The Add/Edit Transaction window allows you to edit the details of an existing transaction or add a new transaction to your MoneyLine records. To create a new transaction, click the Transaction button on the main toolbar. To edit an existing transaction, double-click it from the transactions list in the main window.
Account:
Select the account for this transaction.
Transaction Date:
Enter the date on which the transaction occurred.
Transaction Type:
Select the type of transaction entered.
Deposit - Deposit income into this account.
ATM - A withdraw from an ATM machine.
EFT - An electronic funds transfer.
Check - A written and numbered check.
Purchase - Point of sale purchase.
Transfer - A transfer to another account.
Check Number:
Enter the transaction check number, if applicable. The check number should contain no more than six numbers.
Payee:
Select or type in the name of the party to whom the transaction is credited. Once a payee is entered the first time, it will be added to the payees list and will be listed in this drop-down list.
Account (for transfers only):
Select the account to transfer funds to.
Note:
This optional field may be used to enter a brief description about the transaction.
Category:
Select the income or expense category to which the transaction is assigned.
Note: If this is a split transaction click the Split Transaction button to allocate multiple categories.
Sub-Category:
Select or enter the income or expense sub-category, if applicable. Once a category is entered the first time, it will be added to the categories list and will be listed in this drop-menu.
Amount:
Enter the amount of the transaction.
Split Transaction
Click the Split Transaction button to allocate multiple categories for this transaction.
Tax Deductible:
Select the appropriate tax deduction for the transaction.