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)