New Transaction
Adding a transaction
- Select an account in the Library.
- Click the "+" button in the Item Editor or select Action > Add Transaction. The Detail View appears on the right.
- Enter the transaction information:
- Category: Click on the field to choose one of the existing categories from the list or type a new one. If you do not want the list to appear as soon as you add a new transaction, uncheck the appropriate box in Preferences > General.
- Type: Expense, income, or transfer (decrease, increase, or transfer in asset accounts).
- Amount: Type the amount and select one of the operational currencies. If you do not change the currency, the default will be used.
- Date
- Payee: Click on the field to choose from the Payees or Foursquare lists or type a new payee, which will be automatically added to the list.
- Notes
- Add Attachment: Click to select any document from your hard drive to be linked to the transaction. Alternatively, just drag a file from Finder and drop it onto the Add Attachment field. When you click on the attachment, a Finder window with the location of the file will open.
- In the More Info line, select "Show" to view the following information:
- Transaction No.: Here, you can choose to print a check of the transaction.
- Label: Click on one of the colors to mark the transaction.
- Tags: Click on the field to choose one or more of the existing tags from the list or type a new one.
- Add Split: If your transaction involves more than one category, select Split and add as many categories as you need, using the "+" button.
The transaction appears in the account you chose as soon as you select its category. As soon as you click on the transaction in the Workspace, you can edit its content in the Detail View on the right.
Clicking on the lightning icon in the Item Editor allows you to see and select the most popular categories, top payees, and recently added transactions.
Deleting a transaction
- Select the transaction you want to delete in the Workspace.
- Right-click on its name or go to Action, and select Remove Transaction.
Moving a transaction to another account
- Select the transaction in the Workspace.
- Drag it onto the appropriate account icon in the Library.
Note: If you select a payee from the Foursquare list before choosing a category, the category will be suggested for you. Click the category field to change it.