Jan1210 Posted July 3, 2020 Share Posted July 3, 2020 Is there anyway to add transaction types such as Debit - Direct Debit - FBT (File Bank Transfer) etc. Link to comment Share on other sites More sharing options...
Kim 1318 Posted July 3, 2020 Share Posted July 3, 2020 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. Link to comment Share on other sites More sharing options...
Jan1210 Posted July 4, 2020 Author Share Posted July 4, 2020 Thanks for your extensive reply, unfortunately I don't appear to have phrased my question correctly as I simply wanted to know if you could add items to the below list. Thanks anyway - this lack of functionality together with one or two others make this program a non starter for me. That's 8 hours of my life (inputting data yesterday) and £39 I'll never get back 😧 Guess I'll just stick to another program. 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. Link to comment Share on other sites More sharing options...
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