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

 

Using XS Finance for the first time

XS Finance has the facility to hold many different files which in turn can hold many accounts, so for example, if your Smartphone is shared between you and your partner, you can create your own file containing all your personal accounts and your partner could also create their own file which would contain all their personal accounts. Both files would be self-contained and can be protected by a PIN, if so desired.

When XS Finance is started for the first time, or you have selected New File from the logon screen, you will be provided with options to create a new file. 

To create a new file:  

  1. Select the New File edit field and enter the name of the new file.

  2. If you require a PIN,  enter it and then re-enter it in the retype field. Remember that PIN’s are case-sensitive and you will be required to recall it when opening the file in the future.

  3. Select the Create button to proceed, Cancel to abort the creation of the file.

 

 
As this is a new file, with no accounts, you can now create a new account by selecting the New button. If you wish to create a new account, refer to the Creating a new account section.