Help & Documentation
Getting Started
Welcome to the Moore Marsden Advanced Calculator help page. This guide will assist you in effectively using the calculator for complex property division scenarios.
Basic Workflow
- Create a Marriage Event with spouse information and critical dates
- Add properties associated with the marriage
- Enter mortgage details for each property
- Track payments and contributions from each spouse
- Add remodel events if applicable
- Generate comprehensive reports
Detailed Instructions
Creating a Marriage Event:
- Navigate to the Dashboard
- Click "Add Marriage Event"
- Enter spouse names
- Enter marriage and separation dates
- Add optional case number and notes
- Click "Create" to save
Editing a Marriage Event:
- Navigate to the specific Marriage Event
- Click the "Edit" button
- Update the information as needed
- Click "Save Changes"
Adding a Property:
- Navigate to a Marriage Event
- Click "Add Property"
- Enter complete address information
- Select title holder (Spouse A, Spouse B, or Joint)
- Enter purchase information (date, price)
- Enter appraisal values at key dates if available
- Enter down payment contributions from each spouse
- Click "Add Property" to save
Property Valuation:
For accurate Moore-Marsden calculations, it's important to have property values at these critical dates:
- Purchase date
- Marriage date (if purchased before marriage)
- Separation date
- Refinance dates (if applicable)
Adding a Mortgage:
- Navigate to a Property
- Click "Add Mortgage"
- Enter loan details (amount, start date, interest rate, term)
- Select loan type
- Indicate if it's a refinance of a previous mortgage
- If refinance, enter additional refinance details
- Click "Add Mortgage" to save
Tracking Payments:
The system can generate an amortization schedule automatically, or you can manually add individual payments:
- Navigate to a Mortgage
- Click "Add Payment"
- Enter payment date, number, and amount
- Enter principal and interest portions
- Indicate contribution source (community or separate property)
- If separate property, indicate contribution amounts from each spouse
- Click "Add Payment" to save
Adding Personal Property:
- Navigate to a Marriage Event
- Click "Add Personal Property" in the Quick Actions menu
- Enter a description of the item
- Enter the original cost
- Enter the current fair market value (FMV)
- Select the owner (Spouse A, Spouse B, or Both)
- The system will automatically calculate the value distribution
- Click "Save" to add the item
Managing Personal Property:
- All personal property items appear in a table on the Marriage Event page
- You can edit or delete items using the action buttons
- The system automatically calculates totals for each spouse
- An equalization payment amount is displayed if needed
Report Types:
- Detailed Technical Report: Comprehensive breakdown of all calculations
- Summary Report: High-level overview of property equity distribution
- Legal Report: Formatted specifically for court filing
Available Formats:
- PDF: Professional document for printing and court filing
- HTML: Interactive web version for online viewing
- Excel (XLSX): Spreadsheet format for additional analysis
- CSV: Data export for importing to other systems
Generating a Report:
- Navigate to a Marriage Event
- Click "Generate Report"
- Select report type
- Select output format
- Enter report title
- Click "Generate"
Email Reports:
You can also email reports directly to yourself or clients:
- Navigate to a Report
- Click the "Email" button
- Confirm the email address
- The report will be sent as an attachment
Calculator:
The built-in calculator provides a convenient way to perform calculations without leaving the application:
- Access the calculator by clicking "Calculator" in the sidebar Tools menu or from the Quick Links
- Features a 10-key pad layout familiar to accounting professionals
- Supports up to 16 digits for precise calculations
- Includes a virtual tape/scroll to track calculation history
- Provides memory functions (M+, M-, MS, MR, MC) for complex calculations
- Supports keyboard input for faster data entry
Calendar:
The interactive calendar helps you work with dates throughout the application:
- Access the calendar by clicking "Calendar" in the sidebar Tools menu
- Multiple view options: Day, Month, Year, and Decade
- Click on any date to select it
- Use the navigation buttons to move between time periods
- The "Today" button quickly returns to the current date
- Zoom functionality allows for easy navigation between views