Difference between revisions of "Usage"
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To use PalOMoney, do the following: | To use PalOMoney, do the following: | ||
| − | * Back up or copy your Money file. ( | + | * Back up or copy your Money file. (Always back up to a different disk, e.g., a flash drive, or another computer.) |
| − | * Optionally, open | + | * Optionally, launch Microsoft Money Sunset or 2008 and open the same file. |
* Launch PalOMoney. | * Launch PalOMoney. | ||
| − | * | + | * If this is your first launch, locate and open your Money file, otherwise choose your Money file from the recent file list. If your file is password protected, enter the password. |
| − | * Observe the list of securities | + | * Observe the list of securities in your investment accounts in the Portfolio View window. |
* Click ''Update Now'' to update your quotes using the default settings. | * Click ''Update Now'' to update your quotes using the default settings. | ||
| − | * Observe the updated investment prices and totals | + | * Observe the updated investment prices and totals. |
| − | * Optionally, fetch historical quotes: | + | * Optionally, fetch historical quotes: |
** Click the ''History'' check box, | ** Click the ''History'' check box, | ||
| − | ** Click the ''Specify Historical'' button (labeled ...) to launch the ''Historical Quotes'' dialog | + | ** Click the ''Specify Historical'' button (labeled "...") next to ''History'' to launch the ''Historical Quotes'' dialog. |
| − | ** Choose or enter appropriate settings (e.g., Weekly on Fridays) and click ''Ok'' to close. | + | ** Choose or enter appropriate settings (e.g., Weekly on Fridays), and click ''Ok'' to close. |
** Click ''Update Now'' to update both historical and real time quotes. | ** Click ''Update Now'' to update both historical and real time quotes. | ||
| − | * If | + | * If you need support, have a question or comment, an enhancement request, or a bug report, post a message on the appropriate [https://www.PalOMoney.com/Forum Forum]. You can also try the [https://www.PalOMoney.com/support Issue Tracker] system. |
| + | * From time to time, click the ''View Logs'' button to display the log files. Some of these can be used to update other financial software packages. You can open these in Notepad, and/or set the Explorer Preview Handler to view them in the Explorer Preview pane. | ||
| + | |||
| + | * Log files and dialogs display codes for any errors encountered. See [[Error Codes]]. | ||
Latest revision as of 16:47, 18 February 2013
To use PalOMoney, do the following:
- Back up or copy your Money file. (Always back up to a different disk, e.g., a flash drive, or another computer.)
- Optionally, launch Microsoft Money Sunset or 2008 and open the same file.
- Launch PalOMoney.
- If this is your first launch, locate and open your Money file, otherwise choose your Money file from the recent file list. If your file is password protected, enter the password.
- Observe the list of securities in your investment accounts in the Portfolio View window.
- Click Update Now to update your quotes using the default settings.
- Observe the updated investment prices and totals.
- Optionally, fetch historical quotes:
- Click the History check box,
- Click the Specify Historical button (labeled "...") next to History to launch the Historical Quotes dialog.
- Choose or enter appropriate settings (e.g., Weekly on Fridays), and click Ok to close.
- Click Update Now to update both historical and real time quotes.
- If you need support, have a question or comment, an enhancement request, or a bug report, post a message on the appropriate Forum. You can also try the Issue Tracker system.
- From time to time, click the View Logs button to display the log files. Some of these can be used to update other financial software packages. You can open these in Notepad, and/or set the Explorer Preview Handler to view them in the Explorer Preview pane.
- Log files and dialogs display codes for any errors encountered. See Error Codes.
