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Money Accounts

 
 

 

 

The Money Accounts window lets you divide up the different ways in which your keep your money, for example bank accounts, credit cards, petty cash etc. The list shows you the balance for each account or, in other words, what's left after money has been spent and taken through the account.

Sorting The List
You will notice that the top of each column has two arrowheads beside the column name. These are sort arrows, and allow you to alphanumerically re-order the list based on that column. The upward arrowhead orders the column from a to z. The downward arrowhead orders the column from z to a. When you click on an arrowhead, the other arrowheads disappear to indicate that you are sorting the list based on the order in that column. To un-sort the list, click on the arrowhead again, and all the arrowheads will reappear.

Adding Accounts
If you wish to create a new account, click the New button to bring up the Money Account Detail window, as shown below.

This window will allow you to create the new account. You may use whatever name you wish, as well as giving it an account number and bank branch sort code if appropriate. If the account already has a balance when you create it, you may also enter the amount.

Editing Accounts
To display an account, click on its line in the list, and either press the enter key on the keyboard, or click on the Display button. You may change any of the details about the account at any time. If you have made some entries against a money account, and decide to change, for example, the account name, the program will recognise the change has been made, and the entries will still be against the account despite the new name.

Deleting Accounts
To delete an account, click on its line in the list, and click on the Delete button. You may not delete an account which already has entries against it.