In this dialog you can modify the following properties of the transaction:
Type of transaction
If you are paying money, select Withdrawal.
If you are receiving money, select Deposit.
If you are transferring money from one account to another, select Transfer.
Date
Enter a date of transaction. TodayÆs date is set by default.
Account
It is a name of the account to be used by transaction.
Payee
It is a name of the payee. You may choose a payee from the drop-down list or enter a new one (it will be automatically added to the list of payees).
From (Transfer only)
This field represents a source account for a transfer.
To (Transfer only)
This field represents a target account for a transfer.
Category
These two field contain names of spending category and subcategory. Choose one of existing categories or input a new one. It is very important to assign categories for every transaction for tracking purposes. See the Reports section of this help file for details.
Split
If your paid or received amount canÆt be described with one category (for example, youÆve got milk and engine oil in the supermarket), click on this button and split the transaction amount to different categories. See Split Dialog for details.
Number
If you were paying with check, enter its number here. This box may also have special transaction categories defined by you. In order to define a new transaction category, go to Tools, Transaction Categories.
Amount
Enter amount of money into this field. Please, use amount in the account's currency.
Comment
This field may have any text describing a transaction (optional).
If the transaction that is being entered is a transfer between two accounts with different currencies, then a currency exchange dialog will popup. The user must enter currency exchange rate or a target value of the transfer in order to complete the transaction.
Additional information: