View single transactions month for month and the totals at the bottom of the screen.
- Select all or a specific category from the Categories dropdown box.
- To add, edit or delete categories, click the button (...) to the right.
Time Frame (month or year)
- Click on the arrow buttons to move back or forth one month at a time.
- Click on the month name to display a dropdown list of all months, select the desired month.
- Alternatively, check the "Year" checkbox to show the transactions of the year.
- Click on the year, up-down arrows will appear for year selection. Clicking again on the year will refresh the list.
Credit - Debit
Checking the Credit and/or Debit check boxes will show credit or debit transactions, only, or both.
Public - Private
Checking the Public and/or Private check boxes will show public or private transactions, only, or both.
Private transactions will only be visualized if
1. the budget has been set to show private records in the Settings window
2. the Show Private Records is selected in the View Menu.
Click on the column header to sort the list accordingly.
Add a transaction
- click the Add Credit or Add Debit button to open the Transaction Details window.
- from the Menu Bar click Budget and select <Add...>, <Add Debit> or <Add Debit>
The Transaction Details window opens.
Edit a transaction
Select the item to edit and press the Edit button to reach the Transaction Details window.
Delete a transaction
Select the item to delete and press the Delete button and confirm.
Change to the Balance sheet
Click on the Balance tab.