Accounts

Accounts are used to organize transactions (expenses and income). An account in the program represents a real-life account: bank account, credit card, cash money, or electronic money, such as PayPal or other e-commerce systems. The system of accounts in the program allows you to track the flow of money and see where and how much money you have at a particular moment of time.

The list of accounts is displayed in the main window of the program to the left of the transaction list. The user can see the name of the account, its icon, current balance in the account currency, as well as any comments (if available), short summary on scheduled transactions (the sum of planned expenses and income) and budget (if available). In the "Budget" section, one can see the available account balance value and percent.

Once an account is selected, the user can see all the transactions, assigned to it. To view all existing transactions, it is necessary to switch to the "Summary" tab. This tab shows the general picture: overall sum of money in the selected currency and transactions of all accounts. The user can clearly see the total sum of money spent on gas, food and other items.

The list of currencies lets the user select the currency to display the total balance of all the accounts and the sums in the list of transactions. It can also be used to set up the currency exchange rates (if necessary).

Account management

The list of accounts can edited in the «Accounts» dialog. The user can change the account settings, add any number of new accounts, or delete those which are no longer needed.

NOTE: When you delete an account, all transactions associated with this account will be deleted too. Be attentive to avoid the loss of important data!

Each account should be assigned a currency. The user can also specify the name of the account, select an icon, add a comment and set up a budget for the account.