Table of Contents

Installation

Moneyworks manager comes as with a full Windows© or Mac© installer. It can be installed in any convenient location on your hard drive.

Update 30th Nov 2011

To update to this latest version, either:

or:

Changes

Update 12th Dec 2011

To update to this latest version, either:

or:

Changes

Usage Basics

Budget module

The budget module allows you to:

Opening the application

Setup your Moneyworks connection

  1. Choose Projects > Moneyworks connection
  2. Connection type: Choose what type of Moneyworks you're connecting to.
  3. Datafile location: Click Choose to locate a local Moneyworks data file or type the name of the data file on your Datacentre.
  4. Moneyworks location: Click Choose to locate your Moneyworks Gold.exe file (it's in program files, if we're not mistaken).
  5. Doc username: If you need a username to access the data file, enter it here (and a password below if needed).
  6. Stuff on the right of the window: ignore it- it'll disappear soon. Feel free to play with it in the meantime if you want though.

Projects

  1. Name: Fill in the name of your project
  2. Manager: Enter the Manager name
  3. Moneyworks department: You need to enter this exactly right
    1. Before you send your budget to Moneyworks, you'll need to have created the department in Moneyworks with the same code as you enter(ed) here.

Accounts

  1. Once you've set up projects, double-click a project to view the Accounts and their budgets.
  2. What? There aren't any? Click Get
    1. On a good day you'll see some of your Moneyworks accounts appear in the list.
    2. If not, you've not set up your connection correctly.
  3. Double-click an account to see a spreadsheet view
  4. Note the field at top-right where you enter a cell reference- that's the totals cell.
    1. When you click OK the value in that cell will be saved as the budget value for the account.
  5. When you're done, click Send and your accounts data will be sent to Moneyworks.