Mobile Finance Manager Mobile Finance Manager Help Contents

The Main Screen is where you can navigate to any other area of the MFM application:

See Also
Updating MFM
Uninstalling MFM
Troubleshooting
Messages

You can retrieve and review any messages that have been sent from your financial institution.

To see if you have any messages, select Messages from the Main Screen. This screen also indicates the last time messages were updated. Selecting Refresh will display any newly arrived messages.

The following options are available from the Messages menu:

The following options are available when you tap on the Android phone SETTINGS button from the Message Detail screen:

See Also
Troubleshooting
Banking

To access your banking information, select Accounts from the Main Screen.

The Bank Account List screen displays a list of your accounts and their balances. This screen also indicates the last time accounts were updated.

From the Bank Accounts List screen you will see the Account type and number, followed by the cash balance for the account and a description.

If you click on an Account, the transactions for that account will de displayed.

The following options are available when you tap on the Android phone SETTINGS button from the Bank Account List screen or from the Transaction List screen:

If there are additional transactions to download, the final entry in the transactions list will show this. Selecting this entry will cause the additional data to be downloaded. The number of days’ worth of data to retrieve is specified with the Settings menu option.

See Also
Troubleshooting
Graphs

To access graphs, select Graphs from the Main Screen

This screen will display a simple graph of Account Balance or Income and Expenses (interpreted from account’s deposits and withdrawals) over time ranges of seven days to a year.

When a graph is displayed for the selected account, you can choose from the following menu options:

See Also
Troubleshooting
Bill Pay

To view past or pending bill payments or to manage bill payments, select Bill Pay from the Main Screen.

The Bill Pay History screen displays past and pending payment actions. Details about the currently highlighted payment are shown beneath the scrolling list of payments. This screen also indicates the last time data was updated.

The following menu options are available when you tap on the Android phone SETTINGS button from the Bill Pay History screen:

To cancel a pending payment, tap on the payment to arrive at the Payment Detail screen.

The following menu options are available when you tap on the Android phone SETTINGS button from the Payment Detail screen:

This screen also indicates the last time messages were updated.

See Also
Troubleshooting
Locations

To open the browser and view your financial institution’s web site for mobile devices, select Locations from the Main Screen.

Typically, the mobile site will provide locations of nearby branch offices and ATMs, important phone numbers, information about your financial institution, and the like.


Login

To access your account information, enter your user ID and password on the Login screen. You may log in to multiple accounts with this application using different sets of user IDs and passwords.

Please remember to sign off when you are finished with your banking session. This helps to ensure the security of your account.

See Also
Troubleshooting
About

To display the information about the MFM version and the selected financial institution, select About from the Main Screen.

The following options are available from the About screen Menu:

See Also
Troubleshooting
Updating MFM

Use the following steps to upgrade MFM:

  1. Before updating, make sure you have written down your Activation ID, found in the Setup screen in MFM. You will need this number to update MFM.
  2. Go to the Setup screen, select the Updating tab at the bottom, and click the Check now button. This will automatically connect you to the Internet and begin checking for a new version.
  3. If an update is ready, you will see a message saying, “MFM version X.x is available for download. Would you like to upgrade now?” Click Yes and the browser will open the installation web site. Please follow the steps on the installation web site.
  4. The updater will uninstall the previous version of MFM before installing the new one. When asked if you want to delete the balance history and presets, you should choose No.
See Also
Troubleshooting
Uninstalling MFM

Follow the steps below to uninstall MFM from your Windows Mobile phone:

  1. From the Pocket PC home screen, click the Start menu and select Settings from the dropdown list.
  2. Click the System tab at the bottom, then select Remove Programs.
  3. In the list of installed programs, select Access Softek, Inc. MFM, then click the Remove button.
  4. A warning message will appear asking if you are sure you want to remove the program. Click Yes.
See Also
Troubleshooting
Troubleshooting

Having trouble with Mobile Finance Manager?

The troubleshooting steps and service options below provide the smoothest path to resolving any issues you might have. Please be sure to perform the appropriate troubleshooting before submitting a service request.

1. When trying to download financial data, the device returns: "Error The connection could not be requested. Check network settings."
Verify the device’s Internet connection is enabled and that you are able to access a website from your phone’s web browser. Ensure that your Wireless connection is on.

2. OFX error 15500: Signon invalid
This message appears when your login credentials have not been entered correctly. Re-enter your password in the Setup section of the application and try connecting again. If the problem persists, you may have to contact your financial institution to verify your user ID and password.

4. When trying to download financial data, your device states: HTTP 500.
This error indicates that the financial server is unavailable. Please try connecting again later.

5. Error receiving OFX response: Timeout
This message may appear if your financial institution mobile banking server or your device’s Internet connection is slow at the moment. Wait a few minutes and then try connecting and downloading your financial data again.