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On the tab at the top select the type of transaction:
- Income
- Expense
- Transfer
Incoming Example
- Select From Account: Salary
- Select To Account: MyBank
- Select the date : today
- Type the amount or use the calculator
: 1200
- Select the person who performed the operation (optional): Human resources office
- Select the operation type (optional): EBT (Electronic bank transfer)
- Enter a descriptive (optional) note: Salary
- Check "Pending Transacion" if you do not want to account for the transaction at this time
- Click on the icon
at the top right and
if you do not have to enter other transactions.
Expense Example
- Select From Account: MyBank
- Select To Account: Dinner
- Select the date : today
- Type the amount or use the calculator
: 25
- Select the person who performed the operation (optional): Me
- Seleziona il tipo operazione (opzionale): POS
- Insert a descriptive (optional) note: Restaurant
- Check "Pending Transacion" if you do not want to account for the transaction at this time
- Click on the icon
at the top right and
if you do not have to enter other transactions.
Transfer Example
- Seleziona da: MyBank
- Seleziona a: MyBank 2
- Select the currency date of the "from account": today
- Select the currency date of the "to account": tomorrow
- Type the amount or use the calculator
: 1000
- Select the person who performed the operation (optional): Wife
- Select the operation type (optional): EBT (Electronic bank transfer)
- Insert a descriptive (optional) note: transfer
- Check "Pending Transacion" if you do not want to account for the transaction at this time
- Click on the icon
at the top right and
if you do not have to enter other transactions.