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Getting Started with PhrenFin Home Accounting

Getting Started with PhrenFin Home Accounting. Begin at the Main Menu screen. 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.

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Getting Started with PhrenFin Home Accounting

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  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”

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

  7. 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

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

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

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

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

  12. Setting Up Your Program

  13. Main Account Set Up

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

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

  16. Financial Account Set Up

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

  18. Charitable Contribution Set Up

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

  20. Savings and Investment Set Up

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

  22. Asset Set Up

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

  24. Return to the Main Menu

  25. Entering current year information

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

  27. Current Year beginning loan amounts(New loan)

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