Main Window
Library
Displays all your accounts with their balances and allows you to open the overview of all main tools found in Money.
Workspace
- Displays a list of transactions, a report, a budget, etc., depending on the tool selected
- To filter entries by keyword or search for a specific entry, click the magnifying glass icon in the Account Editor to open the Search field.
- To place entries in a particular order, click on a column header once or twice, depending on the order desired.
- To rearrange columns, drag the column headers left or right.
- To hide or show columns, right-click on any of the headers and add or remove ticks next to the column names.
- To adjust the width of the columns, drag the separator line between two headers left or right.
Manage Bar
- Displays lists of all main tools found in Money:
- Scheduler: Shows a list of all your scheduled transactions.
- Reports: Displays a list of all your reports.
- Budgets: Allows you to set up budgets for different categories of income and expenses and to follow their progress.
- Portfolio: Displays an overview of your investment portfolio, the quote history of your securities, historical variations of your portfolio market values, and key information from the world market.
- Categories: Lets you open the full list of the transaction categories and add, remove, modify, or rate them.
- Payees: A place to make a list of your payees and specify their contact information.
- To show or hide the Manage Bar, move the cursor to its title and click on the Show/Hide option that appears.
- To open an item in the Workspace, click on the item in the Manage Bar.
Detail View
Provides a space to enter or select various parameters of new transactions, reports, budget items, payees, and stock market information. You can keep it open at all times or hide it by clicking on the disclosure triangle in the bottom right corner of the window.
Item Editor
Depending on the Money function selected, allows adding, removing, editing, or sorting various items (categories, budgets, reports, etc.)
Search
Allows searching by keyword within all sections of Money.
Account Editor
Allows adding, editing, or removing a new account; also allows adding a new transaction, smart account, or WebBank.