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)

How to Borrow:

  • 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