Monechron User Manual

I. Pay & Record

This first (default) screen of Monechron is the place to write checks or enter transactions that you've made offline

On the left side of the screen is a list of transaction reminders and previous payees. The reminders are at the top of the list with due dates, and the rest of the payees are sorted alphabetically. When you write a check to a recurring payee, you can take this short cut: Select the payee on the list and all the previous information will appear on the right. Edit the information as you wish.

Delete

remove the selected payee from the record

 

Skip

skip the selected reminder for this period

 

Stop

Stop the reminder

On the right side is the blank check and you do what you usually do writing a check---fill in the necessary information.

Type

type of transaction (Click on the arrow for the dropdown list.)

 

Number

your check number (After first use, the numbers will appear in sequence automatically.)

 

Date

date of transaction (The current date is the default. You can edit it by clicking on the date.)

 

From

where you draw money from and current balance of the account (Click on the arrow for the dropdown list of your accounts.)

 

To

the payee (The recurring payees will display in alphabetical order in the area on the left; click to select. Later, when the list gets too long, you can type in the first few letters of a particular payee to bring it to the bottom of the screen.)

 

Amount

amount of payment

 

Memo

relevant information that will appear in the lower left part of your check (It could be your account number with the payee or something else.)

 

Category

categorization of transaction (Click on the arrow and select from the list; optional.)

 

Remind me

If you make payments to a payee regularly, click on the arrow to select from the list the frequency of payment. The payee's name and due date will appear in the top portion of the left area ten days in advance. If you do not wish to be reminded of next payment, click on the little square box before Remind me to skip.

 

Preview

When the check is ready for printing, you may click on Preview to view the check. If it is satisfactory, click on Close to go back to the previous screen. Then click on Print.

 

Print:

Click on the dropdown list to select the type of checks you prefer.

 

Setup

Set up checks for printing (see Tutorial Lesson 1 and User Manual 6. Preferences for details).

 

Print

Print out or record a check.

 

Reset

Discard a transaction.

 

Record

Record a transaction (usually after you've entered an offline transaction)

For step-by-step instructions on how to write and print checks and how how to enter other transactions, go to Tutorial Lesson 1.

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