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Transaction Type


Jan1210

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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.

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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.
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