Getting Started with PhrenFin Home Accounting

1. Getting Started with PhrenFin Home Accounting

2. Begin at the Main Menu screen

3. From the Main Menu you can select the button that provides information on how to use this program, you can add in current year information and prior year information.

4. When your information has been added, you can select reports to help you make financial decisions.

5. At the Main Menu select the button labeled “Help For Using Your Program”

7. This item under the Help Menu contains two options, Introduction and Information.

9. Click on the Help Menu button to return to the help menu You can always return to the Main Menu by clicking on the Main Menu button The introduction screen contains a basic outline to guide you

10. You can return to the Main Menu by selecting the Main Menu button found in the upper left corner.

11. REMEMBER TO SAVE YOUR FILE AFTER EACH USE TO AVOID LOoSING CURRENT UPDATES OF INFORMATION

13. Basic Instructions • Enter current year balances for all of your accounts. • Enter prior year balances. • Enter your current year budget.

14. Return to the Main Menu. Begin the set up process by filling in the textboxes with your information.

16. Setting Up Your Program

18. Main Account Set Up

20. J. Q. Customer 2014 Big Tree Checking 01 Simply type in your information

22. Return to the “Setting Up Your Program” Menu and select the next item

24. Financial Account Set Up

27. Return to the “Setting Up Your Program” Menu

29. Charitable Contribution Set Up

32. Return to the “Setting Up Your Program” Menu

34. Savings and Investment Set Up

37. Return to the “Setting Up Your Program” Menu

39. Asset Set Up

42. Return to the “Setting Up Your Program” Menu

44. Return to the Main Menu

46. Entering current year information

48. Fill in the text boxes with your starting account information

49. Current Year beginning loan amounts(New loan)