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Budgieboy Reconciliation Software
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Transcript of Budgieboy Reconciliation Software
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BudgieBoyDon’t Fight With Your Budget Make Peace With Your
Finances And Expenses. BudgieBoy Is So Easy Even A Bird-Brain Can Do It. Actually Birds Are Pretty Smart, And
You Can Be Too With BudgieBoy It Is THE Handy And Helpful Budgeting Tool Perfect For Household And Home, Or Small Business
Accounting Needs BudgieBoy Software Will Show You How
© 2012 STELLAR REVOLUTIONS INC
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BUDGIEBOY IS A COMPREHENSIVE ACCURATE EFFICIENT PROFESSIONAL
Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small
Business Managing All Of Your Financial Accounts With A Complete Picture In A Single Location By Linking All
Your Personal Accounts, Incomes, Savings And Expenditures By Data Entry You Put In As Well As
Personalizing And Linking Your Accounts And Expenditures To Their Websites
INTRODUCTION
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BUDGIEBOY HAS:
An Interface Comparable To A Cross Between A Microsoft Excel Spreadsheet And A Cash Register For Data Input
Pay-cycles Established Based Upon Your Pay Date FrequencyItems That Can Be Set To Be Automatically Entered By Month If
They Of A Reoccurring NatureEach Transaction Entry Can Be Modified At Anytime By Editing
The Spreadsheet Cell's Content Each Transaction Can Be Checked Off In-process And Once
Reconciled
INTRODUCTION
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BUDGIEBOY’S FEATURES INCLUDE:
Access To Your Online AccountsBank AccountsCredit AccountsStore Accounts Etc..Customer Account Databases
Comprehensive User control User Has Full Control Of Data Input Content For Both
Temporary And Permanent EntriesHistorical Financial OutlookSearchable Transaction History
AUTOMATED FOR YOU:
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BUDGIEBOY’S FEATURES INCLUDE:
ChartVarious Perspectives Of Accounts And
ActivitiesHyperlinks To Account Websites Entering
The Website Address So You Can Have Easy Web Access To The Related Account
Help FilesPatches
AUTOMATED FOR YOU
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LETS GET STARTED
Upon Install Budgie Will Request A Start-up Form
This Form Enables To Set Up Your Personal/Home/Or Business Account Data
You Can Have More Than One User/Account Data
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START UP FORM
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CREATE YOUR ACCOUNT
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BANK ACCOUNTS
If You Have A Web Address For The Account You Should Enter It Here.
An Icon Will Appear To The Left Wherever You See The Bank Name. You Can Then Easily Access The Account By Clicking On It's Icon.
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PAY CYCLES
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EXPENSE ACCOUNTS
1
2
3
4
5
6
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DISTRIBUTION CATEGORIES
1
2
3 4
5
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BUDGIE BOY START UP SCREEN AND YOUR ACCOUNT TOOLBAR
PrinterQuick ViewNew EntryAccountsExpensesCategoriesPay Cycles
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YOUR ACCOUNTNAME YOUR
ACCOUNT
NAME
THE SOURCE O
F
DEBIT O
R CREDIT ACCOUNT
ACCOUNT DETAILS AND ACCOUNT ACTIVITY WORKSPACE
TRANSACTION ENTRY WORKSPACE
BUDGET CALCULA
TOR
APPLICATIO
NBUDGET CALCULATOR
RUNNING B
ALANCE
A PAY CYCLE
REFRESH
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TRANSACTION ENTRY PANEL
ALL NEW TRANSACTIONS AND OPERATIONS ARE ENTERED
HERE
Bank AccountItem DescriptionTransaction DateAmount Operation
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Prints Out The Data From Your
Workspace Grid Of Your Budget
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QUICKVIEW
Gives An Overview Of All Transactions
By Various Accounts And Pay
Cycles
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NEW ENTRY
Displays Or Hides The Transaction Entry Panel For Entering New Transactions
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BANK ACCOUNT
Each Budget File Must Have At Least One Bank Account Established To Enter A
Transaction AgainstYou May Choose To Have
Multiple Bank Accounts, Savings And/Or Credit Card Accounts
That You Want To Include For A Particular Budget
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EXPENSE ACCOUNT
Transaction Descriptions Can Be Added As Needed During The Transaction
Entry Or You Can Manually Add, Delete, Or Modify Them At Any Time By
Clicking The Tool-bar “Expense” Tab
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CATEGORIES
There Is A Set Of Pre-defined Expense Categories And Sub-
categories Provided That Describes Distribution Of Debits
And Credits These Categories Can Be Customized For Individual Budget Database One At A Time
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DEFINING PAY CYCLES
BudgieBoy Can Be Customized To Coincide With Your Pay Cycles
In Order To Define Or Modify The Pay Cycle Click On The Pay Cycle Tab Select The Frequency Of The Pay
Cycle And Then Choose The Appropriate
Option(s) As They Are Presented For That Frequency
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YOUR DROP DOWN MENU BAR
FILE Option To Save And/Or Exit BudgieBoy Will Prompt
You To Save Or Not SaveEDIT
Copy Transactions Search For Transactions Delete Transaction Delete Transaction Worksheet
TOOLS Program Options Manage Budgets Backup Restore
HELP Help File Updates System Information Test Error Form BudgieBoy Home About BudgieBoy
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COLUMN HEADERS
Each Column Header Contains A Description Upon
Mouse Over
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ENTRY BY ACCOUNT
Entries Of Income Or Expenses By Bank Or Credit Account
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INCOME AND EXPENSE DISTRIBUTION CHART
The Chart Is A Breakdown And Distribution Of Cash Flow Showing A Picture Of Your
Money Is Coming And Going
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BANKING AND/OR CREDIT ACCOUNTS
An Account Drop Down List Of Banking Or Credit Card Accounts
NAME THE SOURCE OF BANKING
OR CREDIT CARD ACCOUNT
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REFRESH
The Refresh Button Updates Data, (Information), The User
Enters Into The Grid Sorting And Updating The Grid With The
New Information
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STARTING BALANCE
Your Starting, Current, Or Running Balance Reflecting Your
Available Balance
*be sure to check your bank balance or credit cards frequently to manually
update your starting balance field to keep your account current and
reconciled *
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CLEARED TRANSACTIONS
Check This Box In The Transaction Activity Workspace When An Item
Has Cleared Your Bank Account Affecting Your Starting Balance
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PENDING TRANSACTIONS
Check This Box In The Transaction Activity Workspace When An Item
Is “In Process,” But Has Not Yet Cleared From Your Account Or
Starting Balance
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TRANSACTION DATE
The Due-Date Or Pay Date You Enter For A Transaction To Pay A Bill Or Some Other Expense
You Want To Make Note Of
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WEBSITES OF DISTINCTION
Website Associated With Expense Item
Description
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TRANSACTION NOTE
Column “M” Displays Whether Or Not If You
Have A Note Describing A Particular Transaction
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EDIT
Edit The Expense Account Item In That RowOpens The Expense Account Window Allows You To Refer To The Note For That Expense Account
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ITEM DESCRIPTION
The Expense Account Transaction Item
Description Identifies Your Income or
Expense Activity
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BANK OR CREDIT CARD ACCOUNTS
The Starting Balance Or Remaining That The Income Or
Expense Is Depositing To Or Withdrawn From
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OPERATER
The Action Used For Adding Or Subtracting From The Starting Or Running Balance Per Item
Transaction
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AMOUNT PER ITEM TRANSACTION
The Transaction Amount Added Or Subtracted From Starting or Running Balance
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ACTIVITY INTERFACE
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THANK YOU FOR USING BUDGIEBOY!
We Hope You Found Our Application Easy-to-use And Helpful And Useful
Software SupportTo check whether you have the most recent version of "Budgie Boy", please check the BudgieBoy home page at www.budgieboy.comTechnical support is available at no charge as described below. The best way to report problems is with the support forms available from the “Support” link on the BudgieBoy home page www.budgieboy.com. You can also send e-mail to [email protected] or postal mail to following mailing address:
Stellar Revolutions Inc.314 Baylor Rd. Watsontown, PA. 17777
When reporting problems, please include the following information:1.Is the problem reproducible? If so, how?2.What version of Windows are you running (Windows XP, Windows Vista, etc.)?3.What version of ‘BudgieBoy’ are you running (to see what version ‘BudgieBoy’ you have, choose About BudgieBoy from the Help menu)? Please include the entire “version” line in your problem report.4. If a dialog box with an error message was displayed, please include the full text of the dialog box, including the text in the title bar.
Note: You can press F1 at any time while ‘BudgieBoy’ is active for context sensitive help.