Introduction

Thanks for choosing BeFinancial, BeOS's premiere personal finance manager.  We at Bunru Software hope that your experience with BeFinancial is productive and entertaining.  If it's not, though, let us know, and we would be happy to take whatever steps necessary to make your experience with our product better.

BeFinancial is a personal finance manager designed to capture the visually appealing, easy-to-use style of the BeOS, while providing the capabilities users have come to expect in personal finance software.

Getting Started

To start using BeFinancial to manage your finances, you'll first need to create an account.  Then enter transactions, and the categorization and net worth trend graphs will update automatically.

Creating an Account

  • Choose Account -> New from the menu at the top of the window
  • Type a Name for the account (ie: "Any Bank Checking")
  • Hit Enter on your keyboard

Creating a Transaction

A transaction corresponds to any event during which money enters or exits an account.  To create an account, you must enter the necessary fields in the Check area at the bottom of the window and hit Enter on your keyboard, or click the Enter button in the Check area.  You must fill in the date, payee, deposit or payment, and category fields for each transaction.  This is accomplished by selecting the appropriate entry from the pop up menu for each field, or by manually introducing new entries as needed.  The exact specifications for the data in each field are described below.

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