Transaction dialog
From MechCAD Software Wiki
Transaction dialog is the most frequently used dialog box in AceMoney. It allows to add new and change existing transactions.
Contents |
Type
Withdrawal, deposit or transfer. See detailed description of transaction types in this article.
Date
Date when the transaction took place.
Account
Account containing this transaction.
Number
Usually this field contains check number for checking accounts, however it may contain any other text relevant to transaction.
Payee
Payee or payer represents an entity that took your money or gave you the money. Read more about payees and payers.
Amount
Total transaction amount. This field is very smart and accepts simple arithmetic expressions like (43.22 + 123.33) * 1.06 or (454.23 - 292.45) / 3.
Category
Category represents types of spending or income that you get/spend on a regular basis. For instance all grocery store purchases can be categorized as "Food:Groceries". Read more about categories.
Split
This button displays Split dialog where you can break the total transaction amount down into several categories. For example, if you went to supermarket and purchased food and clothing and paid with a credit card, most likely this purchase will show up as one transaction in your credit card statement. It is a good idea to record this transaction as a split between Food:Groceries and Clothing categories for reporting and budgeting purposes.
Comment
Custom transaction comment provided by the user.
See also
- Account
- Account page
- Category
- Payee
- Transaction dialog
