Accounts
Prospects™ allows you to manage your finances through the use of accounts. Accounts are separated into Binders (for more information on Binders, see the associate help page). There can be multiple accounts within a Binder and multiple Binders within a Prospects™ file.
Prospects™ provides you with a set of standard account types consisting of the following:
To create an account, you must first have created a Binder (see associate help page for more information). Click on the Binder you would like the account to be created under and click the plus sign (). The Account window will then pop-up:
The drop down menu at the top of the window (titled "Account" above) allows you to choose whether you would like to create: a Binder, an Account, a Budget or a Report (see the corresponding Help pages for more information). The instructions below outline how to create a new Account:
You can also add an account by clicking on the Binder you wish to add the account to (or highlight an account in the list under the Binder you wish to add the account to) and then click the action icon (). Select "New..." option in the menu list:
The Account window will then be displayed and you will be able to make edits as described above.
An account name is required for creating a new account. If you do not enter an account name, an alert will be displayed:
You can modify the details of an account once it has been created by highlighting it in the Account list and clicking the Action icon (). Select the "Edit..." option in the menu list:
The Account window will then be displayed. Make updates as you deem appropriate and then click the OK button. You changes will be reflected immediately.
Prospects™ allows you to delete an account also. Note that deleting an account will delete all of its transactions as well.
To delete an account, highlight the account you wish to delete in the Account list, and click the Action icon (). Select the "Delete..." option in the menu list:
You will be prompted to verify that you want to delete the account:
Click the OK button. The account will then be deleted.