Transactions

Overview

Prospects™ is a transaction-based application. The data entered into the Transaction table is utilized for all of the Transaction ViewPoints. You can add, modify, and delete transaction manually. You can also add transactions into the application by importing them (see the Importing Data Help page for more information).

Prospects™ allows you to completely customize your transaction table view. If you ctrl-click (right-click) on the header row, you can check or un-check which columns you would like displayed in your current transaction table. Below is a screen shot of the available columns:

You can also change the ordering of the columns to fit your needs by dragging and dropping the columns to the order you prefer.

For each account you create, Prospects™ will store the size of the columns, order of the columns, and visable columns so that when you toggle between accounts and/or re-open the application, the transaction table will be exactly as you customized it previously on a per account basis.

To move between the fields, press the tab key or point and double click into the field you would like to update. To move backwards a field, you can hold the shift key while pressing the tab key. Moving forward and/or backwards between fields only applies to the alpha-numeric fields, not to the specialized fields (i.e., you can not move into the Attachments and Category fields). The Balance field is not editable, Prospects™ calculates the value that populates that field based upon the entries into the transaction table. Utilizing the tab and shift-tab key combinations are available only if you have the enhanced keyboard navigation preference turned on (for more information, visit the Prospects™ Preferences Help page).

Adding a Transaction

To add a transaction into the Transaction table, highlight the next row available in the table. Prospects™ will automatically input the the current date into table. However, you can enter any date you wish, either forwards or backwards in time.

Note that you can input only the month and day in the Date field then Tab or click to another column in the table. Prospects™ will automatically add the current year to the date for you. Prospects™ will also automatically format the date for you if you do not enter it in the format presented in the Transaction table (e.g., if you enter 02-15-08 in the Date column and Tab or click to another column Prospects™ will format it to: 02/15/08).

The column with a paper clip icon in the header () is is used for attachments. For more information regarding attachments, see the associated Help page for more details.

The Num column is a open text field and can be used to attach a specific identifier to a transaction. For example a check number if the account is a checking account. After you are finished entering data into the field, press the enter/return key or Tab key to submit the entry.

The Category column is used to assign a category to a transaction. The Category column utilizes a drop down menu structure. For more information regarding categories, see the associated Help page for more details.

The Notes column is an open text field in which you can add in notes specific to a particular transaction. After you are finished entering data into the field, press the enter/return key or Tab key to submit the entry.

If the transaction you are adding is a deposit, enter the amount in the Deposit column. After you are finished entering data into the field, press the enter/return key or Tab key to submit the entry.

If the transaction you are adding is a payment, enter the amount in the Payment column. After you are finished entering data into the field, press the enter/return key or Tab key to submit the entry.

The resulting balance from the transaction added will be displayed in the Balance column.

Modifying a Transaction

To modify a pre-existing transaction, highlight the row you would like to edit and either double-click the field you would like to update or choose the drop-down menu if it is a field that has that type of menu. After you are finished modifying a field, press the enter/return key or press the Tab key to submit the change(s).

Deleting a Transaction

To delete a transaction from the table highlight the row and press the delete key or ctrl-click (right-click) on the row and select the "Delet" option:

By default, Prospects requests that you confirm deletions of transactions. To turn this Preference off, visit Prospects Preferences and un-check the following option: