Account List

Account List

The Account List displays all of the Accounts in the system. The Account, Envelope and Templates lists can be displayed as separate tabs, or they can be stacked.

Arranging Accounts

You can rearrange Accounts by dragging and dropping them. You can also group them into Account Groups.

Creating Accounts and Groups

You can add new Accounts and Account Groups by clicking the "+" sign.

To create an Account, enter a unique name, specify an Account type, specify a starting balance, a starting date and a note. One way to start is to use your most recent bank statement. You can also add a description.

To create an Account Group, just enter a unique name. You can also add a description. You can drag and drop Accounts and other Account Groups into it.

Editing Account Properties

Once an Account is created, you can edit its name and type.

Edit the properties of an existing Account by right clicking it and selecting "Edit Properties."