Add/Edit Account

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You may create new accounts as follows:

At the bottom menu click the button “New” to add new account or “Edit” to edit existent account.

The Account Info Dialog appears where you may enter the following information.

 

Tab 1 - General

 

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* Name: The name of the account (e.g., My salary).

* Type: Choose from the predefined account types (Checking, Savings, Cash, Credit Card, Asset, Liability)

* Currency: The currency used for this account. Each account may use a different currency.

* Number: The account number.

* Institution: The name of the Bank or other financial institution where you have opened an account

 

After you fill in all information at the first tab go to the second one.

 

Tab 2 - Extended

 

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* Minimum balance: some account has the required sum of money that can’t be spent, the balance of the account can not go below this amount.

* Number: enter the last check number to continue numeration of the next checks.

* Contact: Name of the contact person in the bank

* Phone: The phone number of the contact person in the bank

* Description: you can type the description to the account with any additional information you want to have with the account.

 

After you finish entering information to this second tab click OK.

You will be asked to enter the initial account balance:

 

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Click OK