Initial Setup Menu

Getting Started

Initial Setup

Learn where to find the initial setup menu, and how to make changes to your ACCOUNTS, categories, and subcategories.

The Initial Setup Menu

Accounting spreadsheet template

  • Click 2A to view a list of your preset Categories and Subcategories
  • Use 2A-C to individually change your Categories and Subcategories
    • Use 2D to import a group of Income and Expense Categories that will overwrite the expense categories you selected when opening the first Big E-Z spreadsheet. Do not include ACCOUNTS, i.e., Checking, Savings, Credit Card, etc. 
    • Use 3A-C to make any necessary changes to your ACCOUNTS
    • Use 4 to enter starting balances and finish setting up the system. Watch the System Settings video for more info on how to do this.
    • Use 5 to Update Reports
    • Go to Main Menu to set up Budget (under Reports), Customers (under Invoices / Receipts), and ACCOUNTS for Importing (under Import)
      All of this is a part our 3-Day Custom Setup offer.
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