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| Help with fnCentral |
personal | synchronize | portfolio | tools | account | my links | consultant | sign out
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| general convention |  |
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fnCentral is organized as a 'two level' menu. The top menu bar displays the main categories. Selecting a link will display a new menu on the left hand side. On any screen, you can click on 'help' to view this page. Each entry on the screen is displayed with an hyperlinked 'description' with a 'trash can' by the side. Clicking on the trash can deletes the entry. Selecting the hyperlinked description, lets you edit that entry.
'Shortcuts' are provided on the top menu, to allow easy access to frequently needed features.
Help topics are organized by Top Category : Subcategory. You can find more information on the entry screens, which will guide you through the process.
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The expense manager lets you keep track of income and expense entries. Select the 'add' option to add a new entry. By default, entries for the current month are displayed. You can use 'reports' to view entries by date or category. When a recurring bill is due it is displayed in this screen. You can add it to your expense entries by selecting the checkbox and clicking on 'add to expense manager' button.
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| personal : reports | |
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You can use the report feature to view entries by date or by category. You can also use the full search facility to
lookup an entry by its description or memo field. The default report displays entries grouped by category for the
current month. You can use the ''modify report' option to select a different set of dates or a category.
For example, if you would like to know how much you have spent on Rent in the last six months, you can
select the appropriate date in the 'modify reports' and select the category for rent and click on 'new report'.
Search option allows you to list all entries containing the specified keyword in Description or Memo field
of an entry. You can optionally use a case sensitive match.
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Use this option to create your forecast of income or expense for the various categories. You can then use 'budget report' or 'compare' option to see how your forecasts compare with actuals for the current month. 'Comparison Charts' show a bar graph of Projections vs. Actuals. 'Actuals by Category' and 'Projection by Category' chars show the split up of various categories as a percentage of total Projected/Actual.
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This feature allows you to set up periodic bills like car loan repayment. You can select different types of recurrence like repeating once a month or a week or on specific days. The 'Remind Me' option, if set to 'Yes' will send a mail to you a day before the bill is due. The entry will also get listed on the 'personal : expense manager' screen and you can
add it directly to your list of entries with a click of a button!
Tip : Use the 'account : update profile' option to specify or change your Email.
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Ever like to get a quick idea on how much your home assets are worth? or how much it would cost to replace them? This option is for you! Click on the 'add' option to add a new asset entry. If you ever have to file an insurance claim, this list will come in handy.
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You can download data from fnCentral to your desktop running Quicken or Microsoft Money. Select the period for which you wish to download the data and follow the step-by-step instructions on screen.
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You can import data from Quicken or Microsoft Money to fnCentral. To do this, start your desktop tool (Quicken or Money), select Export->QIF format and save it to a file. On the 'quicken import' screen, select browse and select the file you saved. Click on 'import'. The imported records are displayed on screen. You can chose not to import some or all records. Once you have selected the records you want imported, click on 'accept' and the data will be imported to fnCentral and you will be taken to the 'expense manager' screen.
Note : 'expense manager' by default displays entries for current month only. You can use 'reports by date' to view the data for previous months.
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You can download data from fnCentral to your desktop running Quicken or Microsoft Money. Select the period for which you wish to download the data and follow the step-by-step instructions on screen.
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You can import data from your financial institution to fnCentral. Most financial institutions let you download your data in QIF (Quicken) or OFC (Money) format. Download and save this data to a file. On the 'money import' or 'quicken import' screen, select browse and select the file containing your data. Click on 'import'. The imported records are displayed on screen. You can chose not to import some or all records. Once you have selected the records you want imported, click on 'accept' and the data will be imported to fnCentral and you will be taken to the 'expense manager' screen.
Note : 'expense manager' by default displays entries for current month only. You can use 'reports by date' to view the data for previous months.
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You can import data in OFC format to fnCentral. Most financial institutions let you download your data in this format. On the 'money import' screen, select browse and select the file containing your data in ofc format. Click on 'import'. The imported records are displayed on screen. You can chose not to import some or all records. Once you have selected the records you want imported, click on 'accept' and the data will be imported to fnCentral and you will be taken to the 'expense manager' screen.
Note : 'expense manager' by default displays entries for current month only. You can use 'reports by date' to view the data for previous months.
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Portfolio manager lets you keep track of the portfolios you are interested in and gives you a snap shot of the trends and your portfolio's worth. fnCentral will soon add a live feed for 'Current Rates'. 'Investment News' and 'Financial News' provide you with current headlines in those areas. This content is provided by third party vendors and all links will open in a new window. Close the new window to get back to fnCentral screens.
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| Accounts help you classify and maintain your data. You can add your own personalized accounts to fnCentral. fnCentral includes a set of generic pre-defined accounts like Checking, Saving, Cash & Credit. Creating your own account like 'My Visa Credit Card' will let you keep track of all entries related to that account. You can then use the 'Account Summary' report to generate reports for a particular account. You can also import data to a specific account. For example, you might want to import your bank statements to Checking or Savings account and your credit institutions statement to Credit Account. You can move entries between accounts using the option 'modify entry'
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You can add your own personalized categories to fnCentral. fnCentral includes a set of generic pre-defined categories. Adding your own categories helps you in extracting reports for those specific categories and compare how your budgets fare. For example, creating a category like 'Car Maintenance' will let you add entries to that category, print reports and view budget projections and actuals for that category. You can also create categories for 'Business Travel', 'Business Meals' and print reports to submit for reimbursement!
Tip: If you own a Palm VII, you can add entries when you are on the move, using fnCentral palm interface!
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fnCentral provides some useful calculators like 'Loan Repayment' and 'Return on Bonds'. More useful calculators will be added shortly. If you have a suggestion for what kind of calculators you would like to see on fnCentral, please send a mail to feedback@fnCentral.com
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Qwik Entry is an useful tool that lets you add entries when you are not connected to the internet and later upload them to fnCentral when you are connected! Please read the Qwik Entry Frequently Asked Questions before using Qwik Entry. Please follow the instructions on screen to start Qwik Entry.
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Entry for Palm is an interface for Palm VII devices that lets you add entries to fnCentral when you are on the move! The instructions on screen will help you download and install the interface to Palm for your hand held device.
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Passwords are an important part of any system's security. Change it often and do not share it with anybody.
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You can modify your personal information using 'update profile'. Please make sure your email is current. If you forget your password, fnCentral will only mail it to your email account!
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Create and maintain your personal bookmarks on the web! Add new bookmarks from anywhere and access it from home or at work or on the move!
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Want to use a consultant for investment or tax advice? This option is for you. fnCentral lets you securely share portions of data with your consultant.
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Lookup the available list of consultants by their specialization. Interested? Click subscribe to become a client!
Note : Consultant services are provided by firms or consultants in their individual capacity. fnCentral does not endorse or certify their service. We recommend that you find out more about your consultant by visiting their Home Page before subscribing to them See how much they charge, what their payment options are and how well they fit your needs. Once you subscribe, export only those categories that are needed by a particular consultant. For example, to a CPA specializing in Real Estate you might want to export only the category "Investment:Real Estate".
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Lookup the list of consultants you have subscribed to. You can use this screen to assign new categories to consultants or unsubscribe from them.
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Use this option to 'export' the categories you want your consultant to see. Export only those categories that are needed by a particular consultant. For example, to a CPA specializing in Real Estate you might want to export only the category "Investment:Real Estate". You can also allow your consultant to view your portfolio by selecting the 'show portfolio' option.
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You can post messages and receive reports or feedback from your consultant. Select the Consultant to whom you want to send the message, type in the message and click 'Send'
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Here you will find the messages sent to you by your consultant. You can archive the messages or you can delete them. Archiving messages moves them to the Archived Folder.
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Here you will find the archived messages sent to you by your consultant. You can delete your messages from this folder.
Note : You cannot recover a deleted message
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Ends your session with fnCentral. If you are using a shared machine, never forget to logout. Logging out prevents access to your data, even if someone bookmarks a page. If left unused for 30 minutes, fnCentral automatically logs you out.
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