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

  1. Create a Marriage Event with spouse information and critical dates
  2. Add properties associated with the marriage
  3. Enter mortgage details for each property
  4. Track payments and contributions from each spouse
  5. Add remodel events if applicable
  6. Generate comprehensive reports

Detailed Instructions

Creating a Marriage Event:

  1. Navigate to the Dashboard
  2. Click "Add Marriage Event"
  3. Enter spouse names
  4. Enter marriage and separation dates
  5. Add optional case number and notes
  6. Click "Create" to save

Editing a Marriage Event:

  1. Navigate to the specific Marriage Event
  2. Click the "Edit" button
  3. Update the information as needed
  4. Click "Save Changes"
Important: Changing marriage or separation dates will affect all calculations related to this event.

Adding a Property:

  1. Navigate to a Marriage Event
  2. Click "Add Property"
  3. Enter complete address information
  4. Select title holder (Spouse A, Spouse B, or Joint)
  5. Enter purchase information (date, price)
  6. Enter appraisal values at key dates if available
  7. Enter down payment contributions from each spouse
  8. 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:

  1. Navigate to a Property
  2. Click "Add Mortgage"
  3. Enter loan details (amount, start date, interest rate, term)
  4. Select loan type
  5. Indicate if it's a refinance of a previous mortgage
  6. If refinance, enter additional refinance details
  7. Click "Add Mortgage" to save

Tracking Payments:

The system can generate an amortization schedule automatically, or you can manually add individual payments:

  1. Navigate to a Mortgage
  2. Click "Add Payment"
  3. Enter payment date, number, and amount
  4. Enter principal and interest portions
  5. Indicate contribution source (community or separate property)
  6. If separate property, indicate contribution amounts from each spouse
  7. Click "Add Payment" to save
Tip: For the most accurate Moore-Marsden calculation, track every mortgage payment with precise principal and interest breakdowns.

Adding Personal Property:

  1. Navigate to a Marriage Event
  2. Click "Add Personal Property" in the Quick Actions menu
  3. Enter a description of the item
  4. Enter the original cost
  5. Enter the current fair market value (FMV)
  6. Select the owner (Spouse A, Spouse B, or Both)
  7. The system will automatically calculate the value distribution
  8. 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
Tip: Personal property items are included in generated reports, providing a comprehensive view of all assets.

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:

  1. Navigate to a Marriage Event
  2. Click "Generate Report"
  3. Select report type
  4. Select output format
  5. Enter report title
  6. Click "Generate"

Email Reports:

You can also email reports directly to yourself or clients:

  1. Navigate to a Report
  2. Click the "Email" button
  3. Confirm the email address
  4. 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
Tip: Both tools open in modal windows, allowing you to perform calculations or check dates without losing your place in the application.

Frequently Asked Questions

What is the Moore/Marsden formula?

The Moore/Marsden formula is a legal calculation method used in California divorce cases to determine how property equity should be divided when one spouse used separate property for a down payment, but community funds were used for mortgage payments.

How accurate is the calculator?

The calculator uses high-precision decimal calculations and follows the detailed methodology established by California case law. With accurate inputs, it provides results that are consistent with professional legal calculations.

Can I track multiple refinances?

Yes, the system supports an unlimited number of refinancing events for each property, maintaining the chain of mortgages and tracking cash-out or cash-in amounts.

What if I don't have all the payment history?

The system can generate estimated amortization schedules based on loan terms. However, for the most accurate results, it's recommended to provide as much actual payment history as possible.

Are my calculations saved?

Yes, all data and calculations are saved to your account and can be accessed anytime. Reports are also stored for future reference and can be regenerated as needed.

Need Additional Help?

Contact our support team at support@legalcasesuite.com

Calculator
0