Step 1: |
Access the JustAddMoney web site and click the new user button. |
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Click the checkbox and agree to the JustAddMoney License Agreement. |
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Enter all of the required information into the Free Registration form. After filling out the form, click the New Account button at the bottom. (Note: Additional fields are required that are not displayed in the image below) |
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After clicking the New Account button your account is created allowing you to start managing your money. |
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After creating your user account, you can start adding income. To begin, enter your email address and password in the text boxes provided and click the Logon button. |
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Next you will be taken to your account page where you can add income, view reports and add expenses. On the bottom of this page there will be additional options such as settings and transferring money between accounts. Click the Deposit button to add income. |
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On the Income page, fill out all of the required fields and once you are finished click the Save button at the bottom. |
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When your income has been saved you will be directed back to your home page and the latest transactions will be listed. |
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After logging in, you will be taken to your account page where you can add income, view your accounts, view reports and add expenses. On the bottom of this page there will be additional options such as settings, transferring money between accounts. Click the spend button to add expense. |
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On the Expense page, fill out all of the required fields and once you are finished click the Save button. |
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When you click save you will be directed back to your user home page and the transaction will be listed under Latest Transactions. Each time an expense is added it is automatically added to your Monthly Spending. |
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Once you login, you are taken to your home page. To view your accounts click the accounts button. |
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Your accounts are listed in the drop down list after clicking the account button. When you choose an account, the transactions will be listed below along with your monthly income, monthly spending and the difference between the two. You may also edit previously saved transactions. |
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When you are finished viewing your accounts or editing any transactions, click done and you will be taken back to the home page. |
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After logging into to JustAddMoney you will be taken to your home page. Click the Accounts button in order to begin editing your transactions. |
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Under your monthly summary you will see the transactions that have already taken place. To edit your transaction, click the icon next to the one you wish to change. |
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On the Edit Page, you have the option of changing information about your transaction. You can change anything from the date to the number of payments. In this example the date was changed from October 8th to October 10th by clicking the calendar icon. After editing your transaction, click save. |
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When your updated transaction has been saved, you can check to see if it saved by clicking the edit transaction icon or view the transaction information on this page. Notice that after clicking the save button the new date (October 10th) now shows up. Once you are finished making your changes click Done and you will be taken back to your home page. |
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On the bottom of your account page you will see three icons. To edit your settings, click the Settings button. |
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On the Settings Page there will be a variety of different options to change. You can add, edit or delete settings. These settings include Accounts, Categories, Users, Events and your personal account information. In this example let's update the city in account information. |
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It's very easy to update the account information. Simply click into the box, erase the previous text and replace it with the new information. |
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After replacing the text, click the Save button so that your information will be saved for the next time you open JustAddMoney. |
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| Adding, Editing or Deleting |
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After creating your user account, you may add, edit or delete options in JustAddMoney. Click Settings at the bottom of the page to view your JustAddMoney application settings. |
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On the Settings Page there will be a variety of different options to change. You can add, edit or delete settings. These settings include Accounts, Categories, Users, Events and your personal account information. In this example let's add an additional user. Start by clicking the Add button (+). |
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When you click the Add button, the drop down list changes to an editable text box. Type the user you wish to add into the text box and click the check button. |
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The new user will then be added to the drop down list. You have the option of editing the a user's name, adding a new user, or deleting a user. |
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Once you are finished adding a user click the Save button so the new information will be saved for the next time you open JustAddMoney. |
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On your home page, you can add recurring payments to income or expense. In this example, we will add recurring payments to expense by clicking the spend button. |
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The recurring payment will be 75.00 every 15 days for Yard Service. Fill out all of the necessary fields on the form |
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Once you have finished filling out the form, click the Save button on the bottom of the screen. |
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After clicking save, you will be directed to your user home page. Notice the two reoccurring transactions for the Lawn Service. When setting up reoccurring payments, keep in mind you have the flexibility of changing the number of payments and how often you prefer them to reoccur. |
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After you have logged into JustAddMoney, on the bottom of your user page you will see the icons below at the bottom of your home page. Click the transfer button. . |
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In this example we would like to transfer money from the Checking Account into the Savings. After specifying what accounts you would like to use for transfer, continue filling out the rest of the fields. |
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After you have finished filling out all of the transfer information click the Save button at the top of the page. |
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When you click save you will be directed back to your home page. At the bottom you will see the following icons. You can click the Accounts button to ensure the transaction went through. |
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Next, specify which account you would like to view. Since money was just transferred into the Savings account, choose Savings from the Account drop down list. You can view the recent transactions and see that the transfer was recorded. |
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On your account home page click the Reports button to view detailed information about your account. |
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The Reports page allows you to email a detailed report and data export to your account email address by clicking the mail and data button. You can also specify the dates and what accounts you would like to include in your report. Let's create a report that will show information for all accounts in October. Specify the beginning and end dates for the month and then click the checkboxes of each account that you would like included. |
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Once you have chosen your accounts and specified the starting and end dates, click the Generate button to show your reports and graphs. |
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Each account that you chose in the previous step will have a graph and detailed information for your income, spending and transfers for the chosen date range. |
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When you have finished viewing your information, simply click done and you will return to your home page. If you would like to view a different date range or different accounts, you can make changes accordingly and click generate again to view your new graphs. |
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