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I purchased and received the Financial Genome registration code, but where is my software?
Please go to the Download
page at our web site to obtain the latest version of Financial
Genome. Our Support page provides installation
and registration
instructions. Note: Modernsoft does not provide the Financial
Genome software on disk or CD-ROM.
I installed Financial Genome, but when I
attempt to run it, Excel displays messages indicating that it cannot find
a "Project file" or that it cannot locate required directories?
To run properly, Financial Genome requires
that certain default directories exist. Please reinstall the software and
accept all of the default installation settings. The software must be installed on to the C:\ drive. Installation instructions
are available at our Support page.
How do I report problems and/or bugs?
Report any problems you encounter through the "Report" option on our
Support page.
Do I need to update my versions of Office 2000 (Excel 2000) and/or Windows 2000 to use Financial Genome?
We strongly recommended you obtain updates from Microsoft which can be downloaded directly from Microsoft at:
http://windowsupdate.microsoft.com/.
If you are receiving the following messages error messages when you first try to run Financial Genome:
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OLEAUT32.DLL - Out of date;
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ActiveX control - Out of date; or
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Error initializing VBA libraries (16389);
you will need to obtain from Microsoft the Office 2000 SR-1 patch and the Windows 2000 Service Pack 1 (SP-1).
How do I convert my existing financial statements to Financial Genome?
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Option 1: Automatically create a database you can reuse in ordinary Excel workbooks (very easy). Enter or modify data in input cells of FG statements or INPUT sheet. Use "Create Database from INPUT Sheet" (on DATA control panel) to create a standalone Excel database workbook. Link this database to other Excel workbooks (i.e., so you need only enter data once). Option: Add ordinary worksheets to this database workbook, with values that flow into the DATA sheet.
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Option 2: Manually enter the data in a Financial Genome Project (relatively easy). Create a new project without a database and add the desired statements. Hint: You can start with a standard statement and edit it to resemble your previous conventions. Edit statement labels (alias), duplicate, reorder, hide rows, etc. as desired. Enter input in the data cells of statements or on the INPUT sheet. Use "?" help command to understand the meaning of terms in Financial Genome statements. Save the project. Advantage: The statement context makes it relatively easier to identify terms corresponding to the labels in your existing Excel spreadsheets or database. This is usually easier than mapping from ad hoc data labels to the Financial Genome dictionary.
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Option 3: Manually enter the data in the DatabaseTempate.xls (moderately difficult, depends on your chart of accounts). Insert duplicate rows as necessary, e.g., sales & expenses, using your preferred labels. Modify time period labels in first row, using standard Excel conventions (e.g., month/day/year). Use "Link to Database" to map your data labels to the Genome dictionary. Advantage: Less manual editing, only need to identify the corresponding financial terms and copy the data.
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Option 4: Create a database from existing statements (relatively difficult option). Copy all statements into a single sheet, named DATA. Delete any calculated rows. Make sure financial term (input) labels only appear in first column. Make sure period (time) labels only appear in first row, starting in column 2. Hint: When terms are "duplicates" (e.g., "Sales Domestic" and "Sales International") enter as separate rows. Use "Link to Database" to map your data labels to the Genome dictionary. Identify duplicates by mapping them to the same term (e.g., "Sales"). Specify your preferred labels as an "Alias" to appear on Financial Genome Statements. Mark as "Ignore" any terms that you can't identify.
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How do I use Financial Genome to create ad-hoc analyses?
Select terms to insert into a statement in a Financial Genome project. The system
automatically
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Determines what formulas are required
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Inserts other terms required to make these calculations, including calculated predecessors and inputs
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Assembles a list of the data required on the INPUT Sheet
You enter data on the statements or the INPUT sheet and the program shows the results
You can
What does Financial Genome do automatically?
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Generates all formulas for calculated terms
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Inserts all predecessors required to make calculations, and their formulas and predecessors, etc.
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Links terms on multiple statements (Excel sheets), including pointers to copies of other rows (secondary references).
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Collects all input terms on INPUT sheet, for viewing or entering data
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Retains integrity of formulas when the user renames, duplicates, or deletes rows
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Maintains data relationships
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Data entered by user in cells of statements is copied to corresponding cells in the INPUT sheet § Copies data from a user-supplied Excel database into the INPUT sheet, as required by the statements
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Retains integrity of formulas when user changes the time periods, including adding or deleting column totals
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Uses summation formulas when the user-supplied database has a shorter time period than required on statements (e.g., sums monthly data into annual periods)
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Interactively maps an Excel database to the Genome dictionary
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Maps a Quickbooks Chart of Accounts to the Genome dictionary and creates a database from the historical data
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Relates historical and provisional forecast data
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Inserts appropriate forecast drivers for forecast periods
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Duplicates, renames, and/or deletes drivers as the user edits a forecast statement
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Revises formulas and the INPUT sheet when the user overrides database values or reverts to forecast calculations by deleting previously entered data
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Uses color coding to distinguish the source of a cell value
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Removes forecast drivers if user reverts to historical statements
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