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Using the Accounts Screen

This screen is displayed by clicking Accounts in the sidebar. The screen lists all your accounts and their current balance. From this screen, you can:

  • Move money between your accounts by adding transactions.
  • Review transactions made on a single account.
  • List all transactions.
  • Search for a transaction.

 

 

What else can I do?

The Accounts screen provides a single location where you can carry out all account-related tasks. In addition to the above, you can:

  • Add new accounts.

  • Modify account details (by double-clicking the account).

  • Set up recurring transactions.

  • Delete accounts.

 

 

Further Information

For details of how to carry out tasks in the Accounts screen, please refer to: