Difference between revisions of "Usage"
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* Back up or copy your Money file. (Always back up to a different disk, e.g., a flash drive, or another computer.) | * 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, open Microsoft Money Sunset or 2008 on 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 this is your first launch, locate and open your Money file, otherwise choose your Money file from the recent file list. | ||
Revision as of 15:22, 10 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, open Microsoft Money Sunset or 2008 on 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.
- 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.
