MoneyManagerGuide s60

Money Manager for
Symbian s60 ver.3

© 2009 FlyingBird Software |www.flyingbirdsoft.com|
2 Money Manager for Symbian s60 ver.3
Table of Contents
Foreword 0
Part I Introduction 5
1 Welcome
...................................................................................................................................
to Money Manager 5
2 Copyright
...................................................................................................................................
and distribution notice 5
3 Technical
...................................................................................................................................
support 5
4 Installation
................................................................................................................................... 5
5 Supported
...................................................................................................................................
phones 6
Part II Synchronization 6
1 Import data from the desktop application or bank statement to
FlyingMoney
...................................................................................................................................
Manager 6
2 Export...................................................................................................................................
data from handheld 8
3 Export...................................................................................................................................
to .csv format ( MS Excel) 9
Part III Data security 9

1 Password
...................................................................................................................................
protection 9
Part IV Accounts 10
1 Add/Edit
...................................................................................................................................
Account 11
2 Delete...................................................................................................................................
account 13
3 Preferred
...................................................................................................................................
account 13
4 Forecast
...................................................................................................................................
ending balance 14
5 Purging
...................................................................................................................................
Transactions 14
Part V Register 15
1 Filters................................................................................................................................... 16
2 Sorting
................................................................................................................................... 20
3 Customization
................................................................................................................................... 21
Part VI Working with transactions 22

1 Create/edit
...................................................................................................................................
transaction 22
2 Delete...................................................................................................................................
transaction 26
3 Delete...................................................................................................................................
scheduled transactions 27
4 Transferring
...................................................................................................................................
funds between Accounts 27
5 Splitting
...................................................................................................................................
transaction categories 29
6 Purging
...................................................................................................................................
Transactions 31
Part VII Working with the categories 31

Contents 3
1 Adding
...................................................................................................................................
Categories 32
2 Deleting
...................................................................................................................................
Categories 33
Part VIII Working with classes 34

1 Adding
...................................................................................................................................
a class 34
2 Deleting
...................................................................................................................................
a class 35
Part IX Multiple Currencies 36

1 Add/Edit
...................................................................................................................................
Currencies 36
2 Currency
...................................................................................................................................
rates History 39
3 Accounts
...................................................................................................................................
in foreign currency 39
4 Create...................................................................................................................................
multi- currency transaction 41
5 Viewing
...................................................................................................................................
foreign currency transactions. 42
Part X Scheduled Transactions 43

1 Creating/Editing
...................................................................................................................................
Scheduled Transactions 45
2 Deleting
...................................................................................................................................
scheduled transactions. 48
3 Auto ...................................................................................................................................
acceptance 49
Part XI Memorized transactions 50

1 Creating/editing
...................................................................................................................................
Memorized Transactions 50
2 Synchronizing
...................................................................................................................................
3 Create...................................................................................................................................
transaction based on memorized 53
4 Memorize
...................................................................................................................................
while adding a transaction 54
5 Memorizing
...................................................................................................................................
previously entered transactions 55
6 Deleting
...................................................................................................................................
7 Auto ...................................................................................................................................
acceptance 56
Part XII Budgets 57

1 Adding
...................................................................................................................................
budget 58
2 Removing
...................................................................................................................................
budget 63
3 Track...................................................................................................................................
and Report Your Budgets 64
Part XIII Reports 64

1 Creating
...................................................................................................................................
and running report 65
2 Running
...................................................................................................................................
report 69
3 Export
...................................................................................................................................
Report to MS Excel 69
Part XIV Lists 71
Part XV Settings 72
3
Part XVI Backup/restore 74

1 Backup
...................................................................................................................................
the data 74
2 Restore
...................................................................................................................................
the data 76

Introduction 5
1 Introduction
1.1 Welcome to Money Manager

Thank you for choosing Flying Money Manager for Symbian s60 ver.3. We have worked hard to make
Flying Money Manager for Symbian s60 ver.3 the feature rich and at the same time easy to use
application for tracking your personal finances, daily expenses, schedule the regular expenses and
incomes. We hope that you will find the application to be your good companion in your every day finance
activities.
We encourage you read this documentation fully to get the most out of your software.
1.2 Copyright and distribution notice

Application and documentation are ©2008-2009 FlyingBird Software, Inc. All rights reserved.
1.3 Technical support

If you have any technical questions concerning this product, we encourage you to send email to our
troubleshooting and support team at support@flyingbirdsoft.com
Our online support center contains a significant amount of support information including solutions to
frequently asked questions, latest versions and numerous operational tips.
1.4 Installation
Requirements:
1. S60 3rd Edition phone, Symbian S60 5th edition, Symbian 9.1 or higher
2. Nokia PC Suite for Smartphone.
To install Flying Money Manager to your smartphone please do the following steps:
1. Download the installation file ( .sis). ( If you download the archive like .zip file unzip it beforehand)
2. Connect your smartphone to your computer
NOTE: to ensure that your PC and smartphone are connected properly, look at the Task Bar. The Nokia
PC Suite icon must be there and in active mode.
3. Run the installation program ( .sis file). While the installation is running you will be prompted to click
Next to proceed with installation.
4. You need continue installation from your smartphone by clicking YES on the question if you agree to
install the software.
5. You will see the warning, ignore it and continue installation.
6. Choose when you want to install the application to the phone memory or the card memory. Choose
destination and click Continue.

7. Run the application.
NOTE: if you are upgrading your copy, please make sure you have backup copy.
1.5 Supported phones

Nokia N-series: N71, N73, N75, N76, N77, N78, N79, N80, N81, N82, N85, N91, N92, N93(i), N95, N96
Nokia E-series: E50, E51, E60, E61(i), E62, E63, E65, E66, E70, E71, E90
Nokia smartphones: 3250, 6110 Navigator, 6120, 6121, Nokia 6210 Navigator, 6220, 6290, Nokia 5320
XpressMusic, 5500 Sport, 5700 Express music
Samsung: SGH-i400, SGH-i450, SGH-i520, SGH-i550, SGH-i560, SGH-i570, SGH-L870, SGH-G810,
I7110, INNOV8
LG : LG KS10 JoY, KT610, KS10
2 Synchronization
Flying Money Manager has opportunity of continuous exchange of data between desktop computer
application like Intuit Quicken or MS Money or the bank statement and the mobile application Flying
Money Manager. This data exchange is organized in a form of import/export of QIF format file.
If your financial data is presented in OFX format please use the conversion tool. QIF is for file format
used for financial data transfer. Most of the financial application supports this file format.
2.1 Import data from the desktop application or bank statement to

FlyingMoney Manager
To import data from your desktop finance application or electronic bank statement to Flying Money
Manager you should follow the following steps:
1. Open your desktop application and save your finance data as .QIF file.
For example see export data from MS Money:

Synchronization 7
2. Connect your smartphone to PC and transfer this file to MoneyQif at the phone memory ( if you
installed application to the phone) or at
the card memory (if you installed application to the card memory)

3. Open Flying Money Manager. Go to Sync. You will see the dialog:
Action: Import.
File: choose the file at your phone or card memory with your finance data. Default folder is MoneyQif.
( here you see all files that are stored at folder MoneyQif )
Include: check what data you want to be imported
Click Options->Run.
All checked data will be imported to your smartphone and you can start using it.
Flying Money supports export/import in QIF format.
FAQ: I can not find this MoneyQif directory?

FAQ: I see this MoneyQif directory but there is no files?
if you can't see the file that you just exported in the MoneyQIF directory or you even can't find this
directory we suggest you NOT TO USE the standard S60 file manager but RUN any 3rd party file
manager applications, there are a lot available on market. Some of them are free and some are
commercial.
2.2 Export data from handheld

If you want to have your finance data from handheld be exported to your desktop finance program please
go to Sync.
Choose the action: Export and Run. The finance data will be exported in .QIF format.

Synchronization 9
The exported file with finance data in .qif format is stored at at the folder from where you have imported
the qif file previously or at the default folder MoneyQif at the phone memory ( if you installed application
to the phone) or at the card memory (if you installed application to the card memory).
FAQ: I can not find this MoneyQif directory?
FAQ: I see this MoneyQif directory but there is no files?
if you can't see the file that you just exported in the MoneyQIF directory or you even can't find this
commercial.
2.3 Export to .csv format ( MS Excel)

To export your incomes, expenses and other transactions go to Reports - > Chose fields that you want
to export and set the conditions if needed - > Run. Some data will be displayed on the screen(but not
all), choose CSV then select a folder to place the exported file in. The file format is CSV (Comma
Separated Values). All data will be exported to .csv file.
Copy this file to your PC using PC Suite software. Double click the file on the PC to open it in Microsoft
Excel ™
3 Data security
3.1 Password protection
Flying Money Manager protects your finance data by forcing you to type the password each time you
enter the program. So you should never be afraid that if you lost the phone anybody can access your
finance information.
Money Manager prompts you to set up the password the first time you open the program. You can close

the message and set up the password-protection later from Settings Menu.
4 Accounts
When you first run Flying Money Manager you are prompted to add new account.The application has
several predefined account types.
The predefined set of account types.
• Checking - for tracking checking accounts

• Savings - for tracking savings accounts

Accounts 11
• Credit Card - for tracking credit card accounts

• Debit Card - for tracking debit card accounts
• Cash - for tracking your cash expenditures
• Asset - for tracking assets such as Home Equity,
Vehicles or Retirement Accounts
• Liability - for tracking liabilities like Mortgages and Auto loans
• Line of Credit - for tracking your line of credit accounts
4.1 Add/Edit Account

You may create new accounts as follows:
At the bottom menu click the button “New” to add new account or “Edit” to edit existent account.
The Account Info Dialog appears where you may enter the following information.
Tab 1 - General
* Name: The name of the account (e.g., My salary).

* Type: Choose from the predefined account types (Checking, Savings, Cash, Credit Card, Asset,
Liability)
* Currency: The currency used for this account. Each account may use a different currency.
* Number: The account number.
* Institution: The name of the Bank or other financial institution where you have opened an account
After you fill in all information at the first tab go to the second one.
Tab 2 - Extended

* Minimum balance: some account has the required sum of money that can’t be spent, the balance of
the account can not go below this amount.
* Number: enter the last check number to continue numeration of the next checks.
* Contact: Name of the contact person in the bank
* Phone: The phone number of the contact person in the bank
* Description: you can type the description to the account with any additional information you want to
have with the account.
After you finish entering information to this second tab click OK.
You will be asked to enter the initial account balance:

Accounts 13
Click OK
4.2 Delete account

To delete account – select it at the Account View and click Options - >> “DELETE” at the bottom menu.
Please note that if you want to delete account that already has transaction associated with it then all
those transaction will be deleted and you can not see them through register view or reports.
4.3 Preferred account

Flying Money Manager for Symbian s60 ver.3 allows you to specify an account as preferred(default).
To specify a "preferred" account:

1. Go to Settings

2. Select the account name from the list of accounts .
3. Click OK.
4.4 Forecast ending balance

Flying Money allows you to forecast account balances at future dates. This can be helpful to adjust your
spending until the next payday. Flying Money will calculate your balance at any date based on your
current balance and scheduled transactions. To forecast a balance, go to the Accounts view and select
Options - > Ending Total.
4.5 Purging Transactions

Over time, the number of transactions that you store in Flying Money may begin to effect performance
and sometimes there is no need to store all the old transactions. In this case you can purge

Accounts 15
transactions between a date range to improve performance. Flying Money will remove these transactions
and update account balances.
This is the recommended way of deleting transactions with keeping the account's balance accurate.
To purge transactions, go to the Accounts view and select Options - > Purge.
5 Register
The Register view displays a list of transactions.
The scheduled transactions that require actions are displayed with the flag. ( read more about
scheduled transactions)
For more convenient transactions viewing we suggest to use filters by account, by currency or
complex filter. (more about filters)

To search transactions please use Search tool ( more about search tool)
5.1 Filters
White viewing Registry you can set up filters to view only transactions you want.
The are three types of filters available:

By account: only transactions associated with the selected account will be displayed.
When you choose the filter by account you will see the dialog where you have to check all accounts

Register 17
you want to be displayed.
check accounts and click Back. At the registry you will see only transactions associated with the this
account.
By currency: Money Manager supports multi-currency transactions, so you can create accounts in
many currencies. To see only transaction in a specific currency choose currency filter and check
currency.

Complex filer . Using this filter you can set any parameters to filter transactions in the registry.
For example you want to see only transactions for period from 01/06/08 till 01/07/08 and
associated with the account "My account" and have the Payer "Supermarket".
Please see how to use complex for this task.

Register 19

Navigating the conditions - use the right/left arrows to change the values.
If you set up a registry filer next time you return to registry this filter will be applied so you don't need
to set up the filer again.
To switch off all filters choose Filter -> All records
5.2 Sorting
By default in the registry view all transactions are displayed in descending by date order, so you will see
the earliest transaction at the top.
But you can change the sorting way.
Go to Options -> Sorting Ascending/Descending

Register 21
5.3 Customization
There are many ways to customize the registry view to make it looks better with your current phone
theme and adjust it to personal preferences.
1. Font size.
there is opportunity to change font size in Settings menu.
2. Active and inactive text color

You can choose the font color that better fits with your current phone theme in Settings menu.

3.Date format.
You can choose the your traditional way of displaying data as well as date separator also in Settings
menu.
6 Working with transactions

Once you have entered or transferred from the desktop application your account details you are ready to
use Flying Money Manager to enter the new transactions while you are on the move.
A transaction is any type of activity that affects the balance of an account e.g. ATM withdrawals, check
payments, salary deposits, credit card charges, and the transfer of funds between accounts.
6.1 Create/edit transaction

There are 3 ways how to create transactions:
1) from the main menu;
2) from the registry view
3) from memorized transactions.

Working with transactions 23
To create a transaction click NEW then choose what kind of transaction you want to create - payment /
deposit / transfer.
Payment or withdrawal is taking the money from the account
Deposit - putting the money to account
Transfer - taking money from one account and putting them to the second account so the total amount
of money you at all accounts is unchanged.
The Edit/Add new Transactions dialog appears. You can also run this dialog from the main program

menu.
To create transaction you should fill in the following fields:
General tab
Date: Date of transaction. By default - today date.

Account: Enter the account field to choose the account; By default the account set as preferred is
chosen.
Payer/Payee: The name of the Payee or Payer.
Amount: The amount of the transaction. The amount is recorded in the currency set for this account.
You can set different currencies for different accounts.
Please note that if you create the payment you should not put the minus before amount, just enter the
sum of transaction.
Currency: Choose the currency for this transaction. By default there is a currency of the account but
you can change it. The application supports multi-currency transactions, so you can choose the
currency different from he account's currency and the transactions amount will be re-calculated
according tot he currency exchange rate that you specified in the Lists. ( more about Multi-currency
transactions)
Category: You may enter a Category (e.g., Car, Restaurant, Groceries, Gifts, Salary etc.) in the
Category field. By clicking to the category field the list of pre-defined categories will be open. Choose the
need one and click Back.
From this view you can create the new category, edit or delete existed one. ( more about categories)
It's possible to add multiple categories to the transactions using the Split categories. ( more about
Splitting transaction categories)

After you fill in all the information on the firs tab go to the second.
Extended tab
Ref: transaction reference number, Choose one from the the predefined types - EFT (electronic fund
transfer ), Check, ATM, TXFR ( transfer), Dep ( deposit) or create a new one.
Class: You may specify the class for the transaction ( e.g. Personal, Business, etc). it's needed for
deeper transaction analysis and further reporting. You may choose class from the drop-down list of
memorized classes or create a new one. Flying Money Manager has predefined classes which you can
modify.
Note: Enter a memo, or note to describe the transaction in more details.
When you enter all information for the transaction click Ok or Back.
All created transaction could be memorized or scheduled. Read more about scheduled transactions
and about memorized transactions.

To make created transactions memorized ( regular) choose Options - > Memorize

To make created transactions Scheduled transactions choose Options - > Add to Schedule.
6.2 Delete transaction

To delete the transaction select the it in Registry View and click Delete
Registry - > Options -> Delete.
When you delete a transaction the application removes it from your register and it is no longer
calculated into your account balance. You should not delete valid transactions as it will alter your

balance and potentially cause problems when reconciling.

For deleting old transactions it's recommended to use purge transactions tool. ( read more about
purging transactions)
6.3 Delete scheduled transactions

To delete the scheduled transaction completely go to Scheduled Transactions View, choose the
scheduled transaction you want to delete
and click Options - > Delete.
Please note that all transactions that were accepted before the date it was deleted will - not be deleted.
By deleting scheduled transaction you prevent it from appearing in the registry in future.
If you deleting scheduled transaction from registry view you just delete this particular transaction but it
will appears again when the next scheduled period comes.
Read more about Scheduled Transactions
6.4 Transferring funds between Accounts

You can transfer funds between your accounts using one of the following methods.
At the main program menu choose New - > Transfer; or from the Registry view choose New -> Transfer.

The Create New Transfer dialog appears.
Date: Enter the date of the transaction.

Account: The Account the funds will be withdrawn from.
Account to: The Account the funds will be deposited to.
Amount: The amount of the transfer.

transactions)
modify.
If there is no filers set in the registry, so all transactions are seen the amount of transfer will be
displayed in square brackets.
in square
6.5 Splitting transaction categories

Split in the transaction when you need to assign more than one category to a single transaction. For
example, a check you write to a car dealer might cover fuel, license, and a lease payment. You can split
the transaction by entering category names and amounts for each part of the transaction.
To split a transaction category:

At the create/edit transaction window click Options - > Split

You will see the list of categories. Check all required categories. Click OK. You will see the split
categories view. Near each category at the right you can type in the amount. When click Ok.
If the total amount of the splitted categories will be more than entered before while entering the
transactions details you will see the warning and will be given the opportunity to adjust the transaction
amount to equal the amount entered by the splits or return to split categories view to change the amount
of any of the splits.

6.6 Purging Transactions

Over time, the number of transactions that you store in Flying Money may begin to effect performance
and sometimes there is no need to store all the old transactions. In this case you can purge
transactions between a date range to improve performance. Flying Money will remove these transactions
and update account balances.
This is the recommended way of deleting transactions with keeping the account's balance accurate.
To purge transactions, go to the Accounts view and select Options - > Purge.
7 Working with the categories

Categories provide a powerful mechanism for specifying where the incoming payment came from (e.g.
salary, dividends, bonus, etc.) or where expenditures went (e.g. auto, groceries, tax etc.).
If for instance you buy clothes at many different stores , you can assign the same clothes category each
time you make a payment to those stores.
You may then use the budgeting and reporting facilities to quickly determine your periodic clothes
expenditure.
The Category List views allow you to review and select categories on the handheld.
To review/add/edit/delete categories go to Lists > Categories

7.1 Adding Categories

Although the default Category List contains an extensive number of categories for your use, you may
decide to add some categories of your own. This provides you with a way to manage transactions in a
way that is meaningful to you
To add a new category from the main menu go to Lists.
You will see the categories divided to three folders – Income, Expense and Savings. Choose the required
folder, click Options- > New , enter the name of the category. Click OK.
You can also add new category through the edit transaction dialog. When selecting the category for the
transaction the Categories view will be open. Choose the required folder (incomes, expense or saving),

Working with the categories 33
click new and add a new category.
7.2 Deleting Categories

If you no longer wish a category to be available on the Categories list, you may delete it from the list.
To delete a category from the main program menu choose Lists - > Categories. Select the required
folder ( Incomes, Expenses, Savings) where your category is placed and click Options -> Delete

8 Working with classes

The class list view is displayed below. To access the list view go to Lists - > Classes
Classes provide another tool for further classifying transactions. You can use classes to specify where,
to what, or to whom your transactions apply.
For example you could use classes to use your personal checking account for business and personal
expenses. Assign the class name Business to business transactions.
8.1 Adding a class

To add new class from the main program menu choose Lists - > Classes. Then Options - > New. Name
the class and click Save.
You can add a new class from the transaction edit dialog when choosing the class for a transaction.

Working with classes 35
To assign class to the transaction when creating/editing transaction go to second tab and choose class
from pre-defined classes.
8.2 Deleting a class

To delete a class from the main program menu choose Lists - > Classes . Select the required class and
click
Options - > Delete.

9 Multiple Currencies
Flying Money Manager supports multiple currencies allowing you to track accounts in different
currencies as well as recording individual transactions in different currencies and converting them to your
account currency. You must specify a Home Currency, and all other currencies will have a conversion
rate relative to the Home Currency. Each account can use a different Account Currency, but there is
only one Home Currency.
To set the home currency go to Settings -> Home currency
9.1 Add/Edit Currencies

Currency conversion rates
You may create unlimited amount of the currencies, each with its own conversion rate. One currency
must be defined as your Home Currency with a conversion rate of 1.0. All other currency conversion
rates will be in relation to the Base Currency.
To edit/create a Currency:
1. Select Currencies from the main program menu - > Lists .

Multiple Currencies 37
2. You will see the list of pre-defined currencies. The home currency is marked as Home and it has a
rate 1:1.
3. Select an existing currency and tap Edit, or tap New to create new Currency.

4. Enter a currency name, ISO Code, symbol (1 character) and the currency rate according to the Home
currency. .
5. Enter a conversion rate. The conversion rate is relative to the home currency. For example, if your
home currency is a euro and you want to enter the conversion rate for the Dollar ($) and the conversion
rate is 1.260 Dollars to Euro. If you change the Home currency the rates will be recalculated.
6. Click Options - > OK.

9.2 Currency rates History

Flying Money Manager allows not only enter the current currency rates for multi-currency calculations
but also keep all rates history.
Thanks to this all multi-currency transactions are saved with their specific rate that was at the date of
transaction.
This allows to have all multi-currency transactions always with the correct and accurate re-calculated
sum.
So if at the date of transaction the rate was 1:5 then amount in home currency was
transaction 1
10 * 5 = 50 ( Home currency)
and then after a month the rates was changed to 1: 6
transaction 1 will be still 50 ( home currency) and the newly entered transaction will be
transaction 2
10 * 6 = 60 (home currency).
To view currency rates history go to Lists -> Currencies, open the currency and choose
Options -> History
9.3 Accounts in foreign currency

Flying Money Manager for s60 v.3 supports creating accounts with the currency differ from the home
currency.
Let's assume the default currency is Euro and you want to create dollar account, so all transactions
associated with this account should be done in US dollars. Go to Accounts - > Options -> New.
The create account view will be open. Enter the name of the account and choose the currency for this
account.
In this example we have created the Dollar account with the currency US Dollar. The Home currency is
Euro.
Enter the account balance and click Ok. The account will be displayed in the Accounts view.

Please note that the total balance for all accounts will be displayed in the Home currency while the
balance for the foreign currency account is displayed in this account's currency. The calculations will be
done according to the rate that is specified in the Lists -> Currencies.
Note: To assure that all calculations are done properly make sure you have the correct currency rate
( Lists - > Currencies)

9.4 Create multi- currency transaction

To create transaction with the currency differ from the home currency go to
from the main program menu - >Create new - > Deposit/Payment/Transfer
Let's assume you want from your dollar account take 20 euro. The home currency is Euro.
Chose dollar account, at the amount field enter the amount in euros - 20 euro. At the above field you will
see the according amount in the dollars ( 31.39 $). This amount will be recalculated according to the
currency exchange rates set in Lists - > Currencies.
For example you can enter payment in US dollar to your Euro account and the application will display
everything correctly. See example above.
After saving the transactions will appeared at the registry view with the amount in Euros.

Please note that the total balance for all accounts will be always displayed in the Home currency while
the transaction's amount will be displayed in the currency the transaction was made. The calculations
will be done according to the rate that is specified in the Lists -> Currencies.
Note: To assure that all calculations are done properly make sure you have the correct currency rate
( Lists - > Currencies)
9.5 Viewing foreign currency transactions.

Flying Money Manager offers you the possibility to view only transactions conducted in specific
currency.
From the registry view choose Options - > Filter - > by Currency..
choose the needed currency and click ok. - Only transactions in the chosen currency will be displayed.
1 2

3 4
10 Scheduled Transactions
Flying Money Manager features Scheduled Transactions, enabling you to setup transactions that occur
on a regular basis. Once you setup a Scheduled Transaction, you will be notified when the transaction is
due by red flag on registry view.
When the transaction has the "flag" it is not cleared so it doesn't calculated in the account balance. It

will affect the balance only when you click "Accept".

For scheduled transactions you can
Accept - Accept the transaction so it will be recorded and you effect at the account balance.
Delete - the scheduled transaction will be deleted. It will be deleted only from Registry view, when the
next scheduled date takes place the transaction appears in the registry again. To completely delete
scheduled transactions - read Deleting Scheduled Transactions
Postpone - the date for this transaction will be postpone to the next scheduled due date or you can
specify the date of transaction manually.

10.1 Creating/Editing Scheduled Transactions

To create the new scheduled transaction go to Schedules - >Options - >New/Edit button from the
bottom menu at the Scheduled Transaction main View.
You need to choose what type of scheduled transaction you want to add – Deposit/Payment/ Transfer.
Create /Edit scheduled transaction dialog appears.

tab 1 - Schedule tab 2 - General tab
3 - Extended

tab 1 - Schedule
Start date: enter the starting date you want your scheduled transactions starts. You can enter the past
date if this transaction already took place in the past and you want to continue to scheduled this
transaction.
Schedule: Choose the scheduling period. You can select from
· Never
· Once
· Daily

· Weekly
· Every 2 weeks
· Twice a month
· Every 4 weeks
· Monthly
· Last day of the month
· Every 2 months
· Quarterly
· Twice a year
· Annually.
For example you want to schedule transaction the 1st day of the month, enter the start day July, 1st
and choose the period - monthly, the same way you can schedule 2nd day of the month, the each
Wednesday etc.
Use final day: state if you want to enter the ending date of the scheduled transactions.
if you chose have the final date then the new field Ending Date appears.
Ending Date: Set the lat date for the scheduling transactions to run.
Next Payment: displays what date will be the next scheduled transaction.
Go to the 2nd tab: General
Account: enter the account for this transaction. You can select account fron the drop down list. The first
choice is the default account (Main menu - > Settings -> Default account).
Payer/Payee: type in the company/organization/person you are paying to( you are receiving from)
Amount: enter the amount of transaction.
Currency: enter the currency for the transaction.
Category: choose the income/expense category for this transaction. Choose from the list of predefined
categories.
If you want to split the transaction's categories choose Options -> Split.
When you fill all the fields in this tab go to the

3rd tab. - Extended.

Ref field: Choose the Reference ( EFT, Check, etc)

Class: You may specify for the transaction the class it belongs to ( e.g. Personal, Business, etc). You
may choose class from the drop-down list of predefined classes or create a new one. Flying Money
includes predefined classes which you can modify.
When done click Options -> OK
Please note that neither of the fields in any tab is obligatory, you can always skip them, in this case you
will have the default values for the skipped fields.
Scheduled Transactions Prompt: If you have one or more transactions that are due today or before today
at the Register View you will have the mark with the flag at the left of the transaction. This sign reminds
you that this transaction require the action. You can:
* Accept the transaction so it will be recorded and you effect at the account balance.
* Delete the transaction - the scheduled transaction will be deleted.
* Postpone - the date for this transaction will be postpone to the next scheduled due date or you can
specify the date of transaction manually.
10.2 Deleting scheduled transactions.

To delete the scheduled transaction completely go to Schedules, choose the scheduled transaction you
want to delete and click Options - > Delete.

Please note that all transactions that were accepted before the date the scheduled transaction was
deleted from Scheduled view will not be deleted from the Registry. By deleting scheduled transaction
from Schedules you assure that you'll never see this transaction in the registry as the required some
action.
If you deleting scheduled transaction from registry view you just delete this particular transaction but it
will appears again according to the scheduled period.
10.3 Auto acceptance

Usually the scheduled transactions displays in Registry view when they are due and at the left side of
such transaction there is a flag that indicates that the transaction requires action like accept/postpone/
delete and its amount doesn't not change the account balance yet. You can skip this step if in Settings
menu you set the parameter that the scheduled transactions will be added to the account without the
preliminary acceptance.

11 Memorized transactions
You often have regular transactions such as rent or insurance that have the same transaction details.
Flying Money speeds entry of these transactions by allowing you to reuse previously entered
information.
The Memorized List allows you to view, create, edit and delete memorized transactions on the
handheld. To open the memorized transaction list:
from the main menu to go Lists- > Memorized Transactions.
11.1 Creating/editing Memorized Transactions

Creating /Editing memorized transactions
it's possible to create/edit memorized transaction both ways:
1. Go to the Lists -> Memorized Transactions -> New/Edit
2. Memorize transaction from the registry. Read more

Memorized transactions 51
The create transaction view will be open. This view is like the Create usual transaction except some
fields like data is missing.
There are tow tabs that you may fill in .All information you enter here will appears the usual transaction
when you choose to create transaction from the memorized.
Tab 1 - General

Account: Enter the account field to choose the account; By default the account set as preferred is
chosen.
Payer/Payee: The name of the Payee or Payer.
Amount: The amount of the transaction. The amount is recorded in the currency set for this account.
You can set different currencies for different accounts.
Please note that if you create the payment you should not put the minus before amount, just enter the
sum of transaction.
transactions)
Category: You may enter a Category (e.g., Car, Restaurant, Groceries, Gifts, Salary etc.) in the
Category field. By clicking to the category field the list of pre-defined categories will be open. Choose the
need one and click Back.
From this view you can create the new category, edit or delete existed one. ( more about categories)
It's possible to add multiple categories to the transactions using the Split categories. ( more about
Splitting transaction categories)
Tab 2 - Extended tab
modify.
11.2 Synchronizing Memorized Transactions

While synchronizing your Flying Money Manager data with other desktop application you can choose to
import/export Memorized transactions. See Synchronization for details

11.3 Create transaction based on memorized
When in the registry you want to create a new transaction, you can create use the memorized
transaction to speed up the adding process.
The list of created memorized transactions appears; choose the needed one and click Select
The data from memorized transaction appears in the transaction view. You can review it, edit something
( if needed) and click OK.

The second way to create transaction based on memorized transaction is through Memorized
Transaction view.
From Lists - > Memorized Transactions - > choose the needed transaction and click Transact
Transaction will appear in the registry dated by today date.
11.4 Memorize while adding a transaction

You can memorize a single transaction as it is being entered into the register.
1. Create a new transaction.

2. Select Memorize This Transaction.
11.5 Memorizing previously entered transactions
it's possible to memorize transaction that is already in the register ( any past transaction) and quickly
add it to the Memorized Transaction List.
To add a previously entered transaction to the Memorized Transaction List:
1 . View the Register and open the transaction you want to memorize.
2. Choose Options - >Memorize

11.6 Deleting Memorized Transactions
To delete a Memorized Transaction:
1. From the main program menu select Lists > Memorized Transaction.
2. Highlight the memorized transaction to delete
3. Click More - > Delete
11.7 Auto acceptance

If you create new transaction using the one of memorized transaction then this transaction will be
displayed in Registry with a red flag at the left side which indicated that the transaction requires action
such as accept or delete and its amount doesn't not change the account balance yet. You can skip
this step if in Settings menu you set the parameter for the memorized transactions to be added to the
account without the primary acceptance.

12 Budgets
Flying Money Manager allows you to use transactions you've entered on the handheld or transferred from
desktop application to create and maintain budgets. Flying Money Manager will help you stick to a
spending plan on an ongoing basis and instantly show you where your money is coming from and going
to.
Budget Summary view.
The Budget summary view provides a overview of your financial activity for all your created budgets. With
Budgets you can quickly compare the money you actually spend and receive during a specific time
period with your budgeted amount during the same time period. You can create daily, weekly, monthly,
quarterly, yearly budgets. You can easily add, edit and delete budgets from this view. This section
provides step-by-step instructions on how to accomplish these tasks.

12.1 Adding budget

To create a new budget go to Budgets click Options -> New
The create new budget screen appears. This is overview of the budget, for now there empty fields
everywhere.
Start creating budget with entering name and the period.
Step 1. Adding income categories to form to incomes plan.

Go to Incomes categories tab ( second one). If this is a new budget there will be no items. To add new
go to Options -> New. You will see the list of income categories check the needed ones and click

Budgets 59
Options -> Done
enter the amounts for the chosen categories to finish creating the income plan.
The income budgeted plan is ready.

Go to the next tab - the Spendings.

The adding spending categories to the budgeted spending plan is performed the same way.
1 2
3

Budgets 61
4 5
6

it's possible to add to budget not only spendings, incomes but also savings.So you can keep saving
money and keep saving budget.
After you finish adding items review the budget and click OK.

Budgets 63
12.2 Removing budget

To remove a budget from the Budget Summary view:
* Select Delete from bottom pop-up menu Options -> Delete

* Select the Yes button from the resulting confirmation dialog.

12.3 Track and Report Your Budgets

After you create budget, you can use it anytime.
To see how you are going within the budget you need to report Budget.
At the Budgets list choose the budget you need to track. Click Report
Choose the budgeted period ( period you want to compare with the selected budget).
You will see the period that will be tracking according the selected budget.
The period starts from the first day of the period, e.g. if you tracking the monthly budget the start date
will be the first day of the month.
You will see the detailed report. Scroll right and bottom to see it all.
You can open and close the categories for better view by clicking at the cross on the left of the category
groups.
You can export the report to Excel ( .csv format ) to review at your PC.
Note: you can create as many budgets as you want.
13 Reports
Flying Money Manager can create reports that summarize your transactions based on criteria you define
and quickly answer questions such as:
* How much money did I spent on gas last month?

* How much have I spent on entertainment since the beginning of the year?

Reports 65
* Exactly how much money did I spend at my local coffee shop last year?
* How much did I spent on food for the week? Etc
13.1 Creating and running report

To create reports from the main program menu go to Reports.
State the conditions of the records you want to include to the report and click Run.
To select the condition one the required field and use left/right arrows to change the needed condition.
Create report.

Caption: enter the name for the report so you can run it later.
Date: set the time interval. There are different date criterions that it's possible to set. To change the
conditions use the right/left arrows.

Reports 67
Amount: set the conditions for amounts of transactions.

Selecting Amount Criteria:
* All values - The report includes transactions with any amount.

* Less - Includes transactions that are less than the amount specified.
* Less or Equal - Includes transactions that are less or equivalent to the amount specified.
* Equal - Includes transactions that match exactly with the amount specified.
* Not Equal - Includes transactions that do not include the amount specified.
* Greater Than - Includes transactions that are greater than the amount specified.
* Greater Than or Equal - Includes transactions that are greater or equivalent to the amount specified.
Account: Check all accounts you want to include to report.
Type: choose the account types you want to include to report.
Category: check categories. Only transactions associated with the selected categories will be chosen
to be displayed in report.

Pay: enter the names of the persons/companies that you were paying to or from which you were
receiving
Pay, Ref, Class, Note Criteria:
* All Values - The report includes transactions with any name.

* Is - Includes transactions that match exactly with the text specified. (Case however is ignored)
* Begins with - Includes transactions that begin with specific text.
* Contains - Includes transactions that include specific text anywhere within the name.
* Is not - Includes transactions that do not equal the text entered.
* Does Not Contain - Includes transactions that do not include specific text anywhere within the
name.
After you have set the parameters for the report click Run to view report or OK to save the parameters of
the report and go back to main menu.

Reports 69
13.2 Running report

After you have set the parameters for the report click Run.
The report will be displayed at the phone screen.

Please note that not all fields could be displayed at the phone screen, so what you will is just preview,
the all information will be exported to .csv
( read more about report exporting to MS Excel)
13.3 Export Report to MS Excel

To export report to .csv file that can be opened by MS Excel, set the parameters of the report, run report
and click Save as csv. you will be asked to enter the name for the exported file. Enter the name and

click OK.
The exported file can be found at MoneyReports folder at the root directory at the phone memory or at
the card memory, depends where you have installed Flying Money Manager.

Reports 71
To open the exported file in MS Excel - copy this exported file to your computer using PC Suite, open
MS Excel go fo File -> Open..
FAQ: I can not find this MoneyReports directory?

FAQ: I see this MoneyReports directory but there is exported files?
if you can't see the file that you just exported in the MoneyBackups directory or you even can't find this
commercial.
14 Lists

* Edit Currencies - Opens the Edit Currencies Dialog.
* Edit Categories - Opens the Edit Categories Dialog.
* Edit Classes - Opens the Edit Classes Dialog.
* Memorized transactions - Opens Memorized transactions view.
* Edit Transaction Types - Opens the Edit Transaction Types Dialog.
* Edit Scheduled Transactions - Opens the Scheduled Transactions Dialog.
15 Settings
To change the default settings go to main menu - > Settings.

Settings 73
Default Account: choose the default account that will be used to by default when creating new
transactions.
Home currency: choose the home currency from the lists of available currencies ( read how to create a
new currency) . The home currency will be suggested to use by default while opening accounts or
entering transaction. The home (base) currency used for calculating exchange rates.
Currency positions: in many countries the currency symbol is written after the amount like ( 190 $), in
some countries the symbol is used before ( $ 190)
Choose where do you used to see the currency symbol.
Date format: choose how you want the data be displayed. Possible choices are:

Data separator: choose what symbol is used to separated dates from months and years. By defaul the
symboal is "/" but you can change it to "." or "space " .
CSV format: choose format for .csv file: unicode or ASCII
CVS Delimiter: choose the separator to use while export to CSV format ( MS Excel format),
Password protection: choose "ON" if you want to set the entry password or "OFF" to enter the
program without password.
Font size: choose the font size from small/medium/large.
Active text: choose the font color for the active text.
Inactive text: choose the font color for the active text.
Auto accept Memorized: choose either you want to auto-accept all memorized transactions.
Auto Accept Scheduled: choose either you want to auto-accept all scheduled transactions on due
date.
16 Backup/restore
Backing up your Flying Money data provides you with an insurance policy. It lets you restore your data
should the need arise.
16.1 Backup the data

To back up your Flying Money data go to Backups from main program menu. Choose Backup. You will
be asked to enter the name of your backup file, please enter and click OK.

Backup/restore 75
the backup file is saved to the folder from which you have restored the backup the last time or to default
MoneyBackups folder at the root of phone memory or card memory, it depends where you have installed
the application.
We suggest you to keep a copy of this file in a separate folder for safe keeping.
FAQ: I can not find this MoneyBackups directory. Where is it?

if you can't see the *.backup file in the MoneyBackups directory or you even can't find this directory we

suggest you not to use the standard S60 file manager but run any 3rd party file manager applications,
there are a lot available on market. Some of them are free and some are commercial.
16.2 Restore the data

To restore your backup data go to Backups at the main program menu. Choose restore. You will be
asked to choose the file with backup data.

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Money Manager for

Symbian s60 ver.3

Part III Data security 9

Part VI Working with transactions 22

Part VII Working with the categories 31

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

Part VIII Working with classes 34

Part IX Multiple Currencies 36

Part X Scheduled Transactions 43

Part XI Memorized transactions 50

Part XII Budgets 57

Part XIII Reports 64

Part XIV Lists 71

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

Part XVI Backup/restore 74

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

1.1 Welcome to Money Manager

1.2 Copyright and distribution notice

1.3 Technical support

5. You will see the warning, ignore it and continue installation.

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

7. Run the application.

1.5 Supported phones

2.1 Import data from the desktop application or bank statement to

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

Flying Money supports export/import in QIF format.

FAQ: I can not find this MoneyQif directory?

2.2 Export data from handheld

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

2.3 Export to .csv format ( MS Excel)

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

The predefined set of account types.

• Checking - for tracking checking accounts

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

• Credit Card - for tracking credit card accounts

4.1 Add/Edit Account

* Name: The name of the account (e.g., My salary).

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

4.2 Delete account

4.3 Preferred account

To specify a "preferred" account:

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

2. Select the account name from the list of accounts .

4.4 Forecast ending balance

4.5 Purging Transactions

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

The Register view displays a list of transactions.

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

The are three types of filters available:

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

you want to be displayed.

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

Please see how to use complex for this task.

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

To switch off all filters choose Filter -> All records

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

2. Active and inactive text color

© 2009 FlyingBird Software |www.flyingbirdsoft.com|

6 Working with transactions

6.1 Create/edit transaction