..] in the Payee field of the transaction editor.
Select the transaction you want to recall.
Select the Use button.

2. Recalling a Memorized Transaction using QuickFill:

1. Enter the payee name into the Payee field.
2. If the Payee QuickFill returns a match, choose it.

3. Recalling via the Memorized List view:

1. View the Account list, Register or Budgets.
2. Select Menu > Lists > Memorized Transaction.
3. Select the transaction you want to recall.
4. Select the Use button.

back to the top

13. Reports

FlyingMoney can create reports that summarize your transactions based on criteria you define and quickly answer questions such as:

How much money did I spent on gas last month?
How much have I spent on entertainment since the beginning of the year?
Exactly how much money did I spend at my local coffee shop last year?
How much did I spent on food for the week? Etc

13.1 Running Report

Select Reports from the main program menu. Check all fields you want to be included to report. ( like account name, date etc) Advice: Don't include to report too many fields as the generated report will be difficult to observe. Enter the details of your search criteria. Flying Money gives you the flexibility to research and view at your transactions in various ways by allowing you to select from several types of criteria.

Report Title: name report so you can run it later.

Account: By clicking on the drop-down menu check all accounts you want to find transactions associated with. You may select even deleted accounts. They are displayed in a light gray color at the bottom of the accounts list.

Type: select the account's type you want to be included in a report ( e.g. select checking to include only checking accounts)

Date Criteria:

All - The report examine transactions with any date.
Specific Date Range - You may define your own custom date that is meaningful to you by choosing the begin date and/or end date.

Payee, Ref, Class, Note Criteria:

All Values - The report includes transactions with any name.
Is - Includes transactions that match exactly with the text specified. (Case however is ignored)
Begins with - Includes transactions that begin with specific text.
Contains - Includes transactions that include specific text anywhere within the name.
Is not - Includes transactions that do not equal the text entered.
Does Not Contain - Includes transactions that do not include specific text anywhere within the name.

Category : Check the category items from incomes, expenses or savings you want to include to report.

Selecting Amount Criteria:

All values - The report includes transactions with any amount.
Less - Includes transactions that are less than the amount specified.
Less or Equal - Includes transactions that are less or equivalent to the amount specified.
Equal - Includes transactions that match exactly with the amount specified.
Not Equal - Includes transactions that do not include the amount specified.
Greater Than - Includes transactions that are greater than the amount specified.
Greater Than or Equal - Includes transactions that are greater or equivalent to the amount specified.

13.2 Export Report

Each report you can easily export to MS Excel ( .csv format).

Go to Reports - > Chose fields that you want to export and set the conditions if needed - > Run. All data will be displayed on the screen, choose CSV then select a folder to place the exported file in. The file format is CSV (Comma Separated Values).

Copy this file to your PC using PC Suite software. Double click the file on the PC to open it in Microsoft Excel T.

back to the top

14. Budgets

Flying Money Manager allows you to use transactions you've entered on the handheld or transferred from desktop application to create and maintain budgets. Flying Money Manager will help you stick to a spending plan on an ongoing basis and instantly show you where your money is coming from and going to.

14.1 Budget Summary view

The Budget summary view provides a overview of your financial activity for all your created budgets. With Budgets you can quickly compare the money you actually spend and receive during a specific time period with your budgeted amount during the same time period. You can create daily, weekly, monthly, quarterly, yearly budgets. You can easily add, edit and delete budgets from this view. This section provides step-by-step instructions on how to accomplish these tasks.

14.2 Adding budget

To add a new budget to the budget summary view:

Select New.
Name the budget
Select the budget timing type from the drop-down menu.

Go the next tab - "Incomes" to add income categories for your budget.
Click Add to add new income category. You will see the list of categories that you can choose to be included to your budget. Check all categories you want to add. If you want to add new category click More - > New. The new category window appears where you can create the new category.
After you checked all categories you want to include to Income section of your Budget click Done. You will see the incomes window where you should enter the amount for each income category.

After you finish with incomes go to second tab - Expenses.
Click Add to add new expense category. You will see the list of categories that you can choose to be included to the expenses section of your budget. Check all categories you want to add. If you want to add new category click More - > New. The new category window appears where you can create the new category, save it and use for your budget.
After you checked all categories you want to include to Expense section of your Budget click Done. You will see the incomes window where you should enter the amount for each expense category.

After you finish with incomes go to second tab - Savings.
Do the same procedure to add categories to Savings section of the Budget as you did before with Incomes and Expenses ( 4-7)
After adding categories to all sections of your budget go to first tab - General Info to review the summary. Click Save.

14.3 Removing budget

To remove a budget from the Budget Summary view:

Select Delete from bottom pop-up menu More ->> Delete
Select the Yes button from the resulting confirmation dialog.

To edit a budget in the Budget Summary view:

Select the budget the Budget Summary List.
Select Edit from bottom menu.
Enter the new Budget name, period, add/delete categories and save it .

Flying Money automatically updates budgets based on the category assigned to individual transactions.

14.4 Maintain and Track Your Budgets

To see how you are going within the budget you need to report Budget. AT the Budgets list choose the budget you need to track. Click More - > Report

Choose the date within budgeted period ( period you want to compare with the selected budget).

You will see the period that will be tracking according the selected budget.

The period starts from the first day of the period, e.g. if you tracking the monthly budget the start date will be the first day of the month.

Click Continue at the bottom menu. You will see the detailed report. Scroll right and bottom to see it all.

You can open and close the categories for better view by clicking at the cross on the left of the category groups.

You can export the report to Excel ( .csv format ) to review at your PC.

Note: you can create as many budgets as you want.

back to the top

15. Lists

* Edit Categories - Opens the Edit Categories Dialog.

* Edit Classes - Opens the Edit Classes Dialog.

* Edit Currencies - Opens the Edit Currencies Dialog.

* Edit Transaction Types - Opens the Edit Transaction Types Dialog.

* Edit Scheduled Transactions - Opens the Scheduled Transactions Dialog.

16. Settings

To change the default setting for the program go to Settings Window from mail program menu.

Currency: choose the home currency from the drop-down menu. The home currency will be suggested to use by default while opening accounts or entering transaction. The home (base) currency used for calculating exchange rates.

Account: choose the default account to be suggested to use while entering new transactions.

Date format: choose from the drop-down menu the format for the date. 30/Dec/08, 30/12/08, 12/30/08, 30 Dec, 30/12, 12/30

CVS Delimiter - choose the separator to use while export to CSV format ( MS Excel format),

CVS in Unicode - choose if you want the exported file to be in Unicode

back to the top

17. Backing up the data

Backing up your FlyingMoney data provides you with an insurance policy. It lets you restore your data should the need arise.

17. 1 Backup the data

To back up your Flying Money data go to Backups fro main program menu. Choose Backup. You will be asked to enter the name of your backup file and the location where it will be saves at your handheld. Keep a copy of this file in a separate folder for safe keeping.

Note that after you save he backup file at your handheld you can later copy that file to your PC for more secure storing.

17.2 Restore the data.

To restore your backup data go to Backups at the main program menu. Choose restore. You will be asked to locate the file with backup data.

back to the top

FlyingBird

Money Manager 3

User manual (download User manual in .pdf file )