You can transfer funds between accounts or people by clicking on the transfer button in the toolbar. The factory settings button displays a list of financial institutions which may contain yours in order to fill some settings automatically (icon, online banking address and OFX direct download information for supported financial institutions). When you select a checkbook in the completion menu, its next check number is automatically incremented. These informations are meant to be used in the transaction info field in order to precise the kind of an transaction such as the card used in case of a credit card transaction or the number of the check in case of a check transaction. You can create several credit cards and checkbooks per account. You can also choose the owner and the possible co-owner among the people of the document (this will be used to compute the money each person has). You can also drag and drop an image file on the icon. To modify the icon, click on it to select it and then paste an image that you have previously copied from a web page for example. It will let you edit its name, its icon, its currency, its original balance and add some information about your bank account for online banking. You can edit an account by double-clicking on it. If you maintain the option key while dragging, the accounts will be duplicated instead of moved. You can move accounts in another document by dragging them onto it. You can reorder accounts by drag and drop. You can remove accounts by clicking on the '-' button. You can create a new account by clicking on the '+' button. The first value under the name of an account indicates its real balance and the second one indicates the bank balance (only the reconciled transactions are considered). The accounts list on the left of the window displays the accounts of the document with their icon and their balance.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
January 2023
Categories |