Additional Information Managing Investments You can also track which invoices are due or how late invoices are. You can create professional looking invoices, print and email them to your customers. Moneyspire allows you to create and manage invoices (in the Moneyspire Pro version). You can also save reports so that you can quickly view them at any time without having to configure the report options again. The reports screen allows you to generate detailed reports on your expenses, income and net worth. You can also click on an individual budget category to see a detailed list of the spending for that particular category and budget period. The budget screen will show you how you are currently doing on your budget, including how much money you have spent and how much money you have left in your budget (or how much money you have overspent). The calendar allows you to visually see and browse your upcoming bills, while the list allows you to see each bill reminder and its status in an easy-to-read list format. Your reminders will be displayed in two formats: a calendar and a list. The reminders screen will show you all your upcoming, due and past due bill and deposit reminders. You may add any type of file, such as documents, images, PDF files, etc. You can add file attachments to an account (such as an account statement) by right clicking the account from the account list and selecting File attachment. You should clear a transaction when you know it has been processed, for example, when a check has been cashed. You can clear a transaction by checking its corresponding check box, or by using the reconcile feature. The Balance column displays the total balance of all the transactions, while the Cleared Balance value at the bottom displays the total balance of all the cleared transactions. You will also notice there is a Balance column in the transaction register and a Cleared Balance value in the status bar at the bottom. You can customize the transaction register options by clicking the View menu option. You will then be taken to the account's transaction list where you can add, edit or delete transactions. To view an account's transactions, first click on Accounts on the top, then double-click the desired account. Screenshot of Transaction Register Screen You can click the Choose accounts and Choose categories buttons to select which accounts and categories you want included in the overview chart and bills due list. The Overview screen allows you to see your income, expenses (and the difference) for the month, as well as your bills due and your budget progress. The main screen is split up into six (6) sections: 1. Moneyspire was designed to be straightforward and easy-to-use.
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