New Transaction

Adding a transaction
  1. Select an account in the Library.
  2. Click the "+" button in the Item Editor or select Action > Add Transaction. The Detail View appears on the right.
  3. Enter the transaction information:
  4. In the More Info line, select "Show" to view the following information:

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
  1. Select the transaction you want to delete in the Workspace.
  2. Right-click on its name or go to Action, and select Remove Transaction.
Moving a transaction to another account
  1. Select the transaction in the Workspace.
  2. 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.