Adding Transactions

Transactions help you keep track of your financial activity, such as withdrawals and deposits. To add a new transaction, first click on Accounts on the top, and then double- click on the desired account. Then click the Add button to add the new transaction to the account. Below is an explanation of the fields you have to fill in:

Date

This is the date of the transaction.

Number

This is the reference number of the transaction, such as the check number. This field can also specify the transaction's type (such as ATM) and comes with some common transaction types built-in. However, you can add custom transaction types by selecting the Tools > Number Items menu option. This field is optional.

Payee

This is the transaction's payee. For example, if you are paying your electric bill, the payee will be the name of your electric company.

Category

This is the transaction's category, which specifies where the transaction's amount is going to or coming from. For example, if you are paying your electric bill, the category can be "Bills:Electric." If you want to transfer money to another account, select the account in this box.

Tags

This is the transaction’s tags, which is an additional categorization tool. For example, if you want to track all your dinning out expenses while on vacation, you could set the category to “Dining out” and set the tag to “Vacation.” Then, you can run a report showing how much you spent on dining out on your vacation.

Withdrawal

If the transaction is a withdrawal or charge, enter its amount here.

Deposit

If the transaction is a deposit or credit, enter its amount here.

Rate

If the transaction is a transfer to an account with a different currency, the rate field will appear. In the rate field you will specify the appropriate rate between the two transfer accounts. By default, the current rate specified in the currency manager will be used, however you can change the rate to a different number.

Split

If this transaction contains more than one item (such as two checks) then you can click the Split button to specify the individual items.

Memo

This is the transaction's memo. This is optional.

Transferring money to another account

Moneyspire allows you to easily transfer money from one account to another. For example, if you are adding a withdrawal transaction to your checking account, and you want to credit that amount to your credit card account, just specify the credit card account in the Category box. Then the withdrawal amount will be transferred from the checking account and credited to the credit card account. This feature lets you easily move money around in between accounts, in the same way you move money around in between categories.

File attachments

You can add file attachments to a transaction by first adding the transaction to the register, and then once the transaction has been added you can right click on it and then select File attachment. You may add any type of file, such as documents, images, PDF files, etc.

Tips

Pressing the Control + Return key on the keyboard will automatically activate the Add

more button so that you can easily add multiple transactions at a time.