From the menu bar Click Finance, Click Account List to open the ACCOUNT LIST window. You can also open the ACCOUNT LIST window by pressing [Ctrl+A] or Click Account if you have added it to the main toolbar. At the top of the ACCOUNT LIST window, the buttons on the toolbar are:
|
|
|
|
Open - use the selected account,
Hide(x) - hide or unhide the selected account,
Info — enter more information for the selected account,
New - create a new account,
Edit - change the selected account,
Delete - delete the selected account,
Options - change the display settings for this window,
How Do I - help for the account list window,
X - close the ACCOUNT LIST window.
To set up an additional account, Click New on the toolbar of the ACCOUNT LIST window to open the CREATE NEW ACCOUNT window. Click on the type of account you want to create, Click Next and answer the questions regarding the particular account.
Accounts can also be created by Clicking on the Create New Account button in the appropriate section on the My Finances page. This would be the same as the directions outlined in the section above, Creating Your First Account.
Note - most account balances will be as of January 1 of the current year except for your checking account(s). The beginning balance for checking accounts will be the ending balance on your last bank statement prior to January 1.
Note - when setting up a liability account, you will be asked at the end of the account questions "Would you like to set up an amortized loan associated with this account?" If you answer YES you will need very specific information about your loan(s), especially if they are existing loans that you have been paying on for some time. If you don’t have the information or don’t want to set up the amortized loan, answer NO and enter the principal and interest for each payment that is made during the year.