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FAQ's |
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of Contents |
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Getting
Started |
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What is a Personal Financial Statement? |
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How do I download the Financial Statement Pro? |
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How do I install the Financial Statement Pro? |
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How do I license the Financial Statement Pro? |
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I have the demo version of the software; do I need
to reinstall the software after purchasing? |
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I purchased and did not receive my license code. What
now? |
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Is the Financial Statement Pro compatible with the
Mac? |
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What Operating system is the Financial Statement Pro
compatible with? |
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Error
Messages |
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I get the message: "Please enter the correct
License Number and Verification Code." What should
I do? |
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File
Management |
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How do I create a backup? |
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How do I Restore my saved data? |
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Can I transfer data from the Personal Financial Software
v4.1? |
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Where should I backup my data files? |
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I am using Windows Vista, when I try to restore my
backup, the software does not work, what is going
on? |
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Updates |
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How do I update my version of the Financial Statement
Pro? |
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Tools
and Other Resources |
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I forgot my user name and password, what now? |
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Using
the Financial Statement Pro |
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What is an asset? |
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What is a liability? |
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What is a contingent liability liability? |
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What is a beneficiary? |
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My real estate seems to be worth more or less than
it should be, am I doing something wrong? |
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What
is a Personal Financial Statement? |
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A Personal
Financial Statement is a document showing the financial
health of an individual. These statements are used
to assist those looking to obtain loans, or evaluate
their financial health. Lenders typically require
the use of a personal financial statement to determine
if an individual is a good candidate for a loan. |
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How
do I download the Financial Statement Pro? |
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If
the software was purchased, an email with a download
link was sent to the email address listed during the
purchase.
To download the free trial, click
here. The trial version becomes the active version
as soon as the software is licensed. All information
entered in the trial version will not be lost when
the software is licensed.
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How
do I install the Financial Statement Pro? |
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1. Double-click
the FSPro.exe located on the CD or downloaded to the
desktop.
2. The installation process will begin.
3. Click Next. |
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4. Click
Install. |
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5. The
installation process will begin. |
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6. Click
Finish to complete the installation process. |
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7. To
launch the software double-click the Financial Statement
Pro icon located on the desktop. |
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How
do I license the Financial Statement Pro? |
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1.
Open the Financial Statement Pro.
2. From the Main screen, click license. (located
at the top right-hand corner of the software)
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3. Enter
the License and Verification Code.
-License
Code is all Numeric. Example: 1234
-Verification
Code is all Alpha and Upper-Case. Example: ABCD
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4. Click
OK to License the software. |
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I
have the demo version of the software; do I need to
reinstall the software after purchasing? |
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No, the
demo version will become the active version, as soon
as a license and verification code is entered. All
information entered into the demo version will be
available in the licensed version. All information
is saved and does not have to be re-entered. |
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I
purchased and did not receive my license code. What
now? |
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An email
with the download link and the license and verification
code is sent directly to your email as soon as the
purchase is made. If the e-mail is not in the Inbox,
check the Spam folder or the Deleted items. If this
does not work, contact us by clicking
here. Our support team will contact you as quickly
as possible, usually within the hour, if we are contacted
during business hours. Click
here to download the demo version and begin entering
all of the information into the software. The demo
version becomes the active version as soon as the
software is licensed, and all information is saved,
so the software can be used immediately. |
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Is
the Financial Statement Pro compatible with the Mac? |
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No, at
this point in time we do not have a Mac version of
the software. |
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IWhat
Operating system is the Financial Statement Pro compatible
with? |
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Windows
98, Windows NT, Windows ME, Windows XP, and Windows
Vista. |
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I
get the message: "Please enter the correct License
Number and Verification Code." What should I
do? |
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Double
check the code sent to your email. Make sure the License
and verification code is hand entered because sometimes
the codes do not transfer correctly with the copy
and paste function. The License code is all Numeric
(example: 1234). The Verification code is Alpha and
Upper-Case (example: ABCD). If this does not fix the
issue, contact technical support. |
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How
do I create a data backup? |
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1. From
the main screen, click Backup. |
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2. Give
the Backup a name. (all backups are saved in .zip
file)
3 . Click Browse to choose a location for the file
backup.
4 . Click OK to create backup. |
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How
do I restore my saved data? |
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**Always
create a backup of the data before restoring. The
backup and Restore functions backup and restore all
data in the software, not just an individual user's
file.**
1. From the main screen, click Backup. |
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2 . Click
Browse to choose the location for the file to be restored
from..
3 . Click OK to Restore the data.. |
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Can
I transfer data from the Personal Financial Software
v4.1? |
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No, the
data cannot be transferred from the Personal Financial
Statement v4.1 to The Financial Statement Pro. |
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Where
should I backup my data files? |
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It is
best to store the data in a secure area. It is also
recommend that you keep a backup of the data in a
place other than your computer, in case a computer
issue arises like the loss of a hard drive. |
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I
am using Windows Vista, when I try to restore my backup,
the software does not work, what is going on? |
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**Windows
Vista handles data differently than its other operating
systems. The following steps should work depending
on how you have your data management setup.**
1. Close the Financial Statement Pro.
2. Go to the following folder C:\Users\(Your Name)\AppData\Local\VirtualStore\Program
Files\ISS and Delete the data saved in the Financial
Statement Pro folder.
** If the data is not visible, you will have to have
administrator rights to the computer. Go to the Properties
folder of C:\Users and make sure Read Only and Hidden
are not checked.
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3.
Open the Financial Statement Pro and restore the data. |
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How
do I update my version of the Financial Statement
Pro? |
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**Always
create a backup of the data before updating.**
1. From the main screen, click Update. |
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2. The
software will then connect to the internet, which
will in turn, check the version of the software. If
the version is not up to date, instructions will be
given on how to update. |
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I
forgot my user name and password, what now? |
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A complete
uninstall and reinstall is recommended. For the safety
of the users, we have no backdoor into the software,
which means we do not have a universal code to unlock
the software. It is recommended that the software
access information is stored in a secure application
like the Password Safe Pro. |
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What
is an Asset? |
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Items
of economic value owned by an individual or company,
which can be converted to cash. Examples: Cash, Securities,
Stocks, Automobile, House, Office Building, Property,
etc. |
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What
is a Liability? |
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A
financial obligation, potential loss, debt, or claim. |
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What
is a Contingent Liability? |
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A liability
that is dependent on other events. Such as co-signing
on a loan. |
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What
is a Beneficiary? |
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An individual,
institution, trustee, or estate, which receives, benefits
under a will, insurance policy, retirement plan, annuity,
trust, or other contract. |
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My
real estate seems to be worth more or less than it
should be, am I doing something wrong? |
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This is
a common mistake that is made. Check the real estate
section of the assets. In the percent owned or the
percent liability, make sure the proper number is
entered. Common mis-entries include 10% or 1000% instead
of 100%. |
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