Archive for the ‘Home Inventory Tips’ Category

Home Inventory Tips: Adding or Updating Multiple Items at Once

Friday, July 23rd, 2010 by Diane

Are you adding multiple items that are very similar and don’t want to fill in every field for every item?  Or perhaps want to make the same change to multiple items without having to update each item separately?

It’s easy with Home Inventory!

Let’s take the example of adding a box of brand new matchbox cars just purchased at your local toy store.

First add an item for each car but only fill in the information that is unique to the car, for instance in the following example the only item filled in is the ‘model’.

Next, select all the items that were just added.

To select consecutive items in a list click on the first item in the list you are interested in. Then, while holding down the shift key on your keyboard, click the last item. Home Inventory will automatically select the first item you clicked on, the last item you clicked on, and every item in between. If you wish to select multiple items that are not grouped together in the list, you can hold down the Command (⌘) key while clicking an item. That item will be selected without deselecting any previously selected item(s).

When multiple items are selected, double click to edit.  Enter the value for the fields that should be the same for all the selected items and click update.  In this example we updated the make, location, condition, purchased,  date, and price.

All items are now updated.



Home Inventory Tips: Does your insurance policy cover everything?

Wednesday, April 14th, 2010 by Diane

I recently read a review of  Home Inventory on MacUpdate that answered this question - see LARRYMCJ.

When we hear reviews like this it helps us understand how important a product like Home Inventory is for everyone and makes the hard work and long hours well worth it.  The latest release of Home Inventory offers the ability to analyze personal property coverage based on the total value of your possessions as well as the value of individual items in order to determine whether your coverage is enough, too much, or requires additional riders.

For personal property coverage it is normal for policies to set limits for items in certain categories such as jewelry or business equipment.  The coverage limit could be set for an individual item and for the total of all items in the category.  Let’s look at the category jewelry as an example.

In a typical policy the limit for jewelry may be set to $1500 of coverage for any one loss.    Policy coverage sub-categories in Home Inventory allows you to easily determine if you are adequately insured for items that may have special coverage limitations and require additional riders to ensure adequate coverage.

To add a policy coverage sub-category to your existing personal property policy coverage click the Add Coverage button in the Bottom Button Bar while in the Policies view:

You will be prompted to provide a name for the policy coverage, the type, amount of coverage and deductible.  If there is a limit for any single item use the max single item value field.  To make this policy coverage a sub-category select the name of the policy coverage under the sub-category of dropdown menu.  Next, select the items to be covered in this sub category.  In our example we have selected the category jewelry.  Click Add when you are finished:

In this example we created a policy coverage sub-category called ‘Jewelry’ under the existing policy coverage ‘Our Personal Property’.

Based on the total value of the items covered by this sub-category, you can easily see through the warning that this inventory is not adequately insured.  “The value of the covered items $7715.99, exceeds the coverage amount of $1500.00.”

Based on the individual value of each item you can easily see through the warning that the maximum coverage for each individual item in this sub-category is not adequate.  “The item ‘Engagement Ring’ exceeds the maximum value allowed for a single item of $1500.00.”

With Home Inventory you are able to determine very quickly if you need to readjust the terms and amount of coverage provided by your policy in order to be adequately insured for unforeseen future loss.


Home Inventory Tips: Text Receipts

Sunday, March 7th, 2010 by Kevin

I tried to post this tip last week, but had some problems with the blog and ended up losing the post. Anyway, this week we’re going to get into a somewhat obscure feature of Home Inventory 2: Text Receipts.

Being a true geek I try to buy anything and everything online, wherever possible. When I was developing Home Inventory 2, this presented a bit of a problem. Many times my purchase would arrive with only a packing list inside. The receipt for the order would be sent via email or displayed as as web page when I completed my purchase. Home Inventory allows you to add receipts (and photos) in several different ways: through image files, by dragging and dropping images from an external application into Home Inventory, by taking a still picture with your Mac’s iSight camera, or by scanning them in with a scanner. I could use the first method to add a receipt for an online purchase by selecting the Print option under the File menu in my email client and then saving the receipt to a PDF file, which I could then drag and drop into Home Inventory. This works, but seems a bit clunky to me.

These receipts were really just rich text, for the most part, and what I really wanted was to be able to select the receipt contents in my email client or web browser and copy and paste or drag and drop them into Home Inventory. Thus, the idea of text receipts was born.

To add a text receipt to an item in Home Inventory, click the Receipt button in the Bottom Button Bar of the Item Information Area:

Add Receipt Text

This will bring up the Text Receipt Panel. Next, select the contents of the receipt in your email application, web browser, or wherever else the receipt is stored. To get the receipt content into to the Receipt Area, you can take one of two approaches: copy and paste the receipt contents or drag and drop them.

To copy and paste the contents, choose the Copy option under the Edit menu in the source application (this would be your email application, web browser, etc). Next, click the box immediately below the text that says Paste or drag your receipt contents to the box below in the Text Receipt Panel in Home Inventory to make it active and then select Paste underneath the Edit menu in Home Inventory to paste the receipt contents.

To use the drag and drop approach, click on the selected receipt contents in the source application and, while still holding down the mouse button, drag them over to the box immediately below the text that says Paste or drag your receipt contents to the box below of the Text Receipt Panel, then let go of the mouse button. The receipt contents should appear in the Receipt Area:

Text Receipt Panel

Once you’ve added your receipt content and (optionally) given the receipt a label, click the Add button to add the receipt to the selected item.

Home Inventory Tips: Dated Notes

Thursday, February 18th, 2010 by Kevin

This post is the first in a series on using Home Inventory. Every week or so we will take a feature in Home Inventory 2 and explore some of the different ways it can be used.

This week we’re going to take a look at one of my favorite features in Home Inventory: dated notes. This is of those simple features that has turned out to be far more useful than I would have imaged when I first implemented it when Home Inventory 2 still in development.

As you might have guessed from the name, a dated note is a freeform text note with an optional date. You can add as many dated notes as you want to an item, location, collection, or policy by clicking the Add Note button along the bottom of the inventory window:

The Add Note Button

If you’ve read the old Binary Formations blog or followed us on twitter (@BFormations, in case you’re interested), then you probably know I’m an avid guitar player. One of my favorite guitars is the Fender Stratocaster. I have three of them and like a lot of ‘Strat’ owners, I love everything about those guitars but the electronics. My geek gene has left me no other choice but to modify them.

By now you’re probably wondering what guitar modification has to do with Home Inventory. That’s an easy one: I’ve been using the dated notes feature to keep track of these modifications. Each time I make a change to a guitar I add a new note in Home Inventory so I have a record of what was done. Like a lot of guitar players, I like to know what changes an instrument has undergone over time. I like to know its history.

Here’s what some of those notes look like for a 2002 American Stratocaster I have:

Notes Screenshot

Notes on my guitar 'mods'

Dated notes aren’t just for guitar players. I’ve had several customers tell me they use them to keep a record of the repair histories for their items. In our house we use dated notes for locations to keep track of renovation work and the colors we used to paint the walls (which is always helpful to know when you have do the inevitable touchup). For policies, notes provide a nice way to keep a record of your claim history and policy changes.

We’d like to know how you are using Home Inventory. If you have a tip on using Home Inventory you want to share with others, send us an email at tips@binaryformations.com.