Using the account register

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My Money 2.0 Manual | Configuring the working environment<<Previous | Next>>Understanding Money accounts



Using the account register

Like a paper register that records the details of the checks you write, the account register contains a list of the transactions for each account. To view the account register, click the Account List icon and then click the name of the account you want to work with.

Image:Register.PNG


The top half of the screen is the list of transactions and a bar which displays Today’s balance, showing cleared checks, debits, and fees. It also shows the Ending balance for the account. The Ending Balance includes transactions that are dated beyond today; for example, electronic bill payments, which may take a few days to process. The bottom half of the screen are the Transaction Forms, where you enter your withdrawals, deposits, and transfers.

New Transaction

To enter a new transaction:

  • Click on the Withdrawal, Deposit or Transfer tab corresponding to the type of transaction you wish to enter.
  • Enter the details of the transaction.
  • Click Enter.


When you finish, the transaction will appear in the list on the top half of the screen, and the account balance information automatically updates. This simple procedure for entering transactions works with any of your bank accounts, including checking, savings, or credit card accounts.



My Money 2.0 Manual | Configuring the working environment<<Previous | Next>>Understanding Money accounts

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