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The Num Field This field allows you to enter the method of payment. If a check is used, you can enter the check number or optionally choose one of the next five checks. You can also select ATM for ATM transactions or electronic fund transfer, EFT, for debit transactions.
The Date Field The pop up for this field shows the current date as well as the four previous days. Underneath the separator, the most recent dates used are also displayed.
The Payee Field This field identifies the recipient (or originator) of the transaction. The pop up for the payee field shows a list of all previously used payees, followed by a separator, and followed by a list of recent payees.
The Deposit & Payment Field These fields are used to indicate the amount deposited to or paid from the account. Enter a value in either one of the fields. The pop up for the fields contains a list of recently used amount for each type.
The Category Field This field identifies the type of expense or income for a transaction. Examples are Medical, Taxes, Salary, etc. Categories can be divided into subcategories by specifying the category as Category:Subcategory. The subcategory will then show up under the appropriate category in the popup menu.
Splits If a transaction includes incomes or expenses of more than one type (category), then a split can be used to specify what part of the transaction corresponds to what category of income or expense. A split can be created or edited by pressing the Split Button at the bottom of the window. See "Using the Split Window" below for information how to enter the split when the Split Window appears.
The Memo Field The memo field is simply an area to enter additional information about the transaction. Use this field to enter whatever text you would like to describe the transaction.
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