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. (You know to 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.
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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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* Choose your Money file from the recent file list. Alternatively, locate and open your Money file.  
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* Fiddle with the column widths, and check the column sorting.
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* Observe the list of securities you have in your investment accounts.
 
* Click ''Update Now'' to update your quotes using the default settings.
 
* Click ''Update Now'' to update your quotes using the default settings.
 
* Observe the updated investment prices and totals in the PalOMoney list.
 
* Observe the updated investment prices and totals in the PalOMoney list.
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* Optionally, observe updated data in the MS Money. You might have to refresh the page.
 
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* Close PalOMoney, relaunch, and observe that the window placement and column widths are the same as previously.
 
 
* Optionally, fetch historical quotes:  
 
* Optionally, fetch historical quotes:  
 
** Click the ''History'' check box,  
 
** Click the ''History'' check box,  
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** Choose or enter appropriate settings (e.g., Weekly on Fridays) and click ''Ok'' to close.
 
** 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 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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** Tool-tips give hints on what controls do. These should work.
 
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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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** 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).
 

Revision as of 09:31, 5 January 2013

To use PalOMoney, do the following:

  • 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.)
  • Optionally, open MS Money on the same file.
  • Launch PalOMoney.
  • Choose your Money file from the recent file list. Alternatively, locate and open your Money file.
  • Observe the list of securities you have in your investment accounts.
  • Click Update Now to update your quotes using the default settings.
  • Observe the updated investment prices and totals in the PalOMoney list.
  • 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.
  • 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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