Anza Money: Quick Start

A freshly installed Anza Money application comes with a demo book. The demo book is useful for a quick introduction to navigation and the features of the software. The book may also contain many elements of what you would like to see in your own book. Depending on the needs (personal or small business), you may choose to either alter a demo book to reflect your personal setup or create an entirely new book. If you choose to create a new book, a choice is given between Personal and Business charts of accounts. When you decide to switch to a full (commercial) version of the application you will be given a choice to transfer the data from the free version.

When you start Anza Money afresh, the following menu will appear on the screen:

screen am main menu 400

Chart of Accounts leads you to the list of all Accounts and Account Categories. You will need to create a few accounts mapping to your financial setup to be able to record transactions. This can include your bank accounts (for example, business and personal checking, savings, credit and equity accounts). You can also create categories that allow recording transactions between entities that map onto your bank accounts, as well as business and personal transactions that you conduct every day. For example, it can be Groceries, Household, Childcare, and so on. Account categories can be split into subcategories such as concrete vendors that sell you things (Starbucks, Home Depot, and Costco, for example).

Favorite Accounts is the list of accounts and categories that you marked as your favorites. The access to the favorites check box can be found on the account/category setup screen (see Favorites).

Quick Transactions provides direct access to templates for a fast entry of frequent transactions within a predefined pattern. Use templates to bypass Charts of Accounts to avoid additional steps in navigating through the account categories. Most of your transactions happen more than once, and sometimes very often, so it makes sense to create corresponding templates with predefined patterns.

Blotter is synonymous with “not organized ledger”. Sometimes, it is convenient to add a transaction quickly without regard to its exact placement within the hierarchy of accounts and categories. It is a “draft” paper for the quick data entry. To add a transaction, click on Blotter and select the plus symbol at the bottom. Alternatively, you can select a template (depicted by “a set of folders” symbol), but this assumes that you are already familiar with ways how to optimize your work. More on templates can be found in the following section (see Templates). The transaction recording screen should be intuitive: due date, status (draft, scheduled, pending, completedor canceled), payment method (debit card, check, direct credit, wire transfer, cash withdrawal), name, and origin and destination for the transferred amount. Click on the amount cell (either of the two) to enter the amount for the transaction. Check the Split box, if you want to create an itemized transaction with several components (a so-called “split transaction”). After selecting all the required fields, click “OK” to record the transaction. You can edit the transaction later by selecting it from a Blotter list. A long click on the transaction will allow you to choose between the following options: Duplicate, Save as template, Edit record, or Delete record.

This is really all you need for a quick start. The rest of the options on the main screen help you to access more advanced features. For example, Anza Money allows you to organize transactions into several books. Current book can be chosen using Select book option. Reports is a powerful tool for analyzing your financial activity. Lists is a collection of direct references to some of the very useful features that are spread out across the application. It gives you a way to access these features within one click from the main screen.

HINTS & TIPS: Check Out Lists on the Main Screen.

Recurring Transactions is a direct link to the list and setting of the special type of repeated transactions. Typical cases of recurring transactions can be mortgage and car payments, insurance premiums, or credit card payments.

Anza Money Main Menu offers analytics and planning options: Agenda and Reports. Lists, Preferences and Tools complete the list of options on the main screen. More on these advanced properties can be found in the following section.

Main menu can be called by clicking on phone’s menu button from almost any place in the application. This is a convenient and safe shortcut instead of using phone’s back button.