Test Installation

• Locate and 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.)
• Optionally, open MS Money on the same file.
• Launch PalOMoney.
• Locate and open your Money file. If necessary, see Password Protected Money File.
• Observe the list of securities you have in your investment accounts.
• Fiddle with the column widths, and check the column sorting.
• Click Update Now to update your quotes using the default settings.
• Observe the updated investment prices and totals in the PalOMoney list.
• Optionally, observe updated data in the MS Money. You might have to refresh the page.
• Close PalOMoney, relaunch, and observe that the window placement and column widths are the same as previously.
• Optionally, fetch historical quotes:
  • Click the History check box,
  • Click the Specify Historical button (labeled ...) 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.
• Play with the controls, and see which ones work.
• Check the help function:
  • Tool-tips give hints on what controls do. These should work.
  • The Help button (arrow-question mark) should launch the Help file and open an appropriate topic.
  • The Help menu pick should open the help file to the Table of Contents.
  • The help topics should be accurate and up-to-date.
• If something doesn't work, post a message to the support forum. If you have suggestions or comments, post them to the appropriate forum. You can also search this wiki.