
Entering transactions
In FinanceToGo, there are three types of transactions: Actual, Recurring and Generated.
Entering a new transaction
- Goto the Transactions section, either by selecting 'Transactions' from the View menu, or by single-clicking on the Transactions icon in the document window toolbar.
- Single-click on the 'Add Transaction' button on the lower left-hand side of the window. (or press Command-K )
- The 'define properties for tranaction' dialog will appear, as shown below:
- Enter the transaction details including the name, amount and the source, destination and category accounts.
The 'Define properties for transaction' dialog explained:
Title | Name of the transaction, e.g. Groceries. |
Date | Date of the transaction. |
Seller VAT # | The VAT No. of the seller/supplier. |
Amount | Amount of the transaction. (e.g. 200) |
One-Off | Tick if this a one-off transaction. |
Source account | The account where the money is coming from (e.g. your 'Cash' account) |
Destination account | The account where the money is going to. |
Category account | The category account (e.g. Food) |