User Guide

• 1. Introduction
  • 1.1 Is this guide for you?
  • 1.2 How to use the user guide
• 2. Quick start
• 3. About
  • 3.1 Special Icons
    • Tips
    • Notes
    • Caution
  • 3.2 Application Home Window Breakdown
    • 3.2.1 Quick Access Buttons
    • 3.2.2 Command Box
    • 3.2.3 Result Display
    • 3.2.4 Client List Panel
  • 3.3 Application Client Window Breakdown
    • 3.3.1 Client Tab Buttons
    • 3.3.2 Contact Tab
    • 3.3.3 Policies Tab
    • 3.3.4 Asset/Liabilities Tab
      • This section covers both the asset and liability tab due to their similarities.
    • 3.3.5 Notes Tab
  • 3.4 Command Format
• 4. Features
  • 4.1 Global
    • 4.1.1 Viewing help : help
    • 4.1.2 Exiting the program : exit
  • 4.2 Home Window
    • 4.2.1 Adding a Client : add
    • 4.2.2 Deleting a Client : delete
    • 4.2.3 Listing All Clients : list
    • 4.2.4 Locating Clients by Name: find
    • 4.2.5 View Client Information : view
    • 4.2.6 Clearing all client data : clear
  • 4.3 Client Window
    • 4.3.1 Switching Tabs In Client Window: tab
      • 4.3.1.1 Contact Tab
      • 4.3.1.2 Policies Tab
      • 4.3.1.3 Assets Tab
      • 4.3.1.4 Liabilities Tab
      • 4.3.1.5 Notes Tab
    • 4.3.2 Edit Client’s Contact Information: edit
      • 4.3.2.1 Edit Client’s Name
      • 4.3.2.2 Edit Client’s Phone Number
      • 4.3.2.3 Edit Client’s Address
      • 4.3.2.4 Edit Client’s Email
    • 4.3.3 Asset Features
      • 4.3.3.1 Add an Asset to a Client: append
      • 4.3.3.2 Remove an Asset from a Client: remove
    • 4.3.4 Liability Features
      • 4.3.4.1 Add a Liability to a Client: append
      • 4.3.4.2 Remove a Liability from a Client: remove
    • 4.3.5 Policy Features
      • 4.3.5.1 Add a Policy to a Client: append
      • 4.3.5.2 Remove a Policy from a Client: remove
    • 4.3.6 Edit Notes
    • 4.3.7 Returning to Home Window: home
  • 4.4 Database
    • 4.4.1 Saving the data
    • 4.4.2 Editing the data file
• 5. FAQ
• 6. Command summary
• 7. Glossary

1. Introduction

DonnaFin.io is a desktop application used by financial advisors to keep track of their client information and related tasks. The ‘.io’ in our name is a reflection of our belief that you deserve a faster workflow for input and output. If you can type fast, you can use our CLI-like commands to manage your client information and view your notes much faster than your typical customer relationship manager apps.

Note: From here on we shall refer to DonnaFin.io as DonnaFin for your readability.

1.1 Is this guide for you?

Are you a new user who is looking to get started with using DonnaFin? Perhaps you are a more advanced user trying to refresh your understanding of the available commands? Look no further! This is the guide that will kickstart your journey as a DonnaFin whizz and even be your go-to reference if you need to refresh your understanding on some features. Head over to Quick Start or Features for more information.

1.2 How to use the user guide

As most applications on the market are not CLI-based, this may come across as new to some users. We strongly recommend that first-time users read through the user guide to gain a basic understanding of how to use our app. We have also included links to navigate around the user guide to allow easier access of related information. Some tips and tricks, as well as cautions are included throughout the guide to help you get more out of our application. Additionally, links back to the top of the page like below are present at the end of every section. For easier navigation around this User Guide, we suggest using our table of contents together with these links to quickly find and access the information you need.

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2. Quick start

1. Ensure you have Java 11 or above installed in your Computer.

2. Download the latest donnafin.jar from here.

3. Copy the file to the folder you want to use as the home folder for your DonnaFin app.

4. Double-click the file to start the app. The GUI similar to the below should appear in a few seconds. Note that DonnaFin comes with some sample clients.
   

5. Type the command in the command box and press Enter to execute it. e.g. typing help and pressing Enter will open the help window.
   Some example commands you can try:

   • list : Lists all clients.

   • addn/John Doe p/98765432 e/johnd@example.com a/John street, block 123, #01-01 : Adds a client named John Doe to the DonnaFin.

   • view3 : Opens the client window, where you can access the details of the 3rd client shown in the current list.

   • taba : Access the assets tab of client that is currently viewed.

   • appendn/Good Class Bungalow ty/Property v/$10000000 r/newly bought with bank loan : As we are in the Asset tab now, this will add an asset to the currently viewed client.

   • remove1 : Removes the 1st asset in the Asset tab.

   • home : Return to home window.

   • delete3 : Deletes the 3rd client shown in the current list.

   • exit : Exits the DonnaFin.

6. Refer to the Features below for details of each command.

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3. About

This section aims to help familiarize you with how our application works as well as the terminology that we use throughout our application and user guide.

3.1 Special Icons

Here are the special icons used throughout our User Guide to help you utilise this guide more effectively.

Tips

Tips are tidbits of helpful information that can help you have a better experience with DonnaFin.

Tip: Tips are helpful!

Notes

Notes are here to provide you with extra information that you may find useful when using DonnaFin.

Note: Take notes when you see this icon!

Caution

Cautions are around to warn you of potential unwanted side effects that may occur when using certain features of DonnaFin if you fail to follow this guide properly or tamper with the files of the application without adequate knowledge.

Here lies a cautionary tale!

3.2 Application Home Window Breakdown

Here is an overview of the different elements that makes up the Home Window of DonnaFin

3.2.1 Quick Access Buttons

• This area gives you access to the ‘File’ button that allows the you to quickly exit the app, and the help button that redirects you to the User Guide for further guidance.

3.2.2 Command Box

• The command box is where you can enter a command where you can hit enter to execute it.

3.2.3 Result Display

• The result display is where the response to the command entered is displayed.
• In the event you enter an invalid or wrongly formatted command, the error message will be displayed here as well.

3.2.4 Client List Panel

In this section, you will be able to view a list of all the clients that have their records stored on DonnaFin. The index of a client corresponds to the index needed to be entered in the view command. For example: if the client list is as per the image above, entering the input view 2 would take you to the client window of Bernice Yu, as she has the index of 2.

The following attributes of your client is also viewable from the Client List Window:

1. Name
2. Phone
3. Address
4. Email Address

3.3 Application Client Window Breakdown

The Client window is accessed when you use the view command correctly. Though the client window shows content different from the main window, the ‘Quick Access Button’, ‘Command Box’ and ‘Result Display’ are all the same as explained earlier in section 3.2.

Here is a picture showing all the common elements spread across all tabs in the Client View.

3.3.1 Client Tab Buttons

• These buttons are specific to the Client Window, and you can use these buttons to toggle through the different tabs to access and edit client information. The tabs are as follows:
  1. Contact
  2. Policies
  3. Assets
  4. Liabilities
  5. Notes

The tabs can also be toggled through using the tab command as shown here.

3.3.2 Contact Tab

The Contact Tab is the Client Window tab you first see when transitioning from the Home View to the Client View. Alternatively, this tab can also be accessed by pressing on the Contact button when in any of the Client View tabs, or through typing the command tab c, tab contact or tab contacts. You can access the following contact details of your client:

1. Name
2. Phone
3. Email
4. Address

This information is represented as shown in the picture below.

The Contact tab also supports the edit that allows you to change any of your client’s contact details as shown here.

3.3.3 Policies Tab

The Policies Tab is the Client View tab that stores all of your client’s policies. This tab could be accessed by pressing on the Policies button when in any of the Client View tabs, or by typing the command tab p, tab policy or tab policies.

You will know that you are in the Policy tab if you see the Policies header below the Result Display. You can access the total commission that you have earned through looking at the number to the right of the Total Policy Commisions.

The Policies are displayed in a table where each row represents a new policy, while each column represents a Field of a policy.

Here are the following fields that each policy records:

1. Policy Name
2. Insurer
3. Insured Value
4. Yearly Premium
5. Commission

Each policy has an index which is sorted by Ascending order, and if you would like to remove an existing policy, you can keep track of the index by looking at the number to the left of the policy name you would like to delete.

The Policies tab also supports the append and remove command that allows you to add a new policy or remove an existing policy as shown here.

3.3.4 Asset/Liabilities Tab

This section covers both the asset and liability tab due to their similarities.

The Asset/Liabilities tab is the Client View tab that stores all of your client’s assets/liabilities. This tab can be accessed by pressing on the Assets/Liabilities button when in any of the Client View tabs, or through typing the command tab a, tab asset, or tab assets for the Assets tab and typing the command tab l, tab liability, or tab liabilites for the Liabilities tab.

You will know that you are in the Assets tab if you see the Assets header below the Result Display or the Liabilities tab if you see the Liabilities header below the Result Display. You can see the total value of these assets/liabilities by looking at the number beside the Total Asset/Liability Value.

The Assets/Liabilities are displayed in a Table View where each row represents a new asset/liability, while each column represents a field of an Asset/Liability.

Here are the following fields that each asset/liability records:

1. Index
2. Asset/Liability Name
3. Asset/Liability Type
4. Asset/Liability Value
5. Remarks

Each asset/liability has an index which is sorted by ascending order, and if you would like to remove an existing asset/liability , you can keep track of the index by looking at the number to the left of the asset/liability name you would like to delete.

The Asset/Liability tab also supports the append and remove command that allows you to add a new asset/liability or remove an existing asset/liability as shown here.

3.3.5 Notes Tab

The Notes tab stores additional information about your client. This tab can be accessed by pressing on the Notes button when in any of the Client View tabs, or through typing the command tab n, tab notes or tab notes.

You will know that you are in the Notes tab if you see a big white text box below the Result Display.

3.4 Command Format

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4. Features

This section gives you a detailed explanation on how each of our features work.

For your easy reference and navigation, we have split our features into four different categories:

1. Global Features
2. Home Window Features
3. Client Window Features
4. Database Features

The following categories will explain the intended purpose of our features.

4.1 Global

Global commands consists of features that can be accessed from any (Home or Client) window of DonnaFin. Such features include getting help and exiting DonnaFin.

4.1.1 Viewing help : help

Shows a message explaining how to access the help page.

Format: help

4.1.2 Exiting the program : exit

Exits the program.

Format: exit

4.2 Home Window

Home Window commands consists of features that enables you to manage your client base. These features are exclusive to Home Window, the default window that pops up when DonnaFin is opened.

The Home Window:

Such features include adding and deleting clients, listing/clearing all clients, doing a specific search for clients, as well as viewing a client in detail.

Note: To access and update details on a specific client, you may refer to Client Window Commands.

4.2.1 Adding a Client : add

Adds a client to the DonnaFin.

Format: add n/NAME p/PHONE_NUMBER e/EMAIL a/ADDRESS

Examples:

• add n/John Doe p/98765432 e/johnd@example.com a/John street, block 123, #01-01
• add n/Betsy Crowe e/betsycrowe@example.com a/Newgate Prison p/1234567

Do take note that there is a near duplicate check for names. This means that when adding a person whose name is similar to another client already found in DonnaFin, the result display will prompt the user as shown below but the client will still be added to the client list. However, if the names are exact duplicates they will be rejected.

Near duplicate:

Duplicate:

Names are said to be near duplicates if the names differ only in case (upper case letters where there are lower case letters) or with spaces (user types in two or more spaces in place of one)

Note that this duplicate detection does not try to combine separated words. E.g. ‘John Son’ and ‘Johnson’ would not be seen as near duplicates.

4.2.2 Deleting a Client : delete

Deletes the specified client from the DonnaFin.

Tip: The index reference can be taken from the number next to your client’s name!

Format: delete INDEX

• Deletes the client at the specified INDEX.
• The index refers to the index number shown in the displayed client list.
• The index must be a positive integer 1, 2, 3, …​

Examples:

• list followed by delete 2 deletes the 2nd client in the DonnaFin.
• find Betsy followed by delete 1 deletes the 1st client in the results of the find command.

4.2.3 Listing All Clients : list

Shows a list of all clients in the DonnaFin.

Format: list

4.2.4 Locating Clients by Name: find

Finds clients whose names contain any of the given keywords.

Format: find KEYWORD [MORE_KEYWORDS]

• The search is case-insensitive. e.g hans will match Hans
• The order of the keywords does not matter. e.g. Hans Bo will match Bo Hans
• Only the name is searched.
• Only full words will be matched e.g. Han will not match Hans
• Persons matching at least one keyword will be returned (i.e. OR search). e.g. Hans Bo will return Hans Gruber, Bo Yang

Examples:

• find John returns john and John Doe
• find alex david returns Alex Yeoh, David Li
  

4.2.5 View Client Information : view

Note: You may refer to our Client Window Commands to learn more about what you can do after executing our view command.

Allows you to open the client window to access all data on your specific chosen client. Once in this window, you can see each client field in detail and edit existing information.

Tip: The index reference can be taken from the number next to your client’s name!

Format: view INDEX

• Edits the client at the specified INDEX.
• The index refers to the index number shown in the displayed client list.
• The index must be a positive integer 1, 2, 3, …​

Examples:

• view 1

4.2.6 Clearing all client data : clear

Clears all data from the DonnaFin.

Format: clear

4.3 Client Window

Client Window commands consists of features that enables you to manage data on each specific client. These features are exclusive to Client Window. They give access and writing privileges for any client information fields. You can access these commands once you have entered the Client Window using our view command.

The Client Window:

Such features include switching tabs, editing contact information, managing financial details, as well as notes for each client.

4.3.1 Switching Tabs In Client Window: tab

Allows you to navigate to a different tab.

There are five tabs:

1. Contact
2. Policies
3. Assets
4. Liabilities
5. Notes

Note: Our tab command works in any of these five tabs!

Format: tab KEYWORD

4.3.1.1 Contact Tab

Switches you from any tab in Client Window to Contact tab.

Keywords: c, contact or contacts (case-insensitive)

Examples:

• tab c
• tab contact

4.3.1.2 Policies Tab

Switches you from any tab in Client Window to Policies tab.

Keywords: p, policy or policies (case-insensitive)

Examples:

• tab p
• tab policy

4.3.1.3 Assets Tab

Switches you from any tab in Client Window to Assets tab.

Keywords: a, asset or assets (case-insensitive)

Examples:

• tab a
• tab asset

4.3.1.4 Liabilities Tab

Switches you from any tab in Client Window to Liabilities tab.

Keywords: l, liability or liabilities (case-insensitive)

Examples:

• tab l
• tab liability

4.3.1.5 Notes Tab

Switches you from any tab in Client Window to Notes tab.

Keywords: n, or note or notes (case-insensitive)

Examples:

• tab n
• tab note

4.3.2 Edit Client’s Contact Information: edit

You can edit your client’s contact fields with our edit command.

Note: You should be in Contact tab to use these commands.

Format: edit [n/NAME] [p/PHONE_NUMBER] [a/ADDRESS] [e/EMAIL]

• We support multi-field update, you may edit more than one contact field at once.
• edit requires at least one field present to be valid.

The Contact Tab:

Example: edit n/Allison Wang e/allison@plpgp.com

Below is a breakdown of how you can edit each contact field.

4.3.2.1 Edit Client’s Name

You can edit the name of the client you are currently viewing with our edit command.

Format: edit n/NAME

• This action will override client’s current name.

Example: edit n/Allison Wang

4.3.2.2 Edit Client’s Phone Number

You can edit the phone number of the client you are currently viewing with our edit command.

Format: edit p/PHONE_NUMBER

• This action will override client’s current phone number.

Example: edit p/81753076

4.3.2.3 Edit Client’s Address

You can edit the address of the client you are currently viewing with our edit command.

Format: edit a/ADDRESS

• This action will override client’s current address.

Example: edit a/#12-123 Phua Chu Kang Ave 7

4.3.2.4 Edit Client’s Email

You can edit the email of the client you are currently viewing with our edit command.

Format: edit e/EMAIL

• This action will override client’s current email.

Example: edit e/allison@gmail.com

4.3.3 Asset Features

Asset Features consists of features that enables you to add and remove assets for your clients.

Note: You should be in the Assets tab for these functions to work as intended.

The Assets Tab:

4.3.3.1 Add an Asset to a Client: append

Adds a new asset to the current client you are viewing.

• $ASSET_VALUE is a monetary value. DonnaFin will only accept whole numbers and values in 2 decimal places (i.e. $120 and $120.20 are valid. $120.2 is invalid).

Format: append n/ASSET_NAME ty/ASSET_TYPE v/$ASSET_VALUE r/REMARKS_ON_ASSET

Example:

• append n/Good Class Bungalow ty/Property v/$10000000 r/newly bought with bank loan

4.3.3.2 Remove an Asset from a Client: remove

Remove an existing asset from the current client you are viewing.

Tip: The index reference can be taken from the number on the leftmost column!

• Removes the asset at the specified INDEX.
• The index refers to the index number shown in the displayed asset list.
• The index must be a positive integer 1, 2, 3, …​

Format: remove INDEX

Example:

• remove 1

4.3.4 Liability Features

Liability Features consists of features that enables you to add and remove liabilities for your clients.

Note: You should be in the Liabilities tab for these functions to work as intended.

The Liabilities Tab:

4.3.4.1 Add a Liability to a Client: append

Adds a new liability to the current client you are viewing.

• $LIABILITY_VALUE is a monetary value. DonnaFin will only accept whole numbers and values in 2 decimal places (i.e. $120 and $120.20 are valid. $120.2 is invalid).

Format: append n/LIABILITY_NAME ty/LIABILITY_TYPE v/$LIABILITY_VALUE r/REMARKS_ON_LIABILITY

Example:

• append n/Property debt with DBS ty/debt v/$100000 r/10% annual interest

4.3.4.2 Remove a Liability from a Client: remove

Remove an existing liability from the current client you are viewing.

Tip: The index reference can be taken from the number on the leftmost column!

• Removes the liability at the specified INDEX.
• The index refers to the index number shown in the displayed liability list.
• The index must be a positive integer 1, 2, 3, …​

Format: remove INDEX

Example:

• remove 1

4.3.5 Policy Features

Policy Features consists of features that enables you to add and remove policies for your clients.

Note: You should be in the Policies tab for these functions to work as intended.

The Policies Tab:

4.3.5.1 Add a Policy to a Client: append

Adds a new policy to the current client you are viewing. You must be in the Policies tab.

• $INSURED_VALUE, $YEARLY_PREMIUM and $COMMISSION are monetary values. DonnaFin will only accept whole numbers and values in 2 decimal places (i.e. $120 and $120.20 are valid. $120.2 is invalid).

Format: append n/POLICY_NAME i/INSURER iv/$INSURED_VALUE pr/$YEARLY_PREMIUM c/$COMMISSION

Example:

• append n/Diamond Policy i/AIA iv/$10000 pr/$200 c/$1000

4.3.5.2 Remove a Policy from a Client: remove

Remove an existing policy from the current client you are viewing. You must be in the Policies tab.

Tip: The index reference can be taken from the number on the leftmost column!

• Removes the liability at the specified INDEX.
• The index refers to the index number shown in the displayed policy list.
• The index must be a positive integer 1, 2, 3, …​

Format: remove INDEX

Example:

• remove 1

4.3.6 Edit Notes

You can simply add your changes inside the notes field inside Notes tab and DonnaFin will automatically save your data.

4.3.7 Returning to Home Window: home

Allows the user to return to the home window.

Format: home

4.4 Database

Database features consist of features that are related to how your client data is stored.

4.4.1 Saving the data

DonnaFin data are saved in the hard disk automatically after any command that changes the data. There is no need to save manually.

4.4.2 Editing the data file

Tip: If your changes to the data file is erroneous and causes DonnaFin to “lose its data”. Don’t worry, as long as you do not run commands, your data is still stored. Simply undo your changes to restore.

DonnaFin’s data is saved as a JSON file [JAR file location]/data/donnafin.json. Advanced users are welcome to update data directly by editing that data file.

{
  "persons" : [ {
    "name" : "Alex Yeoh",
    "phone" : "87438807",
    "email" : "alexyeoh@example.com",
    "address" : "Blk 30 Geylang Street 29, #06-40",
    "notes" : "Likes bread",
    "policies" : [ {
      "name" : "Golden Age",
      "insurer" : "AIA",
      "totalValueInsured" : "  14000.00", // note the invalid monetary format
      "yearlyPremiums" : "$ 28.00",
      "commission" : "$ 4.00"
    } ],
  } ]
}

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5. FAQ

Q: How do I transfer my data to another Computer?
A: Install the app in the other computer and overwrite the empty data file it creates with the file that contains the data of your previous DonnaFin home folder.

Q: I have multiple clients with the same name, but your application won’t let me add them! What do I do?
A: We realise some names are common, but we decided to prioritise your ability to instantly recognise a client over letting you keep the accuracy of the name. For that reason, we suggest adding other identifying nicknames or words in the name e.g. “John Walker (Bartender)” and “John Walker (Johnny)”.

Q: My clients have assets and policies valued in USD / RMB / AUD / other currency. How can I show this in the table?
A: We plan to have multi-currency support in future developments. However, currently we only accept dollar (‘$’) currencies and formats that are compatible with the Singapore Dollar. For now, please use only a single currency and convert as appropriate.

Q: I want to write with non-latin alphabets. Do you have support for internationalization (e.g. Chinese, Hindi, Malay)
A: While it may not break our system, we have developed this application with latin script in mind, and cannot guarantee a bug-free experience.

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6. Command summary

This section gives a quick summary of how you may use DonnaFin. You may click on the links for each command to jump to the detailed description on how to use a specific command.

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7. Glossary

• CLI: Abbreviation for command line interface, where commands are processed in the form of text as opposed to graphical user interfaces(mouse-based applications).
• Asset: Items that generate profit or return on investment.
• Liability: Obligations that require payments from the client.
• Policy: A contract between an insurer and policyholder (the client in this case) where the policy holder receives financial protection or reimbursement against losses.

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