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Pay & Record
Accounts-Register
Accounts-Web Scout™
Expenses
Find
Preferences

 

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Monechron User Manual

General Features
I. Log in as new user

As a new user, you need to enter the same email address and password you used to register.  (If you haven't yet registered, click on New Account.)

The first time you log on, you need to be connected to the Internet.

If you forget your password, click on Forgot Password to retrieve it.

The next screen should look like this

The Welcome page provides a brief overview of the functions of the five icons so you know where to go. Next, click on Add New Account.

The Add New Account screen should look like this

Link your Monechron to an online or offline bank account you're currently using. If you have an online account, enter your bank's web address (for example, www.prosperitybank.com) to enable Web Scout™. (If you've copied your bank's web address, click on the paste icon and then click OK.)

We recommend that you use an online account from the very beginning so you can get the maximum benefit of our unique financial browser Web Scout™.

  

II. The five major icons

After you log in, you will see five icons that represent Monechron's major features

  1. The Pay & Record icon is the first (default) screen. This is where you write and print checks and enter other transactions (see also Tutorial Lesson 1).

  2. The Accounts icon includes the register and Web Scout™. The register is where all your transactions are recorded and saved. Web Scout™ is the browser that navigates your banks' websites, copies your transactions and balances through the bank and reconciles with your Monechron register to give you your realtime balance (see also Tutorial Lesson 3).

  3. The Expenses icon includes budgeting and tracking expenses. You can track your expenses and, if you wish, make a weekly/monthly/annual budget (see also Tutorial Lesson 2: Budgeting and Lesson 4: Tracking expenses).

  4. The Find icon is where you look up a past transaction.

  5. The Preferences icon includes functions such as printing setup, password change and data relocation (see also Tutorial Lesson 1.2: Printing your first check).

 

III. The three small icons

In the upper right corner are three smaller icons: Log Out, Help, and Undo.

  1. Log Out functions as exit from Monechron. Click on it when you're done and the day's business will be saved automatically.

  2. Help provides links to User Manual, Tutorials, and FAQ about using Monechron, where you can find answers to your questions.

  3. Undo reverses the action you've just taken. For example, if you accidentally deleted a transaction or a category, click on Undo, select the item, and click on Restore. If you've skipped a reminder or voided a check and then changed your mind, follow the same steps. Also, click on Undo and then on Inactive Accounts to make a hidden account reappear on the screen. 

 

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