How to use


 

Adding Transactions:


-          To add a transaction, click the Add icon.

 


           

! If you have never added this transaction before (ex: groceries), click the Add T button.

 

            ! Likewise if you have never added the location before (ex: Albertsons), click the Add L button.

 


           

Add T:

           

-          Enter the name of the transaction and click OK.

 

Add L:

           

-          Enter the name of the location and click OK.

 

 

 

 

Then back on the Add Transaction box:

 

·         Fill in the date (default set to today)

·         Click Transaction and select your transaction name

·         Fill in the amount (use – sign for credits)

·         Click Payment and select the type of payment

·         Click Location and select the location

 


 

 

 

Saving Transactions:


 

-          To save the transactions, click the Save icon.

 


 

Adjusting Transactions:


 

-          If you would like to set the balance to a certain amount, click on the Transaction Menu on the top, and select Adjustment.

-          Enter the amount to adjust to  (make sure to use – sign for negative balance)