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Table Of Contents Each savings transaction requires it's own record to store the information. To create a new record select New Record from the Edit menu, or click the new record button (see image below) which can be found in the button bar at the top of the screen, right under the menu bar. The first new record you create after the initial balance defaults to a deposit transaction type. You can easily select a different transaction type from the pop-up menu at the top of the savings window. The look of the savings window changes dynamically to display only the fields relevant to the type of transaction you select. After the second transaction is entered, creating a new record will default to the same transaction type as the previous one. This can be very useful if you need to enter several transactions of the same type at one time because you will not need to change the transaction type each time you create a new record. Finance will automatically enter the current transaction and save your document before creating a new record so no new data or changes will be lost. Finance also will automatically enter the current date in a new record. For more information about changing the date, look at the enter a date section of this help topic. | ||
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