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Getting Started - Web
11
How do I install the MoolahMore application on my mobile?
How to access MoolahMore in the web?
How to add company in MoolahMore using web?
How to add scenario in MoolahMore app using web?
How to Duplicate a Scenario using the web?
How to Import Data from Quickbooks Online using the web?
How to Import Data from Xero using the web?
How to Import Data using the CSV Template File using the web?
How to Sign-in to MoolahMore on the web?
How to Sign-up for MoolahMore on the web?
Set up Companies
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Getting Started - Mobile
9
"How to add scenario in MoolahMore app using mobile? "
How do I install the MoolahMore application on my mobile?
How to add company in MoolahMore using mobile?
How to Duplicate a Scenario using mobile?
How to Import Data from Quickbooks Online using mobile?
How to Import Data from Xero using mobile?
How to Import Data using the CSV Template File using mobile?
How to Sign-in to MoolahMore using mobile?
How to Sign-up for MoolahMore using mobile?
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Account Settings
3
How to enable sign-in providers in mobile?
How to update my Personal Information using my mobile?
How to update my Security Settings in my mobile?
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FAQs
27
Aside from Xero what other accounting software are you integrated with?
Can I change my subscription plan?
Can I import a file saved in my computer?
Do I need to contact you when I want to upgrade my plan?
Do I need to contact your support team before my free trial ends?
Do you have an annual subscription? How much is it?
How do I add a company?
How do I go in exporting a file to Excel and PDF format?
How do I pay for my subscription plan?
How do I subscribe if I decide that MoolahMore is right for me?
How long is the free trial?
How sure are you that my account is safe in your hands?
How to log-in using Third party account?
I'm running a small business. What is the best plan for a company like me?
I'm still on the Basic plan, and I've been using it for two weeks now. I want to upgrade my plan to Standard. What will happen to my previous subscription as I did not complete the one-month?
If I choose to share my MoolahMore data, will the user then have ongoing access to my data?
Is it necessary to get my credit card details? I just want to try the 30 day free trial.
Is there any way to download your app aside from using the QR code? I'm using an iPhone.
Is there any way to retrieve scenarios that was accidentally deleted?
What assistance or support I can get under the Basic plan.
What can I do if I haven't had enough time to try out the app?
What happens to my account if I don't sign up for the subscription after my free trial?
When you say "Unlimited Users" during the 30 day free trial, does this means several people will have full access of the account I signed up with?
Which MoolahMore plan is right for me and what is the monthly subscription cost?
Why do I need to use my email address?
Why is that your app doesn't work with internet explorer?
Your app does not work on my device/phone.
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Tutorials and Examples
2
Turn pop-ups off blocker for Chrome
Turn pop-ups off blocker for Safari
Product Features - Web
16
How can I to leave an company in MoolahMore app using the web?
How to Add a Transaction using the web?
How to add members in MoolahMore app using the web?
How to Change the Scenario Type (Private/Shared) using the web?
How to Compare Scenarios using the web?
How to Consolidate Scenarios using the web?
How to Delete a Scenario using the web?
How to delete company in MoolahMore using web?
How to invite a member in MoolahMore app using the web?
How to Merge Back a Transaction using the web?
How to Replicate a Transaction using the web app ?
How to see what members a company has on the MoolahMore app using the web app?
How to Split a Transaction using the web?
How to update company in MoolahMore using web?
How to update the scenario using the web?
Where can i find my invitations to join a company using MoolahMore using the web?
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Product Features - Mobile
20
"How to View and Accept Invitation in MoolahMore using mobile? "
How to Add a Transaction on mobile?
How to add members in MoolahMore app using mobile?
How to Change the Scenario Type (Private/Shared) using mobile?
How to Compare Scenarios using mobile?
How to Consolidate Scenarios using mobile?
How to Delete a Scenario using mobile?
How to Delete a Transaction on mobile?
How to delete company in MoolahMore using mobile?
How to invite a member in MoolahMore app using mobile?
How to leave a company in MoolahMore app using mobile?
How to Merge Back a Transaction on mobile?
How to Replicate a Transaction on mobile?
How to Split a Transaction on mobile?
How to update company in MoolahMore using mobile?
How to update the scenario using mobile?
How to view members in MoolahMore app using mobile?
I can't change logo for my company. The upload logo is not working.
To Update a Transaction on mobile?
Why can't I view the downloaded PDF and MS excel file in my phone?
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Data Security
2
Is it really needed to download a Xero Verify on the phone when I am linking MoolahMore to Xero?
What happens to my data if I cancel my subscription plan?
Billing
2
Can I change plans at any time?
What types of payments do you accept?
Xero Integration
7
How do I disconnect from Xero?
How do I reconcile sales data synced to Xero?
How do payment processing fees appear in Xero?
What does your integration do?
When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?
Xero Documentation
Xero Integration
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Product Features - Scenario
13
Can I consolidate scenarios from the same company in MoolahMore app?
Can I convert a company into a different currency when imported to MoolahMore?
How many Xero account can we import in one MoolahMore account?
How many Xero companies can I import in one MoolahMore company?
How many years can I create forecasts for through the app?
What are the two transaction types?
What is a scenario
What is the cash threshold for?
What is the default scenario for?
Who can see my scenario if I share it?
Why do you need to duplicate a scenario?
Why I can't edit my scenario?
Will there be a limit in making scenarios?
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Videos
8
How to add transactions
How to Import Using Xero
How to Import Using QBO
How to set up a company using CSV
Forecasting, Consolidate & Compare
Basics of Forecasting
Transactions Calculator
Getting Started
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