Managing Accounts

Creating Accounts

To create a new account - Select the Menu menu then Create Account.

Type the name of the account you want to create, and press OK. That account will now appear in the list of accounts on the main screen.

HINT: See if you can give your accounts names that start with different letters of the alphabet... If you do, you can make entering transactions quicker. On the Transaction Form, when you select from the "To Account" or "From Account" field, just type the first letter of the account, and the combo box will go straight to that value.

Viewing Accounts

When you click on the account in the list of accounts, you will be able to see the (non-cleared) transactions in that account.   If you click on a transaction in that account, you can view the details of the transaction on the right hand side of the transaction list.

The toolbar functions in the account view are:

Editing Accounts

If you want to change the name of an account, press the Settings button.

Balancing Accounts

See Balancing Accounts.

Closing Accounts

When you no longer want to be able to enter transactions against an account, you can close that account. The account will still exist, but you will no longer be able to select that account when you are entering new transactions.

To close an account, you must have:

To actually close the account, edit the account (by pressing Settings) then press the Lock button.

Once you have closed an account, it will no longer be visible in the list of open  accounts, but will be shown under "X Accounts".

If you closed an account by accident, edit it and press the  Unlock button.

Deleting Accounts

Accounts can only be deleted when there are no transactions for that account (otherwise, confusion will reign). You will need to move ALL transactions out of an account before the system will let you delete it. Once there are no transactions, edit the account (by pressing the Settingsbutton) then press the Delete button.