Smart Accounts

When working with a number of different accounts, you may wish to organize and access transactions that exist in more than one account. Smart Account allows you to gather and automatically update information from all other accounts using the criteria you specify.

Creating a Smart Account
  1. Select Accounts > New Smart Account or click the gear button in the Account Editor and choose New Smart Account.
  2. Choose a name for the account.
  3. Choose the criterion upon which transactions should be selected, e.g., account type, name, transaction category, date, etc. To use more than one criterion, click the "+" button. The selection of criteria is presented in the following way:
  4. "Any/All" of the following are true:
    "Variable 1" "Variable 2" "Variable 3 (if required)" [field to enter a keyword]

Anytime you select the Smart Account, you will automatically be shown updated information based on the criteria you have chosen. To change the criteria of a Smart Account, right-click on its name in the Library and select Edit Smart Account.