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 press the soft-key View to expand the slider and then use arrows keys, or the numeric key which represents the icons' position,  to select the section you wish to navigate to or press the soft-key View 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, select the sort column from the Menu. Selecting 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.

 

Calendar shortcut key 

Action

5 Go to Today
2 Go back one year
8 Go forward one year
4 Go back one month

6

Go forward one month

Numeric fields
Certain numeric fields have the following shortcut keys:-

 

Numeric field shortcut key 

Action

* Insert the decimal separator
# Toggle whether the value is positive or negative