There are 3 ways how to create transactions:
1) from the main menu;
2) from the registry view
3) from memorized transactions.
To create a transaction click NEW then choose what kind of transaction you want to create - payment / deposit / transfer.
Payment or withdrawal is taking the money from the account
Deposit - putting the money to account
Transfer - taking money from one account and putting them to the second account so the total amount of money you at all accounts is unchanged.
The Edit/Add new Transactions dialog appears. You can also run this dialog from the main program menu.
To create transaction you should fill in the following fields:
General tab
Date: Date of transaction. By default - today date.
Account: Enter the account field to choose the account; By default the account set as preferred is chosen.
Payer/Payee: The name of the Payee or Payer.
Amount: The amount of the transaction. The amount is recorded in the currency set for this account. You can set different currencies for different accounts.
Please note that if you create the payment you should not put the minus before amount, just enter the sum of transaction.
Currency: Choose the currency for this transaction. By default there is a currency of the account but you can change it. The application supports multi-currency transactions, so you can choose the currency different from he account's currency and the transactions amount will be re-calculated according tot he currency exchange rate that you specified in the Lists. ( more about Multi-currency transactions)
Category: You may enter a Category (e.g., Car, Restaurant, Groceries, Gifts, Salary etc.) in the Category field. By clicking to the category field the list of pre-defined categories will be open. Choose the need one and click Back.
From this view you can create the new category, edit or delete existed one. ( more about categories)
It's possible to add multiple categories to the transactions using the Split categories. ( more about Splitting transaction categories)
After you fill in all the information on the firs tab go to the second.
Extended tab
Ref: transaction reference number, Choose one from the the predefined types - EFT (electronic fund transfer ), Check, ATM, TXFR ( transfer), Dep ( deposit) or create a new one.
Class: You may specify the class for the transaction ( e.g. Personal, Business, etc). it's needed for deeper transaction analysis and further reporting. You may choose class from the drop-down list of memorized classes or create a new one. Flying Money Manager has predefined classes which you can modify.
Note: Enter a memo, or note to describe the transaction in more details.
When you enter all information for the transaction click Ok or Back.
All created transaction could be memorized or scheduled. Read more about scheduled transactions and about memorized transactions.
To make created transactions memorized ( regular) choose Options - > Memorize
To make created transactions Scheduled transactions choose Options - > Add to Schedule.