1. Profile

2. Language/Currency

3. Date/Time

4. Notifications

5. Interface

6. Synchronization

7. Import

8. Export

9. External Connections

10. Whitelist IPs

11. Log Journal

How can I update my InEx account information?

You can change or update the information provided during registration at any time. You can update your name, email address or current password by clicking on the “Edit” link in your Profile settings. Each time you update your information, you will be required to enter your current password to confirm the changes, unless you originally registered through an External Authentication service.

How can I delete my InEx account?

If you are dissatisfied with our InEx Finance personal money management software and decide you no longer want to use our services, you can permanently delete your account and transaction data associated with it by clicking on Delete button located on Edit Profile page. Please note that this process is irreversible, therefore we strongly urge you to back up all your account data first before proceeding with account cancellation. You will be required to enter your current password to confirm your decision, unless you originally registered through an External Authentication service. After you click on Delete Account button we will immediately delete your InEx Finance account.

What languages does InEx Finance support?

Currently our online software is available in English and Russian languages. We are constantly striving to improve the quality of our personal money management tools in order to make InEx Finance understandable for people worldwide. We will expand the list of supported languages in the future.

How can I add new currencies to my InEx account?

InEx Finance system supports multiple currencies, therefore your account is not tied to a specific currency. In order to add a new currency, just access your account settings and click on Language/Currency link. You can select any currency in the Available list and simply click on it if you want the currency moved to your Selected list (which displays the currencies you currently use in your InEx account). If you want to remove a currency from the Selected list, simply click on it and the currency will migrate to the Available list.

How can I change the order of my Selected currencies?

If you want to change the order of your Selected currencies, you should first delete all currencies listed therein, then add them one by one from the Available list in the desired order. Please note that if your Default Currency is not included in your newly ordered Selected list, it will be automatically added at the bottom of the list after you hit Update button.

How many currencies does InEx Finance support?

Currently our system allows you to execute operations and process transactions data in 60 global currencies. The list of Available currencies is continuously being extended upon request. Read more about InEx Finance multiple currencies support feature here.

How can I set my time zone?

In order to set the time zone for your InEx account, you should choose the Date/Time option in your account Settings. Even though the system will try to automatically determine your time zone during account registration, it is important that you yourself check that your InEx account time zone is correct, otherwise you risk receiving Event reminders and Credit notifications at the wrong time.

My InEx account email address is not confirmed, what should I do?

If you forgot to confirm your email address through the link provided in our Registration confirmation email, then your email address will be marked as not confirmed in your Notifications settings. You won't be able to receive automatic Event reminders, Credit notifications and monthly InEx account reports as long as your email remains unconfirmed. You can confirm your email address anytime by clicking on the "Send confirmation email" link on the Notifications page. Just follow the instructions in our automatic message sent to your mailbox shortly thereafter in order to confirm your email address. In case you change the email address for your InEx account, you will have to repeat the email confirmation procedure.

How can I configure the parameters for my InEx notifications?

In order to configure the default parameters for your InEx notifications, you should choose the desired number of days before event/credit return occurrence and indicate the specific time of day when the notification shall be sent to your email address. Your InEx monthly report incorporating key financial data for the current month will be generated and sent to your email on the first day of the next month.

How can I change my entry page into the InEx Finance system?

The Interface page in your account settings gives you the possibility to customize the entry page into the InEx Finance system. This will be the first page you access after successful sign-in. You can choose to land on the Dashboard, Transactions or Overview pages. After making your selection from the “Sign in page” list, just press Update button.

What is “Record Geolocation” feature?

If you are using InEx Finance Mobile Version, then “Record Geolocation” feature will suit nicely those InEx users who are always on the go and don't have much time to enter ample details of their financial Transactions occurring throughout the day. With this feature enabled, InEx system will automatically record the data of the location where you originally registered such transaction into your InEx account. Later on, when you decide to make your Transactions data more accurate or complete, you can always resort to the geolocation data extracted and stored into the system in order to recall specific Transaction details. The Transaction coordinates will open in Google Maps.

How can I synchronize my InEx operations with Google Calendar?

In order to enable Google Calendar sync, you should click on “Google Calendar” link on the Synchronization page in your account settings. Next follow Google's instructions to authorize InEx Finance to synchronize with your Google Calendar. Upon successful authentication all future operations generated from your InEx Events, as well as your Credit notifications, will be automatically exported to your Google Calendar.

If I no longer need Google Calendar Sync, can I disable this service?

Yes, you can deactivate this feature at any time. Just access the Synchronization page in your account settings, click on “Google Calendar” link and then hit “Disconnect” button to complete the deactivation procedure.

Can I import my transactions history from other personal finance programs?

Yes, you can automatically import any transaction data into your InEx Finance account either from CSV or OFX files. Access the Import page in your account settings, browse for the CSV file to be uploaded, choose the appropriate format of your financial data (for your convenience, a short preview is given for all currently available formats), and then press "Start" button. If you import an OFX file, then you should specify the default Category, Resource and Currency. After your file has been uploaded, the page will display the Import Data Overview. After revising your data, click "Finish Import" button to successfully complete the Import operation.

I keep getting an error message when I start the CSV import operation. What can I do?

If the system returns an error message after you hit "Start" button, it means that the uploaded file format is not currently supported by InEx Finance. Or your CSV file parameters are different from your Import settings. To customize the Import from CSV default parameters, just browse through the "Advanced Settings" on the Import page.

Can I edit transactions before importing them?

Yes, you can revise, edit or delete any transactions, categories or resources at the “Import Data Overview” preliminary stage. After you have reviewed all the Import Data pending verification, you may proceed to the final step by clicking “Finish Import” button. At this point, the imported data will co-mingle with your current InEx transactions.

How to avoid importing duplicate transactions?

If you check the Import Transactions list on the Import Data Overview page, you can easily spot any duplicate records automatically detected by the system by looking at their Status value. Status "Duplicate" means that an identical transaction is already recorded in your InEx Finance account. The following principle is applied while checking the import records for duplicate entries:

  • If you upload an OFX file, the system will identify any duplicate records by the Financial Institution Transaction ID – FITID which is unique for each transaction;

  • If you upload a CSV file, the system will identify any possible duplicate records by amount, date and currency: if all 3 parameters are identical, chances are high this is a duplicate transaction.

You may click on Delete icon next to the duplicate entry before completing the Import operation.

Can I import transactions that predate my InEx account opening date?

Yes, you may choose to import any backdated financial transactions, regardless of your InEx account registration date. They will be successfully imported with the original transactions dates being preserved.

Why do I have to set the Import currency before uploading a file?

The currency indicated on the Import page will be automatically set by the system for those records that do not specify any currency at all in the uploaded CSV/OFX file, or the listed currency cannot be recognized by our software.

I uploaded the wrong CSV/OFX file, what should I do?

If you uploaded the wrong CSV or OFX file, then simply click on “Delete All” button on Import Data Overview page. Please note that any pending Import Data not yet imported into your InEx account will be automatically deleted by the system after 60 days.

Can I import transactions featuring new Categories/Resources?

Yes, you can successfully import transactions from CSV files with Categories/Resources different from the ones currently listed in your InEx account. You don't have to adjust the Import Categories/Import Resources to match your existing ones, since after Import operation completion the new Categories/Resources from your uploaded CSV file will be automatically added to your current InEx Categories and Resources respectively.

The uploaded CSV file had some empty records, what will happen?

If certain transactions in your file are incomplete (the Category or Resource is missing), the software will automatically generate new categories and resources called [Unrecognized Category] or [Unrecognized Resource] respectively. You will be able to edit those while on the Import Data Overview page. Your Import Categories/Resources may also be marked as Unrecognized whenever the software cannot process your text data.

The current date will be set by the system if certain transactions in your CSV or OFX file have empty or unrecognized Date field. The value “0” will be set by the system if certain transactions in your CSV/OFX file have empty or unrecognized Income/Expense amounts. The Default Import Currency will be set by the system if certain transactions in your CSV/OFX file have empty or unrecognized Currency field.

What does status Failed mean on the Import Transactions page?

Whenever the parsing of your CSV/OFX file is done with errors, the system will tag the erroneous Transaction/s as Failed. This may be caused by the fact that your CSV/OFX file contained empty records or the data was presented in an invalid/unrecognized format. You can click on the erroneous Transaction Line, or Date, or Income/Expense amount to check out the specific failure reason. Notwithstanding their Failed status, such Transactions will still be imported into your InEx account unless you decide to delete them.

How can I choose to ignore the header column in my CSV file?

When you have the column description as the first row in the CSV file you need to upload, you may want the software to ignore it and start importing your Transactions beginning with the second row. In order to configure this Import tool, just browse through the "Advanced Settings" on the Import page and select “Yes” for the Header parameter. If you choose “No”, the application will begin parsing your CSV file from the first row.

How to use the Export data tool?

When you need to back up your InEx data, the easiest way is to use Export to CSV (Excel) feature. Wherever you see data populated tables (except for the Overview page), you can click on the “CSV/Excel Export” icon in the table header and save the files to your computer. You can further use the exported financial data to run customized reports in other external money management software or perform extensive analysis of your personal finances.

How do I reset the default Export parameters?

To change the default parameters for Export data tool, just visit the Export page in your account settings and adjust the values for Export separator, Export encoding and Decimal delimiter options. You can apply various filters in your Reports or Transactions tables and export the result data for your customized searches. The CSV files are generated with headers and Totals.

How do I establish an External Connection with another InEx user?

Before you can start sending or receiving money from another InEx user, you should first establish an External Connection between your 2 InEx accounts. Either one of you can initiate the External Connection procedure. The following outlines the basic steps to be taken:

  1. Access the External Connections option in your account settings.

  2. Enter the external user's email address in the InEx Finance online system.

  3. After you click on “Create” button, the new External Connection will be automatically added to both your current External Connections list and the requested user's. In addition, the requested user will also receive an automatic notification about External Connection request posted to his/her Messages.

  4. In order for the External Connection to be successfully created, the requested user should first authorize it by clicking on the Confirm button corresponding to the new External Connection. The new External Connection pending requested user's authorization will be marked as “Awaiting requested user's confirmation” in your account.

  5. As soon as the requested user confirms the new External Connection, an automatic notification will be posted to your Messages.

  6. You can now send money to or receive money from the requested user via newly established External Connection.

Can I revoke a prior successfully created External Connection?

Yes, you can delete any active External Connections listed in your account, regardless of who originally initiated the External Connection procedure. All you have to do is just click on Delete button corresponding to the External Connection entry you want revoked. The second participant to the External Connection will be automatically notified about your deletion operation. All your prior External Transfer Transactions generated from the deleted External Connection won't be affected.

When should I use the Whitelist IPs feature?

The Whitelist IPs is an additional security feature that enables you to create your own list of authorized IP addresses or subnets to be granted successful access into your dedicated InEx Finance account. Even if some third party has stolen your login credentials as a result of your negligence or willful misconduct, you can still rest assured that the financial data stored into your InEx account won't be in any way compromised or misused. The system will simply deny any sign-in requests originating from IP addresses other than the ones listed in your Whitelist IPs.

How can I add a new IP address?

If you want to add a new IP or subnet, simply click on Whitelist IPs option in your account settings and enter the address in the “IP address or subnet” box. Click on Create button to save the new entry to your Whitelist IPs. Please note that if your list is empty, then the system won't perform any IP address verification upon signing in. If your list contains one or several records, then you'll be granted successful access into the InEx Finance system only if your sign-in IP address matches with any of your Whitelist IPs entries.

How do I delete an IP address from the list?

If you want to delete an IP address or subnet, just access the Whitelist IPs option in your account settings and click on Delete button next to the entry you want removed. We highly recommend you to empty your list of authorized IPs if you are using InEx Finance mobile or are going on vacation, since you can't know beforehand which IP address will be assigned to your device.

I've changed my IP address, but forgot to update the Whitelist IPs. What should I do?

If you can't access your InEx Finance account because you are trying to connect from an IP address not registered in your Whitelist IPs, please Contact Us for further assistance.

What does the Log Journal show?

The Log Journal lists all transactions that have been deleted during the past 7 days. If a specific transaction has been deleted by mistake, the Log Journal allows you to restore it by clicking on the "Restore" button next to it. In case the restored transaction was linked to a Resource or Category that you've deleted by mistake, then it will be automatically assigned Restored Resource or Restored Category.

How can I track my email imports?

Besides deleted transactions, the Log Journal also lists all successful and unsuccessful attempts of email import (InEx email import or Bank email import). You can view the result of the import operation, the details of the email import (including the email body and header) and the error description in case of an unsuccessfully processed email import.

Updated at September 09, 2013 15:48