How to Create a Child Account:
- Select "Dashboard" at the top of the screen
- Select the "Create Child Account" button
- Provide the details of the child account
- Child can use the following credentials to access the site with limited permissions
- Enter a unique username
- Choose a password
- Re-enter the password to confirm
- Click the "Create" button
How to Create a Recurring Allowance:
- Select "Dashboard" at the top of the screen
- On the child's card, select the "Allowances" button
- Provide the details of the recurring allowance
- Provide a short description
- Enter an amount
- Select the frequency of the allowance payments (daily, weekly, or monthly)
- If required, alter the start date of the allowance payments (format: yyyy-mm-dd)
- Click the "Add Allowance Account" button
How to Record Cash Transactions:
- Select "Dashboard" at the top of the screen
- On the child's card, click the "Cash" button
- Click the "Create Transactions" button
- Provide the details of the cash transaction
- Provide a short description
- Enter an amount (postive amount to add cash and negative to deduct)
- Click the button (color and label changes based on amount field)
- Adult creates a charge account (one-time setup)
- Select "Dashboard" at the top of the screen
- On the child's card, click the "Debt" button
- Click the "Create Charge Account" button
- Provide the details of the charge account
- Provide a short description
- Enter an annulalized interest rate
- Select the frequency of the interest charges (daily, weekly, or monthly)
- Enter the credit limit or maximum amount the child can borrow from this charge account
- Click the "Add Charge Account" button
- Record a charge (borrowing and payment)
- Select "Dashboard" at the top of the screen
- On the child's card, click the "Debt" button
- Find the card for the charge account from which to borrow and click the "Balance" button
- Click the "Create Charge" button
- Provide the details of the charge
- Provide a short description
- Enter an amount
- Enter a negative number to borrow that amount
- Enter a positve number to pay down debt by that amount (limited to cash account balance)
- Click the button (color and label changes based on amount field)
How to Make a Play Investment:
- Adult creates an investment account (one-time setup)
- Select "Dashboard" at the top of the screen
- On the child's card, click the "Invest" button
- Click the "Create Investment Account" button
- Provide the details of the charge account
- Provide a short description
- Click the "Add Investment Account" button
- Purchase a Play Investment
- Select "Dashboard" at the top of the screen
- On the child's card, click the "Invest" button
- Find the card for the investment account from which to invest and click the "Valuation" button
- Click the "Purchase Investment" button
- Provide the details of the investment
- Select an investment by risk level (low, medium, or high)
- Enter an amount (limited to cash account balance)
- Click the "Purchase" button
- Sell a Play Investment
- Select "Dashboard" at the top of the screen
- On the child's card, click the "Invest" button
- Find the card for the investment account from which to invest and click the "Valuation" button
- Find the investment to seel land click the "Sell" button
- Provide the details of the investment
- Enter the percentage of the investment to sell (100 for all, 50 for half, etc.)
- Click the "Sell" button