
Working with accounts
In FinanceToGo, there are four types of accounts:
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Liquid Asset accounts: These include assets held in cash or easily converted into cash. Liquid Asset accounts usually include bank accounts, credit cards, cash and savings accounts.
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Fixed Asset accounts: These include assets which hold a value, such as land or equipment owned by a person or company.
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Debt accounts: Any debts and liabilities.
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Profit & Loss accounts: Includes accounts such as your landlord and any taxes.
Adding an account
- Goto the Accounts section, either by selecting 'Accounts' from the View menu, or by single-clicking on the Accounts icon in the document window toolbar.
- Select the 'Liquid Assets' folder displayed in the main list by single-clicking it.
- Single-click the "Create account" button, placed directly below the list of accounts.
- The 'define account properties' window will appear, shown below.
- Enter your account details, once you are finished press the 'Done' button