Use the Transaction tab to
Create, modify or delete transaction accounts Add multiple categories to each transaction account to further refine your historic and future expenditure and income projections Create multiple cash accounts such as bank accounts, credit and charge accounts, savings accounts, investment income account and mortgage accounts. Maintain cash accounts in your local currency or one or more foreign currencies.
Analyze the proportions of your expenditure and income by account and category to discover how your disposable income is being used and where your income is coming from. Analyze budgeted and actual expenditure to determine how well you have been meeting your budgeted income and expenditure. Determine your ability to meet future obligations by projecting how well your cash flow is able to cover your expected liabilities. Reconcile your bank, credit card, mortgage and other cash account statements with the transactions that you record for these accounts in the Transaction Manager. Produce hard copy Microsoft Excel and Pdf reports and graphical views for presentations.