Difference between revisions of "Usage"

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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. (You know to always back up to a different disk, e.g., 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.)
 
* Optionally, open MS Money on the same file.
 
* Optionally, open MS Money on the same file.
 
* Launch PalOMoney.  
 
* Launch PalOMoney.  
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* Choose your Money file from the recent file list. Alternatively, locate and open your Money file.  
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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.
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* Observe the list of securities you have in your investment accounts.
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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, fetch historical quotes:  
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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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* If anything doesn't work, email contact dev for development (this will change to support) at the appropriate email domain (sorry, can't be more specific without triggering a lot of unwanted solicitations).
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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.

Revision as of 20:17, 26 January 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 MS Money 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.
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