XS Finance

Introduction

Installing XS Finance

Launching XS Finance

Using for the first time

Navigation & Basics

Creating a new account

Logging in & out

Managing your accounts

Managing transactions

Scheduled transactions

Budgets

Managing categories

Import &  Export

Charts &  Reporting

Reconcile Accounts

Synchronization

Configuring XS Finance

Registering XS Finance

www.xcitesoftware.com

 

Navigation & Basics


 

Navigation
The XS Finance navigation slider enables you to navigate XS Finance with the greatest of ease whilst utilizing only the smallest area of the screen. To use the slider simply tap on the arrows to slide the slider and then tap the icon that represents the section that you wish to navigate to or tap the arrows once again to return the slider to its home position.

 

Sorting List Columns
Some headed list controls will show a small down or up arrow in the heading section of one of the columns. This arrow represents the lists sort column and the direction of the sort. If you want  to see the list data sorted by another column, tap the list column header. Tapping the same list column will change the direction of the sort.

 

Popup Calendar
To save time entering dates, all XS Finance date fields will popup a calendar. The calendar will be automatically set to the date stored in the date field. You can use the calendar to set the date, rather than entering a range of digits via the Pocket PC keyboard.

 

Popup Calculator
To save time entering numbers, most XS Finance number fields will popup a simple calculator. You can then press the various buttons of the calculator in the same way you would use a traditional calculator. Simply press the 'OK' button when complete to store the new number back in the numeric field, or the 'X' to close the calculator without storing or changing any numbers.