Entering transactions
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Entering transactions

In FinanceToGo, there are three types of transactions: Actual, Recurring and Generated.

Entering a new transaction

  1. 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.
  2. Single-click on the 'Add Transaction' button on the lower left-hand side of the window. (or press Command-K )
  3. The 'define properties for tranaction' dialog will appear, as shown below:
  4. 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)

See also

working with accounts