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Editing transactions

Transactions can be of three types: expense, income or transfer of money from one account to another. If you transfer money between accounts with different currencies, you need to enter the exchange rate. The rate is entered automatically from the corresponding directory, but you can change it for any transaction.
 
To create a new transaction, you need to enter minimum data: amount of the transaction, date and account. Other settings are optional.
 
Editing transactions
1

Type

Type of a transaction - income, expense or transfer.
2

Description

Description of a transaction. You can choose a description from the list of transactions that were entered earlier and that are related to the selected category.
3

Account

Account that will be credited or debited money. If you transfer money, specify credit and debit accounts and exchange rate (if account currencies are different).
4

Amount

Amount of the transaction in the account currency. Click the Plus (+) button to display additional fields: price, quantity and discount (tax). You can enter data to any two fields from three (price, quantity and amount), the latter is calculated automatically.
5

Date

Date of transaction. By default this is the current day or date of the last entered transaction. The field is inactive if the schedule is set.
6

Categorization

Transactions can be organized to categories, payees and family members, and you can add to them unlimited number of tags.
7

Comment

Here you can type any text that describes a transaction.
8

Access rights

9

Advanced settings

Open the tab with advanced settings. (this function is available in Pro version only)
10

Status

Status of a transaction - cleared, uncleared, reconciled. Uncleared transactions do not influence balance.
11

Schedule

Set the schedule for the transaction.