Support

Money Map Navigator™ Guide & Setup Center

This page explains the key Features, Benefits, and Usage Notes for each section of your Money Map Navigator™ workbook. Use it as a quick reference while you get set up and start using the system.

Register

Features

  • Easy to use
  • View monthly spending
  • Expense management

Benefits

  • Reduced stress and fewer overdraft fees
  • Clear view of transactions guesswork eliminated
  • Money saved from unnoticed recurring charges
Notes
  • Use Deposits to add additional cash.
  • Over Daily Limit shows the maximum overdraft amount for that calendar day.
Graphs

Features

  • View monthly spending visually

Benefits

  • Clear view of your month at a glance no manual tallying
Notes
  • Use this section to see the entire month’s results at a glance.
Loans

Features

  • Easy to use
  • View monthly spending impact
  • Payment acceleration (Pro Version)
  • Expense management

Benefits

  • Put everything together quickly with stress-free management
  • Reduced stress and fewer overdraft risks
  • Accelerated payoffs financial freedom fast-tracked
  • Cash saved from early payoffs and excessive interest
Notes
  • Use Extra Pay to add additional monthly loan payments.
  • Use New Months to set the number of months to pay off the loan.
Credit Cards

Features

  • Easy to use
  • Payment acceleration (Pro Version)
  • Expense management

Benefits

  • Quick setup with stress-free credit card management
  • Payoffs accelerated and financial freedom fast-tracked
  • Cash saved from early payoffs and excessive interest
Notes
  • Use Extra Pay to add additional monthly payments.
  • Use New Months to set the number of months to pay off each card.
Expenses

Features

  • Easy to use
  • Expense management

Benefits

  • Put together quickly with stress-free expense tracking
  • Money saved from unnoticed recurring charges
Notes
  • Use Payment Cycles for monthly or annual payments.
  • Use Pay Sources to choose Bank or Credit Card for each payment.
  • Select the calendar month (Jan–Dec) for annual payment processing.
Save It First!™ (SIF™)

Features

  • Save It First!™ (SIF™) workflow
  • Easy to use

Benefits

  • You pay yourself first and move toward financial independence
  • Cash saved through early payoffs and reduced interest costs
Notes
  • SIF % of Income establishes your monthly savings goal.
  • 92% of your SIF Monthly Target tracks the amount set for each month.
  • Use Percent to set the percentage of SIF to process (a portion of the 92% target).
  • Use Amount to process a fixed dollar amount of the SIF goal.
  • Transfer the Monthly Deposit amount to a separate account at the start of each new month.
Income

Features

  • Easy to use

Benefits

  • Clear view of income timing guesswork eliminated
Notes
  • Use Recurring Day of Week to select the week (1-5) and day (Sun–Sat).
  • Use Every 2 Weeks for alternating bi-weekly pay periods.
  • Use Every Week for weekly pay on a specific weekday.
  • Use End of Month for pay periods on the last day of each month.
  • Use 1st of Month for pay periods on the first day of each month.
  • Use Day of Month for pay on the same calendar day every month.
  • Use Semi-Monthly for pay periods on the 1st and 15th of each month.
Home

Features

  • Easy to use starting point

Benefits

  • Helps you put everything together quickly with stress-free management
Notes
  • Use the Archive File Name Reference to keep consistent file names for monthly copies of your Money Maps.
Need Help?

If you need assistance with your Money Map Navigator™ workbook, we’re here to help.

  • Email support: solutions@moneymapnav.com