LOGIN

How to Change Start Dates in MoneySMARTS 2.0

In MoneySMARTS 2.0, users now have the flexibility to change the start date of their financial periods with ease. This feature ensures that you can align your tracking with specific financial events, giving you greater control and precision over your budgeting.

 

Why Changing the Start Date is Important

Your financial situation may not always align with predefined periods. Whether you need to adjust a date to match your pay cycle or capture expenses accurately, changing the start date ensures that your data reflects your actual financial reality.

Please Note: Although the demo video is on our web app, this feature is also available on our Mobile app! The steps on both the web and mobile are the same. ☺️

For a detailed walkthrough, watch our step-by-step video tutorial:

 

Here are a few things to note when on How to Change Start Dates:

  1. Select the Start Date Field:
    Navigate to the checkup period and click on the start date field to enter your desired start date.
  2. Understand How Balances Are Pulled:
    Balances are recorded based on the exact checkup dates. For instance, if you set your start date as 2nd September, the platform will pull the opening balance for that date.
  3. Switching to New Dates:
    If you change the start date (e.g., from 2nd September to 1st September), and no balance was recorded for the new date, it will appear blank until you add a value.
  4. Historical Tracking Maintains Data Integrity:
    Any changes made to start dates or periods are reflected in historical tracking, ensuring that no data is lost.
  5. Adjusting Periods as Needed:
    If you need to cut a financial period short, you can roll over to a new one. The system will guide you to set up a new period seamlessly.

 

Pro Tips for Managing Start Dates & Rollovers

  • If you’re switching to a new start date, ensure that account balances are updated to reflect the change.
  • Use the historical logs to view previous entries and adjust your data if needed.
  • If you encounter blank balances, revisit the bank account or credit card entries to enter missing values.

Benefits of Flexible Start Dates & Rollovers

  • Adapt to Your Changing Finances: Change your checkup dates based on when your income or expenses change.
  • Accurate Reporting: Ensures balances are tracked based on specific dates for precise reporting.
  • No Data Loss: Historical tracking means your data is always retained, even if changes are made to start dates.

 

Manage Your Finances Your Way with MoneySMARTS 2.0

Take control of your financial journey with MoneySMARTS 2.0 on Moorr. Change start dates, roll over periods, and make sure every dollar is tracked precisely—just the way you want it.

📲 Get started with Moorr today: Download  Moorr app on Apple here and  Moorr app on Google Playstore.

 

You might also be interested in

Try Moorr For Free Today

Spend money on the things you want without guilt and save for the future with confidence. You can have the best of both worlds. Achieve more, with Moorr

Moorr

Features

Learn

Legal

Scan the QR code to download
the app

Let's Stay Connected

Facebook-f Twitter Youtube Instagram
  • © Moorr. All Rights Reserved

Let us know how to keep you in the loop!

Let us know how to keep you in the loop!

 
 

Privacy Policy

This following document sets forth the Privacy Policy for this website. We are bound by the Privacy Act 1988 (Crh), which sets out a number of principles concerning the privacy of individuals using this website.

Collection of your personal information

We collect Non-Personally Identifiable Information from visitors to this Website. Non-Personally Identifiable Information is information that cannot by itself be used to identify a particular person or entity, and may include your IP host address, pages viewed, browser type, Internet browsing and usage habits, advertisements that you click on, Internet Service Provider, domain name, the time/date of your visit to this Website, the referring URL and your computer’s operating system.

Free offers & opt-ins

Participation in providing your email address in return for an offer from this site is completely voluntary and the user therefore has a choice whether or not to disclose your information. You may unsubscribe at any time so that you will not receive future emails.

Sharing of your personal information

Your personal information that we collect as a result of you purchasing our products & services, will NOT be shared with any third party, nor will it be used for unsolicited email marketing or spam. We may send you occasional marketing material in relation to our design services.

What Information Do We Collect?

If you choose to correspond with us through email, we may retain the content of your email messages together with your email address and our responses.

Cookie Based Marketing

Some of our advertising campaigns may track users across different websites for the purpose of displaying advertising. We do not know which specific website are used in these campaigns, but you should assume tracking occurs, and if this is an issue you should turn-off third party cookies in your web browser.

How Do We Use Information We Collect from Cookies?

As you visit and browse Our Website, the Our Website uses cookies to differentiate you from other users. In some cases, we also use cookies to prevent you from having to log in more than is necessary for security. Cookies, in conjunction with our web server log files or pixels, allow us to calculate the aggregate number of people visiting Our Website and which parts of the site are most popular. This helps us gather feedback to constantly improve Our Website and better serve our clients. Cookies and pixels do not allow us to gather any personal information about you and we do not intentionally store any personal information that your browser provided to us in your cookies.

IP Addresses

P addresses are used by your computer every time you are connected to the Internet. Your IP address is a number that is used by computers on the network to identify your computer. IP addresses are automatically collected by our web server as part of demographic and profile data known as traffic data so that data (such as the Web pages you request) can be sent to you.

Sharing and Selling Information

We do not share, sell, lend or lease any of the information that uniquely identify a subscriber (such as email addresses or personal details) with anyone except to the extent it is necessary to process transactions or provide Services that you have requested.

How Can You Access and Correct Your Information?

You may request access to all your personally identifiable information that we collect online and maintain in our database by using our contact page form.

Changes to this Privacy Policy

We reserve the right to make amendments to this Privacy Policy at any time. If you have objections to the Privacy Policy, you should not access or use this website. You may contact us at any time with regards to this privacy policy.