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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