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Main Screen
The main screen lists the transactions currently stored in the software sorted by the transaction date in descending order.

At the bottom of the Transaction list is the total of the listing’s “Expense” transactions

All of the functionality of the software is accessed through the “Options” menu (see diagram 2 below).

Each sub section of the menu groups related functions together. At the top of the “Options” menu are functions to manage the transactions that are stored in the software.
The center or middle group has functions that manage the transaction list. When many transactions are stored in the software, perhaps you will want to “Filter” the transactions list to focus on specific group of transactions.

An important function in the center group is the “Export” function. This sends the displayed transactions to the financial software you are using on your desktop PC.

The bottom section of the “Options” menu provides access to “List Maintenance” functions. These lists are used to support adding or editing transactions and to minimize typing. There are 2 supporting lists: the Accounts List and the Payees List.

Created by Genesis Software Corp. Copyright © 2005 Genesis Software Corp.