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Once you have added your first statement to the software, we recommend you view the Check For Errors tutorial to see how the software will help you find errors in your statements.
You may also find the following user manual help topics useful (available both here on the web and in the software):
Entering Your Loan Details
If you need more detailed instructions on setting up your workbook, adding a loan, and entering your first statement, we recommend you take a quick look at the entering your loan details help topic.
Importing Transactions
For detailed instructions on loading your transactions from your Internet banking site, refer to the importing transactions help topic.
The Sample Workbook
Each account in the workbook is described in the sample workbook help topic, making it easy for you to find an example account similar to your own loan. |
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