Transactions
In the Transactions screen, you can enter expenses paid to vendors, other income deposited, and transfers of funds between financial accounts, such as payment of a credit card balance.
To open the Transactions screen, click Transactions in the navigation panel.
- See your expense, deposit, and transfer information.
- Add or edit deposit information.
- Add or edit transfer information.
- Delete deposits and transfers.
- Filter your information by financial account, date, and category.
- Search deposits and transfers.
- Access the Financial Accounts screen.
Note: Click Manage Financial Accounts, and then add an account or edit information for a specific account in the Financial Accounts list.