Mastering Moneyspire: Tips and Tricks Part 2
A continuation of the first post, here are more Moneyspire tips and tricks.
Shortcut Keys
Moneyspire is full of keyboard shortcuts to help you manage your finances more efficiently. For example, you can press Command-N (on Mac) or Control-N (on Windows, Chromebook and Linux) to add a new transaction. You can also press Command-Return (on Mac) or Control-Enter (on Windows, Chromebook and Linux) to automatically add another transaction instead of clicking the Add More button. You can see more shortcut keys by clicking on each menu in Moneyspire, and it will display the shortcut keys next to each menu option.
Customizing Number Items
Moneyspire offers customizable number fields within transactions, which can be particularly useful for detailed categorization. By navigating to the Tools menu, you can add personalized number items such as 'Business'. This customization allows for a higher degree of specificity in transaction management.
Adjusting Column Order
Personalizing the layout of your transaction register can aid in better data analysis. Moneyspire allows you to adjust the column order to suit your preferences. By managing the column arrangement, you can prioritize the information that is most critical for your financial oversight.
Utilizing View Options
Filtering and sorting transactions in Moneyspire is straightforward with its view options. Users can choose to view transactions for specific time periods, such as the current week, and sort by various criteria. This ensures your transaction register is tailored to your current analysis needs.
Rolling Back Changes
Mistakes happen, and Moneyspire provides a way to correct them through its rollback feature. If an error occurs during reconciliation, transactions can be marked as uncleared, allowing you to restart the reconciliation process without hassle.
Advanced Find Feature
For more complex searches, Moneyspire’s advanced find feature is invaluable. It allows for detailed searches based on date ranges, amount ranges, and more. This is particularly useful when analyzing spending patterns or preparing financial reports.
Conclusion
Moneyspire is packed with features, and by leveraging its advanced functionalities, such as advanced search and shortcut keys, you can optimize your financial management process with Moneyspire.