41
BudgieBoy Don’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

Budgieboy Reconciliation Software

Embed Size (px)

DESCRIPTION

Home Budget Planning, Accounting, And Reconciliation, Software Application Designed To Be An EZ Personal Budgeting And Accounting Tool For Home And Small Business Financial Management

Citation preview

Page 1: Budgieboy Reconciliation Software

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

Page 2: Budgieboy Reconciliation Software

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

Page 3: Budgieboy Reconciliation Software

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

Page 4: Budgieboy Reconciliation Software

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:

Page 5: Budgieboy Reconciliation Software

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

Page 6: Budgieboy Reconciliation Software

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

Page 7: Budgieboy Reconciliation Software

START UP FORM

Page 8: Budgieboy Reconciliation Software

CREATE YOUR ACCOUNT

Page 9: Budgieboy Reconciliation Software

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.

Page 10: Budgieboy Reconciliation Software

PAY CYCLES

Page 11: Budgieboy Reconciliation Software

EXPENSE ACCOUNTS

1

2

3

4

5

6

Page 12: Budgieboy Reconciliation Software

DISTRIBUTION CATEGORIES

1

2

3 4

5

Page 13: Budgieboy Reconciliation Software

BUDGIE BOY START UP SCREEN AND YOUR ACCOUNT TOOLBAR

PrinterQuick ViewNew EntryAccountsExpensesCategoriesPay Cycles

Page 14: Budgieboy Reconciliation Software

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

Page 15: Budgieboy Reconciliation Software

TRANSACTION ENTRY PANEL

ALL NEW TRANSACTIONS AND OPERATIONS ARE ENTERED

HERE

Bank AccountItem DescriptionTransaction DateAmount Operation

Page 16: Budgieboy Reconciliation Software

PRINT

Prints Out The Data From Your

Workspace Grid Of Your Budget

Page 17: Budgieboy Reconciliation Software

QUICKVIEW

Gives An Overview Of All Transactions

By Various Accounts And Pay

Cycles

Page 18: Budgieboy Reconciliation Software

NEW ENTRY

Displays Or Hides The Transaction Entry Panel For Entering New Transactions

Page 19: Budgieboy Reconciliation Software

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

Page 20: Budgieboy Reconciliation Software

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

Page 21: Budgieboy Reconciliation Software

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

Page 22: Budgieboy Reconciliation Software

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

Page 23: Budgieboy Reconciliation Software

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

Page 24: Budgieboy Reconciliation Software

COLUMN HEADERS

Each Column Header Contains A Description Upon

Mouse Over

Page 25: Budgieboy Reconciliation Software

ENTRY BY ACCOUNT

Entries Of Income Or Expenses By Bank Or Credit Account

Page 26: Budgieboy Reconciliation Software

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

Page 27: Budgieboy Reconciliation Software

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

Page 28: Budgieboy Reconciliation Software

REFRESH

The Refresh Button Updates Data, (Information), The User

Enters Into The Grid Sorting And Updating The Grid With The

New Information

Page 29: Budgieboy Reconciliation Software

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 *

Page 30: Budgieboy Reconciliation Software

CLEARED TRANSACTIONS

Check This Box In The Transaction Activity Workspace When An Item

Has Cleared Your Bank Account Affecting Your Starting Balance

Page 31: Budgieboy Reconciliation Software

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

Page 32: Budgieboy Reconciliation Software

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

Page 33: Budgieboy Reconciliation Software

WEBSITES OF DISTINCTION

Website Associated With Expense Item

Description

Page 34: Budgieboy Reconciliation Software

TRANSACTION NOTE

Column “M” Displays Whether Or Not If You

Have A Note Describing A Particular Transaction

Page 35: Budgieboy Reconciliation Software

EDIT

Edit The Expense Account Item In That RowOpens The Expense Account Window Allows You To Refer To The Note For That Expense Account

Page 36: Budgieboy Reconciliation Software

ITEM DESCRIPTION

The Expense Account Transaction Item

Description Identifies Your Income or

Expense Activity

Page 37: Budgieboy Reconciliation Software

BANK OR CREDIT CARD ACCOUNTS

The Starting Balance Or Remaining That The Income Or

Expense Is Depositing To Or Withdrawn From

Page 38: Budgieboy Reconciliation Software

OPERATER

The Action Used For Adding Or Subtracting From The Starting Or Running Balance Per Item

Transaction

Page 39: Budgieboy Reconciliation Software

AMOUNT PER ITEM TRANSACTION

The Transaction Amount Added Or Subtracted From Starting or Running Balance

Page 40: Budgieboy Reconciliation Software

ACTIVITY INTERFACE

Page 41: Budgieboy Reconciliation Software

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.