Difference between revisions of "Usage"

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(Created page with "To use PalOMoney, do the following: * Back up or copy your Money file. (Of course, you should always back up to a different disk, for example, a flash drive, or another compu...")
 
 
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To use PalOMoney, do the following:
 
To use PalOMoney, do the following:
  
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* Back up or copy your Money file. (Of course, you should always back up to a different disk, for example, a flash drive, or another computer.)
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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.)
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* Optionally, open MS Money on the same file.
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* Optionally, launch Microsoft Money Sunset or 2008 and open the same file.
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* Launch PalOMoney.
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* Launch PalOMoney.  
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* Locate and open your Money file. Observe the list of securities you have in your investment accounts.
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* 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.
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* Fiddle with the column widths, and check the column sorting.
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* 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.
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* Observe the updated investment prices and totals in the PalOMoney list.
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* Observe the updated investment prices and totals.
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* Optionally, observe updated data in the MS Money. You might have to refresh the page.
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* Optionally, fetch historical quotes:
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* Close PalOMoney, relaunch, and observe that the window placement and column widths are the same as previously.
 
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* Optionally, fetch historical quotes:  
 
 
** Click the ''History'' check box,  
 
** Click the ''History'' check box,  
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** Click the ''Specify Historical'' button (labeled ...) to launch the ''Historical Quotes'' dialog
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** Click the ''Specify Historical'' button (labeled "...") next to ''History'' to launch the ''Historical Quotes'' dialog.
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** Choose or enter appropriate settings (e.g., Weekly on Fridays) and click ''Ok'' to close.
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** 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.
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* Play with the controls, and see which ones work.
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* Check the help function:
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* 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.
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** Tool-tips give hints on what controls do. These should work.
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* 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.
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** The Help button (arrow-question mark) should launch the Help file and open an appropriate topic.
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** The Help menu pick should open the help file to the Table of Contents.
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* Log files and dialogs display codes for any errors encountered. See [[Error Codes]].
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** The help topics should be accurate and up-to-date.
 
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* If anything doesn't work, email contact dev for development (later, this will change to support) at the appropriate email domain (can't get more specific here without triggering a lot of unwanted solicitations).
 

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.
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