Also in Tutorials:

1. Writing checks and recording transactions
2. Budgeting
3. Using Web Scout
4. Tracking expenses

 

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Monechron Tutorials

Getting Started

In four separate lessons, we will walk you through the major functions of QFX Monechron with step by step instruction. Let's assume you've registered and downloaded the program, and this is the screen you should see

As a new user, you need to enter the same email address and password you used to register. Click on OK. (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. But first let's click on Add New Account so we have an active account to work with.

The Add New Account screen should look like this

Enter information for one of your active bank accounts (either an online or an offline one). If you have an online account, enter your bank's web address (for example, www.anybank.com), click OK, and Monechron's Web Scout™ will set to work. (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 Web Scout™. (More information in Tutorial Lesson 3 and User Manual 3. Accounts -Web Scout™)

If you wish to stay offline, click on Offline Account, enter the information in the lower part, and click on OK. Now you will have an account from which you will write and print out your first check in our tutorial Lesson One.

Once you're logged in, you will come to the Pay & Record screen, which should look like this

In the area on the left you see payment reminders (with due dates preceding it), and a list of payees in alphabetical order. In time you'll develop your own payee list. You will also have reminders which, appearing ten days before a payment is due, will help you not to forget upcoming transactions.

On the right is a blank check and you do what you usually do writing a check---fill in the blanks. That'll bring us to Lesson 1: Writing and printing checks; recording other transactions.  

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