To view and edit the detailed transaction list, use the Transactions window
- Select the necessary day in the Calendar.
- In the Day menu, select Show Transactions.
- Make the necessary changes.
Name – select the transaction name that will be displayed in the calendar.
Category – select a category from the list. If the necessary category is not in the list, click the button to invoke Category Manager and add the necessary category. After the Category Manager is closed, the new category will appear in the list.
Time – time at which this transaction is to be performed (or was performed).
Amount – specify transaction amount (must be a positive value).
Date – date at which this transaction is to be performed (or was performed).
Type – transaction type.
Origin Account – account of the transaction.
Target Account – used for transfer operations when transferring money from Origin Account to Transfer Account.
Note – specify a note for this transaction if needed.
- Close this window.
The button deletes the currently selected transaction.
Warning! After you have made changes and pressed the "Update" or "New" button, the changes cannot be undone.
Using the Transactions window, you can create copies of existing transactions. To do this, select the necessary transaction in the list and click New. A copy of the transaction will appear in the list.
You can also invoke this window in the following ways:
- Right-click the required day and select View Transactions in the menu that will appear.
- Select the required day and press the Enter key.
- Left-click the icon located in the top part of the calendar day.
Why specify time
The transaction list is sorted by date and time. If you specify time, you will be able to keep track of the exact account balance after each transaction.
In the picture above, all transactions occur at the same time. In the following picture, exact time for transactions is specified.
Apparently it will not be possible to perform all payments at this day. The payments have to be scheduled in later days even though the balance at the end of the day is positive.