3. The screen shows transaction ledger for "My Cash" account.
In the right you can see "Balance: 100.00$". This is your initial (opening) balance, i.e. an amount you entered while creating the account "My Cash"
When all the necessary steps are made, please find some examples of how to effect transactions.
30$ cash payment for a new shirt.
Each transaction corresponds to at least one of the accounts. In the giving example we'll use cash account "My Cash" and start from the transactions ledger for the account
1. Move to the "Account" window by clicking the "Account" bookmark (only for HPC).
2. Use the pen to click a drop-down account list and select My Cash account from the list.
| For HPC | For Pocket PC |
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3. The screen shows transaction ledger for "My Cash" account. In the right you can see "Balance: 100.00$". This is your initial (opening) balance, i.e. an amount you entered while creating the account "My Cash" |
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4. On having pressed the "New Transaction" button located on the right side of the screen, you'll be automatically moved to an empty line (described as <_New_Transaction_>) in the transaction list. The cursor will be set in the "Transaction properties" dialog box in the "_New_Transaction_" field. Enter "New Shirt" as description instead of "_New_Transaction_". |
4. On having pressed the "New Transaction" button located on the right bottom (top center for PsPC) side of the screen, you'll be automatically moved to an empty line (described as <_New_Transaction_>) in the transaction list. The cursor will be set in the "Transaction properties" dialog box in the "_New_Transaction_" field. Enter "New Shirt" as description instead of "_New_Transaction_". |
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5. On having finished transaction description, press the Tab Key. Thus, you'll be moved to the Amount field. Enter 30 (Cost of the Shirt). Note: On the right of Amount field USD is stated and this means that the transaction will be effected in USD. You can't change it as you deal with My Cash Account kept in USD. Further to the right transaction type is indicated (Deposit or Payment). Payment is selected by default. There's no need to change this as you're spending your money. |
5. On having finished transaction description, go to Amount field. Thus, you'll be moved to Amount field. Enter 30 (Cost of the Shirt). Note: On the right of Amount field USD is stated and this means that the transaction will be effected in USD. |
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6. Press twice the Tab Key or using the pen press an empty field on the right of "Cat/[Tran]" (Category/Transfer). A category must be entered in the field. Enter Clothing Note:
it's enough to enter letters cl and the program will write down an
appropriate name of the category. If you don't remember the exact name of
the category, press the button
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6. Press with the pen en empty place to the right of «Category». A name for the category should be entered into the field. Enter Cloth. Note:
it's enough to enter letters
"cl",
and the program will write down an appropriate name of the category. If you don't remember the exact name of the category, press the button to the right of the category and select it from the list. |
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7. |
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Note: there are some ways of switching between accounts. For instance, press "1" and you will move to the first account in the list - this is "WestPack" account. Press "2" and you'll move to the next account - this is "My Cash" account and so on. If you don't have the pen on hands, a New Transaction can be created by pressing "N" (New) Key. This is instead of the New Transaction Button. |
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Receiving cheque $2000 (Salary)
Now you can get (in our imaginary world!) your monthly wage using a cheque.
| For HPC | For Pocket PC и PsPC |
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1. Move to the "WestPack" Account. |
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2. Press the "New Transaction" Button |
2. Press the "New" Button |
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3. Enter "Salary (February)" as a transaction name. Note: all the transactions are of the current date but the transaction date can be changed at any time if necessary. |
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4. In the "Amount" Field enter "2000" and set Deposit as transaction type. Enter "Salary" in the "Can/[Tran]" Field (note that you need just to enter "s" and the program will automatically write the rest). Enter "My Work" in the "Project" Field |
4. In the "Amount" Field enter "2000". Enter "Salary" in the "Category" Field (note that you need just to enter "s" and the program will automatically write the rest). Enter "My Work" in the "Project" Field |
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5. Press “OK” to confirm the transaction. |
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On having pressed the «OK» button you'll see a message about creation of a new project «My
Work» as there were no projects named like that.
Press «Yes» to confirm creation of the project. On the screen you can see the renewed Transaction Ledger for the current account “WestPack” with a balance of 3500$:
Transferring 500$ from the “WestPack”
account to the “My Cash” account.
Two accounts are involved in the transaction and you can enter the transaction in any of account ledgers.
| For HPC | For Pocket PC or PsPC |
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1. Select the “WestPack” account. Transferring money from this account seems to be the most obvious case. |
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2. Press the “New transaction” button to create a new transaction. |
2. Press the button New to create a new transaction. |
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3. Enter “Some extra money ” as the name of the payment. Enter 500 into the “Amount”
field and
Payment as a type of transaction. Then press the button
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3. Enter “Some extra money ” as the name of the payment. Enter -500 в
into the "Amount" field. Then press the button |
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4. Press “OK” |
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Now money are transferred from the “WestPack” account into the “My Cash” account. To get sure, switch to the “My Cash” account and you'll find the same transaction but with the opposite sign. In the given example the amount of the transaction is 500.
or 
” in the transaction ledger. The letter "T" shows that this is a transfer from or to another account. 